# EDGAR Filing Document

**Accession Number:** 0001627003
**File Stem:** 0001085146-23-000493
**Filing Date:** 2023-2
**Character Count:** 10336
**Document Hash:** 6d025bc95ccbd6041d9cc9751e5f8b35
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000493.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001085146-23-000493

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230131

**EFFECTIVENESS DATE**: 20230201

**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:** 23574465

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Insight Wealth Partners LLC<br>**Address:** 3333 PREMIER DRIVE SUITE 800<br>PLANO, TX 75023

**Form 13F File Number:** 028-20201

**CRD Number (if applicable):** 000153635

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashley Smith-Roos<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

**Signature, Place, and Date of Signing:**

/s/ Ashley Smith-Roos  Beverly Hills, CA  01-31-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $133711555

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 1047614 | 3926 | SH |  | SOLE |  | 0 | 0 | 3926 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 210336 | 2504 | SH |  | SOLE |  | 0 | 0 | 2504 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 227256 | 3050 | SH |  | SOLE |  | 0 | 0 | 3050 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 662253 | 5097 | SH |  | SOLE |  | 0 | 0 | 5097 |
| BP PLC | SPONSORED ADR | 055622104 | BBG001S5W4F5 | 210733 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 318774 | 1776 | SH |  | SOLE |  | 0 | 0 | 1776 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 785250 | 16483 | SH |  | SOLE |  | 0 | 0 | 16483 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 374568 | 4754 | SH |  | SOLE |  | 0 | 0 | 4754 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 321432 | 2724 | SH |  | SOLE |  | 0 | 0 | 2724 |
| DBX ETF TR | XTRACKERS S | 233051143 | BBG00PK99PR8 | 493759 | 14287 | SH |  | SOLE |  | 0 | 0 | 14287 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 200660 | 468 | SH |  | SOLE |  | 0 | 0 | 468 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSZN7 | 1295854 | 9474 | SH |  | SOLE |  | 0 | 0 | 9474 |
| DIREXION SHS ETF TR | DRX S | 25459W862 | BBG001T3NV87 | 1219885 | 19641 | SH |  | SOLE |  | 0 | 0 | 19641 |
| ETF SER SOLUTIONS | VIDENT INTL EQ | 26922A404 | BBG005HJNZF9 | 252059 | 11664 | SH |  | SOLE |  | 0 | 0 | 11664 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 835671 | 7576 | SH |  | SOLE |  | 0 | 0 | 7576 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 5491853 | 121987 | SH |  | SOLE |  | 0 | 0 | 121987 |
| FORD MTR CO DEL | COM | 345370860 | BBG001S5TZ33 | 446323 | 38377 | SH |  | SOLE |  | 0 | 0 | 38377 |
| HOME BANCSHARES INC | COM | 436893200 | BBG001SN0R60 | 247272 | 10850 | SH |  | SOLE |  | 0 | 0 | 10850 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 46090A804 | BBG00KJR1JM8 | 4476370 | 96328 | SH |  | SOLE |  | 0 | 0 | 96328 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | BBG00KJR0YJ0 | 942296 | 44914 | SH |  | SOLE |  | 0 | 0 | 44914 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | 46138J858 | BBG00KJR0Z89 | 598857 | 25691 | SH |  | SOLE |  | 0 | 0 | 25691 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 | BBG00KJR2GD3 | 926992 | 45252 | SH |  | SOLE |  | 0 | 0 | 45252 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 46138J833 | BBG00KJR2H78 | 591998 | 26763 | SH |  | SOLE |  | 0 | 0 | 26763 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | BBG00KJR2J47 | 305705 | 15179 | SH |  | SOLE |  | 0 | 0 | 15179 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 | BBG00KXH4WB4 | 206773 | 9352 | SH |  | SOLE |  | 0 | 0 | 9352 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 46138J445 | BBG00X3HX973 | 4224471 | 194906 | SH |  | SOLE |  | 0 | 0 | 194906 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | BBG00LNJYDS0 | 10868126 | 482706 | SH |  | SOLE |  | 0 | 0 | 482706 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 5928103 | 171382 | SH |  | SOLE |  | 0 | 0 | 171382 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 308095 | 3796 | SH |  | SOLE |  | 0 | 0 | 3796 |
