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IWS

Insight Wealth Strategies Portfolio holdings

AUM $1.02B
1-Year Est. Return 38%
This Fund
S&P 500
This Quarter Est. Return
+20.9%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
+$129M
Cap. Flow
+$21M
Cap. Flow %
2.05%
Top 10 Hldgs %
29.32%
Holding
206
New
29
Increased
89
Reduced
57
Closed
23

Top Buys

Rank Stock Value
1
PAAA icon
PGIM AAA CLO ETF
PAAA
+$32.7M
2
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$28.2M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.7M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$22.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$20.2M

Top Sells

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$26.8M
2
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$24.6M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.6M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$20.5M
5
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$16.1M

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.52%
2 Technology 16.52%
3 Healthcare 6.63%
4 Energy 4.63%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CWB icon
101
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$1.22M 0.12%
11,550
+30
+0.3% +$3.11K
TSLA icon
102
Tesla
TSLA
$1.38T
$1.18M 0.12%
2,772
-3
-0.1% -$1.19K
FLBL icon
103
Franklin Senior Loan ETF
FLBL
$869M
$1.11M 0.11%
48,681
-7,137
-13% -$164K
FBND icon
104
Fidelity Total Bond ETF
FBND
$28B
$1.11M 0.11%
24,378
+920
+4% +$42K
IUSG icon
105
iShares Core S&P US Growth ETF
IUSG
$33.5B
$916K 0.09%
4,888
+4
+0.1% +$723
DGRO icon
106
iShares Core Dividend Growth ETF
DGRO
$43.6B
$904K 0.09%
11,880
-15
-0.1% -$1.11K
V icon
107
Visa
V
$712B
$779K 0.08%
2,219
+98
+5% +$31.5K
VOO icon
108
Vanguard S&P 500 ETF
VOO
$1.03T
$772K 0.08%
1,126
-11
-1% -$7.33K
HYMB icon
109
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$734K 0.07%
28,978
-633
-2% -$15.9K
GPIX icon
110
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.46B
$725K 0.07%
13,158
+3,602
+38% +$195K
GLTR icon
111
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.77B
$711K 0.07%
3,908
– –
TJX icon
112
TJX Companies
TJX
$149B
$695K 0.07%
4,594
-1,119
-20% -$177K
IJR icon
113
iShares Core S&P Small-Cap ETF
IJR
$110B
$689K 0.07%
4,668
-9
-0.2% -$1.24K
WTIP
114
WisdomTree Inflation Plus Fund
WTIP
$24.1M
$672K 0.07%
19,542
+12,298
+170% +$468K
TRGP icon
115
Targa Resources
TRGP
$61.7B
$654K 0.06%
2,536
+12
+0.5% +$3.08K
META icon
116
Meta Platforms (Facebook)
META
$1.47T
$653K 0.06%
1,065
-91
-8% -$55.6K
PLTR icon
117
Palantir
PLTR
$448B
$628K 0.06%
4,997
-22,461
-82% -$3.06M
IWF icon
118
iShares Russell 1000 Growth ETF
IWF
$126B
$613K 0.06%
4,983
+115
+2% +$13.9K
SMH icon
119
VanEck Semiconductor ETF
SMH
$65.6B
$580K 0.06%
935
– –
BRK.B icon
120
Berkshire Hathaway Class B
BRK.B
$1.08T
$579K 0.06%
1,159
-50
-4% -$24K
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$76.8B
$568K 0.06%
4,153
+4
+0.1% +$528
IVVW icon
122
iShares S&P 500 BuyWrite ETF
IVVW
$336M
$562K 0.05%
12,595
-99
-0.8% -$4.38K
IESC icon
123
IES Holdings
IESC
$12.3B
$517K 0.05%
1,478
– –
VIGI icon
124
Vanguard International Dividend Appreciation ETF
VIGI
$9.21B
$517K 0.05%
5,523
-118
-2% -$10.9K
USFR icon
125
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$509K 0.05%
+10,106
New +$509K
3 4
5
6 7

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MFT
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KWM
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RTM
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ACA
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CHCM
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Insight Wealth Strategies's Q2 2026 Portfolio in Review

As of Q2 2026, Insight Wealth Strategies held 206 positions worth $1.02B, up 14% from $896M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Insight Wealth Strategies's Q2 2026 filing shows 29 new, 89 increased, 57 reduced and 23 closed positions. Its largest new stake was VanEck IG Floating Rate ETF: 1,105,715 shares worth $28.2M. The largest sale was Goldman Sachs ActiveBeta International Equity ETF, an estimated $26.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 62% a quarter earlier, followed by Technology and Healthcare.

  • Insight Wealth Strategies's largest Q2 2026 buy was VanEck IG Floating Rate ETF: 1,105,715 shares worth $28.2M.
  • Insight Wealth Strategies added most to PGIM AAA CLO ETF in Q2 2026, an estimated $32.7M increase.
  • Insight Wealth Strategies's biggest Q2 2026 reduction was Goldman Sachs ActiveBeta International Equity ETF, cutting an estimated $26.8M.
  • Insight Wealth Strategies fully exited iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2026, selling an estimated $24.6M.
  • Insight Wealth Strategies's ten largest holdings make up 29% of its $1.02B portfolio in Q2 2026.
  • Insight Wealth Strategies opened 29 new positions and closed 23 in Q2 2026.
  • Insight Wealth Strategies's portfolio value rose 14% quarter-over-quarter to $1.02B.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.