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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
EVR icon
76
Evercore
EVR
$13.2B
$423K 0.13%
1,254
+31
+3% +$9.71K
CVX icon
77
Chevron
CVX
$374B
$418K 0.13%
2,689
-99
-4% -$15.3K
AGG icon
78
iShares Core US Aggregate Bond ETF
AGG
$138B
$413K 0.13%
4,120
-95
-2% -$9.43K
CL icon
79
Colgate-Palmolive
CL
$74.2B
$382K 0.12%
4,777
+9
+0.2% +$768
AOK icon
80
iShares Core Conservative Allocation ETF
AOK
$788M
$378K 0.12%
9,401
– –
TOPT
81
iShares Top 20 U.S. Stocks ETF
TOPT
$658M
$368K 0.11%
12,081
+3,466
+40% +$99.7K
DGRO icon
82
iShares Core Dividend Growth ETF
DGRO
$43.3B
$356K 0.11%
5,229
-316
-6% -$20.9K
SHYG icon
83
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$348K 0.11%
8,045
+1,994
+33% +$85.8K
NOW icon
84
ServiceNow
NOW
$114B
$339K 0.1%
1,840
+45
+3% +$8.4K
GDX icon
85
VanEck Gold Miners ETF
GDX
$22.7B
$328K 0.1%
+4,287
New +$258K
BSJR icon
86
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
$320K 0.1%
14,073
– –
SHY icon
87
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$317K 0.1%
3,819
+746
+24% +$61.7K
PEP icon
88
PepsiCo
PEP
$195B
$316K 0.1%
2,253
– –
TXRH icon
89
Texas Roadhouse
TXRH
$13.5B
$308K 0.09%
1,855
– –
CVNA icon
90
Carvana
CVNA
$47.3B
$303K 0.09%
+4,020
New +$288K
ZSEP
91
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$122M
$295K 0.09%
+11,132
New +$292K
ZAUG
92
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$97.4M
$293K 0.09%
+11,082
New +$290K
GOOGL icon
93
Alphabet (Google) Class A
GOOGL
$4.08T
$292K 0.09%
1,201
– –
PFF icon
94
iShares Preferred and Income Securities ETF
PFF
$13.2B
$290K 0.09%
9,187
+1,747
+23% +$54.9K
COP icon
95
ConocoPhillips
COP
$139B
$283K 0.09%
2,992
+23
+0.8% +$2.17K
ABT icon
96
Abbott
ABT
$187B
$276K 0.08%
2,057
+1
+0% +$131
ORCL icon
97
Oracle
ORCL
$346B
$274K 0.08%
974
-12
-1% -$3.06K
BSCU icon
98
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$267K 0.08%
15,818
+295
+2% +$4.97K
IGSB icon
99
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$266K 0.08%
5,022
+9
+0.2% +$475
WPC icon
100
W.P. Carey
WPC
$16.8B
$261K 0.08%
3,856
– –
1 2 3
4
5

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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 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.