Insight Wealth Partners, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 729,680
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
489.3 K
(67.1% of total reported value)
· QoQ Δ:
+387.3 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.6 K | 61.4% | 7.331 K | 0 | 7.331 K |
| ETFs | 75.3 K | 31.3% | 5.097 K | 0 | 5.097 K |
| Debt | 7.477 K | 3.1% | 770 | 0 | 770 |
| Other | 9.972 K | 4.1% | 863 | 0 | 863 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
729,680
Holdings
115
QoQ value change ($000)
401,350
(122.2%)
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.