Insight Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0001627003
13F-HR · 45 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
67.2%
Insight Wealth Partners, LLC — $83.4M AUM allocation strategy
Insight Wealth Partners, LLC files SEC Form 13F and reports $83.4M of long US equity value across 45 reported holdings for 2026-03-31.
Its largest sector bet is Financials 48.7%, followed by Information Technology 15.7% and Industrials 4.6%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Insight Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$83.4M
total across 45 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +9.71K sh · +$353K+$BLK +4.36K sh · +$513K+$IVV +3.8K sh · +$457K
Biggest trims (shares)
−$VOO −3.05K sh · −$257K−$SPGI −2.57K sh · −$4.02M−$SCHW −1.68K sh · −$69.1K
Exited to nil (held last quarter, gone now)
$CVNA ($914K last qtr)$ABT ($265K last qtr)$APP ($264K last qtr)$HOOD ($262K last qtr)$IBM ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data21.4%—
- Asset Management & Custody Banks21.1%—
- Semiconductors10.0%—
- Technology Hardware, Storage & Peripherals4.2%—
- Diversified Banks3.4%—
- Investment Banking & Brokerage2.8%—
- Broadline Retail2.7%—
- Oil & Gas Exploration & Production2.3%—
- Other holdings32.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 96.6K | $17.9M | -2.57K | 21.4% |
| $IVZ | Invesco Ltd | 278K | $9.26M | +9.71K | 11.1% |
| $BLK | BlackRock Inc | 80.4K | $8.34M | +4.36K | 10.0% |
| $NVDA | NVIDIA Corporation | 27.8K | $4.85M | +545 | 5.8% |
| $USB | U.S. Bancorp | 58.9K | $2.84M | — | 3.4% |
| $AAPL | Apple Inc | 9.76K | $2.48M | +15 | 3.0% |
| $AVGO | Broadcom Inc | 7.71K | $2.39M | +42 | 2.9% |
| $SCHW | Charles Schwab Corporation | 76.9K | $2.3M | -1.68K | 2.8% |
…and 37 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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