Sign In
test

Wayne Smith

Insight Wealth Partners, Llc

Assets Managed
$712.993M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-2.28%(2Q avg: 59.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Insight Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 712.993M in assets, with a quarterly growth rate of -2.28% and a 2-quarter average growth rate of 59.98%. The portfolio is managed by Wayne Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.33%
65.49%
$466.883M
717,905 shares@ $650.35 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -1.13%
3.17%
$22.575M
272,811 shares@ $82.76 avg price
SPXL
Direxion Dly S&p 500 Bull 3x
Recent Activity
Decreased -0.57%
2.56%
$18.228M↑ Call
98,589 shares@ $184.89 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 3.45%
2.14%
$15.227M
139,708 shares@ $108.99 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 2.98%
1.97%
$13.977M
276,178 shares@ $50.61 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 6.37%
1.62%
$11.539M
252,939 shares@ $45.63 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 106.36%
0.98%
$6.92M
72,511 shares@ $95.45 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 5.96%
0.94%
$6.691M
60,632 shares@ $110.36 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 7.31%
0.94%
$6.634M
141,670 shares@ $46.83 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 0.43%
0.93%
$6.591M
122,574 shares@ $53.78 avg price

1-10 of 118