Insight Wealth Partners, LLC - Portfolio Stock Holdings
Insight Wealth Partners, LLC disclosed 129 stock positions in a recent SEC 13F filing. $246,790,396 of stock holdings were filed, with the largest holdings including VCIT, SPXL, and LQD. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.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:
March 31, 2026No. of Stocks:
129Est. Stock Holding Value:
$246,790,396Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Insight Wealth Partners, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Insight Wealth Partners, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...