Notify me when Insight Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 114 | $240,334,236 | +$19,298,639 | -$8,450,932 | +$10,847,707 | VCIT, SPXL, LQD, JPST, FBND | 13F-HR | 17 Feb 2026, 13:42 |
| Q3 2025 | 114 | $226,277,348 | +$41,842,202 | -$7,342,265 | +$34,499,937 | VCIT, SPXL, LQD, JPST, FBND | 13F-HR | 12 Nov 2025, 08:58 |
| Q2 2025 | 107 | $180,309,132 | +$30,258,865 | -$23,183,441 | +$7,075,424 | SPXL, JPST, LQD, FBND, IAU | 13F-HR | 31 Jul 2025, 12:51 |
| Q1 2025 | 105 | $166,287,604 | +$11,788,794 | -$3,237,285 | +$8,551,509 | BSJQ, LQD, IAU, FBND, JPST | 13F-HR | 15 May 2025, 12:14 |
| Q4 2024 | 91 | $157,956,145 | +$7,908,776 | -$9,977,508 | -$2,068,732 | BSJQ, LQD, IAU, FBND, JPST | 13F-HR | 14 Feb 2025, 14:27 |
| Q3 2024 | 96 | $163,823,620 | +$29,125,479 | -$24,491,819 | +$4,633,660 | BSJQ, LQD, JPST, IAU, FBND | 13F-HR | 13 Nov 2024, 16:22 |
| Q2 2024 | 87 | $154,266,804 | +$19,314,072 | -$17,360,747 | +$1,953,325 | JPST, BSJQ, LQD, FBND, IAU | 13F-HR | 18 Jul 2024, 14:35 |
| Q1 2024 | 84 | $153,919,164 | +$27,759,969 | -$2,139,161 | +$25,620,808 | JPST, TPL, BSJQ, LQD, FBND | 13F-HR | 10 May 2024, 10:43 |
| Q4 2023 | 73 | $132,485,658 | +$13,693,754 | -$4,504,857 | +$9,188,897 | JPST, BSJQ, TPL, LQD, IAU | 13F-HR | 13 Feb 2024, 15:54 |
| Q3 2023 | 65 | $119,056,266 | +$2,604,955 | -$5,111,668 | -$2,506,713 | TPL, BSJQ, JPST, LQD, FBND | 13F-HR | 30 Oct 2023, 07:44 |
| Q2 2023 | 68 | $120,395,464 | +$21,050,625 | -$8,514,131 | +$12,536,494 | BSJQ, JPST, TPL, LQD, IAU | 13F-HR | 11 Aug 2023, 08:44 |
| Q1 2023 | 58 | $110,903,428 | +$9,689,458 | -$3,689,531 | +$5,999,927 | TPL, BSJQ, LQD, IAU, FBND | 13F-HR | 12 May 2023, 09:34 |
| Q4 2022 | 56 | $107,093,464 | +$23,348,368 | -$25,761,571 | -$2,413,203 | TPL, BSJQ, LQD, IAU, TIP | 13F-HR | 31 Jan 2023, 20:42 |
| Q3 2022 | 56 | $101,576,000 | +$3,019,274 | -$24,449,965 | -$21,430,691 | BIV, TPL, TIP, IAU, IUSB | 13F-HR | 01 Dec 2022, 10:12 |
| Q2 2022 | 56 | $127,111,000 | +$3,374,171 | -$7,594,495 | -$4,220,324 | LQD, BIV, TPL, IAU, FBND | 13F-HR | 13 Jul 2022, 13:15 |
| Q1 2022 | 69 | $141,733,000 | +$40,507,006 | -$72,485,568 | -$31,978,562 | LQD, BIV, TPL, IAU, FBND | 13F-HR | 02 May 2022, 11:51 |
| Q4 2021 | 80 | $180,776,000 | +$25,566,662 | -$2,977,556 | +$22,589,106 | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 03 Feb 2022, 21:36 |
| Q3 2021 | 54 | $157,252,000 | +$11,320,233 | -$6,339,442 | +$4,980,791 | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 05 Nov 2021, 14:31 |
| Q2 2021 | 55 | $156,767,000 | +$22,760,137 | -$10,735,692 | +$12,024,445 | GTO, TPL, LQD, TIP, VCSH | 13F-HR | 13 Jul 2021, 20:45 |
| Q1 2021 | 51 | $141,737,000 | +$44,078,371 | -$11,428,656 | +$32,649,715 | GTO, TIP, VCSH, LQD, FBND | 13F-HR | 20 Apr 2021, 15:26 |
| Q4 2020 | 52 | $110,457,000 | +$22,758,702 | -$7,225,885 | +$15,532,817 | GTO, LQD, VCSH, IAU, TPL | 13F-HR | 19 Jan 2021, 09:21 |
| Q3 2020 | 49 | $89,552,000 | +$39,840,010 | -$9,635,837 | +$30,204,173 | GTO, VCSH, VBND, HYG, MUB | 13F-HR | 15 Oct 2020, 18:03 |
| Q2 2020 | 39 | $59,676,000 | +$3,843,828 | -$19,684,186 | -$15,840,358 | LQD, FBND, TPL, VBND, HYG | 13F-HR | 17 Jul 2020, 17:33 |
| Q1 2020 | 35 | $62,057,000 | +$17,887,177 | -$7,501,044 | +$10,386,133 | SPXL, LQD, FBND, VBND, HYG | 13F-HR | 07 May 2020, 16:10 |
| Q4 2019 | 38 | $63,605,000 | $0 | $0 | $0 | LQD, CVX, TPL, HYG, VIDI | 13F-HR | 16 Mar 2020, 12:30 |