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Insight Wealth Partners Portfolio holdings
AUM
$759M
Turnover
13.51%
1-Year Est. Return
16.27%
This Fund
S&P 500
This Quarter Est. Return
-1.89%
1 Year Est. Return
+16.27%
3 Year Est. Return
+56.15%
5 Year Est. Return
+54.22%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$14.3M
(+1.9%)
Cap. Flow
-$492M
Cap. Flow % of AUM
Cap. Flow %
-64.81%
Top 10 Holdings %
Top 10 Hldgs %
77.91%
Holding
148
New
13
Increased
48
Reduced
65
Closed
7
Avg Time Held
Equity + Options
2.5
years
Top 10 Avg Time Held
Equity + Options
2.1
years
Top 20 Avg Time Held
Equity + Options
3.1
years
Avg Time Held Equity only
2.6
years
Top 10 Avg Time Held Equity only
2.3
years
Top 20 Avg Time Held Equity only
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
|
+$1.2M |
| 2 |
RTX Corp
RTX
|
+$1.18M |
| 3 |
Seagate
STX
|
+$663K |
| 4 |
USCF Midstream Energy Income Fund
UMI
|
+$596K |
| 5 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$582K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$455M |
| 2 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$32.5M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.91M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.51M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$963K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.03% |
| 2 | Technology | 3.12% |
| 3 | Consumer Discretionary | 1.54% |
| 4 | Energy | 0.91% |
| 5 | Industrials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Apple
AAPL
$5.16T
| $3.2M | 0.42% |
9,616
-677
| -7% | -$217K |
2019 Q4
27 quarters
|
|
27
Broadcom
AVGO
$1.74T
| $2.86M | 0.38% |
8,133
-533
| -6% | -$201K |
2023 Q2
13 quarters
|
|
28
TBG Dividend Focus ETF
TBG
$331M
| $2.76M | 0.36% |
76,358
+11,239
| +17% | +$428K |
2025 Q1
6 quarters
|
|
29
Sandisk
SNDK
$133B
| $2.65M | 0.35% |
1,523
-84
| -5% | -$131K |
2026 Q1
2 quarters
|
|
30
Amazon
AMZN
$2.89T
| $2.64M | 0.35% |
10,607
-221
| -2% | -$56.2K |
2020 Q3
24 quarters
|
|
31
iShares National Muni Bond ETF
MUB
$54.6B
| $2.64M | 0.35% |
26,091
+156
| +0.6% | +$16.4K |
2020 Q3
24 quarters
|
|
32
iShares CMBS ETF
CMBS
$441M
| $2.59M | 0.34% |
54,816
+2,133
| +4% | +$103K |
2020 Q3
24 quarters
|
|
33
iShares BBB Rated Corporate Bond ETF
LQDB
$57.8M
| $2.41M | 0.32% |
29,241
-999
| -3% | -$84.5K |
2024 Q3
8 quarters
|
|
34
PIMCO Active Bond Exchange-Traded Fund
BOND
$9.03B
| $2.38M | 0.31% |
27,303
+1,174
| +4% | +$106K |
2020 Q2
25 quarters
|
|
35
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.6B
| $2.25M | 0.3% |
19,305
+727
| +4% | +$83.5K |
2026 Q1
2 quarters
|
|
36
Avantis International Small Cap Value ETF
AVDV
$19.7B
| $2.23M | 0.29% |
20,343
-2,208
| -10% | -$239K |
2023 Q2
13 quarters
|
|
37
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$289M
| $2.14M | 0.28% |
102,392
-1,332
| -1% | -$28.8K |
2022 Q4
15 quarters
|
|
38
Avantis US Small Cap Value ETF
AVUV
$32.1B
| $2.09M | 0.27% |
17,720
-1,664
| -9% | -$208K |
2022 Q4
15 quarters
|
|
39
Fairlead Tactical Sector ETF
TACK
$290M
| $2.04M | 0.27% |
64,913
+1,242
| +2% | +$39.9K |
2023 Q2
13 quarters
|
|
40
Texas Instruments
TXN
$286B
| $1.95M | 0.26% |
6,977
+1,508
| +28% | +$417K |
2019 Q4
27 quarters
|
|
|
41
State Street SPDR S&P 500 ETF Trust
SPY
$803B
| $1.88M | 0.25% |
2,465
-599,362
| -100% | -$455M |
2019 Q4
27 quarters
|
|
42
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$842M
| $1.83M | 0.24% |
53,064
+7,780
| +17% | +$267K |
2025 Q1
6 quarters
|
|
43
ExxonMobil
XOM
$693B
| $1.82M | 0.24% |
11,179
+278
| +3% | +$43.5K |
2020 Q4
23 quarters
|
|
44
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.27B
| $1.82M | 0.24% |
17,617
-2,441
| -12% | -$282K |
2023 Q4
11 quarters
|
|
45
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.49B
| $1.78M | 0.23% |
32,448
-1,881
| -5% | -$104K |
2024 Q3
8 quarters
|
|
46
Diamondback Energy
FANG
$50.9B
| $1.74M | 0.23% |
9,472
| – | – |
2021 Q1
22 quarters
|
|
47
Sprott Physical Gold
PHYS
$13.9B
| $1.7M | 0.22% |
54,476
| – | – |
2020 Q2
25 quarters
|
|
48
Chevron
CVX
$422B
| $1.7M | 0.22% |
8,303
-27
| -0.3% | -$5.32K |
2021 Q4
19 quarters
|
|
49
Cisco
CSCO
$402B
| $1.67M | 0.22% |
15,531
-8
| -0.1% | -$901 |
2019 Q4
27 quarters
|
|
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.5B
| $1.66M | 0.22% |
21,494
-398
| -2% | -$31.2K |
2020 Q3
24 quarters
|
|
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Insight Wealth Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Insight Wealth Partners held 148 positions worth $759M, up 1.9% from $745M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Insight Wealth Partners withdrew a net $492M in Q3 2026, closing 7 positions and reducing 65 holdings. Its most notable exit was VanEck Gold Miners ETF, an estimated $744K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Insight Wealth Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr August worth $1.21M.
- Insight Wealth Partners's largest Q3 2026 buy was Innovator Equity Defined Protection ETF - 1 Yr August: 43,313 shares worth $1.21M.
- Insight Wealth Partners added most to Seagate in Q3 2026, an estimated $663K increase.
- Insight Wealth Partners's biggest Q3 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $455M.
- Insight Wealth Partners fully exited VanEck Gold Miners ETF in Q3 2026, selling an estimated $744K.
- Insight Wealth Partners's ten largest holdings make up 78% of its $759M portfolio in Q3 2026.
- Insight Wealth Partners opened 13 new positions and closed 7 in Q3 2026.
- Insight Wealth Partners's portfolio value rose 1.9% quarter-over-quarter to $759M.
Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.