| ISHARES TR | CMBS ETF | 46429B366 | BBG002NCLTH8 | 2053268 | 44724 | SH |  | SOLE |  | 0 | 0 | 44724 |
| ISHARES TR | CONSER ALLOC ETF | 464289883 | BBG001T3YTX2 | 217457 | 6470 | SH |  | SOLE |  | 0 | 0 | 6470 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 337950 | 6759 | SH |  | SOLE |  | 0 | 0 | 6759 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 238083 | 5007 | SH |  | SOLE |  | 0 | 0 | 5007 |
| ISHARES TR | CORE TOTAL USD | 46434V613 | BBG006MJCSW0 | 246621 | 5489 | SH |  | SOLE |  | 0 | 0 | 5489 |
| ISHARES TR | FALN ANGLS USD | 46435G474 | BBG00D332C84 | 2837768 | 115310 | SH |  | SOLE |  | 0 | 0 | 115310 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 2905739 | 39464 | SH |  | SOLE |  | 0 | 0 | 39464 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 7200076 | 68292 | SH |  | SOLE |  | 0 | 0 | 68292 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | BBG001SQS9Y2 | 3620358 | 42799 | SH |  | SOLE |  | 0 | 0 | 42799 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 3864 | 33500 | SH | Call | SOLE |  | 0 | 0 | 33500 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 1119 | 92800 | SH | Call | SOLE |  | 0 | 0 | 92800 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 2463470 | 23346 | SH |  | SOLE |  | 0 | 0 | 23346 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 327801 | 10737 | SH |  | SOLE |  | 0 | 0 | 10737 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 5548789 | 52131 | SH |  | SOLE |  | 0 | 0 | 52131 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 243031 | 1663 | SH |  | SOLE |  | 0 | 0 | 1663 |
| PACCAR INC | COM | 693718108 | BBG001S5V1S8 | 498809 | 5040 | SH |  | SOLE |  | 0 | 0 | 5040 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 241853 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | BBG002N12C17 | 2203852 | 24357 | SH |  | SOLE |  | 0 | 0 | 24357 |
| PRINCIPAL EXCHANGE TRADED FD | PRNC INVT GRAD | 74255Y821 | BBG00KN7G4Q0 | 681330 | 33366 | SH |  | SOLE |  | 0 | 0 | 33366 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | BBG001S5X5Q9 | 698770 | 6924 | SH |  | SOLE |  | 0 | 0 | 6924 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 361081 | 4780 | SH |  | SOLE |  | 0 | 0 | 4780 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 382430 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 26613108 | 768700 | SH | Call | SOLE |  | 0 | 0 | 768700 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | BBG001T66XM9 | 2533432 | 179676 | SH |  | SOLE |  | 0 | 0 | 179676 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 1427005 | 8637 | SH |  | SOLE |  | 0 | 0 | 8637 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | BBG00YRJXKC0 | 19058590 | 8130 | SH |  | SOLE |  | 0 | 0 | 8130 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 3963043 | 53324 | SH |  | SOLE |  | 0 | 0 | 53324 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 1211806 | 16117 | SH |  | SOLE |  | 0 | 0 | 16117 |
| WESTERN ASSET PREMIER BD FD | SHS BEN INT | 957664105 | BBG001SB94R5 | 803343 | 75502 | SH |  | SOLE |  | 0 | 0 | 75502 |
| WP CAREY INC | COM | 92936U109 | BBG001S67MM3 | 768371 | 9832 | SH |  | SOLE |  | 0 | 0 | 9832 |

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