0001172661-23-002027.txt : 20230512 0001172661-23-002027.hdr.sgml : 20230512 20230512093401 ACCESSION NUMBER: 0001172661-23-002027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Partners, LLC CENTRAL INDEX KEY: 0001627003 IRS NUMBER: 272626130 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20201 FILM NUMBER: 23913573 BUSINESS ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 BUSINESS PHONE: 972-543-4800 MAIL ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001627003 XXXXXXXX 03-31-2023 03-31-2023 false Insight Wealth Partners, LLC

3333 Premier Drive, Suite 800 Plano TX 75023

13F HOLDINGS REPORT 028-20201 000153635 801-71491 N Wayne Smith 310-275-7300 /s/ Wayne Smith Beverly Hills CA 05-12-2023 0 61 445611862 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 535292 5286 SH SOLE 0 0 5286 ABBVIE INC COM 00287Y109 918290 5762 SH SOLE 0 0 5762 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1122090 3926 SH SOLE 0 0 3926 AMAZON COM INC COM 023135106 368126 3564 SH SOLE 0 0 3564 AMERICAN CENTY ETF TR US SML CP VALU 025072877 236622 3195 SH SOLE 0 0 3195 APPLE INC COM 037833100 916615 5559 SH SOLE 0 0 5559 BP PLC SPONSORED ADR 055622104 238529 6287 SH SOLE 0 0 6287 CHEVRON CORP NEW COM 166764100 289772 1776 SH SOLE 0 0 1776 CISCO SYS INC COM 17275R102 861649 16483 SH SOLE 0 0 16483 COLGATE PALMOLIVE CO COM 194162103 357263 4754 SH SOLE 0 0 4754 CONOCOPHILLIPS COM 20825C104 272449 2746 SH SOLE 0 0 2746 DBX ETF TR XTRACKERS S&P 233051143 549185 14767 SH SOLE 0 0 14767 DIAMONDBACK ENERGY INC COM 25278X109 1280195 9471 SH SOLE 0 0 9471 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1520641 20779 SH SOLE 0 0 20779 ETF SER SOLUTIONS VIDENT INTERNATI 26922A404 224388 9820 SH SOLE 0 0 9820 EXXON MOBIL CORP COM 30231G102 831153 7579 SH SOLE 0 0 7579 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5711578 124165 SH SOLE 0 0 124165 FORD MTR CO DEL COM 345370860 513836 40781 SH SOLE 0 0 40781 HOME BANCSHARES INC COM 436893200 237312 10931 SH SOLE 0 0 10931 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 4620699 97896 SH SOLE 0 0 97896 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 307830 15179 SH SOLE 0 0 15179 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 210233 9352 SH SOLE 0 0 9352 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 605152 25691 SH SOLE 0 0 25691 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 600939 26763 SH SOLE 0 0 26763 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 4340496 195254 SH SOLE 0 0 195254 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 13360226 584309 SH SOLE 0 0 584309 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 946787 44914 SH SOLE 0 0 44914 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 931739 45252 SH SOLE 0 0 45252 ISHARES GOLD TR ISHARES NEW 464285204 6354993 170056 SH SOLE 0 0 170056 ISHARES TR CORE INTL AGGR 46435G672 244848 5002 SH SOLE 0 0 5002 ISHARES TR IBOXX INV CP ETF 464287242 9887656 90208 SH SOLE 0 0 90208 ISHARES TR JPMORGAN USD EMG 464288281 3625257 42017 SH SOLE 0 0 42017 ISHARES TR CMBS ETF 46429B366 2071691 44854 SH SOLE 0 0 44854 ISHARES TR CONSER ALLOC ETF 464289883 226191 6470 SH SOLE 0 0 6470 ISHARES TR NATIONAL MUN ETF 464288414 2531605 23497 SH SOLE 0 0 23497 ISHARES TR CORE DIV GRWTH 46434V621 337882 6759 SH SOLE 0 0 6759 ISHARES TR IBOXX HI YD ETF 464288513 3064762 40566 SH SOLE 0 0 40566 ISHARES TR PFD AND INCM SEC 464288687 335209 10737 SH SOLE 0 0 10737 ISHARES TR 1 3 YR TREAS BD 464287457 201538 2453 SH SOLE 0 0 2453 ISHARES TR FALN ANGLS USD 46435G474 2931660 116013 SH SOLE 0 0 116013 ISHARES TR CORE TOTAL USD 46434V613 274131 5940 SH SOLE 0 0 5940 ISHARES TR TIPS BD ETF 464287176 5670894 51437 SH SOLE 0 0 51437 ISHARES TR MSCI EMG MKT ETF 464287234 2521494 63900 SH Call SOLE 0 0 63900 ISHARES TR MSCI EAFE ETF 464287465 2546112 35600 SH Call SOLE 0 0 35600 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1870646 37175 SH SOLE 0 0 37175 MICROSOFT CORP COM 594918104 252359 875 SH SOLE 0 0 875 NVIDIA CORPORATION COM 67066G104 457765 1648 SH SOLE 0 0 1648 PACCAR INC COM 693718108 554142 7570 SH SOLE 0 0 7570 PIMCO ETF TR ACTIVE BD ETF 72201R775 2170284 23398 SH SOLE 0 0 23398 PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 74255Y821 853648 40667 SH SOLE 0 0 40667 RAYTHEON TECHNOLOGIES CORP COM 75513E101 705782 7207 SH SOLE 0 0 7207 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 349705 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 542442 1325 SH SOLE 0 0 1325 SPDR S&P 500 ETF TR TR UNIT 78462F103 329640828 805200 SH Call SOLE 0 0 805200 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2735539 176943 SH SOLE 0 0 176943 TEXAS INSTRS INC COM 882508104 1790532 9626 SH SOLE 0 0 9626 TEXAS PACIFIC LAND CORPORATI COM 88262P102 13829293 8130 SH SOLE 0 0 8130 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1372805 17889 SH SOLE 0 0 17889 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1237232 16230 SH SOLE 0 0 16230 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 798058 78241 SH SOLE 0 0 78241 WP CAREY INC COM 92936U109 715793 9242 SH SOLE 0 0 9242