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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
CVX icon
1
Chevron
CVX
$382B
$33.5M 3.84%
219,858
+1,049
+0.5% +$160K
LQD icon
2
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$30.5M 3.5%
276,655
+215,129
+350% +$23.9M
VCLT icon
3
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$30.2M 3.47%
398,650
+7,724
+2% +$596K
TLT icon
4
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$28M 3.21%
320,946
+6,786
+2% +$607K
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.9B
$27.9M 3.2%
649,776
+12,207
+2% +$509K
DYNF icon
6
BlackRock US Equity Factor Rotation ETF
DYNF
$37.4B
$27.5M 3.15%
452,161
+7,849
+2% +$472K
SPMO icon
7
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$26.7M 3.06%
223,586
+3,818
+2% +$458K
TFLR icon
8
T. Rowe Price Floating Rate ETF
TFLR
$670M
$24.9M 2.85%
483,518
+26,309
+6% +$1.35M
IGLB icon
9
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$24M 2.76%
476,471
+15,912
+3% +$816K
LVHI icon
10
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.36B
$21.9M 2.51%
595,158
+9,148
+2% +$329K
QUAL icon
11
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$18.9M 2.17%
95,210
-84
-0.1% -$16.5K
PFF icon
12
iShares Preferred and Income Securities ETF
PFF
$13.1B
$17.8M 2.04%
575,043
-326,037
-36% -$10.2M
IDMO icon
13
Invesco S&P International Developed Momentum ETF
IDMO
$3.91B
$17.8M 2.04%
319,537
+12,319
+4% +$670K
EMLC icon
14
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.76B
$16.5M 1.89%
+637,239
New +$16.3M
JMBS icon
15
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
$16M 1.84%
+350,856
New +$16.1M
LRCX icon
16
Lam Research
LRCX
$316B
$14.6M 1.67%
85,222
-14,156
-14% -$2.2M
CDX icon
17
Simplify High Yield ETF
CDX
$372M
$14.4M 1.65%
647,232
+132,380
+26% +$2.99M
TUA icon
18
Simplify Short Term Treasury Futures Strategy ETF
TUA
$699M
$14M 1.61%
+640,356
New +$14.1M
XLV icon
19
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$13M 1.49%
84,067
-239
-0.3% -$35.8K
VYM icon
20
Vanguard High Dividend Yield ETF
VYM
$80.8B
$13M 1.49%
90,603
+811
+0.9% +$115K
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$12.8M 1.47%
108,862
+2,368
+2% +$273K
AVUV icon
22
Avantis US Small Cap Value ETF
AVUV
$30.3B
$12.7M 1.46%
124,779
-643
-0.5% -$64.3K
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$6.9B
$12.6M 1.45%
91,059
+1,362
+2% +$186K
AAPL icon
24
Apple
AAPL
$4.97T
$12.4M 1.42%
45,601
-961
-2% -$258K
USMV icon
25
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$12.2M 1.4%
129,626
+788
+0.6% +$74.2K
1
2 3 4 5

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GSIS
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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.