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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
+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
TSLA icon
101
Tesla
TSLA
$1.3T
$1.22M 0.14%
2,712
+3
+0.1% +$1.33K
IVV icon
102
iShares Core S&P 500 ETF
IVV
$902B
$1.19M 0.14%
1,734
+80
+5% +$54.3K
HFGM
103
Unlimited HFGM Global Macro ETF
HFGM
$154M
$1.07M 0.12%
36,961
+16,084
+77% +$511K
CTA icon
104
Simplify Managed Futures Strategy ETF
CTA
$1.47B
$1.04M 0.12%
38,296
+7,693
+25% +$211K
CWB icon
105
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.69B
$1.03M 0.12%
11,501
+43
+0.4% +$3.91K
FBND icon
106
Fidelity Total Bond ETF
FBND
$27.3B
$985K 0.11%
21,404
+3,869
+22% +$180K
IUSG icon
107
iShares Core S&P US Growth ETF
IUSG
$33.7B
$965K 0.11%
5,745
+5
+0.1% +$834
PAAA icon
108
PGIM AAA CLO ETF
PAAA
$11.2B
$963K 0.11%
18,791
-297
-2% -$15.2K
IVVW icon
109
iShares S&P 500 BuyWrite ETF
IVVW
$333M
$914K 0.1%
20,081
+3,746
+23% +$173K
META icon
110
Meta Platforms (Facebook)
META
$1.51T
$883K 0.1%
1,337
-5,808
-81% -$3.88M
TJX icon
111
TJX Companies
TJX
$178B
$866K 0.1%
5,635
-107
-2% -$15.8K
CAIE
112
Calamos Autocallable Income ETF
CAIE
$1.19B
$842K 0.1%
31,480
+6,188
+24% +$168K
DGRO icon
113
iShares Core Dividend Growth ETF
DGRO
$43.5B
$829K 0.1%
11,946
-11
-0.1% -$756
HYMB icon
114
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.19B
$736K 0.08%
29,508
+207
+0.7% +$5.19K
V icon
115
Visa
V
$677B
$721K 0.08%
2,057
+182
+10% +$62K
GLTR icon
116
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.67B
$720K 0.08%
3,504
-20
-0.6% -$3.67K
VOO icon
117
Vanguard S&P 500 ETF
VOO
$1.01T
$708K 0.08%
1,129
+20
+2% +$12.4K
PSMD icon
118
Pacer Swan SOS Moderate January ETF
PSMD
$94.3M
$659K 0.08%
20,287
+5,982
+42% +$191K
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$112B
$653K 0.07%
5,436
-535
-9% -$64K
VIGI icon
120
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$648K 0.07%
7,083
+7
+0.1% +$633
BRK.B icon
121
Berkshire Hathaway Class B
BRK.B
$1.13T
$590K 0.07%
1,174
+63
+6% +$31.3K
IWF icon
122
iShares Russell 1000 Growth ETF
IWF
$128B
$541K 0.06%
4,568
+24
+0.5% +$2.84K
VIG icon
123
Vanguard Dividend Appreciation ETF
VIG
$114B
$537K 0.06%
2,442
-1
-0% -$218
NFLX icon
124
Netflix
NFLX
$309B
$530K 0.06%
5,648
-972
-15% -$105K
IVW icon
125
iShares S&P 500 Growth ETF
IVW
$77.6B
$511K 0.06%
4,146
-532
-11% -$65.1K
3 4
5
6 7

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CC
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MA
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EFM
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SVCP
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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.