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IWP

Insight Wealth Partners Portfolio holdings

AUM $713M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
+0.42%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$713M
AUM Growth
-$16.7M
Cap. Flow
+$8.48M
Cap. Flow %
1.19%
Top 10 Hldgs %
80.39%
Holding
131
New
16
Increased
58
Reduced
32
Closed
11

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.59M
2
UTWO icon
US Treasury 2 Year Note ETF
UTWO
+$2.86M
3
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$3.58M
2
CVNA icon
Carvana
CVNA
+$914K
3
RKLB icon
Rocket Lab Corp
RKLB
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

Rank Sector Weight
1 Technology 2.11%
2 Energy 0.77%
3 Consumer Discretionary 0.69%
4 Industrials 0.5%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$465M 65.24%
715,300
-2,300
-0.3% -$1.56M
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$22.6M 3.17%
272,811
-3,139
-1% -$263K
SPXL icon
3
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$17.9M 2.5%
96,589
-2,569
-3% -$553K
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$15.2M 2.14%
139,708
+4,658
+3% +$514K
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$40B
$14M 1.96%
276,178
+7,976
+3% +$404K
FBND icon
6
Fidelity Total Bond ETF
FBND
$26.9B
$11.5M 1.62%
252,939
+15,130
+6% +$698K
IEF icon
7
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$6.92M 0.97%
72,511
+37,372
+106% +$3.59M
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.5B
$6.69M 0.94%
60,632
+3,407
+6% +$377K
GTO icon
9
Invesco Total Return Bond ETF
GTO
$2.4B
$6.63M 0.93%
141,670
+9,642
+7% +$457K
JBND icon
10
JPMorgan Active Bond ETF
JBND
$8.35B
$6.59M 0.92%
122,574
+518
+0.4% +$28K
UITB icon
11
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$6.41M 0.9%
136,412
+669
+0.5% +$31.7K
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$5.77M 0.81%
72,531
+4,247
+6% +$342K
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$4.92M 0.69%
184,138
+9,939
+6% +$271K
NVDA icon
14
NVIDIA
NVDA
$5.01T
$4.85M 0.68%
27,813
+545
+2% +$100K
IG icon
15
Principal Investment Grade Corporate Active ETF
IG
$198M
$4.68M 0.66%
226,628
+6,038
+3% +$126K
IAU icon
16
iShares Gold Trust
IAU
$63B
$4.65M 0.65%
52,747
-39,042
-43% -$3.58M
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$4.42M 0.62%
47,021
+1,890
+4% +$182K
MUB icon
18
iShares National Muni Bond ETF
MUB
$45.1B
$3.56M 0.5%
33,579
+564
+2% +$60.6K
CMBS icon
19
iShares CMBS ETF
CMBS
$473M
$3.45M 0.48%
70,853
+4,456
+7% +$219K
BOND icon
20
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$3.35M 0.47%
36,315
+2,565
+8% +$239K
UMI icon
21
USCF Midstream Energy Income Fund
UMI
$516M
$3.09M 0.43%
52,766
+3,654
+7% +$200K
SNPE icon
22
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
$3.05M 0.43%
51,197
+1,004
+2% +$62.6K
UTWO icon
23
US Treasury 2 Year Note ETF
UTWO
$482M
$2.84M 0.4%
+58,908
New +$2.86M
SOXX icon
24
iShares Semiconductor ETF
SOXX
$44.2B
$2.57M 0.36%
7,828
+110
+1% +$37.5K
AAPL icon
25
Apple
AAPL
$4.89T
$2.48M 0.35%
9,761
+15
+0.2% +$3.9K
1
2 3 4 5

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ACGDR
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DCM
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AMPWP
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GEA
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PCS
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ECM
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Insight Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Wealth Partners held 131 positions worth $713M, down 2.3% from $730M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Insight Wealth Partners's Q1 2026 filing shows 16 new, 58 increased, 32 reduced and 11 closed positions. Its largest new stake was US Treasury 2 Year Note ETF: 58,908 shares worth $2.84M. The largest sale was iShares Gold Trust, an estimated $3.58M.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, up from 2.1% a quarter earlier, followed by Energy and Consumer Discretionary.

  • Insight Wealth Partners's largest Q1 2026 buy was US Treasury 2 Year Note ETF: 58,908 shares worth $2.84M.
  • Insight Wealth Partners added most to iShares 7-10 Year Treasury Bond ETF in Q1 2026, an estimated $3.59M increase.
  • Insight Wealth Partners's biggest Q1 2026 reduction was iShares Gold Trust, cutting an estimated $3.58M.
  • Insight Wealth Partners fully exited Carvana in Q1 2026, selling an estimated $914K.
  • Insight Wealth Partners's ten largest holdings make up 80% of its $713M portfolio in Q1 2026.
  • Insight Wealth Partners opened 16 new positions and closed 11 in Q1 2026.
  • Insight Wealth Partners's portfolio value fell 2.3% quarter-over-quarter to $713M.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.