Top Institutional Investors

Insight Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1627003 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Insight Wealth Partners, LLC manages $744.8M in 13F-reported U.S. long-equity assets across 135 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (60.34%), SPXL (6.41%), VCIT (3.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions and exited 6; 52 existing positions rose in reported value and 37 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$744.8M

Long-equity book

Holdings
135

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+23 / −6 / ↑52 / ↓37

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY60.3% · +23003%SPXL6.4% · +82%VCIT3.1% · +2%JPST1.6% · -13%LQD1.6% · -24%F1.2% · +1269%FBND1.2% · -23%JBND1.0% · +11%UITB1.0% · +12%IEF0.9% · -6%NVDA0.8% · +2%IG0.7% · +13%SOXX0.7% · +4%TIP0.7% · -26%GTO0.7% · -26%HYG0.6% · -18%FALN0.6% · -15%EEM0.6% · newIAU0.5% · +1%SNPE0.5% · +6%SNDK0.5% · +0%UTWO0.5% · +24%EMB0.5% · -23%UMI0.5% · +9%AVGO0.4% · +12%AAPL0.4% · +6%MUB0.4% · -23%JPLD0.4% · newAIRR0.4% · +14%LQDB0.4% · +12%AMZN0.3% · -0%CMBS0.3% · -26%AVUV0.3% · +6%BOND0.3% · -28%TBG0.3% · +8%AVDV0.3% · +1%BSMU0.3% · 0%AAXJ0.3% · +87%TACK0.3% · +3%DBEF0.3% · +22%CSCO0.2% · -2%VRT0.2% · -1%VCSH0.2% · -26%GLD0.2% · +1%FANG0.2% · 0%PHYS0.2% · 0%TXN0.2% · -4%AVIV0.2% · +20%ZALT0.2% · -8%XOM0.2% · +16%CVX0.2% · +299%SCHG0.2% · -0%GOOGL0.2% · -1%SCHD0.2% · -1%COWZ0.2% · -23%TSLA0.1% · +3%IFRA0.1% · +8%SPUU0.1% · -1%VBND0.1% · +11%ZJAN0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 78.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$1.12B
Discretionary
$1.12B
Employees
16
Accounts
3,209
Address
3333 PREMIER DRIVE
SUITE 800
PLANO, TX 75023
Phone
(972) 543-4800
Website
Name Title / Status Ownership Type
CARTER, TRAVIS, DAVID ControlMANAGING MEMBER
since May 2010
10–25%Individual
DRYDEN, DAVID, SCOTT ControlMANAGING MEMBER
since May 2010
10–25%Individual
FERGUSON, RYAN, CHRISTOPHER ControlMANAGING MEMBER
since Jan 2012
10–25%Individual
LOWE, MICHAEL, CHAD ControlMANAGING MEMBER
since Jan 2011
10–25%Individual
SMITH, WAYNE, (NONE) ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since May 2010
10–25%Individual
Ownership & leadership changes · 3 filings with changes since Dec 23, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 8, 2017 filing
  • ChangedFERGUSON, RYAN, CHRISTOPHER · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
  • ChangedSMITH, WAYNE, (NONE) · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Feb 10, 2015 filing
  • ChangedCARTER, TRAVIS, DAVID · ownership 25–50% → 10–25%
  • ChangedDRYDEN, DAVID, SCOTT · ownership 25–50% → 10–25%
  • ChangedFERGUSON, RYAN, CHRISTOPHER · title CHIEF COMPLIANCE OFFICER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 10–25%
  • ChangedLOWE, MICHAEL, CHAD · ownership 25–50% → 10–25%
  • ChangedSMITH, WAYNE, (NONE) · ownership 25–50% → 10–25%
Jan 25, 2012 filing
  • No longer listedMOTLEY, JACKIE, DAWN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2011
  • AddedFERGUSON, RYAN, CHRISTOPHER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Dec 23, 2011 filing (earliest on record)
  • ListedCARTER, TRAVIS, DAVID · MANAGING MEMBER · 25–50% · control person
  • ListedDRYDEN, DAVID, SCOTT · MANAGING MEMBER · 25–50% · control person
  • ListedLOWE, MICHAEL, CHAD · MANAGING MEMBER · 25–50% · control person
  • ListedMOTLEY, JACKIE, DAWN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSMITH, WAYNE, (NONE) · MANAGING MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 52 →

