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IWP

Insight Wealth Partners Portfolio holdings

AUM $745M
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
Cap. Flow
+$463M
Cap. Flow %
62.15%
Top 10 Hldgs %
78.22%
Holding
143
New
23
Increased
48
Reduced
49
Closed
8

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$434M
2
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$20.1M
3
F icon
Ford
F
+$8.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.98M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$2.78M

Top Sells

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.62M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$2.61M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.82M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.75M
5
TIP icon
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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$449M 60.34%
601,827
+599,222
+23,003% +$434M
SPXL icon
2
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.82B
$47.7M 6.41%
176,249
+79,660
+82% +$20.1M
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
$22.9M 3.08%
277,432
+4,621
+2% +$382K
JPST icon
4
JPMorgan Ultra-Short Income ETF
JPST
$41.1B
$12.1M 1.63%
240,079
-36,099
-13% -$1.82M
LQD icon
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30B
$11.6M 1.56%
106,526
-33,182
-24% -$3.62M
F icon
6
Ford
F
$55.3B
$9M 1.21%
647,831
+600,496
+1,269% +$8.1M
FBND icon
7
Fidelity Total Bond ETF
FBND
$27.9B
$8.91M 1.2%
195,769
-57,170
-23% -$2.61M
JBND icon
8
JPMorgan Active Bond ETF
JBND
$8.57B
$7.3M 0.98%
136,459
+13,885
+11% +$743K
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$7.12M 0.96%
152,068
+15,656
+11% +$733K
IEF icon
10
iShares 7-10 Year Treasury Bond ETF
IEF
$41.6B
$6.44M 0.86%
68,061
-4,450
-6% -$421K
NVDA icon
11
NVIDIA
NVDA
$5.27T
$5.7M 0.77%
28,500
+687
+2% +$141K
IG icon
12
Principal Investment Grade Corporate Active ETF
IG
$200M
$5.31M 0.71%
256,849
+30,221
+13% +$624K
SOXX icon
13
iShares Semiconductor ETF
SOXX
$42.6B
$5.2M 0.7%
8,117
+289
+4% +$147K
TIP icon
14
iShares TIPS Bond ETF
TIP
$14.8B
$4.91M 0.66%
44,849
-15,783
-26% -$1.74M
GTO icon
15
Invesco Total Return Bond ETF
GTO
$2.48B
$4.89M 0.66%
104,378
-37,292
-26% -$1.75M
HYG icon
16
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.3B
$4.78M 0.64%
59,809
-12,722
-18% -$1.02M
FALN icon
17
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$4.28M 0.57%
156,998
-27,140
-15% -$735K
EEM icon
18
iShares MSCI Emerging Markets ETF
EEM
$31.1B
$4.17M 0.56%
+60,971
New +$3.98M
IAU icon
19
iShares Gold Trust
IAU
$64.1B
$4.03M 0.54%
53,352
+605
+1% +$51.4K
SNPE icon
20
Xtrackers S&P 500 ESG ETF
SNPE
$2.89B
$3.72M 0.5%
54,015
+2,818
+6% +$187K
SNDK
21
Sandisk
SNDK
$248B
$3.65M 0.49%
1,607
+7
+0.4% +$9.99K
UTWO icon
22
US Treasury 2 Year Note ETF
UTWO
$490M
$3.51M 0.47%
73,213
+14,305
+24% +$689K
EMB icon
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$3.49M 0.47%
36,230
-10,791
-23% -$1.03M
UMI icon
24
USCF Midstream Energy Income Fund
UMI
$520M
$3.38M 0.45%
57,492
+4,726
+9% +$277K
AVGO icon
25
Broadcom
AVGO
$1.72T
$3.27M 0.44%
8,666
+954
+12% +$383K
1
2 3 4 5

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HIG
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AAM
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ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
CFS
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HPM
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RCG
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WDL
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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.