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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
+7.24%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$258M
AUM Growth
-$343M
Cap. Flow
+$4.07M
Cap. Flow %
1.58%
Top 10 Hldgs %
61.77%
Holding
114
New
6
Increased
66
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$12.6M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.18M
3
UMI icon
USCF Midstream Energy Income Fund
UMI
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$12.7M
2
IAU icon
iShares Gold Trust
IAU
+$4.36M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.97%
2 Technology 5.51%
3 Consumer Discretionary 1.8%
4 Energy 1.32%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$77.4M 30.02%
743,300
-21,500
-3% -$12.3M
SPXL icon
2
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.82B
$20.1M 7.79%
115,614
+89,717
+346% +$12.6M
JPST icon
3
JPMorgan Ultra-Short Income ETF
JPST
$41.1B
$15.7M 6.1%
310,301
+142,090
+84% +$7.18M
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30B
$11.7M 4.55%
106,939
-14,642
-12% -$1.57M
FBND icon
5
Fidelity Total Bond ETF
FBND
$27.9B
$8.83M 3.43%
192,949
+5,588
+3% +$253K
IAU icon
6
iShares Gold Trust
IAU
$64.1B
$5.58M 2.17%
89,476
-70,430
-44% -$4.36M
TIP icon
7
iShares TIPS Bond ETF
TIP
$14.8B
$5.13M 1.99%
46,639
+430
+0.9% +$46.9K
JBND icon
8
JPMorgan Active Bond ETF
JBND
$8.57B
$5.06M 1.96%
94,436
+6,500
+7% +$344K
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$4.88M 1.89%
103,599
+7,529
+8% +$350K
GTO icon
10
Invesco Total Return Bond ETF
GTO
$2.48B
$4.82M 1.87%
102,875
+1,582
+2% +$73.3K
NVDA icon
11
NVIDIA
NVDA
$5.27T
$4.49M 1.74%
28,392
+217
+0.8% +$27.3K
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.3B
$4.23M 1.64%
52,466
+2,256
+4% +$178K
IG icon
13
Principal Investment Grade Corporate Active ETF
IG
$200M
$3.83M 1.49%
184,094
+11,007
+6% +$225K
FALN icon
14
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$3.64M 1.41%
134,016
+5,555
+4% +$146K
EMB icon
15
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$3.43M 1.33%
37,079
+299
+0.8% +$26.9K
SNPE icon
16
Xtrackers S&P 500 ESG ETF
SNPE
$2.89B
$2.79M 1.08%
50,387
+2,042
+4% +$104K
MUB icon
17
iShares National Muni Bond ETF
MUB
$44.6B
$2.77M 1.07%
26,487
+333
+1% +$34.6K
CMBS icon
18
iShares CMBS ETF
CMBS
$467M
$2.61M 1.01%
53,573
+1,500
+3% +$72.2K
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$2.41M 0.93%
26,128
+337
+1% +$30.7K
AMZN icon
20
Amazon
AMZN
$2.72T
$2.32M 0.9%
10,555
+267
+3% +$52.8K
BSMU icon
21
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$279M
$2.26M 0.88%
105,210
-27,187
-21% -$581K
LQDB icon
22
iShares BBB Rated Corporate Bond ETF
LQDB
$58.5M
$2.22M 0.86%
25,594
-34
-0.1% -$2.9K
UMI icon
23
USCF Midstream Energy Income Fund
UMI
$520M
$2.14M 0.83%
42,006
+28,532
+212% +$1.42M
AVGO icon
24
Broadcom
AVGO
$1.72T
$2.07M 0.8%
7,512
+332
+5% +$72.1K
VCSH icon
25
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$2.06M 0.8%
25,950
+390
+2% +$30.7K
1
2 3 4 5

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CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
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 2025 Portfolio in Review

As of Q2 2025, Insight Wealth Partners held 114 positions worth $258M, down 57% from $601M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Insight Wealth Partners's Q2 2025 filing shows 6 new, 66 increased, 21 reduced and 6 closed positions. Its largest new stake was Coca-Cola: 3,380 shares worth $239K. The largest sale was Invesco BulletShares 2026 High Yield Corporate Bond ETF, an estimated $12.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 96% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Insight Wealth Partners's largest Q2 2025 buy was Coca-Cola: 3,380 shares worth $239K.
  • Insight Wealth Partners added most to Direxion Daily S&P 500 Bull 3x ETF in Q2 2025, an estimated $12.6M increase.
  • Insight Wealth Partners's biggest Q2 2025 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $12.7M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2025, selling an estimated $804K.
  • Insight Wealth Partners's ten largest holdings make up 62% of its $258M portfolio in Q2 2025.
  • Insight Wealth Partners opened 6 new positions and closed 6 in Q2 2025.
  • Insight Wealth Partners's portfolio value fell 57% quarter-over-quarter to $258M.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.