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New Insight Wealth Advisors

Latest statistics and disclosures from New Insight Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FBND, VO, VGT, RSP, and represent 33.22% of New Insight Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, FDVV, INTF, FRT, JMUB, JSCP, AAPL, FBND, DIAL, TSM.
Started 8 new stock positions in MU, FBCG, BRK.B, IJT, JSCP, AMAT, LULU, BLND.
Reduced shares in these 10 stocks: ACLS, SCHD, TSLA, VIGI, VIOO, SPG, RSP, RBLX, SHY, MUST.
Sold out of its positions in ACLS, MUST, RBLX.
New Insight Wealth Advisors was a net buyer of stock by $11M.
New Insight Wealth Advisors has $280M in assets under management (AUM), dropping by 5.30%.
Central Index Key (CIK): 0002022328

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Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.6	$38M	+9%	56k	684.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.4	$18M	+5%	387k	46.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.6	$16M	+4%	54k	290.22	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$12M	+4%	15k	753.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.6	$9.9M	-6%	52k	191.56	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	3.4	$9.6M	-9%	87k	110.96	View chart
Ishares Tr Global Tech Etf (IXN)	3.3	$9.3M	+3%	89k	105.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.1	$8.6M	-20%	313k	27.43	View chart
Amazon (AMZN)	2.8	$7.8M		34k	230.82	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.8	$7.7M	+32%	136k	56.69	View chart
Tesla Motors (TSLA)	2.6	$7.2M	-18%	16k	449.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$6.7M	+10%	21k	313.00	View chart
Microsoft Corporation (MSFT)	2.1	$6.0M	+10%	12k	483.61	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	2.1	$5.9M		242k	24.38	View chart
Global E Online SHS (GLBE)	2.0	$5.5M		140k	39.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$5.2M		24k	219.78	View chart
Apple (AAPL)	1.8	$5.1M	+22%	19k	271.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.6	$4.5M	+21%	15k	303.89	View chart
Pfizer (PFE)	1.4	$3.8M		153k	24.90	View chart
Meta Platforms Cl A (META)	1.4	$3.8M	+5%	5.8k	660.06	View chart
Simon Property (SPG)	1.3	$3.6M	-16%	20k	185.11	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$3.4M	+14%	42k	80.22	View chart
NVIDIA Corporation (NVDA)	1.1	$3.2M	+4%	17k	186.50	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.1	$3.2M	-28%	35k	91.45	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	1.1	$3.1M	+110%	31k	100.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$2.9M	+11%	29k	102.42	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.0	$2.9M	+152%	76k	37.75	View chart
Goldman Sachs (GS)	1.0	$2.7M		3.0k	879.02	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$2.4M	+107%	48k	50.50	View chart
Broadcom (AVGO)	0.8	$2.3M	-4%	6.8k	346.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$2.3M	-19%	28k	82.82	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.8	$2.3M		16k	146.58	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$2.0M		28k	72.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.9M	+21%	40k	48.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.8M	-6%	13k	143.52	View chart
Realty Income (O)	0.6	$1.8M	+57%	32k	56.37	View chart
Ross Stores (ROST)	0.6	$1.8M		9.8k	180.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$1.8M	-4%	4.9k	360.13	View chart
Wp Carey (WPC)	0.6	$1.6M	-14%	26k	64.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.5M	+15%	16k	94.16	View chart
Rivian Automotive Com Cl A (RIVN)	0.5	$1.5M	-5%	76k	19.71	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	0.5	$1.5M		42k	35.30	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.5	$1.4M	+157%	79k	18.36	View chart
Marvell Technology (MRVL)	0.5	$1.4M	+4%	16k	84.98	View chart
Spdr Series Trust State Street Spd (HYMB)	0.5	$1.3M	+59%	52k	24.94	View chart
UnitedHealth (UNH)	0.5	$1.3M	+15%	3.9k	330.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.2M	+4%	15k	79.73	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.4	$1.2M	+58%	37k	30.88	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.1M		10k	107.11	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$1.1M	NEW	23k	47.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$989k	-4%	3.2k	313.80	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$982k	-6%	48k	20.39	View chart
Servicenow (NOW)	0.3	$918k	+403%	6.0k	153.19	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.3	$896k	+38%	18k	49.31	View chart
