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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
AAPL icon
26
Apple
AAPL
$4.77T
$2.98M 0.4%
10,293
+532
+5% +$152K
MUB icon
27
iShares National Muni Bond ETF
MUB
$44.6B
$2.79M 0.37%
25,935
-7,644
-23% -$817K
JPLD icon
28
JPMorgan Limited Duration Bond ETF
JPLD
$4.01B
$2.78M 0.37%
+53,268
New +$2.78M
AIRR icon
29
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.15B
$2.67M 0.36%
20,058
+2,529
+14% +$319K
LQDB icon
30
iShares BBB Rated Corporate Bond ETF
LQDB
$58.5M
$2.61M 0.35%
30,240
+3,299
+12% +$285K
AMZN icon
31
Amazon
AMZN
$2.72T
$2.58M 0.35%
10,828
-52
-0.5% -$13.1K
CMBS icon
32
iShares CMBS ETF
CMBS
$467M
$2.56M 0.34%
52,683
-18,170
-26% -$884K
AVUV icon
33
Avantis US Small Cap Value ETF
AVUV
$31B
$2.42M 0.32%
19,384
+1,060
+6% +$126K
BOND icon
34
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$2.41M 0.32%
26,129
-10,186
-28% -$938K
TBG icon
35
TBG Dividend Focus ETF
TBG
$278M
$2.37M 0.32%
65,119
+4,609
+8% +$167K
AVDV icon
36
Avantis International Small Cap Value ETF
AVDV
$20.2B
$2.32M 0.31%
22,551
+280
+1% +$29.8K
BSMU icon
37
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$279M
$2.27M 0.31%
103,724
– –
AAXJ icon
38
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.86B
$2.22M 0.3%
18,578
+8,664
+87% +$976K
TACK icon
39
Fairlead Tactical Sector ETF
TACK
$299M
$2.01M 0.27%
63,671
+2,088
+3% +$64.9K
DBEF icon
40
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.15B
$1.88M 0.25%
34,329
+6,107
+22% +$320K
CSCO icon
41
Cisco
CSCO
$424B
$1.83M 0.25%
15,539
-300
-2% -$31.4K
VRT icon
42
Vertiv
VRT
$95.5B
$1.74M 0.23%
5,206
-54
-1% -$17.1K
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$1.73M 0.23%
21,892
-7,494
-26% -$592K
GLD icon
44
SPDR Gold Trust
GLD
$146B
$1.67M 0.22%
4,543
+61
+1% +$25.3K
FANG icon
45
Diamondback Energy
FANG
$57.5B
$1.66M 0.22%
9,472
+1
+0% +$194
PHYS icon
46
Sprott Physical Gold
PHYS
$15.5B
$1.64M 0.22%
54,476
– –
TXN icon
47
Texas Instruments
TXN
$236B
$1.63M 0.22%
5,469
-218
-4% -$60.5K
AVIV icon
48
Avantis International Large Cap Value ETF
AVIV
$2.06B
$1.54M 0.21%
19,843
+3,283
+20% +$257K
ZALT icon
49
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$782M
$1.53M 0.21%
45,284
-4,044
-8% -$136K
XOM icon
50
ExxonMobil
XOM
$679B
$1.49M 0.2%
10,901
+1,485
+16% +$222K
1
2
3 4 5

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AAM
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ECM
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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.