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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
+0.42%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$713M
AUM Growth
-$16.7M
Cap. Flow
+$8.48M
Cap. Flow %
1.19%
Top 10 Hldgs %
80.39%
Holding
131
New
16
Increased
58
Reduced
32
Closed
11

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.59M
2
UTWO icon
US Treasury 2 Year Note ETF
UTWO
+$2.86M
3
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$3.58M
2
CVNA icon
Carvana
CVNA
+$914K
3
RKLB icon
Rocket Lab Corp
RKLB
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

Rank Sector Weight
1 Technology 2.11%
2 Energy 0.77%
3 Consumer Discretionary 0.69%
4 Industrials 0.5%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDK
51
Sandisk
SNDK
$177B
$1.02M 0.14%
+1,600
New +$904K
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.33T
$1,000K 0.14%
3,476
-81
-2% -$25.5K
OPER icon
53
ClearShares Ultra-Short Maturity ETF
OPER
$105M
$999K 0.14%
9,986
– –
PULS icon
54
PGIM Ultra Short Bond ETF
PULS
$18.3B
$972K 0.14%
19,632
– –
AAXJ icon
55
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
$955K 0.13%
+9,914
New +$993K
ZJAN
56
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$116M
$950K 0.13%
+34,836
New +$955K
TSLA icon
57
Tesla
TSLA
$1.3T
$942K 0.13%
2,535
+365
+17% +$150K
IUSB icon
58
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$934K 0.13%
20,212
+1,506
+8% +$70.2K
AA icon
59
Alcoa
AA
$13.2B
$927K 0.13%
+13,981
New +$858K
WEA
60
Western Asset Premier Bond Fund
WEA
$124M
$916K 0.13%
86,574
-8,274
-9% -$90.7K
GDX icon
61
VanEck Gold Miners ETF
GDX
$27.4B
$900K 0.13%
9,809
+634
+7% +$62.5K
VBND icon
62
Vident US Bond Strategy ETF
VBND
$526M
$885K 0.12%
20,400
+541
+3% +$23.8K
BSCS icon
63
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
$884K 0.12%
43,264
-749
-2% -$15.4K
PCAR icon
64
PACCAR
PCAR
$70.1B
$874K 0.12%
7,564
-235
-3% -$28.4K
IFRA icon
65
iShares US Infrastructure ETF
IFRA
$4.57B
$871K 0.12%
15,231
+531
+4% +$30.5K
MSFT icon
66
Microsoft
MSFT
$3.71T
$861K 0.12%
2,327
-32
-1% -$13.4K
JPM icon
67
JPMorgan Chase
JPM
$950B
$851K 0.12%
2,894
+80
+3% +$24.3K
TOPT
68
iShares Top 20 U.S. Stocks ETF
TOPT
$687M
$786K 0.11%
27,469
-5,720
-17% -$172K
SPUU icon
69
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$282M
$784K 0.11%
4,740
-246
-5% -$44.8K
XLV icon
70
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$732K 0.1%
4,996
-36
-0.7% -$5.55K
PLTR icon
71
Palantir
PLTR
$413B
$710K 0.1%
4,855
-368
-7% -$56.3K
TJX icon
72
TJX Companies
TJX
$178B
$710K 0.1%
+4,443
New +$692K
IVV icon
73
iShares Core S&P 500 ETF
IVV
$902B
$705K 0.1%
1,080
+386
+56% +$264K
META icon
74
Meta Platforms (Facebook)
META
$1.51T
$623K 0.09%
1,089
+3
+0.3% +$1.92K
PJAN icon
75
Innovator US Equity Power Buffer ETF January
PJAN
$1.45B
$594K 0.08%
+12,866
New +$605K
1 2
3
4 5

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PCOC
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HI
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SIA
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KAM
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HCP
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MGM
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PWA
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Insight Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Wealth Partners held 131 positions worth $713M, down 2.3% from $730M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Insight Wealth Partners's Q1 2026 filing shows 16 new, 58 increased, 32 reduced and 11 closed positions. Its largest new stake was US Treasury 2 Year Note ETF: 58,908 shares worth $2.84M. The largest sale was iShares Gold Trust, an estimated $3.58M.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, up from 2.1% a quarter earlier, followed by Energy and Consumer Discretionary.

  • Insight Wealth Partners's largest Q1 2026 buy was US Treasury 2 Year Note ETF: 58,908 shares worth $2.84M.
  • Insight Wealth Partners added most to iShares 7-10 Year Treasury Bond ETF in Q1 2026, an estimated $3.59M increase.
  • Insight Wealth Partners's biggest Q1 2026 reduction was iShares Gold Trust, cutting an estimated $3.58M.
  • Insight Wealth Partners fully exited Carvana in Q1 2026, selling an estimated $914K.
  • Insight Wealth Partners's ten largest holdings make up 80% of its $713M portfolio in Q1 2026.
  • Insight Wealth Partners opened 16 new positions and closed 11 in Q1 2026.
  • Insight Wealth Partners's portfolio value fell 2.3% quarter-over-quarter to $713M.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.