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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
(+2.8%)
Cap. Flow
+$5.96M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
31.54%
Holding
186
New
15
Increased
102
Reduced
52
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$23.9M |
| 2 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$16.3M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$16.1M |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$14.1M |
| 5 |
Century Aluminum
CENX
|
+$4.81M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$23.1M |
| 2 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$19M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$11.9M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$10.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
GoDaddy
GDDY
$11.5B
| – | – |
-25,271
| Closed | -$3.46M |
|
177
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
| – | – |
-17,441
| Closed | -$389K |
|
|
178
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
| – | – |
-481,910
| Closed | -$23.1M |
|
|
179
iShares International Treasury Bond ETF
IGOV
$1.54B
| – | – |
-138,631
| Closed | -$5.91M |
|
180
Jefferies Financial Group
JEF
$13.1B
| – | – |
-81,769
| Closed | -$5.35M |
|
181
Oracle
ORCL
$423B
| – | – |
-18,290
| Closed | -$5.14M |
|
182
PACCAR
PCAR
$70.1B
| – | – |
-44,566
| Closed | -$4.38M |
|
183
Reinsurance Group of America
RGA
$16.1B
| – | – |
-1,354
| Closed | -$260K |
|
184
SM Energy
SM
$6.87B
| – | – |
-108,074
| Closed | -$2.7M |
|
185
Texas Instruments
TXN
$261B
| – | – |
-1,385
| Closed | -$255K |
|
186
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.51B
| – | – |
-1,517
| Closed | -$201K |
|
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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.