Insight Wealth Partners, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 744,805
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 135 | 744,805 | 13F-HR | Insight Wealth Partners, LLC |
| Q1 2026 | 5/13/2026 | 120 | 712,993 | 13F-HR | Insight Wealth Partners, LLC |
| Q4 2025 | 2/17/2026 | 115 | 729,680 | 13F-HR | Insight Wealth Partners, LLC |
| Q3 2025 | 11/12/2025 | 115 | 328,330 | 13F-HR | Insight Wealth Partners, LLC |
| Q2 2025 | 7/31/2025 | 108 | 257,673 | 13F-HR | Insight Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.36 K | 8.9% | 8.783 K | 0 | 8.783 K |
| ETFs | 670.2 K | 90.0% | 487.8 K | 0 | 487.8 K |
| Debt | 8.289 K | 1.1% | 813 | 0 | 813 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
744,805
Holdings
135
QoQ value change ($000)
31,812
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.