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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
+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
WPC icon
101
W.P. Carey
WPC
$17B
$249K 0.03%
3,870
+14
+0.4% +$932
BSJR icon
102
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
$248K 0.03%
10,972
-3,101
-22% -$70.2K
KO icon
103
Coca-Cola
KO
$378B
$241K 0.03%
3,448
+93
+3% +$6.48K
BND icon
104
Vanguard Total Bond Market
BND
$158B
$241K 0.03%
3,249
-186
-5% -$13.8K
QBTS icon
105
D-Wave Quantum Inc. Common Stock
QBTS
$6.7B
$240K 0.03%
+9,196
New +$268K
AOA icon
106
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$237K 0.03%
2,645
+255
+11% +$22.7K
CL icon
107
Colgate-Palmolive
CL
$75B
$225K 0.03%
2,853
-1,924
-40% -$151K
COST icon
108
Costco
COST
$430B
$222K 0.03%
258
-11
-4% -$9.97K
AOR icon
109
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
$220K 0.03%
3,387
-80
-2% -$5.19K
DE icon
110
Deere & Co
DE
$172B
$218K 0.03%
468
-27
-5% -$12.7K
IWM icon
111
iShares Russell 2000 ETF
IWM
$80.5B
$218K 0.03%
+885
New +$218K
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.09T
$218K 0.03%
+693
New +$199K
VIDI icon
113
Vident International Equity Strategy
VIDI
$429M
$208K 0.03%
6,168
-198
-3% -$6.53K
IBM icon
114
IBM
IBM
$215B
$203K 0.03%
+685
New +$205K
UIS icon
115
Unisys
UIS
$256M
$90.7K 0.01%
32,859
-4,000
-11% -$12.5K
ACN icon
116
Accenture
ACN
$101B
– –
-1,746
Closed -$431K
BP icon
117
BP
BP
$107B
– –
-6,410
Closed -$221K
BRK.B icon
118
Berkshire Hathaway Class B
BRK.B
$1.1T
– –
-437
Closed -$220K
DASH icon
119
DoorDash
DASH
$84.3B
– –
-952
Closed -$259K
HD icon
120
Home Depot
HD
$344B
– –
-1,990
Closed -$806K
NDAQ icon
121
Nasdaq
NDAQ
$53.9B
– –
-6,999
Closed -$619K
NOW icon
122
ServiceNow
NOW
$115B
– –
-1,840
Closed -$339K
ORCL icon
123
Oracle
ORCL
$348B
– –
-974
Closed -$274K
TXRH icon
124
Texas Roadhouse
TXRH
$13.4B
– –
-1,855
Closed -$308K
XTOC icon
125
Innovator US Equity Accelerated Plus ETF October
XTOC
$25.4M
– –
-7,090
Closed -$231K
2 3 4
5
6

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ACGDR
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AMPWP
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GEA
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PCS
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ECM
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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.