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
+1.89%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$401M
Cap. Flow
+$11.1M
Cap. Flow %
1.52%
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 Technology 2.07%
2 Consumer Discretionary 0.83%
3 Industrials 0.57%
4 Energy 0.47%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPER icon
51
ClearShares Ultra-Short Maturity ETF
OPER
$110M
$999K 0.14%
9,986
-767
-7% -$76.8K
TSLA icon
52
Tesla
TSLA
$1.22T
$976K 0.13%
2,170
-8
-0.4% -$3.55K
PULS icon
53
PGIM Ultra Short Bond ETF
PULS
$17.7B
$974K 0.13%
19,632
-391
-2% -$19.4K
PLTR icon
54
Palantir
PLTR
$315B
$928K 0.13%
5,223
+77
+1% +$13.9K
SPUU icon
55
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$249M
$918K 0.13%
+4,986
New +$913K
CVNA icon
56
Carvana
CVNA
$45.9B
$914K 0.13%
10,825
+6,805
+169% +$506K
JPM icon
57
JPMorgan Chase
JPM
$947B
$907K 0.12%
2,814
+134
+5% +$41.5K
BSCS icon
58
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$907K 0.12%
44,013
-1,223
-3% -$25.2K
VBND icon
59
Vident US Bond Strategy ETF
VBND
$525M
$877K 0.12%
19,859
+8,999
+83% +$398K
IUSB icon
60
iShares Core Universal USD Bond ETF
IUSB
$43B
$871K 0.12%
18,706
+1,331
+8% +$62.2K
PCAR icon
61
PACCAR
PCAR
$70.2B
$854K 0.12%
7,799
+12
+0.2% +$1.23K
VRT icon
62
Vertiv
VRT
$110B
$851K 0.12%
5,254
+907
+21% +$157K
RKLB icon
63
Rocket Lab Corp
RKLB
$41.8B
$834K 0.11%
+11,949
New +$685K
TXN icon
64
Texas Instruments
TXN
$255B
$812K 0.11%
4,682
-257
-5% -$44K
SHV icon
65
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$803K 0.11%
7,286
-877
-11% -$96.7K
GDX icon
66
VanEck Gold Miners ETF
GDX
$23.2B
$787K 0.11%
9,175
+4,888
+114% +$386K
XLV icon
67
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$779K 0.11%
5,032
-90
-2% -$13.5K
IFRA icon
68
iShares US Infrastructure ETF
IFRA
$4.6B
$774K 0.11%
14,700
-429
-3% -$22.7K
ZALT icon
69
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$750M
$754K 0.1%
23,136
-5,854
-20% -$189K
META icon
70
Meta Platforms (Facebook)
META
$1.51T
$717K 0.1%
1,086
-57
-5% -$38.1K
BROS icon
71
Dutch Bros
BROS
$9.01B
$714K 0.1%
+11,657
New +$662K
ABBV icon
72
AbbVie
ABBV
$454B
$620K 0.09%
2,713
-493
-15% -$112K
F icon
73
Ford
F
$58.5B
$617K 0.08%
47,016
-300
-0.6% -$3.87K
BSCR icon
74
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$583K 0.08%
29,535
-15,240
-34% -$301K
BSCT icon
75
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$539K 0.07%
28,607
-819
-3% -$15.4K
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 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 Technology at 2.1% of assets, down from 4.9% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • 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.