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IWP

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
CVNA icon
126
Carvana
CVNA
$43.3B
– –
-10,825
Closed -$914K
HOOD icon
127
Robinhood
HOOD
$85.2B
– –
-2,316
Closed -$262K
IBM icon
128
IBM
IBM
$202B
– –
-685
Closed -$203K
KE
129
Kimball Electronics
KE
$598M
– –
-13,259
Closed -$369K
QBTS icon
130
D-Wave Quantum
QBTS
$6B
– –
-9,196
Closed -$240K
RKLB icon
131
Rocket Lab Corp
RKLB
$39.9B
– –
-11,949
Closed -$834K
2 3 4 5
6

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AMPWP
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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.