Insight Wealth Partners, LLC - Portfolio overview

Insight Wealth Partners, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 8.92%
2. SPXL - DIREXION SHARES ETF TRUST, 7.06%
3. LQD - ISHARES TR, 6.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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