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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
+7.24%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$258M
AUM Growth
-$343M
Cap. Flow
+$4.07M
Cap. Flow %
1.58%
Top 10 Hldgs %
61.77%
Holding
114
New
6
Increased
66
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$12.6M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.18M
3
UMI icon
USCF Midstream Energy Income Fund
UMI
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$12.7M
2
IAU icon
iShares Gold Trust
IAU
+$4.36M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.97%
2 Technology 5.51%
3 Consumer Discretionary 1.8%
4 Energy 1.32%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
101
Texas Pacific Land
TPL
$25.3B
$220K 0.09%
624
+33
+6% +$13.5K
AOR icon
102
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$216K 0.08%
3,502
– –
ORCL icon
103
Oracle
ORCL
$441B
$216K 0.08%
+986
New +$159K
BRK.B icon
104
Berkshire Hathaway Class B
BRK.B
$1.09T
$212K 0.08%
+437
New +$222K
GOOGL icon
105
Alphabet (Google) Class A
GOOGL
$4.07T
$212K 0.08%
+1,201
New +$197K
EPD icon
106
Enterprise Products Partners
EPD
$84.9B
$204K 0.08%
+6,564
New +$204K
IBM icon
107
IBM
IBM
$220B
$203K 0.08%
+690
New +$178K
UIS icon
108
Unisys
UIS
$176M
$167K 0.06%
36,859
– –
BP icon
109
BP
BP
$119B
– –
-6,643
Closed -$224K
BSCP
110
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-34,612
Closed -$716K
BSJP
111
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-34,896
Closed -$804K
EALT icon
112
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$175M
– –
-15,381
Closed -$473K
EEM icon
113
CALL
iShares MSCI Emerging Markets ETF
EEM
$31.1B
– –
-84,400
Closed -$3.69M
EFA icon
114
CALL
iShares MSCI EAFE ETF
EFA
$78.1B
– –
-35,100
Closed -$2.87M
1 2 3 4
5

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AAM
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ECM
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CFS
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HPM
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RCG
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Insight Wealth Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Wealth Partners held 114 positions worth $258M, down 57% from $601M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Insight Wealth Partners's Q2 2025 filing shows 6 new, 66 increased, 21 reduced and 6 closed positions. Its largest new stake was Coca-Cola: 3,380 shares worth $239K. The largest sale was Invesco BulletShares 2026 High Yield Corporate Bond ETF, an estimated $12.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 96% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Insight Wealth Partners's largest Q2 2025 buy was Coca-Cola: 3,380 shares worth $239K.
  • Insight Wealth Partners added most to Direxion Daily S&P 500 Bull 3x ETF in Q2 2025, an estimated $12.6M increase.
  • Insight Wealth Partners's biggest Q2 2025 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $12.7M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2025, selling an estimated $804K.
  • Insight Wealth Partners's ten largest holdings make up 62% of its $258M portfolio in Q2 2025.
  • Insight Wealth Partners opened 6 new positions and closed 6 in Q2 2025.
  • Insight Wealth Partners's portfolio value fell 57% quarter-over-quarter to $258M.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.