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Insight Wealth Partners Portfolio holdings

AUM $745M
1-Year Est. Return 25.89%
This Fund
S&P 500
This Quarter Est. Return
+1.89%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$401M
Cap. Flow
+$10.6M
Cap. Flow %
1.45%
Top 10 Hldgs %
82.3%
Holding
127
New
12
Increased
48
Reduced
45
Closed
12

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.4M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M
3
SPUU icon
Direxion Daily S&P 500 Bull 2X ETF
SPUU
+$913K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$909K
5
RKLB icon
Rocket Lab Corp
RKLB
+$685K

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$806K
2
NDAQ icon
Nasdaq
NDAQ
+$619K
3
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$571K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$491K
5
ACN icon
Accenture
ACN
+$431K

Sector Composition

Rank Sector Weight
1 Miscellaneous 95.13%
2 Technology 2.07%
3 Consumer Discretionary 0.83%
4 Industrials 0.57%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHYS icon
26
Sprott Physical Gold
PHYS
$15.5B
$2.42M 0.33%
73,374
-691
-0.9% -$21.9K
UMI icon
27
USCF Midstream Energy Income Fund
UMI
$520M
$2.41M 0.33%
49,112
+4,393
+10% +$218K
LQDB icon
28
iShares BBB Rated Corporate Bond ETF
LQDB
$58.5M
$2.39M 0.33%
27,405
+1,112
+4% +$97.5K
SOXX icon
29
iShares Semiconductor ETF
SOXX
$42.6B
$2.32M 0.32%
7,718
-290
-4% -$85.5K
BSMU icon
30
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$279M
$2.28M 0.31%
103,724
– –
AVDV icon
31
Avantis International Small Cap Value ETF
AVDV
$20.2B
$2.07M 0.28%
22,053
+36
+0.2% +$3.27K
TACK icon
32
Fairlead Tactical Sector ETF
TACK
$299M
$1.87M 0.26%
62,450
+1,298
+2% +$38.9K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$1.86M 0.26%
2,734
+1,345
+97% +$909K
AVUV icon
34
Avantis US Small Cap Value ETF
AVUV
$31B
$1.82M 0.25%
17,825
+26
+0.1% +$2.6K
TBG icon
35
TBG Dividend Focus ETF
TBG
$278M
$1.81M 0.25%
54,095
+14,738
+37% +$490K
GLD icon
36
SPDR Gold Trust
GLD
$146B
$1.69M 0.23%
4,268
+58
+1% +$22.1K
AIRR icon
37
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.15B
$1.59M 0.22%
16,137
+357
+2% +$35K
COWZ icon
38
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$1.52M 0.21%
25,342
-519
-2% -$30.5K
FANG icon
39
Diamondback Energy
FANG
$57.5B
$1.43M 0.2%
9,536
– –
SCHG icon
40
Schwab US Large-Cap Growth ETF
SCHG
$61.7B
$1.33M 0.18%
40,755
-1,812
-4% -$58.9K
CSCO icon
41
Cisco
CSCO
$424B
$1.27M 0.17%
16,432
-847
-5% -$62.8K
DBEF icon
42
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.15B
$1.19M 0.16%
24,742
-259
-1% -$12.4K
MSFT icon
43
Microsoft
MSFT
$3.66T
$1.14M 0.16%
2,359
-139
-6% -$69.7K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.07T
$1.11M 0.15%
3,557
+2,356
+196% +$673K
XOM icon
45
ExxonMobil
XOM
$679B
$1.1M 0.15%
9,176
-753
-8% -$87.3K
WEA
46
Western Asset Premier Bond Fund
WEA
$124M
$1.05M 0.14%
94,848
+461
+0.5% +$5.11K
RTX icon
47
RTX Corp
RTX
$267B
$1.04M 0.14%
5,667
– –
SCHD icon
48
Schwab US Dividend Equity ETF
SCHD
$110B
$1.04M 0.14%
37,823
+536
+1% +$14.6K
TOPT
49
iShares Top 20 U.S. Stocks ETF
TOPT
$667M
$1.04M 0.14%
33,189
+21,108
+175% +$654K
AVIV icon
50
Avantis International Large Cap Value ETF
AVIV
$2.06B
$1.03M 0.14%
14,504
+88
+0.6% +$6.08K
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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WDL
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Insight Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Insight Wealth Partners held 127 positions worth $730M, up 122% from $328M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Insight Wealth Partners's Q4 2025 filing shows 12 new, 48 increased, 45 reduced and 12 closed positions. Its largest new stake was iShares 7-10 Year Treasury Bond ETF: 35,139 shares worth $3.38M. The largest sale was Home Depot, an estimated $806K.

By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, up from 90% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Insight Wealth Partners's largest Q4 2025 buy was iShares 7-10 Year Treasury Bond ETF: 35,139 shares worth $3.38M.
  • Insight Wealth Partners added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025, an estimated $1.48M increase.
  • Insight Wealth Partners's biggest Q4 2025 reduction was Invesco BulletShares 2026 Corporate Bond ETF, cutting an estimated $571K.
  • Insight Wealth Partners fully exited Home Depot in Q4 2025, selling an estimated $806K.
  • Insight Wealth Partners's ten largest holdings make up 82% of its $730M portfolio in Q4 2025.
  • Insight Wealth Partners opened 12 new positions and closed 12 in Q4 2025.
  • Insight Wealth Partners's portfolio value rose 122% quarter-over-quarter to $730M.

Based on Insight Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.