Insight Wealth Partners, LLC - Portfolio Stock Holdings
Insight Wealth Partners, LLC disclosed 144 stock positions in a recent SEC 13F filing. $254,407,431 of stock holdings were filed, with the largest holdings including VCIT, SPXL, and JPST. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$254,407,431Top Stock Holdings By Sector
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Portfolio Stock Holdings - Insight Wealth Partners, LLC
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Portfolio Options Holdings - Insight Wealth Partners, LLC
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