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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
+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
BALT icon
76
Innovator Defined Wealth Shield ETF
BALT
$2.72B
$484K 0.07%
14,433
-10,229
-41% -$338K
IVV icon
77
iShares Core S&P 500 ETF
IVV
$871B
$475K 0.07%
694
– –
ECL icon
78
Ecolab
ECL
$79.6B
$463K 0.06%
1,764
-25
-1% -$6.66K
EVR icon
79
Evercore
EVR
$13.2B
$427K 0.06%
1,254
– –
AGG icon
80
iShares Core US Aggregate Bond ETF
AGG
$138B
$412K 0.06%
4,120
– –
AOK icon
81
iShares Core Conservative Allocation ETF
AOK
$788M
$377K 0.05%
9,401
– –
KE
82
Kimball Electronics
KE
$593M
$369K 0.05%
+13,259
New +$383K
DGRO icon
83
iShares Core Dividend Growth ETF
DGRO
$43.3B
$363K 0.05%
5,229
– –
CALY
84
Callaway Golf Company
CALY
$3.28B
$352K 0.05%
+30,165
New +$318K
BSCQ icon
85
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$350K 0.05%
17,870
-29,184
-62% -$571K
LLY icon
86
Eli Lilly
LLY
$1.09T
$330K 0.05%
307
+13
+4% +$12.4K
PEP icon
87
PepsiCo
PEP
$195B
$325K 0.04%
2,262
+9
+0.4% +$1.32K
CVX icon
88
Chevron
CVX
$374B
$322K 0.04%
2,111
-578
-21% -$88K
SHYG icon
89
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$319K 0.04%
7,431
-614
-8% -$26.4K
BSJQ icon
90
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$298K 0.04%
12,786
-12,011
-48% -$281K
SHY icon
91
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$290K 0.04%
3,506
-313
-8% -$25.9K
PFF icon
92
iShares Preferred and Income Securities ETF
PFF
$13.2B
$284K 0.04%
9,187
– –
COP icon
93
ConocoPhillips
COP
$139B
$283K 0.04%
3,020
+28
+0.9% +$2.53K
ZSEP
94
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$122M
$281K 0.04%
10,484
-648
-6% -$17.2K
BSCU icon
95
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$268K 0.04%
15,818
– –
IGSB icon
96
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$265K 0.04%
5,016
-6
-0.1% -$318
ABT icon
97
Abbott
ABT
$187B
$265K 0.04%
2,117
+60
+3% +$7.64K
APP icon
98
Applovin
APP
$140B
$264K 0.04%
+392
New +$247K
HOOD icon
99
Robinhood
HOOD
$83.3B
$262K 0.04%
+2,316
New +$301K
EPD icon
100
Enterprise Products Partners
EPD
$83.6B
$262K 0.04%
8,164
+450
+6% +$14.2K
2 3
4
5 6

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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.