We are live on ! Find out more
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
RTX icon
51
RTX Corp
RTX
$287B
$829K 0.32%
5,676
-483
-8% -$64.4K
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$822K 0.32%
1,330
+199
+18% +$114K
HD icon
53
Home Depot
HD
$332B
$746K 0.29%
2,035
-101
-5% -$36.5K
PCAR icon
54
PACCAR
PCAR
$69.6B
$739K 0.29%
7,776
+76
+1% +$7.02K
ACN icon
55
Accenture
ACN
$89.9B
$732K 0.28%
2,450
+16
+0.7% +$4.87K
AVIV icon
56
Avantis International Large Cap Value ETF
AVIV
$1.92B
$729K 0.28%
11,713
+910
+8% +$53.9K
TSLA icon
57
Tesla
TSLA
$1.24T
$711K 0.28%
2,239
+178
+9% +$53.6K
JPM icon
58
JPMorgan Chase
JPM
$939B
$683K 0.27%
2,356
+348
+17% +$88.8K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$650K 0.25%
4,825
-37
-0.8% -$5K
NDAQ icon
60
Nasdaq
NDAQ
$51.5B
$626K 0.24%
6,999
– –
TBG icon
61
TBG Dividend Focus ETF
TBG
$254M
$624K 0.24%
19,398
+6,029
+45% +$189K
IFRA icon
62
iShares US Infrastructure ETF
IFRA
$4.65B
$616K 0.24%
12,527
+1,406
+13% +$65.4K
BALT icon
63
Innovator Defined Wealth Shield ETF
BALT
$2.66B
$616K 0.24%
19,207
+6,835
+55% +$216K
ABBV icon
64
AbbVie
ABBV
$458B
$596K 0.23%
3,211
-304
-9% -$56.5K
IUSB icon
65
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$583K 0.23%
12,603
+30
+0.2% +$1.37K
BSJQ icon
66
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$903M
$574K 0.22%
24,586
-547,119
-96% -$12.7M
VRT icon
67
Vertiv
VRT
$112B
$552K 0.21%
4,301
+1,180
+38% +$115K
BSCT icon
68
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
$525K 0.2%
28,100
+2,171
+8% +$40.2K
F icon
69
Ford
F
$57.3B
$507K 0.2%
46,749
+636
+1% +$6.48K
ECL icon
70
Ecolab
ECL
$75.6B
$507K 0.2%
1,882
-100
-5% -$25.4K
VBND icon
71
Vident US Bond Strategy ETF
VBND
$524M
$491K 0.19%
11,256
-44
-0.4% -$1.9K
PLTR icon
72
Palantir
PLTR
$295B
$440K 0.17%
3,229
+643
+25% +$75.4K
CL icon
73
Colgate-Palmolive
CL
$72.6B
$433K 0.17%
4,768
-116
-2% -$10.6K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$876B
$431K 0.17%
694
– –
AGG icon
75
iShares Core US Aggregate Bond ETF
AGG
$138B
$418K 0.16%
4,215
+1,347
+47% +$132K
1 2
3
4 5

Similar funds

DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
TLP
Tri Locum Partners New York $713M AUM 68.92% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
DCM
Defilade Capital Management Emeryville, California $712M AUM
AMPWP
Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida $712M AUM
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

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.