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IWP

Insight Wealth Partners Portfolio holdings

AUM $745M
1-Year Est. Return 25.89%
This Fund
S&P 500
This Quarter Est. Return
+15.82%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$745M
AUM Growth
+$31.8M
Cap. Flow
+$463M
Cap. Flow %
62.15%
Top 10 Hldgs %
78.22%
Holding
143
New
23
Increased
48
Reduced
49
Closed
8

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$434M
2
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$20.1M
3
F icon
Ford
F
+$8.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.98M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$2.78M

Top Sells

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.62M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$2.61M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.82M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.75M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.59%
2 Technology 3.13%
3 Consumer Discretionary 1.88%
4 Energy 0.81%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$417B
$1.38M 0.19%
8,330
+6,244
+299% +$1.16M
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$61.7B
$1.34M 0.18%
39,603
-80
-0.2% -$2.65K
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.07T
$1.23M 0.16%
3,434
-42
-1% -$15.1K
SCHD icon
54
Schwab US Dividend Equity ETF
SCHD
$110B
$1.16M 0.16%
36,710
-507
-1% -$16.1K
COWZ icon
55
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$1.15M 0.15%
18,536
-5,650
-23% -$357K
TSLA icon
56
Tesla
TSLA
$1.44T
$1.1M 0.15%
2,605
+70
+3% +$27.8K
IFRA icon
57
iShares US Infrastructure ETF
IFRA
$4.15B
$1.04M 0.14%
16,453
+1,222
+8% +$74.5K
SPUU icon
58
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$281M
$1.01M 0.14%
4,676
-64
-1% -$13.1K
VBND icon
59
Vident US Bond Strategy ETF
VBND
$518M
$988K 0.13%
22,653
+2,253
+11% +$98.3K
ZJAN
60
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$113M
$975K 0.13%
34,836
– –
PULS icon
61
PGIM Ultra Short Bond ETF
PULS
$18.8B
$940K 0.13%
18,974
-658
-3% -$32.7K
OPER icon
62
ClearShares Ultra-Short Maturity ETF
OPER
$115M
$939K 0.13%
9,385
-601
-6% -$60.2K
IVV icon
63
iShares Core S&P 500 ETF
IVV
$861B
$934K 0.13%
1,247
+167
+15% +$122K
BSCS icon
64
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
$915K 0.12%
44,927
+1,663
+4% +$33.9K
JPM icon
65
JPMorgan Chase
JPM
$940B
$912K 0.12%
2,785
-109
-4% -$33.9K
PCAR icon
66
PACCAR
PCAR
$64.5B
$909K 0.12%
7,564
– –
MSFT icon
67
Microsoft
MSFT
$3.66T
$866K 0.12%
2,320
-7
-0.3% -$2.83K
WEA
68
Western Asset Premier Bond Fund
WEA
$124M
$851K 0.11%
79,951
-6,623
-8% -$70.3K
XLV icon
69
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
$809K 0.11%
5,101
+105
+2% +$15.6K
VMI icon
70
Valmont Industries
VMI
$9.21B
$801K 0.11%
+1,387
New +$697K
TMB
71
Thornburg Multi Sector Bond ETF
TMB
$258M
$778K 0.1%
+30,679
New +$782K
GDX icon
72
VanEck Gold Miners ETF
GDX
$29.2B
$744K 0.1%
9,859
+50
+0.5% +$4.42K
AVLV icon
73
Avantis US Large Cap Value ETF
AVLV
$21.3B
$733K 0.1%
+8,038
New +$706K
TJX icon
74
TJX Companies
TJX
$139B
$663K 0.09%
4,377
-66
-1% -$10.4K
IUSB icon
75
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$634K 0.09%
13,747
-6,465
-32% -$298K
1 2
3
4 5

Similar funds

CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Insight Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Insight Wealth Partners held 143 positions worth $745M, up 4.5% from $713M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Insight Wealth Partners deployed $463M of net new capital in Q2 2026, opening 23 new positions and adding to 48 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ETF: 60,971 shares worth $4.17M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 95% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $3.62M trimmed.

  • Insight Wealth Partners's largest Q2 2026 buy was iShares MSCI Emerging Markets ETF: 60,971 shares worth $4.17M.
  • Insight Wealth Partners added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $434M increase.
  • Insight Wealth Partners's biggest Q2 2026 reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, cutting an estimated $3.62M.
  • Insight Wealth Partners fully exited RTX Corp in Q2 2026, selling an estimated $1.11M.
  • Insight Wealth Partners's ten largest holdings make up 78% of its $745M portfolio in Q2 2026.
  • Insight Wealth Partners opened 23 new positions and closed 8 in Q2 2026.
  • Insight Wealth Partners's portfolio value rose 4.5% quarter-over-quarter to $745M.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.