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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
+6.22%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$70.7M
Cap. Flow
+$17.2M
Cap. Flow %
5.24%
Top 10 Hldgs %
63.69%
Holding
119
New
11
Increased
62
Reduced
29
Closed
4

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.2M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$2.71M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.5M
3
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

Rank Sector Weight
1 Technology 4.86%
2 Consumer Discretionary 1.69%
3 Energy 1.11%
4 Industrials 0.79%
5 Financials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UMI icon
26
USCF Midstream Energy Income Fund
UMI
$516M
$2.3M 0.7%
44,719
+2,713
+6% +$136K
BSMU icon
27
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$264M
$2.27M 0.69%
103,724
-1,486
-1% -$32.3K
PHYS icon
28
Sprott Physical Gold
PHYS
$14.6B
$2.19M 0.67%
74,065
– –
SOXX icon
29
iShares Semiconductor ETF
SOXX
$44.2B
$2.17M 0.66%
8,008
+42
+0.5% +$10.5K
AVDV icon
30
Avantis International Small Cap Value ETF
AVDV
$18.9B
$1.96M 0.6%
22,017
+686
+3% +$57.7K
TACK icon
31
Fairlead Tactical Sector ETF
TACK
$290M
$1.84M 0.56%
61,152
+3,109
+5% +$89.9K
AVUV icon
32
Avantis US Small Cap Value ETF
AVUV
$29.7B
$1.77M 0.54%
17,799
+597
+3% +$57.8K
AIRR icon
33
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$1.53M 0.46%
15,780
+1,399
+10% +$125K
GLD icon
34
SPDR Gold Trust
GLD
$131B
$1.5M 0.46%
4,210
-428
-9% -$136K
COWZ icon
35
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$1.49M 0.45%
25,861
+2,774
+12% +$158K
FANG icon
36
Diamondback Energy
FANG
$57.6B
$1.36M 0.42%
9,536
– –
SCHG icon
37
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.36M 0.41%
42,567
+1,359
+3% +$41.4K
TBG icon
38
TBG Dividend Focus ETF
TBG
$254M
$1.3M 0.4%
39,357
+19,959
+103% +$661K
MSFT icon
39
Microsoft
MSFT
$2.84T
$1.29M 0.39%
2,498
+34
+1% +$17.3K
CSCO icon
40
Cisco
CSCO
$450B
$1.18M 0.36%
17,279
-7
-0% -$477
DBEF icon
41
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$1.16M 0.35%
25,001
+4,862
+24% +$220K
XOM icon
42
ExxonMobil
XOM
$651B
$1.12M 0.34%
9,929
+570
+6% +$63.4K
OPER icon
43
ClearShares Ultra-Short Maturity ETF
OPER
$110M
$1.08M 0.33%
10,753
-100
-0.9% -$10K
WEA
44
Western Asset Premier Bond Fund
WEA
$123M
$1.06M 0.32%
94,387
+2,874
+3% +$31.6K
SCHD icon
45
Schwab US Dividend Equity ETF
SCHD
$102B
$1.02M 0.31%
37,287
+1,403
+4% +$38.3K
PULS icon
46
PGIM Ultra Short Bond ETF
PULS
$17.7B
$998K 0.3%
20,023
-471
-2% -$23.4K
AVIV icon
47
Avantis International Large Cap Value ETF
AVIV
$1.92B
$972K 0.3%
14,416
+2,703
+23% +$175K
TSLA icon
48
Tesla
TSLA
$1.24T
$969K 0.3%
2,178
-61
-3% -$21.2K
RTX icon
49
RTX Corp
RTX
$287B
$948K 0.29%
5,667
-9
-0.2% -$1.4K
PLTR icon
50
Palantir
PLTR
$295B
$939K 0.29%
5,146
+1,917
+59% +$311K
1
2
3 4 5

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Insight Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Insight Wealth Partners held 119 positions worth $328M, up 27% from $258M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Insight Wealth Partners deployed $17.2M of net new capital in Q3 2025, opening 11 new positions and adding to 62 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 279,065 shares worth $23.5M.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 5.5% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Direxion Daily S&P 500 Bull 3x ETF, an estimated $2.71M trimmed.

  • Insight Wealth Partners's largest Q3 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 279,065 shares worth $23.5M.
  • Insight Wealth Partners added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025, an estimated $1.63M increase.
  • Insight Wealth Partners's biggest Q3 2025 reduction was Direxion Daily S&P 500 Bull 3x ETF, cutting an estimated $2.71M.
  • Insight Wealth Partners fully exited Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2025, selling an estimated $342K.
  • Insight Wealth Partners's ten largest holdings make up 64% of its $328M portfolio in Q3 2025.
  • Insight Wealth Partners opened 11 new positions and closed 4 in Q3 2025.
  • Insight Wealth Partners's portfolio value rose 27% quarter-over-quarter to $328M.

Based on Insight Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.