Titelia

Holdings of Insight Wealth Partners, LLC

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Net assets
-
Positions
94 in 2 countries
Top ten
53.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard Intermediate-Term Corporate Bond ETF 272,81122.6M $
2DIREXION SHARES ETF TRUST 96,58917.9M $
3iShares iBoxx USD Investment Grade Corporate Bond ETF 139,70815.2M $
4JPMorgan Ultra-Short Income ETF 276,17814M $
5Fidelity Total Bond ETF 252,93911.5M $
6iShares 7-10 Year Treasury Bond ETF 72,5116.9M $
7iShares TIPS Bond ETF 60,6326.7M $
8Invesco Total Return Bond ETF 141,6706.6M $
9J.P. MORGAN EXCHANGE-TRADED FUND TRUST 122,5746.6M $
10ISHARES TRUST 72,5315.8M $
11iShares Fallen Angels USD Bond ETF 184,1384.9M $
12NVIDIA Corp 27,8134.9M $
13ISHARES GOLD TRUST 52,7474.7M $
14ISHARES TRUST 47,0214.4M $
15ISHARES TRUST 33,5793.6M $
16ISHARES TRUST 70,8533.5M $
17PIMCO ETF TRUST 36,3153.4M $
18DBX ETF Trust 51,1973M $
19iShares Semiconductor ETF 7,8282.6M $
20Apple Inc 9,7612.5M $
21Broadcom Inc 7,7122.4M $
22Vanguard Short-Term Corporate Bond ETF 29,3862.3M $
23ISHARES TRUST 26,9412.3M $
24Amazon.com Inc 10,8802.3M $
25Avantis International Small Cap Value ETF 22,2712.2M $
26AMERICAN CENTURY INVEST 18,3242M $
27SPDR Gold Shares 4,4821.9M $
28Diamondback Energy Inc 9,4711.9M $
29SPDR S&P 500 ETF TRUST 2,6051.7M $
30Exxon Mobil Corp 9,4161.6M $
31Pacer US Cash Cows 100 ETF 24,1861.5M $
32DBX ETF TRUST 28,2221.4M $
33Vertiv Holdings Co 5,2601.3M $
34Avantis International Large Cap Value ETF 16,5601.2M $
35CISCO SYSTEMS INC 15,8391.2M $
36SCHWAB STRATEGIC TRUST 39,6831.2M $
37Schwab US Dividend Equity ETF 37,2171.1M $
38RTX Corp 5,7571.1M $
39Texas Instruments Inc 5,6871.1M $
40Sandisk Corp 1,6001M $
41Alphabet Inc 3,476999.6K $
42Clearshares Ultra-Short Maturi 9,986999.4K $
43PGIM Ultra Short Bond ETF 19,632971.8K $
44iShares MSCI All Country Asia 9,914954.6K $
45Tesla Inc 2,535942.4K $
46ISHARES TRUST 20,212933.6K $
47ALCOA CORP 13,981927.4K $
48Western Asset Premier Bond Fund 86,574916K $
49VanEck Gold Miners ETF/USA 9,809900.2K $
50PACCAR Inc 7,564873.6K $
51iShares U.S. Infrastructure ETF 15,231871.2K $
52Microsoft Corp 2,327861.4K $
53JPMorgan Chase & Co 2,894851.3K $
54SELECT SECTOR SPDR TRUST (THE) 4,996732.4K $
55Palantir Technologies Inc 4,855710.2K $
56TJX Cos Inc/The 4,443709.5K $
57iShares Core S&P 500 ETF 1,080705.5K $
58Meta Platforms Inc 1,089623.1K $
59Innovator U.S. Equity Power Bu 12,866593.5K $
60iShares 0-1 Year Treasury Bond ETF 5,261580.8K $
61Ford Motor Co 47,335546.2K $
62AbbVie Inc 2,489541.3K $
63Walmart Inc 3,875481.6K $
64iShares Core U.S. Aggregate Bond ETF 4,668463.4K $
65Callaway Golf Co 32,632452.9K $
66Ecolab Inc 1,684448K $
67Chevron Corp 2,086431.7K $
68ConocoPhillips 3,020398.7K $
69iShares Core Dividend Growth ETF 5,529388K $
70iShares Core 30/70 Conservativ 9,401375K $
71Evercore Inc 1,254374.3K $
72PepsiCo Inc 2,262351.3K $
73iShares Core 80/20 Aggressive 3,726329.7K $
74ENTERPRISE PRODUCTS PARTNERS LP 8,645327.1K $
75VIRTUIX HOLDINGS INC 48,298327K $
76Texas Pacific Land Corp 629298.5K $
77Eli Lilly & Co 307282.7K $
78Invesco BulletShares 2030 Corp 16,117269.5K $
79ISHARES TRUST 5,059265.9K $
80Deere & Co 468263.6K $
81WP Carey Inc 3,878263.5K $
82Coca-Cola Co/The 3,452262.5K $
83Costco Wholesale Corp 263262.1K $
84BP PLC 5,566261.6K $
85SPDR SERIES TRUST 1,020259.2K $
86iShares Russell 2000 ETF 885219.5K $
87ISHARES TRUST 2,637217.7K $
88iShares 0-5 Year High Yield Co 5,130217.1K $
89iShares Core 60/40 Balanced Al 3,370216.9K $
90iShares Preferred and Income S 7,035213.3K $
91Alphabet Inc 725208.1K $
92Colgate-Palmolive Co 2,439207.9K $
93Goldman Sachs Group Inc/The 240203K $
94Unisys Corp 32,85968K $

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Sector breakdown

  • Funds 12.8 %
  • Technology 6.4 %
  • Consumer discretionary 2.1 %
  • Energy 2.0 %
  • Industrials 1.7 %
  • Communication 0.9 %
  • Consumer staples 0.7 %
  • Financials 0.5 %
  • Health care 0.4 %
  • Materials 0.2 %
  • Unattributed 72.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • United Kingdom 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States93211.1M $99.88 %
2United Kingdom1261.6K $0.12 %
Cite this page

Titelia. "Holdings of Insight Wealth Partners, LLC". https://titelia.com/en/funds/US13F1627003