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Insight Wealth Partners Portfolio holdings
AUM
$745M
Turnover
21.68%
1-Year Est. Return
25.89%
This Fund
S&P 500
This Quarter Est. Return
+15.82%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$745M
AUM Growth
+$31.8M
(+4.5%)
Cap. Flow
+$463M
Cap. Flow % of AUM
Cap. Flow %
62.15%
Top 10 Holdings %
Top 10 Hldgs %
78.22%
Holding
143
New
23
Increased
48
Reduced
49
Closed
8
Avg Time Held
Equity + Options
2.4
years
Top 10 Avg Time Held
Equity + Options
1.9
years
Top 20 Avg Time Held
Equity + Options
2.9
years
Avg Time Held Equity only
2.4
years
Top 10 Avg Time Held Equity only
2.1
years
Top 20 Avg Time Held Equity only
3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$434M |
| 2 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$20.1M |
| 3 |
Ford
F
|
+$8.1M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.98M |
| 5 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$2.78M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.62M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$2.61M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.82M |
| 4 |
Invesco Total Return Bond ETF
GTO
|
+$1.75M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.74M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 92.59% |
| 2 | Technology | 3.13% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Energy | 0.81% |
| 5 | Industrials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
State Street SPDR S&P 500 ETF Trust
SPY
$813B
| $449M | 60.34% |
601,827
+599,222
| +23,003% | +$434M |
2019 Q4
26 quarters
|
|
|
2
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7B
| $47.7M | 6.41% |
176,249
+79,660
| +82% | +$20.1M |
2020 Q1
25 quarters
|
|
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
| $22.9M | 3.08% |
277,432
+4,621
| +2% | +$382K |
2025 Q3
3 quarters
|
|
|
4
JPMorgan Ultra-Short Income ETF
JPST
$42.9B
| $12.1M | 1.63% |
240,079
-36,099
| -13% | -$1.82M |
2023 Q1
13 quarters
|
|
|
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
| $11.6M | 1.56% |
106,526
-33,182
| -24% | -$3.62M |
2019 Q4
26 quarters
|
|
|
6
Ford
F
$46.5B
| $9M | 1.21% |
647,831
+600,496
| +1,269% | +$8.1M |
2022 Q1
17 quarters
|
|
|
7
Fidelity Total Bond ETF
FBND
$28.4B
| $8.91M | 1.2% |
195,769
-57,170
| -23% | -$2.61M |
2019 Q4
26 quarters
|
|
8
JPMorgan Active Bond ETF
JBND
$9.18B
| $7.3M | 0.98% |
136,459
+13,885
| +11% | +$743K |
2024 Q3
7 quarters
|
|
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
| $7.12M | 0.96% |
152,068
+15,656
| +11% | +$733K |
2024 Q3
7 quarters
|
|
10
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
| $6.44M | 0.86% |
68,061
-4,450
| -6% | -$421K |
2025 Q4
2 quarters
|
|
11
NVIDIA
NVDA
$5.22T
| $5.7M | 0.77% |
28,500
+687
| +2% | +$141K |
2021 Q4
18 quarters
|
|
12
Principal Investment Grade Corporate Active ETF
IG
$206M
| $5.31M | 0.71% |
256,849
+30,221
| +13% | +$624K |
2022 Q1
17 quarters
|
|
13
iShares Semiconductor ETF
SOXX
$45.2B
| $5.2M | 0.7% |
8,117
+289
| +4% | +$147K |
2023 Q2
12 quarters
|
|
|
14
iShares TIPS Bond ETF
TIP
$14.6B
| $4.91M | 0.66% |
44,849
-15,783
| -26% | -$1.74M |
2021 Q1
21 quarters
|
|
|
15
Invesco Total Return Bond ETF
GTO
$2.55B
| $4.89M | 0.66% |
104,378
-37,292
| -26% | -$1.75M |
2020 Q3
23 quarters
|
|
16
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
| $4.78M | 0.64% |
59,809
-12,722
| -18% | -$1.02M |
2019 Q4
26 quarters
|
|
17
iShares Fallen Angels USD Bond ETF
FALN
$1.58B
| $4.28M | 0.57% |
156,998
-27,140
| -15% | -$735K |
2019 Q4
26 quarters
|
|
|
18
iShares MSCI Emerging Markets ETF
EEM
$28.7B
| $4.17M | 0.56% |
+60,971
| New | +$3.98M |
2026 Q2
0 quarters
|
|
19
iShares Gold Trust
IAU
$59.5B
| $4.03M | 0.54% |
53,352
+605
| +1% | +$51.4K |
2019 Q4
26 quarters
|
|
20
Xtrackers S&P 500 ESG ETF
SNPE
$2.9B
| $3.72M | 0.5% |
54,015
+2,818
| +6% | +$187K |
2020 Q4
22 quarters
|
|
21
Sandisk
SNDK
$183B
| $3.65M | 0.49% |
1,607
+7
| +0.4% | +$10K |
2026 Q1
1 quarter
|
|
22
US Treasury 2 Year Note ETF
UTWO
$516M
| $3.51M | 0.47% |
73,213
+14,305
| +24% | +$689K |
2026 Q1
1 quarter
|
|
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.9B
| $3.49M | 0.47% |
36,230
-10,791
| -23% | -$1.03M |
2019 Q4
26 quarters
|
|
24
USCF Midstream Energy Income Fund
UMI
$537M
| $3.38M | 0.45% |
57,492
+4,726
| +9% | +$277K |
2025 Q1
5 quarters
|
|
25
Broadcom
AVGO
$1.58T
| $3.27M | 0.44% |
8,666
+954
| +12% | +$383K |
2023 Q2
12 quarters
|
|
Similar funds
ECM
Insight Wealth Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Insight Wealth Partners held 143 positions worth $745M, up 4.5% from $713M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Insight Wealth Partners deployed $463M of net new capital in Q2 2026, opening 23 new positions and adding to 48 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ETF: 60,971 shares worth $4.17M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 95% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $3.62M trimmed.
- Insight Wealth Partners's largest Q2 2026 buy was iShares MSCI Emerging Markets ETF: 60,971 shares worth $4.17M.
- Insight Wealth Partners added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $434M increase.
- Insight Wealth Partners's biggest Q2 2026 reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, cutting an estimated $3.62M.
- Insight Wealth Partners fully exited RTX Corp in Q2 2026, selling an estimated $1.11M.
- Insight Wealth Partners's ten largest holdings make up 78% of its $745M portfolio in Q2 2026.
- Insight Wealth Partners opened 23 new positions and closed 8 in Q2 2026.
- Insight Wealth Partners's portfolio value rose 4.5% quarter-over-quarter to $745M.
Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.