SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Insight Wealth Partners, LLC

CIK 0001627003 · 3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023 · 972-543-4800

Reported Value
$133.7B
Q4 2022
Positions
59
Filings on Record
26
2019–present window
Filed
Feb 1, 2023
original filing

Summary

Insight Wealth Partners, Llc reported $133.7B in U.S.-listed holdings across 59 positions for Q4 2022.

Its largest position, TPL, represents 14.3% of the portfolio.

Compared with Q2 2022, the fund opened 7 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $77MQ1 ’20Q2 ’20: $97MQ3 ’20: $105MQ4 ’20: $163MQ4 ’20Q1 ’21: $203MQ2 ’21: $188MQ3 ’21: $187MQ3 ’21Q4 ’21: $535MQ1 ’22: $180MQ2 ’22: $133MQ2 ’22Q4 ’22: $133.7BQ1 ’23: $446MQ2 ’23: $431MQ2 ’23Q3 ’23: $517MQ4 ’23: $577MQ1 ’24: $581MQ1 ’24Q2 ’24: $578MQ3 ’24: $506MQ4 ’24: $730MQ4 ’24Q1 ’25: $601MQ2 ’25: $258MQ3 ’25: $328MQ3 ’25Q4 ’25: $730MQ1 ’26: $713Mfilingsflow.com

Portfolio Composition

By security type
ETP: 74.0%Common Stock: 20.8%Closed-End Fund: 2.5%Other: 1.9%REIT: 0.6%Other: 0.2%
  • ETP · 74.0% · $98.9B
  • Common Stock · 20.8% · $27.9B
  • Closed-End Fund · 2.5% · $3.3B
  • Other · 1.9% · $2.6B
  • REIT · 0.6% · $768M
  • Other · 0.2% · $211M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$713M120May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$730M115Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$328M115Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$258M108Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$601M108May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$730M95Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$506M100Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$578M91Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$581M88May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$577M77Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$517M69Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$431M71Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$446M61May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$133.7B59Feb 1, 202313F-HRchanges · EDGAR ↗
Q2 2022$133M59Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$180M72May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$535M83Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$187M57Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$188M58Jul 14, 202113F-HRchanges · EDGAR ↗
Q1 2021$203M53Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$163M53Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$105M52Oct 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$97M42Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$77M38May 7, 202013F-HRchanges · 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 ↗.