Abbvie (ABBV)	0.3	$889k	-4%	3.9k	228.49	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$850k		36k	23.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$843k		2.6k	322.22	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.3	$824k	+69%	70k	11.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$812k	+39%	16k	50.59	View chart
salesforce (CRM)	0.3	$719k	-11%	2.7k	264.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$701k	+104%	12k	57.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$695k	-4%	11k	66.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$689k	+7%	21k	32.62	View chart
Visa Com Cl A (V)	0.2	$686k	+2%	2.0k	350.71	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$672k	-4%	10k	66.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$641k		1.9k	335.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$610k	+2%	17k	35.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$593k	+3%	12k	51.60	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$576k	-7%	3.6k	160.97	View chart
Uber Technologies (UBER)	0.2	$565k	-6%	6.9k	81.71	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$542k	-8%	5.9k	92.25	View chart
Pinterest Cl A (PINS)	0.2	$530k		21k	25.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$516k	+21%	823.00	627.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$503k	-3%	10k	50.29	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$468k	-4%	9.6k	48.72	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$461k	-7%	4.4k	104.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$447k		2.2k	199.68	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$429k	-38%	8.4k	50.86	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$427k	NEW	7.8k	54.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$424k	-3%	1.6k	257.95	View chart
Eli Lilly & Co. (LLY)	0.1	$412k	+2%	384.00	1073.69	View chart
Lululemon Athletica (LULU)	0.1	$407k	NEW	2.0k	207.81	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$404k	-11%	5.4k	75.43	View chart
Cisco Systems (CSCO)	0.1	$387k		5.0k	77.03	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$376k	-12%	5.8k	65.01	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$374k	-4%	8.4k	44.65	View chart
Applovin Corp Com Cl A (APP)	0.1	$350k	-36%	520.00	673.82	View chart
Palantir Technologies Cl A (PLTR)	0.1	$348k	-22%	2.0k	177.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$343k	-6%	3.3k	103.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$332k	+23%	2.8k	120.18	View chart
Doordash Cl A (DASH)	0.1	$323k	-2%	1.4k	226.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$306k		2.4k	126.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$302k	+45%	619.00	487.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$298k	-3%	8.9k	33.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$285k	+10%	3.8k	74.07	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$279k		3.4k	82.34	View chart
Costco Wholesale Corporation (COST)	0.1	$275k	-2%	319.00	861.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$243k	-5%	396.00	614.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$237k		7.6k	30.96	View chart
Moderna (MRNA)	0.1	$232k	-17%	7.9k	29.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$231k	+3%	2.4k	96.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$221k	-18%	791.00	279.14	View chart
Micron Technology (MU)	0.1	$221k	NEW	773.00	285.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$218k	NEW	433.00	502.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$212k	NEW	1.5k	141.16	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$212k	-12%	2.2k	97.40	View chart
Applied Materials (AMAT)	0.1	$211k	NEW	820.00	256.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$202k	-9%	2.0k	99.88	View chart
Autodesk (ADSK)	0.1	$201k		679.00	296.01	View chart
Blend Labs Cl A (BLND)	0.0	$138k	NEW	45k	3.04	View chart
Under Armour CL C (UA)	0.0	$115k		24k	4.80	View chart

Past Filings by New Insight Wealth Advisors

SEC 13F filings are viewable for New Insight Wealth Advisors going back to 2024

New Insight Wealth Advisors 2025 Q4 filed Feb. 17, 2026
New Insight Wealth Advisors 2025 Q3 filed Oct. 29, 2025
New Insight Wealth Advisors 2025 Q2 filed July 16, 2025
New Insight Wealth Advisors 2025 Q1 filed April 30, 2025
New Insight Wealth Advisors 2024 Q4 filed Feb. 7, 2025
New Insight Wealth Advisors 2024 Q3 filed Nov. 13, 2024
New Insight Wealth Advisors 2024 Q2 filed Aug. 15, 2024
New Insight Wealth Advisors 2023 Q4 filed May 8, 2024
New Insight Wealth Advisors 2024 Q1 filed May 8, 2024

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