Notify me when Insight Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 114 | $226M | +$41.8M | -$7.34M | +$34.5M | VCIT, SPXL, LQD, JPST, FBND | 13F-HR | 11/12/2025, 08:58 AM |
| Q2 2025 | 107 | $180M | +$30.3M | -$23.2M | +$7.08M | SPXL, JPST, LQD, FBND, IAU | 13F-HR | 7/31/2025, 12:51 PM |
| Q1 2025 | 105 | $166M | +$11.8M | -$3.24M | +$8.55M | BSJQ, LQD, IAU, FBND, JPST | 13F-HR | 5/15/2025, 12:14 PM |
| Q4 2024 | 91 | $158M | +$7.91M | -$9.98M | -$2.07M | BSJQ, LQD, IAU, FBND, JPST | 13F-HR | 2/14/2025, 02:27 PM |
| Q3 2024 | 96 | $164M | +$29.1M | -$24.5M | +$4.63M | BSJQ, LQD, JPST, IAU, FBND | 13F-HR | 11/13/2024, 04:22 PM |
| Q2 2024 | 87 | $154M | +$19.3M | -$17.4M | +$1.95M | JPST, BSJQ, LQD, FBND, IAU | 13F-HR | 7/18/2024, 02:35 PM |
| Q1 2024 | 84 | $154M | +$27.8M | -$2.14M | +$25.6M | JPST, TPL, BSJQ, LQD, FBND | 13F-HR | 5/10/2024, 10:43 AM |
| Q4 2023 | 73 | $132M | +$13.7M | -$4.5M | +$9.19M | JPST, BSJQ, TPL, LQD, IAU | 13F-HR | 2/13/2024, 03:54 PM |
| Q3 2023 | 65 | $119M | +$2.6M | -$5.11M | -$2.51M | TPL, BSJQ, JPST, LQD, FBND | 13F-HR | 10/30/2023, 07:44 AM |
| Q2 2023 | 68 | $120M | +$21.1M | -$8.51M | +$12.5M | BSJQ, JPST, TPL, LQD, IAU | 13F-HR | 8/11/2023, 08:44 AM |
| Q1 2023 | 58 | $111M | +$9.69M | -$3.69M | +$6M | TPL, BSJQ, LQD, IAU, FBND | 13F-HR | 5/12/2023, 09:34 AM |
| Q4 2022 | 56 | $107M | +$23.3M | -$25.8M | -$2.41M | TPL, BSJQ, LQD, IAU, TIP | 13F-HR | 1/31/2023, 08:42 PM |
| Q3 2022 | 56 | $102M | +$3.02M | -$24.4M | -$21.4M | BIV, TPL, TIP, IAU, IUSB | 13F-HR | 12/1/2022, 10:12 AM |
| Q2 2022 | 56 | $127M | +$3.37M | -$7.59M | -$4.22M | LQD, BIV, TPL, IAU, FBND | 13F-HR | 7/13/2022, 01:15 PM |
| Q1 2022 | 69 | $142M | +$40.5M | -$72.5M | -$32M | LQD, BIV, TPL, IAU, FBND | 13F-HR | 5/2/2022, 11:51 AM |
| Q4 2021 | 80 | $181M | +$25.6M | -$2.98M | +$22.6M | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 2/3/2022, 09:36 PM |
| Q3 2021 | 54 | $157M | +$11.3M | -$6.34M | +$4.98M | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 11/5/2021, 02:31 PM |
| Q2 2021 | 55 | $157M | +$22.8M | -$10.7M | +$12M | GTO, TPL, LQD, TIP, VCSH | 13F-HR | 7/13/2021, 08:45 PM |
| Q1 2021 | 51 | $142M | +$44.1M | -$11.4M | +$32.6M | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 4/20/2021, 03:26 PM |
| Q4 2020 | 52 | $110M | +$22.8M | -$7.23M | +$15.5M | GTO, LQD, VCSH, IAU, TPL | 13F-HR | 1/19/2021, 09:21 AM |
| Q3 2020 | 49 | $89.6M | +$39.8M | -$9.64M | +$30.2M | GTO, VCSH, VBND, HYG, MUB | 13F-HR | 10/15/2020, 06:03 PM |
| Q2 2020 | 39 | $59.7M | +$3.84M | -$19.7M | -$15.8M | LQD, FBND, TPL, VBND, HYG | 13F-HR | 7/17/2020, 05:33 PM |
| Q1 2020 | 35 | $62.1M | +$17.9M | -$7.5M | +$10.4M | SPXL, LQD, FBND, VBND, HYG | 13F-HR | 5/7/2020, 04:10 PM |
| Q4 2019 | 38 | $63.6M | $0 | $0 | LQD, CVX, TPL, HYG, VIDI | 13F-HR | 3/16/2020, 12:30 PM |