Top Trims

Show all 37 →

New Positions

Show all 23 →

Exited Positions

Show all 6 →

Insight Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $449.4M 60.34% 601,827 SH
2 DIREXION SHARES ETF TRUST SPXL 25459W862 $47.7M 6.41% 176,249 SH
3 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $22.9M 3.08% 277,432 SH
4 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $12.1M 1.63% 240,079 SH
5 ISHARES TR LQD 464287242 $11.6M 1.56% 106,526 SH
6 FORD MTR CO F 345370860 $9.0M 1.21% 647,831 SH
7 FIDELITY MERRIMACK STR TR FBND 316188309 $8.9M 1.20% 195,769 SH
8 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $7.3M 0.98% 136,459 SH
9 VICTORY PORTFOLIOS II UITB 92647N527 $7.1M 0.96% 152,068 SH
10 ISHARES TR IEF 464287440 $6.4M 0.86% 68,061 SH
11 NVIDIA CORPORATION NVDA 67066G104 $5.7M 0.77% 28,500 SH
12 PRINCIPAL EXCHANGE TRADED FD IG 74255Y821 $5.3M 0.71% 256,849 SH
13 ISHARES TR SOXX 464287523 $5.2M 0.70% 8,117 SH
14 ISHARES TR TIP 464287176 $4.9M 0.66% 44,849 SH
15 INVESCO ACTIVELY MANAGED EXC GTO 46090A804 $4.9M 0.66% 104,378 SH
16 ISHARES TR HYG 464288513 $4.8M 0.64% 59,809 SH
17 ISHARES TR FALN 46435G474 $4.3M 0.57% 156,998 SH
18 ISHARES TR EEM 464287234 $4.2M 0.56% 60,971 SH
19 ISHARES GOLD TR IAU 464285204 $4.0M 0.54% 53,352 SH
20 DBX ETF TR SNPE 233051143 $3.7M 0.50% 54,015 SH
21 SANDISK CORP SNDK 80004C200 $3.7M 0.49% 1,607 SH
22 RBB FD INC UTWO 74933W486 $3.5M 0.47% 73,213 SH
23 ISHARES TR EMB 464288281 $3.5M 0.47% 36,230 SH
24 USCF ETF TR UMI 90290T882 $3.4M 0.45% 57,492 SH
25 BROADCOM INC AVGO 11135F101 $3.3M 0.44% 8,666 SH
26 APPLE INC AAPL 037833100 $3.0M 0.40% 10,293 SH
27 ISHARES TR MUB 464288414 $2.8M 0.37% 25,935 SH
28 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $2.8M 0.37% 53,268 SH
29 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.7M 0.36% 20,058 SH
30 ISHARES TR LQDB 46436E494 $2.6M 0.35% 30,240 SH
31 AMAZON COM INC AMZN 023135106 $2.6M 0.35% 10,828 SH
32 ISHARES TR CMBS 46429B366 $2.6M 0.34% 52,683 SH
33 AMERICAN CENTY ETF TR AVUV 025072877 $2.4M 0.32% 19,384 SH
34 PIMCO ETF TR BOND 72201R775 $2.4M 0.32% 26,129 SH
35 EA SERIES TRUST TBG 02072L375 $2.4M 0.32% 65,119 SH
36 AMERICAN CENTY ETF TR AVDV 025072802 $2.3M 0.31% 22,551 SH
37 INVESCO EXCH TRD SLF IDX FD BSMU 46138J445 $2.3M 0.31% 103,724 SH
38 ISHARES TR AAXJ 464288182 $2.2M 0.30% 18,578 SH
39 CAPITOL SER TR TACK 14064D550 $2.0M 0.27% 63,671 SH
40 DBX ETF TR DBEF 233051200 $1.9M 0.25% 34,329 SH
41 CISCO SYS INC CSCO 17275R102 $1.8M 0.25% 15,539 SH
42 VERTIV HOLDINGS CO VRT 92537N108 $1.7M 0.23% 5,206 SH
43 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.7M 0.23% 21,892 SH
44 SPDR GOLD TR GLD 78463V107 $1.7M 0.22% 4,543 SH
45 DIAMONDBACK ENERGY INC FANG 25278X109 $1.7M 0.22% 9,472 SH
46 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $1.6M 0.22% 54,476 SH
47 TEXAS INSTRS INC TXN 882508104 $1.6M 0.22% 5,469 SH
48 AMERICAN CENTY ETF TR AVIV 025072364 $1.5M 0.21% 19,843 SH
49 INNOVATOR ETFS TRUST ZALT 45783Y442 $1.5M 0.21% 45,284 SH
50 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.20% 10,901 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $744.8M 135 0001172661-26-003122
2026-03-31 2026-05-14 $713.0M 120 0001172661-26-001843
2025-12-31 2026-02-17 $729.7M 115 0001172661-26-000970
2025-09-30 2025-11-12 $328.3M 115 0001172661-25-004687
Filer Information
Address
3333 PREMIER DRIVE, SUITE 800
PLANO, TX 75023
Phone
(972) 543-4800
Filing Manager
Insight Wealth Partners, LLC
Plano, TX
Signatory
Wayne Smith
Authorized Signer