We are live on ! Find out more
IWS

Insight Wealth Strategies Portfolio holdings

AUM $1.02B
1-Year Est. Return 38%
This Fund
S&P 500
This Quarter Est. Return
+3.28%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$872M
AUM Growth
+$23.4M
Cap. Flow
+$5.96M
Cap. Flow %
0.68%
Top 10 Hldgs %
31.54%
Holding
186
New
15
Increased
102
Reduced
52
Closed
15

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$23.9M
2
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$16.3M
3
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$16.1M
4
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$14.1M
5
CENX icon
Century Aluminum
CENX
+$4.81M

Top Sells

Rank Stock Value
1
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$23.1M
2
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$19M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$11.9M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$10.2M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$5.91M

Sector Composition

Rank Sector Weight
1 Technology 13.55%
2 Healthcare 6.24%
3 Energy 5.7%
4 Industrials 3.98%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LDOS icon
51
Leidos
LDOS
$17.3B
$4.9M 0.56%
27,175
-2,292
-8% -$434K
LQDA icon
52
Liquidia Corp
LQDA
$8.02B
$4.89M 0.56%
+141,818
New +$4.04M
ACN icon
53
Accenture
ACN
$108B
$4.88M 0.56%
18,175
+3,649
+25% +$927K
QCOM icon
54
Qualcomm
QCOM
$176B
$4.87M 0.56%
28,481
-135
-0.5% -$23.1K
WFRD icon
55
Weatherford International
WFRD
$6.22B
$4.83M 0.55%
61,690
-11,124
-15% -$807K
PLTR icon
56
Palantir
PLTR
$413B
$4.81M 0.55%
27,082
-8,532
-24% -$1.54M
ABT icon
57
Abbott
ABT
$187B
$4.75M 0.54%
37,930
+1,257
+3% +$160K
MCK icon
58
McKesson
MCK
$101B
$4.72M 0.54%
5,751
-424
-7% -$346K
VRSK icon
59
Verisk Analytics
VRSK
$25B
$4.68M 0.54%
20,901
+6,891
+49% +$1.56M
DOCN icon
60
DigitalOcean
DOCN
$14.6B
$4.61M 0.53%
+95,754
New +$4.22M
HD icon
61
Home Depot
HD
$355B
$4.55M 0.52%
13,237
+595
+5% +$218K
IDXX icon
62
Idexx Laboratories
IDXX
$46.2B
$4.55M 0.52%
6,721
-1,819
-21% -$1.24M
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$4.55M 0.52%
6,667
+47
+0.7% +$31.8K
ADP icon
64
Automatic Data Processing
ADP
$108B
$4.49M 0.51%
17,459
+187
+1% +$49.8K
FTNT icon
65
Fortinet
FTNT
$117B
$4.46M 0.51%
56,127
+13,099
+30% +$1.09M
VISN
66
Vistance Networks Inc
VISN
$2.52B
$4.42M 0.51%
+243,561
New +$4.2M
MSI icon
67
Motorola Solutions
MSI
$77.4B
$4.31M 0.49%
11,253
+521
+5% +$209K
XYZ
68
Block Inc
XYZ
$47.5B
$4.29M 0.49%
65,930
+7,287
+12% +$503K
BAH icon
69
Booz Allen Hamilton
BAH
$9.15B
$4.21M 0.48%
49,937
+1,577
+3% +$141K
INTU icon
70
Intuit
INTU
$89B
$4.21M 0.48%
6,355
+263
+4% +$174K
CDW icon
71
CDW
CDW
$17B
$4.17M 0.48%
30,622
+827
+3% +$122K
FLOT icon
72
iShares Floating Rate Bond ETF
FLOT
$10.3B
$4.05M 0.46%
79,574
+4,836
+6% +$246K
MUB icon
73
iShares National Muni Bond ETF
MUB
$45.5B
$3.99M 0.46%
37,269
+873
+2% +$93.5K
AMD icon
74
Advanced Micro Devices
AMD
$789B
$3.99M 0.46%
18,626
-3,048
-14% -$685K
MBB icon
75
iShares MBS ETF
MBB
$39.1B
$3.96M 0.45%
41,617
+373
+0.9% +$35.6K
1 2
3
4 5

Similar funds

IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EFM
EQT Fund Management Luxembourg $1.02B AUM
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Insight Wealth Strategies's Q4 2025 Portfolio in Review

As of Q4 2025, Insight Wealth Strategies held 186 positions worth $872M, up 2.8% from $849M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Insight Wealth Strategies's Q4 2025 filing shows 15 new, 102 increased, 52 reduced and 15 closed positions. Its largest new stake was VanEck JP Morgan EM Local Currency Bond ETF: 637,239 shares worth $16.5M. The largest sale was iShares High Yield Systematic Bond ETF, an estimated $23.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Energy.

  • Insight Wealth Strategies's largest Q4 2025 buy was VanEck JP Morgan EM Local Currency Bond ETF: 637,239 shares worth $16.5M.
  • Insight Wealth Strategies added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025, an estimated $23.9M increase.
  • Insight Wealth Strategies's biggest Q4 2025 reduction was iShares Preferred and Income Securities ETF, cutting an estimated $10.2M.
  • Insight Wealth Strategies fully exited iShares High Yield Systematic Bond ETF in Q4 2025, selling an estimated $23.1M.
  • Insight Wealth Strategies's ten largest holdings make up 32% of its $872M portfolio in Q4 2025.
  • Insight Wealth Strategies opened 15 new positions and closed 15 in Q4 2025.
  • Insight Wealth Strategies's portfolio value rose 2.8% quarter-over-quarter to $872M.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.