Managers / Q2 2021 · view latest →
Insight Wealth Partners, LLC
CIK 0001627003 · 3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023 · 972-543-4800
Reported Value
$188M
Q2 2021
Positions
58
Filings on Record
26
2019–present window
Filed
Jul 14, 2021
original filing
Summary
Insight Wealth Partners, Llc reported $188M in U.S.-listed holdings across 58 positions for Q2 2021.
Its largest position, GTO, represents 10.4% of the portfolio.
Compared with Q1 2021, the fund opened 7 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $713M | 120 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $730M | 115 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $328M | 115 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $258M | 108 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $601M | 108 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $730M | 95 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $506M | 100 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $578M | 91 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $581M | 88 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $577M | 77 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $517M | 69 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $431M | 71 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $446M | 61 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $133.7B | 59 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $133M | 59 | Jul 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $180M | 72 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $535M | 83 | Feb 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $187M | 57 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $188M | 58 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $203M | 53 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $163M | 53 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $105M | 52 | Oct 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $97M | 42 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $77M | 38 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.