Managers / Q4 2021 · view latest →
Insight Wealth Partners, LLC
CIK 0001627003 · 3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023 · 972-543-4800
Reported Value
$535M
Q4 2021
Positions
83
Filings on Record
26
2019–present window
Filed
Feb 4, 2022
original filing
Summary
Insight Wealth Partners, Llc reported $535M in U.S.-listed holdings across 83 positions for Q4 2021.
Its largest position, GTO, represents 4.5% of the portfolio.
Compared with Q3 2021, the fund opened 28 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 — Q4 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 ↗.