Insight Wealth Partners, LLC
•CIK: 1627003•Filing: Q4 2025
**Insight Wealth Partners, LLC** manages $240M across a diversified portfolio of 114 positions. The fund exhibits a notable allocation toward fixed income and leveraged instruments, highlighted by significant holdings in VCIT ($23.1M) and SPXL ($21.9M). Further concentration is evident in LQD ($14.9M) and JPST ($13.6M), suggesting a tactical focus on credit and sector-specific opportunities. This positioning reflects a mandate utilizing fixed income duration and leveraged equity exposure.
Total AUM
$240.3M
QoQ Performance
+6.2%
Positions
71
Top 10 Concentration
48.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
SPXL
LQD
JPST
VCIT9.6%
SPXL9.1%
LQD6.2%
JPST5.6%
FBND4.6%
IAU*3.1%
JBND2.7%
UITB2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.5%
Technology6.6%
Consumer1.5%
ETF1.0%
Energy0.6%
Industrial0.5%
Healthcare0.5%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW12 new positions
↑47 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023