Titelia

Holdings of Insight Wealth Partners, LLC

94 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 53.8 % of the equity sleeve

Sector breakdown

  • Funds 12.6 %
  • 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 72.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US93211.1M $99.88 %
GB1261.6K $0.12 %

Positions

CompanySharesValueWeight
Vanguard Intermediate-Term Corporate Bond ETF 272,81122.6M $
Direxion Shares ETF Trust 96,58917.9M $
iShares iBoxx USD Investment Grade Corporate Bond ETF 139,70815.2M $
JPMorgan Ultra-Short Income ETF 276,17814M $
Fidelity Total Bond ETF 252,93911.5M $
iShares Trust 72,5116.9M $
iShares TIPS Bond ETF 60,6326.7M $
Invesco Actively Managed Exchange-Traded Fund Trust 141,6706.6M $
J P Morgan Exchange Traded Fund Trust 122,5746.6M $
iShares Trust 72,5315.8M $
ISHARES TRUST 184,1384.9M $
NVIDIA Corp 27,8134.9M $
Ishares Gold Trust 52,7474.7M $
iShares J.P. Morgan USD Emerging Markets Bond ETF 47,0214.4M $
iShares National Muni Bond ETF 33,5793.6M $
iShares Trust 70,8533.5M $
PIMCO ETF Trust 36,3153.4M $
DBX ETF Trust 51,1973M $
iShares Trust 7,8282.6M $
Apple Inc 9,7612.5M $
Broadcom Inc 7,7122.4M $
VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 29,3862.3M $
iShares Trust 26,9412.3M $
Amazon.com Inc 10,8802.3M $
Avantis International Small Cap Value ETF 22,2712.2M $
American Century ETF Trust 18,3242M $
SPDR Gold Shares 4,4821.9M $
Diamondback Energy Inc 9,4711.9M $
State Street SPDR S&P 500 ETF Trust 2,6051.7M $
Exxon Mobil Corp 9,4161.6M $
Pacer Funds Trust 24,1861.5M $
Xtrackers MSCI EAFE Hedged Equ 28,2221.4M $
Vertiv Holdings Co 5,2601.3M $
Avantis International Large Cap Value ETF 16,5601.2M $
Cisco Systems, Inc. 15,8391.2M $
Schwab Strategic Trust 39,6831.2M $
Schwab US Dividend Equity ETF 37,2171.1M $
RTX Corp 5,7571.1M $
Texas Instruments Inc 5,6871.1M $
Sandisk Corp/DE 1,6001M $
Alphabet Inc 3,476999.6K $
Clearshares Ultra-Short Maturi 9,986999.4K $
PGIM ETF Trust 19,632971.8K $
iShares MSCI All Country Asia 9,914954.6K $
Tesla Inc 2,535942.4K $
iShares Trust 20,212933.6K $
Alcoa Corp 13,981927.4K $
Western Asset Premier Bond Fund 86,574916K $
VanEck Gold Miners ETF/USA 9,809900.2K $
PACCAR Inc 7,564873.6K $
iShares U.S. Infrastructure ETF 15,231871.2K $
Microsoft Corp 2,327861.4K $
JPMorgan Chase & Co 2,894851.3K $
State Street Health Care Select Sector SPDR ETF 4,996732.4K $
Palantir Technologies Inc 4,855710.2K $
TJX Cos Inc/The 4,443709.5K $
iShares Core S&P 500 ETF 1,080705.5K $
Meta Platforms Inc 1,089623.1K $
Innovator U.S. Equity Power Bu 12,866593.5K $
iShares 0-1 Year Treasury Bond ETF 5,261580.8K $
Ford Motor Co 47,335546.2K $
AbbVie Inc 2,489541.3K $
Walmart Inc 3,875481.6K $
iShares Core U.S. Aggregate Bond ETF 4,668463.4K $
Callaway Golf Co 32,632452.9K $
Ecolab Inc 1,684448K $
Chevron Corp 2,086431.7K $
ConocoPhillips 3,020398.7K $
iShares Core Dividend Growth ETF 5,529388K $
iShares Core 30/70 Conservativ 9,401375K $
Evercore Inc 1,254374.3K $
PepsiCo Inc 2,262351.3K $
iShares Core 80/20 Aggressive 3,726329.7K $
Enterprise Products Partners LP 8,645327.1K $
Virtuix Holdings Inc 48,298327K $
Texas Pacific Land Corp 629298.5K $
Eli Lilly & Co 307282.7K $
Invesco BulletShares 2030 Corp 16,117269.5K $
iShares Trust 5,059265.9K $
Deere & Co 468263.6K $
WP Carey Inc 3,878263.5K $
Coca-Cola Co/The 3,452262.5K $
Costco Wholesale Corp 263262.1K $
BP PLC 5,566261.6K $
SPDR Series Trust 1,020259.2K $
iShares Russell 2000 ETF 885219.5K $
iShares Trust 2,637217.7K $
iShares 0-5 Year High Yield Corporate Bond ETF 5,130217.1K $
iShares Core 60/40 Balanced Al 3,370216.9K $
iShares Preferred and Income S 7,035213.3K $
Alphabet Inc 725208.1K $
Colgate-Palmolive Co 2,439207.9K $
Goldman Sachs Group Inc/The 240203K $
Unisys Corp 32,85968K $