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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
+6.22%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$70.7M
Cap. Flow
+$17.2M
Cap. Flow %
5.24%
Top 10 Hldgs %
63.69%
Holding
119
New
11
Increased
62
Reduced
29
Closed
4

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.2M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$2.71M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.5M
3
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

Rank Sector Weight
1 Technology 4.86%
2 Consumer Discretionary 1.69%
3 Energy 1.11%
4 Industrials 0.79%
5 Financials 0.64%
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
$778B
$102M 31.08%
716,800
-26,500
-4% -$17M
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$23.5M 7.15%
+279,065
New +$23.2M
SPXL icon
3
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$21.5M 6.55%
101,417
-14,197
-12% -$2.71M
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$13.6M 4.13%
121,766
+14,827
+14% +$1.63M
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$40B
$13.2M 4.03%
260,982
-49,319
-16% -$2.5M
FBND icon
6
Fidelity Total Bond ETF
FBND
$26.9B
$10.5M 3.19%
226,771
+33,822
+18% +$1.55M
IAU icon
7
iShares Gold Trust
IAU
$63B
$6.49M 1.98%
89,243
-233
-0.3% -$15.2K
JBND icon
8
JPMorgan Active Bond ETF
JBND
$8.35B
$6.23M 1.9%
114,961
+20,525
+22% +$1.1M
TIP icon
9
iShares TIPS Bond ETF
TIP
$14.5B
$6.06M 1.84%
54,443
+7,804
+17% +$862K
UITB icon
10
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$6.02M 1.83%
126,716
+23,117
+22% +$1.09M
GTO icon
11
Invesco Total Return Bond ETF
GTO
$2.4B
$5.92M 1.8%
124,604
+21,729
+21% +$1.02M
NVDA icon
12
NVIDIA
NVDA
$5.01T
$5.36M 1.63%
28,731
+339
+1% +$59.1K
HYG icon
13
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$5.06M 1.54%
62,373
+9,907
+19% +$798K
FALN icon
14
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$4.33M 1.32%
155,856
+21,840
+16% +$595K
IG icon
15
Principal Investment Grade Corporate Active ETF
IG
$198M
$4.11M 1.25%
194,883
+10,789
+6% +$225K
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$3.97M 1.21%
41,671
+4,592
+12% +$430K
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.1B
$3.36M 1.02%
31,580
+5,093
+19% +$533K
CMBS icon
18
iShares CMBS ETF
CMBS
$473M
$3.11M 0.95%
63,291
+9,718
+18% +$474K
SNPE icon
19
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
$3.06M 0.93%
50,926
+539
+1% +$31K
BOND icon
20
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$2.98M 0.91%
31,882
+5,754
+22% +$531K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.61M 0.79%
32,614
+6,664
+26% +$530K
AAPL icon
22
Apple
AAPL
$4.89T
$2.57M 0.78%
10,092
+71
+0.7% +$16K
AVGO icon
23
Broadcom
AVGO
$1.82T
$2.53M 0.77%
7,667
+155
+2% +$47.6K
AMZN icon
24
Amazon
AMZN
$2.5T
$2.34M 0.71%
10,664
+109
+1% +$24.7K
LQDB icon
25
iShares BBB Rated Corporate Bond ETF
LQDB
$59.3M
$2.31M 0.7%
26,293
+699
+3% +$60.8K
1
2 3 4 5

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TLP
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ACGDR
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AMPWP
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GEA
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PCS
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Insight Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Insight Wealth Partners held 119 positions worth $328M, up 27% from $258M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Insight Wealth Partners deployed $17.2M of net new capital in Q3 2025, opening 11 new positions and adding to 62 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 279,065 shares worth $23.5M.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 5.5% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Direxion Daily S&P 500 Bull 3x ETF, an estimated $2.71M trimmed.

  • Insight Wealth Partners's largest Q3 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 279,065 shares worth $23.5M.
  • Insight Wealth Partners added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025, an estimated $1.63M increase.
  • Insight Wealth Partners's biggest Q3 2025 reduction was Direxion Daily S&P 500 Bull 3x ETF, cutting an estimated $2.71M.
  • Insight Wealth Partners fully exited Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q3 2025, selling an estimated $342K.
  • Insight Wealth Partners's ten largest holdings make up 64% of its $328M portfolio in Q3 2025.
  • Insight Wealth Partners opened 11 new positions and closed 4 in Q3 2025.
  • Insight Wealth Partners's portfolio value rose 27% quarter-over-quarter to $328M.

Based on Insight Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.