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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
SPY icon
1
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$489M 67.06%
717,600
+800
+0.1% +$541K
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$23.1M 3.17%
275,950
-3,115
-1% -$262K
SPXL icon
3
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$21.9M 3%
99,158
-2,259
-2% -$491K
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$14.9M 2.04%
135,050
+13,284
+11% +$1.48M
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$40B
$13.6M 1.86%
268,202
+7,220
+3% +$366K
FBND icon
6
Fidelity Total Bond ETF
FBND
$26.9B
$10.9M 1.5%
237,809
+11,038
+5% +$512K
IAU icon
7
iShares Gold Trust
IAU
$63B
$7.45M 1.02%
91,789
+2,546
+3% +$199K
JBND icon
8
JPMorgan Active Bond ETF
JBND
$8.35B
$6.6M 0.9%
122,056
+7,095
+6% +$385K
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$6.43M 0.88%
135,743
+9,027
+7% +$429K
TIP icon
10
iShares TIPS Bond ETF
TIP
$14.5B
$6.29M 0.86%
57,225
+2,782
+5% +$309K
GTO icon
11
Invesco Total Return Bond ETF
GTO
$2.4B
$6.26M 0.86%
132,028
+7,424
+6% +$353K
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$5.51M 0.75%
68,284
+5,911
+9% +$476K
NVDA icon
13
NVIDIA
NVDA
$5.01T
$5.09M 0.7%
27,268
-1,463
-5% -$272K
FALN icon
14
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$4.76M 0.65%
174,199
+18,343
+12% +$503K
IG icon
15
Principal Investment Grade Corporate Active ETF
IG
$198M
$4.61M 0.63%
220,590
+25,707
+13% +$540K
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$4.35M 0.6%
45,131
+3,460
+8% +$332K
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.1B
$3.54M 0.48%
33,015
+1,435
+5% +$154K
IEF icon
18
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$3.38M 0.46%
+35,139
New +$3.4M
CMBS icon
19
iShares CMBS ETF
CMBS
$473M
$3.26M 0.45%
66,397
+3,106
+5% +$153K
BOND icon
20
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$3.14M 0.43%
33,750
+1,868
+6% +$175K
SNPE icon
21
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
$3.13M 0.43%
50,193
-733
-1% -$45K
AVGO icon
22
Broadcom
AVGO
$1.82T
$2.65M 0.36%
7,670
+3
+0% +$1.07K
AAPL icon
23
Apple
AAPL
$4.89T
$2.65M 0.36%
9,746
-346
-3% -$92.9K
VCSH icon
24
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.59M 0.35%
32,436
-178
-0.5% -$14.2K
AMZN icon
25
Amazon
AMZN
$2.5T
$2.47M 0.34%
10,715
+51
+0.5% +$11.7K
1
2 3 4 5

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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.