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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
AVGO icon
26
Broadcom
AVGO
$1.82T
$2.39M 0.33%
7,712
+42
+0.5% +$13.8K
VCSH icon
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.33M 0.33%
29,386
-3,050
-9% -$243K
LQDB icon
28
iShares BBB Rated Corporate Bond ETF
LQDB
$59.3M
$2.33M 0.33%
26,941
-464
-2% -$40.4K
AMZN icon
29
Amazon
AMZN
$2.5T
$2.27M 0.32%
10,880
+165
+2% +$36.3K
BSMU icon
30
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$264M
$2.26M 0.32%
103,724
– –
AVDV icon
31
Avantis International Small Cap Value ETF
AVDV
$18.9B
$2.22M 0.31%
22,271
+218
+1% +$22.2K
TBG icon
32
TBG Dividend Focus ETF
TBG
$254M
$2.11M 0.3%
60,510
+6,415
+12% +$227K
AVUV icon
33
Avantis US Small Cap Value ETF
AVUV
$29.7B
$2.02M 0.28%
18,324
+499
+3% +$54.9K
AIRR icon
34
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$1.94M 0.27%
17,529
+1,392
+9% +$157K
PHYS icon
35
Sprott Physical Gold
PHYS
$14.6B
$1.93M 0.27%
54,476
-18,898
-26% -$699K
GLD icon
36
SPDR Gold Trust
GLD
$131B
$1.93M 0.27%
4,482
+214
+5% +$95.8K
FANG icon
37
Diamondback Energy
FANG
$57.6B
$1.87M 0.26%
9,471
-65
-0.7% -$11K
TACK icon
38
Fairlead Tactical Sector ETF
TACK
$290M
$1.87M 0.26%
61,583
-867
-1% -$26.7K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.69M 0.24%
2,605
-129
-5% -$87.7K
ZALT icon
40
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$728M
$1.6M 0.22%
49,328
+26,192
+113% +$857K
XOM icon
41
ExxonMobil
XOM
$651B
$1.6M 0.22%
9,416
+240
+3% +$35K
COWZ icon
42
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$1.51M 0.21%
24,186
-1,156
-5% -$72.6K
DBEF icon
43
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$1.39M 0.2%
28,222
+3,480
+14% +$174K
VRT icon
44
Vertiv
VRT
$112B
$1.32M 0.18%
5,260
+6
+0.1% +$1.33K
AVIV icon
45
Avantis International Large Cap Value ETF
AVIV
$1.92B
$1.24M 0.17%
16,560
+2,056
+14% +$156K
CSCO icon
46
Cisco
CSCO
$450B
$1.23M 0.17%
15,839
-593
-4% -$46.4K
SCHG icon
47
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.16M 0.16%
39,683
-1,072
-3% -$33.3K
SCHD icon
48
Schwab US Dividend Equity ETF
SCHD
$102B
$1.14M 0.16%
37,217
-606
-2% -$18.4K
RTX icon
49
RTX Corp
RTX
$287B
$1.11M 0.16%
5,757
+90
+2% +$17.9K
TXN icon
50
Texas Instruments
TXN
$255B
$1.1M 0.15%
5,687
+1,005
+21% +$203K
1
2
3 4 5

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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.