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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
SHV icon
76
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$620K 0.08%
5,616
+355
+7% +$39.1K
CALY
77
Callaway Golf Company
CALY
$2.73B
$611K 0.08%
32,511
-121
-0.4% -$1.9K
DUK icon
78
Duke Energy
DUK
$93.1B
$609K 0.08%
+4,813
New +$607K
PJAN icon
79
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$602K 0.08%
12,163
-703
-5% -$34.2K
BSCR icon
80
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$579K 0.08%
29,533
-256
-0.9% -$5.03K
PLTR icon
81
Palantir
PLTR
$399B
$564K 0.08%
4,837
-18
-0.4% -$2.46K
META icon
82
Meta Platforms (Facebook)
META
$1.64T
$552K 0.07%
979
-110
-10% -$67.3K
BSCT icon
83
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.95B
$551K 0.07%
29,677
+802
+3% +$14.9K
DELL icon
84
Dell
DELL
$322B
$539K 0.07%
+1,249
New +$361K
ABBV icon
85
AbbVie
ABBV
$451B
$513K 0.07%
2,038
-451
-18% -$97K
ECL icon
86
Ecolab
ECL
$76.1B
$442K 0.06%
1,587
-97
-6% -$25.5K
AMD icon
87
Advanced Micro Devices
AMD
$822B
$436K 0.06%
+751
New +$308K
CAT icon
88
Caterpillar
CAT
$370B
$429K 0.06%
+403
New +$354K
AGG icon
89
iShares Core US Aggregate Bond ETF
AGG
$137B
$427K 0.06%
4,315
-353
-8% -$34.9K
AOA icon
90
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.26B
$422K 0.06%
4,320
+594
+16% +$56.7K
EVR icon
91
Evercore
EVR
$10.9B
$418K 0.06%
1,223
-31
-2% -$10.6K
DGRO icon
92
iShares Core Dividend Growth ETF
DGRO
$42.8B
$401K 0.05%
5,292
-237
-4% -$17.5K
MIRM icon
93
Mirum Pharmaceuticals
MIRM
$6.53B
$395K 0.05%
+3,374
New +$339K
AOK icon
94
iShares Core Conservative Allocation ETF
AOK
$786M
$390K 0.05%
9,401
– –
PVAL icon
95
Putnam Focused Large Cap Value ETF
PVAL
$14B
$378K 0.05%
+7,411
New +$368K
XAR icon
96
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.5B
$370K 0.05%
1,305
+285
+28% +$77.1K
GOOG icon
97
Alphabet (Google) Class C
GOOG
$4.04T
$367K 0.05%
1,037
+312
+43% +$112K
VIDI icon
98
Vident International Equity Strategy
VIDI
$457M
$358K 0.05%
9,174
+2,936
+47% +$115K
MU icon
99
Micron Technology
MU
$1.1T
$358K 0.05%
+310
New +$232K
ENB icon
100
Enbridge
ENB
$105B
$355K 0.05%
+6,542
New +$359K
2 3
4
5 6

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CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
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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.