Insight Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$23.2M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.63M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$1.55M |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$1.1M |
| 5 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$1.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$2.71M |
| 2 |
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 |
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% |
Similar funds
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.