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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
C icon
101
Citigroup
C
$232B
$349K 0.05%
+2,491
New +$324K
BSCQ icon
102
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.41B
$332K 0.04%
16,989
-881
-5% -$17.2K
ZAPR
103
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.3M
$328K 0.04%
+12,311
New +$326K
COP icon
104
ConocoPhillips
COP
$165B
$317K 0.04%
3,050
+30
+1% +$3.56K
BSCU icon
105
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.7B
$312K 0.04%
18,747
+2,630
+16% +$43.9K
CAMT icon
106
Camtek
CAMT
$6.73B
$312K 0.04%
+1,911
New +$339K
PEP icon
107
PepsiCo
PEP
$187B
$309K 0.04%
2,281
+19
+0.8% +$2.84K
STX icon
108
Seagate
STX
$196B
$306K 0.04%
+317
New +$242K
LLY icon
109
Eli Lilly
LLY
$1T
$306K 0.04%
255
-52
-17% -$53.1K
EPD icon
110
Enterprise Products Partners
EPD
$84.9B
$299K 0.04%
8,145
-500
-6% -$18.9K
HPE icon
111
Hewlett Packard
HPE
$73.3B
$299K 0.04%
+6,634
New +$240K
DE icon
112
Deere & Co
DE
$183B
$297K 0.04%
468
– –
KO icon
113
Coca-Cola
KO
$378B
$296K 0.04%
3,636
+184
+5% +$14.5K
BSJQ icon
114
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$803M
$292K 0.04%
12,701
-85
-0.7% -$1.97K
ZSEP
115
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$171M
$287K 0.04%
10,414
-70
-0.7% -$1.91K
WPC icon
116
W.P. Carey
WPC
$15.8B
$277K 0.04%
3,878
– –
TPL icon
117
Texas Pacific Land
TPL
$25.3B
$275K 0.04%
629
– –
ZFEB
118
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$152M
$273K 0.04%
10,487
– –
PANW icon
119
Palo Alto Networks
PANW
$276B
$272K 0.04%
+799
New +$183K
COST icon
120
Costco
COST
$400B
$268K 0.04%
287
+24
+9% +$23.9K
IWM icon
121
iShares Russell 2000 ETF
IWM
$78.2B
$266K 0.04%
885
– –
IGSB icon
122
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$266K 0.04%
5,072
+13
+0.3% +$681
TNK icon
123
Teekay Tankers
TNK
$3.41B
$258K 0.03%
3,973
-53
-1% -$3.99K
AOR icon
124
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$234K 0.03%
3,370
– –
BSJR icon
125
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$904M
$233K 0.03%
10,443
-753
-7% -$16.9K
2 3 4
5
6

Similar funds

CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
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.