Insight Wealth Partners, LLC
RIA/Wealth
Insight Wealth Partners, LLC is a RIA/Wealth based in Baltimore, MD led by Ryan Christopher Ferguson, reporting $970.3M in AUM as of Q3 2025 with 77% ETF concentration and 50% concentrated in top 10 holdings.
Managing PartnerRyan Christopher Ferguson
- Portfolio Value
- $225.4M
- Positions
- 111
- Top Holding
- VCIT at 10.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Insight Wealth Partners, LLC's portfolio (50.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.5M | 10.41% | +$23.5M New | — 279.1K shares | |
ETF ETF | $21.5M | 9.53% | -$3.0M Sold | — 101.4K shares | |
ETF ETF | $13.6M | 6.02% | +$1.7M Bought | — 121.8K shares | |
ETF ETF | $13.2M | 5.87% | -$2.5M Sold | — 261.0K shares | |
ETF ETF | $10.5M | 4.65% | +$1.6M Bought | — 226.8K shares | |
Unknown Unknown | $6.5M | 2.88% | -$17.0K Sold | — 89.2K shares | |
ETF ETF | $6.2M | 2.76% | +$1.1M Bought | — 115.0K shares | |
ETF ETF | $6.1M | 2.69% | +$868.0K Bought | — 54.4K shares | |
ETF ETF | $6.0M | 2.67% | +$1.1M Bought | — 126.7K shares | |
ETF ETF | $5.9M | 2.63% | +$1.0M Bought | — 124.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Insight Wealth Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-28.73% |
Analytics
Portfolio insights and performance metrics for Insight Wealth Partners, LLC
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