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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
EFAV icon
126
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$497K 0.06%
5,766
+29
+0.5% +$2.48K
TRGP icon
127
Targa Resources
TRGP
$55.1B
$464K 0.05%
2,513
+17
+0.7% +$2.86K
IQLT icon
128
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$452K 0.05%
9,941
+3
+0% +$134
DVY icon
129
iShares Select Dividend ETF
DVY
$23.6B
$442K 0.05%
3,133
-288
-8% -$40.7K
IAGG icon
130
iShares Core International Aggregate Bond Fund
IAGG
$11B
$399K 0.05%
7,973
+585
+8% +$30.1K
WEC icon
131
WEC Energy
WEC
$35.1B
$395K 0.05%
3,744
+27
+0.7% +$2.99K
IWM icon
132
iShares Russell 2000 ETF
IWM
$83B
$380K 0.04%
1,545
+5
+0.3% +$1.23K
LCTU icon
133
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.26B
$377K 0.04%
5,085
-27
-0.5% -$1.99K
GE icon
134
GE Aerospace
GE
$384B
$374K 0.04%
1,213
+78
+7% +$23.5K
EUHY
135
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$246M
$370K 0.04%
6,947
+563
+9% +$30.8K
PICB icon
136
Invesco International Corporate Bond ETF
PICB
$362M
$364K 0.04%
15,249
+908
+6% +$21.5K
JAAA icon
137
Janus Henderson AAA CLO ETF
JAAA
$29.2B
$346K 0.04%
6,836
-4,814
-41% -$244K
BAC icon
138
Bank of America
BAC
$442B
$345K 0.04%
6,265
+1,017
+19% +$53.8K
SMH icon
139
VanEck Semiconductor ETF
SMH
$73.2B
$337K 0.04%
935
+3
+0.3% +$1.05K
FTHI icon
140
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.43B
$325K 0.04%
13,754
+159
+1% +$3.76K
SPYG icon
141
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$309K 0.04%
2,893
-703
-20% -$74.5K
PEP icon
142
PepsiCo
PEP
$190B
$306K 0.04%
2,131
+103
+5% +$15.1K
IPKW icon
143
Invesco International BuyBack Achievers ETF
IPKW
$563M
$306K 0.04%
5,502
+307
+6% +$16.4K
GLD icon
144
SPDR Gold Trust
GLD
$141B
$303K 0.03%
764
-129
-14% -$49.3K
LOW icon
145
Lowe's Companies
LOW
$125B
$302K 0.03%
1,251
+265
+27% +$63.6K
FLJP icon
146
Franklin FTSE Japan ETF
FLJP
$4.08B
$302K 0.03%
+8,754
New +$309K
MLI icon
147
Mueller Industries
MLI
$15.2B
$288K 0.03%
5,026
-416
-8% -$22.4K
IESC icon
148
IES Holdings
IESC
$15.2B
$287K 0.03%
739
– –
VEA icon
149
Vanguard FTSE Developed Markets ETF
VEA
$236B
$284K 0.03%
4,548
-216
-5% -$13.2K
FDN icon
150
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$278K 0.03%
1,034
-377
-27% -$103K
4 5
6
7 8

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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.