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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
+7.24%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$258M
AUM Growth
-$343M
Cap. Flow
-$14.8M
Cap. Flow %
-5.74%
Top 10 Hldgs %
61.77%
Holding
114
New
6
Increased
66
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$12.6M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.18M
3
UMI icon
USCF Midstream Energy Income Fund
UMI
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$12.7M
2
IAU icon
iShares Gold Trust
IAU
+$4.36M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

Rank Sector Weight
1 Technology 5.51%
2 Consumer Discretionary 1.8%
3 Energy 1.32%
4 Industrials 0.92%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.89T
$2.06M 0.8%
10,021
-39
-0.4% -$7.88K
SOXX icon
27
iShares Semiconductor ETF
SOXX
$44.2B
$1.9M 0.74%
7,966
+296
+4% +$59.3K
PHYS icon
28
Sprott Physical Gold
PHYS
$14.6B
$1.88M 0.73%
74,065
-9,964
-12% -$250K
AVDV icon
29
Avantis International Small Cap Value ETF
AVDV
$18.9B
$1.69M 0.66%
21,331
+466
+2% +$34.5K
TACK icon
30
Fairlead Tactical Sector ETF
TACK
$290M
$1.64M 0.64%
58,043
+1,171
+2% +$32K
AVUV icon
31
Avantis US Small Cap Value ETF
AVUV
$29.7B
$1.57M 0.61%
17,202
+581
+3% +$50.1K
GLD icon
32
SPDR Gold Trust
GLD
$131B
$1.41M 0.55%
4,638
+609
+15% +$184K
FANG icon
33
Diamondback Energy
FANG
$57.6B
$1.31M 0.51%
9,536
– –
COWZ icon
34
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$1.27M 0.49%
23,087
+879
+4% +$46.5K
MSFT icon
35
Microsoft
MSFT
$2.84T
$1.23M 0.48%
2,464
+214
+10% +$92.9K
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.2M 0.47%
41,208
-595
-1% -$15.7K
CSCO icon
37
Cisco
CSCO
$450B
$1.2M 0.47%
17,286
+125
+0.7% +$7.68K
AIRR icon
38
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$1.17M 0.45%
14,381
+1,054
+8% +$77.7K
OPER icon
39
ClearShares Ultra-Short Maturity ETF
OPER
$110M
$1.09M 0.42%
10,853
+399
+4% +$40K
TXN icon
40
Texas Instruments
TXN
$255B
$1.03M 0.4%
4,940
-4,471
-48% -$794K
PULS icon
41
PGIM Ultra Short Bond ETF
PULS
$17.7B
$1.02M 0.4%
20,494
+830
+4% +$41.2K
XOM icon
42
ExxonMobil
XOM
$651B
$1.01M 0.39%
9,359
+155
+2% +$16.6K
WEA
43
Western Asset Premier Bond Fund
WEA
$123M
$993K 0.39%
91,513
+750
+0.8% +$8.03K
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$102B
$951K 0.37%
35,884
+5,406
+18% +$141K
BSCS icon
45
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$939K 0.36%
45,829
+1,974
+5% +$40.2K
BSCQ icon
46
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$920K 0.36%
47,156
+2,005
+4% +$39.1K
BSCR icon
47
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$918K 0.36%
46,712
+2,001
+4% +$39.2K
DBEF icon
48
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$881K 0.34%
20,139
+2,376
+13% +$103K
META icon
49
Meta Platforms (Facebook)
META
$1.51T
$836K 0.32%
1,133
+54
+5% +$33.4K
SHV icon
50
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$834K 0.32%
7,552
+198
+3% +$21.8K
1
2
3 4 5

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Insight Wealth Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Wealth Partners held 114 positions worth $258M, down 57% from $601M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Insight Wealth Partners withdrew a net $14.8M in Q2 2025, closing 6 positions and reducing 21 holdings. Its most notable exit was Invesco BulletShares 2025 High Yield Corporate Bond ETF, an estimated $804K position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, up from 1.9% a quarter earlier, followed by Consumer Discretionary and Energy.

Against the trend, Insight Wealth Partners opened a new position in Coca-Cola worth $239K.

  • Insight Wealth Partners's largest Q2 2025 buy was Coca-Cola: 3,380 shares worth $239K.
  • Insight Wealth Partners added most to Direxion Daily S&P 500 Bull 3x ETF in Q2 2025, an estimated $12.6M increase.
  • Insight Wealth Partners's biggest Q2 2025 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $12.7M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2025, selling an estimated $804K.
  • Insight Wealth Partners's ten largest holdings make up 62% of its $258M portfolio in Q2 2025.
  • Insight Wealth Partners opened 6 new positions and closed 6 in Q2 2025.
  • Insight Wealth Partners's portfolio value fell 57% quarter-over-quarter to $258M.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.