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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
+0.42%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
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
BSCR icon
76
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$585K 0.08%
29,789
+254
+0.9% +$5.01K
SHV icon
77
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$581K 0.08%
5,261
-2,025
-28% -$223K
F icon
78
Ford
F
$57.3B
$546K 0.08%
47,335
+319
+0.7% +$4.2K
ABBV icon
79
AbbVie
ABBV
$458B
$541K 0.08%
2,489
-224
-8% -$49.7K
BSCT icon
80
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
$539K 0.08%
28,875
+268
+0.9% +$5.04K
WMT icon
81
Walmart Inc
WMT
$871B
$482K 0.07%
+3,875
New +$476K
AGG icon
82
iShares Core US Aggregate Bond ETF
AGG
$138B
$463K 0.07%
4,668
+548
+13% +$54.8K
CALY
83
Callaway Golf Company
CALY
$3.26B
$453K 0.06%
32,632
+2,467
+8% +$34.6K
ECL icon
84
Ecolab
ECL
$75.6B
$448K 0.06%
1,684
-80
-5% -$22.6K
CVX icon
85
Chevron
CVX
$388B
$432K 0.06%
2,086
-25
-1% -$4.56K
COP icon
86
ConocoPhillips
COP
$147B
$399K 0.06%
3,020
– –
DGRO icon
87
iShares Core Dividend Growth ETF
DGRO
$42.6B
$388K 0.05%
5,529
+300
+6% +$21.5K
AOK icon
88
iShares Core Conservative Allocation ETF
AOK
$803M
$375K 0.05%
9,401
– –
EVR icon
89
Evercore
EVR
$13.1B
$374K 0.05%
1,254
– –
SPXL icon
90
CALL
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$370K 0.05%
+2,000
New +$431K
PEP icon
91
PepsiCo
PEP
$186B
$351K 0.05%
2,262
– –
BSCQ icon
92
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$349K 0.05%
17,870
– –
AOA icon
93
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$330K 0.05%
3,726
+1,081
+41% +$98.5K
EPD icon
94
Enterprise Products Partners
EPD
$83.8B
$327K 0.05%
8,645
+481
+6% +$17K
VTIX
95
Virtuix Holdings Inc
VTIX
$86.9M
$327K 0.05%
+48,298
New +$344K
TPL icon
96
Texas Pacific Land
TPL
$28.9B
$298K 0.04%
+629
New +$270K
BSJQ icon
97
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$903M
$296K 0.04%
12,786
– –
TNK icon
98
Teekay Tankers
TNK
$2.63B
$295K 0.04%
+4,026
New +$270K
LLY icon
99
Eli Lilly
LLY
$1.07T
$283K 0.04%
307
– –
ZSEP
100
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$280K 0.04%
10,484
– –
2 3
4
5 6

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TLP
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ACGDR
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DCM
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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 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.