Insight Wealth Partners, LLC - Portfolio Stock Holdings
Insight Wealth Partners, LLC disclosed 140 stock positions in a recent SEC 13F filing. $743,314,646 of stock holdings were filed, with the largest holdings including SPY, SPXL, and VCIT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,124,216,166 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
140Est. Stock Holding Value:
$743,314,646Top Stock Holdings By Sector
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Portfolio Stock Holdings - Insight Wealth Partners, LLC
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% of Portfolio
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