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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
CL icon
126
Colgate-Palmolive
CL
$70.1B
$224K 0.03%
2,439
– –
PFF icon
127
iShares Preferred and Income Securities ETF
PFF
$12.8B
$214K 0.03%
7,035
– –
MO icon
128
Altria Group
MO
$115B
$212K 0.03%
+2,947
New +$206K
ACWX icon
129
iShares MSCI ACWI ex US ETF
ACWX
$12.4B
$212K 0.03%
+2,784
New +$207K
SHY icon
130
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$207K 0.03%
2,516
-121
-5% -$9.95K
SHYG icon
131
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.71B
$202K 0.03%
4,764
-366
-7% -$15.5K
IJK icon
132
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$200K 0.03%
+1,706
New +$189K
VTIX
133
Virtuix Holdings Inc
VTIX
$36.3M
$147K 0.02%
48,298
– –
UIS icon
134
Unisys
UIS
$176M
$120K 0.02%
32,859
– –
DBI icon
135
Designer Brands
DBI
$304M
$67.8K 0.01%
+11,625
New +$81.7K
AA icon
136
Alcoa
AA
$12.7B
– –
-13,981
Closed -$927K
BP icon
137
BP
BP
$119B
– –
-5,566
Closed -$262K
GS icon
138
Goldman Sachs
GS
$297B
– –
-240
Closed -$203K
RTX icon
139
RTX Corp
RTX
$267B
– –
-5,757
Closed -$1.11M
SPXL icon
140
CALL
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.82B
– –
-2,000
Closed -$370K
SPY icon
141
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$801B
– –
-715,300
Closed -$465M
WMT icon
142
Walmart Inc
WMT
$839B
– –
-3,875
Closed -$482K
TOPT
143
iShares Top 20 U.S. Stocks ETF
TOPT
$667M
– –
-27,469
Closed -$786K
2 3 4 5
6

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HIG
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AAM
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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
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WDL
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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.