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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
BSCU icon
101
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.63B
$269K 0.04%
16,117
+299
+2% +$5.05K
ZFEB
102
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$266K 0.04%
+10,487
New +$267K
IGSB icon
103
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$266K 0.04%
5,059
+43
+0.9% +$2.27K
DE icon
104
Deere & Co
DE
$170B
$264K 0.04%
468
– –
WPC icon
105
W.P. Carey
WPC
$17.1B
$264K 0.04%
3,878
+8
+0.2% +$561
KO icon
106
Coca-Cola
KO
$354B
$263K 0.04%
3,452
+4
+0.1% +$302
COST icon
107
Costco
COST
$415B
$262K 0.04%
263
+5
+2% +$4.87K
BP icon
108
BP
BP
$113B
$262K 0.04%
+5,566
New +$218K
XAR icon
109
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$259K 0.04%
+1,020
New +$279K
BSJR icon
110
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
$250K 0.04%
11,196
+224
+2% +$5.05K
VIDI icon
111
Vident International Equity Strategy
VIDI
$433M
$225K 0.03%
6,238
+70
+1% +$2.55K
IWM icon
112
iShares Russell 2000 ETF
IWM
$80.9B
$219K 0.03%
885
– –
SHY icon
113
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$218K 0.03%
2,637
-869
-25% -$71.9K
SHYG icon
114
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$217K 0.03%
5,130
-2,301
-31% -$98.2K
AOR icon
115
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$217K 0.03%
3,370
-17
-0.5% -$1.12K
PFF icon
116
iShares Preferred and Income Securities ETF
PFF
$13.2B
$213K 0.03%
7,035
-2,152
-23% -$67.4K
GOOG icon
117
Alphabet (Google) Class C
GOOG
$3.9T
$208K 0.03%
725
+32
+5% +$10.1K
CL icon
118
Colgate-Palmolive
CL
$72.6B
$208K 0.03%
2,439
-414
-15% -$36.9K
GS icon
119
Goldman Sachs
GS
$313B
$203K 0.03%
+240
New +$214K
UIS icon
120
Unisys
UIS
$227M
$68K 0.01%
32,859
– –
ABT icon
121
Abbott
ABT
$180B
– –
-2,117
Closed -$265K
APP icon
122
Applovin
APP
$132B
– –
-392
Closed -$264K
BALT icon
123
Innovator Defined Wealth Shield ETF
BALT
$2.66B
– –
-14,433
Closed -$484K
BND icon
124
Vanguard Total Bond Market
BND
$157B
– –
-3,249
Closed -$241K
BROS icon
125
Dutch Bros
BROS
$8.78B
– –
-11,657
Closed -$714K
2 3 4
5
6

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AMPWP
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GEA
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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.