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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
BSCS icon
51
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$931K 0.28%
45,236
-593
-1% -$12.2K
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$925K 0.28%
1,389
+59
+4% +$37.8K
ZALT icon
53
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$750M
$924K 0.28%
28,990
+17,935
+162% +$563K
BSCQ icon
54
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$920K 0.28%
47,054
-102
-0.2% -$1.99K
TXN icon
55
Texas Instruments
TXN
$255B
$907K 0.28%
4,939
-1
-0% -$196
SHV icon
56
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$902K 0.27%
8,163
+611
+8% +$67.4K
BSCR icon
57
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$883K 0.27%
44,775
-1,937
-4% -$38.1K
JPM icon
58
JPMorgan Chase
JPM
$947B
$845K 0.26%
2,680
+324
+14% +$96.4K
META icon
59
Meta Platforms (Facebook)
META
$1.51T
$839K 0.26%
1,143
+10
+0.9% +$7.44K
IUSB icon
60
iShares Core Universal USD Bond ETF
IUSB
$43B
$812K 0.25%
17,375
+4,772
+38% +$221K
BALT icon
61
Innovator Defined Wealth Shield ETF
BALT
$2.72B
$809K 0.25%
24,662
+5,455
+28% +$177K
HD icon
62
Home Depot
HD
$335B
$806K 0.25%
1,990
-45
-2% -$17.7K
IFRA icon
63
iShares US Infrastructure ETF
IFRA
$4.6B
$799K 0.24%
15,129
+2,602
+21% +$133K
PCAR icon
64
PACCAR
PCAR
$70.2B
$766K 0.23%
7,787
+11
+0.1% +$1.08K
ABBV icon
65
AbbVie
ABBV
$454B
$742K 0.23%
3,206
-5
-0.2% -$1.02K
XLV icon
66
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$713K 0.22%
5,122
+297
+6% +$40.2K
VRT icon
67
Vertiv
VRT
$110B
$656K 0.2%
4,347
+46
+1% +$6.14K
NDAQ icon
68
Nasdaq
NDAQ
$52.5B
$619K 0.19%
6,999
– –
BSJQ icon
69
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$580K 0.18%
24,797
+211
+0.9% +$4.93K
F icon
70
Ford
F
$58.5B
$566K 0.17%
47,316
+567
+1% +$6.53K
BSCT icon
71
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$554K 0.17%
29,426
+1,326
+5% +$24.9K
ECL icon
72
Ecolab
ECL
$76.4B
$490K 0.15%
1,789
-93
-5% -$25.3K
VBND icon
73
Vident US Bond Strategy ETF
VBND
$525M
$481K 0.15%
10,860
-396
-4% -$17.3K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$869B
$464K 0.14%
694
– –
ACN icon
75
Accenture
ACN
$94.3B
$431K 0.13%
1,746
-704
-29% -$184K
1 2
3
4 5

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TLP
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ACGDR
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AMPWP
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GEA
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PCS
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ECM
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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.