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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
+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
ZAUG
126
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$97.4M
– –
-11,082
Closed -$293K
DDFL
127
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$134M
– –
-11,110
Closed -$224K
2 3 4 5
6

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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.