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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, SCHD, and represent 33.00% of New Insight Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FDVV, FRT, FBND, IVV, JMUB, SPLG, VO, UNH, BNDX, GLBE.
Started 4 new stock positions in VUG, FRT, JMUB, JPST.
Reduced shares in these 10 stocks: SCHD (-$5.1M), PEY, RSP, SPG, VIOO, VIGI, WPC, AAPL, TSLA, ACLS.
Sold out of its positions in EMHY, MSTR, QCOM, RMBS.
New Insight Wealth Advisors was a net buyer of stock by $1.8M.
New Insight Wealth Advisors has $266M in assets under management (AUM), dropping by 9.39%.
Central Index Key (CIK): 0002022328

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Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.8	$34M	+3%	51k	669.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.4	$17M	+8%	367k	46.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.7	$15M	+6%	52k	293.74	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$11M		15k	746.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$11M	-32%	395k	27.30	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	4.0	$11M	-10%	96k	110.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$11M	-13%	55k	189.70	View chart
Ishares Tr Global Tech Etf (IXN)	3.3	$8.9M		86k	103.21	View chart
Tesla Motors (TSLA)	3.3	$8.8M	-6%	20k	444.72	View chart
Amazon (AMZN)	2.7	$7.3M	+2%	33k	219.57	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	2.2	$5.9M	+4%	238k	24.67	View chart
Microsoft Corporation (MSFT)	2.2	$5.8M	+5%	11k	517.94	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.2	$5.7M	+399%	103k	55.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$5.1M	-5%	24k	215.79	View chart
Global E Online SHS (GLBE)	1.9	$5.0M	+16%	140k	35.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$4.7M		19k	243.10	View chart
Simon Property (SPG)	1.6	$4.4M	-21%	23k	187.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.6	$4.3M	-13%	49k	89.57	View chart
Meta Platforms Cl A (META)	1.5	$4.0M	-3%	5.5k	734.34	View chart
Apple (AAPL)	1.5	$3.9M	-12%	15k	254.64	View chart
Pfizer (PFE)	1.5	$3.9M	-8%	153k	25.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.3	$3.4M	+24%	12k	279.29	View chart
NVIDIA Corporation (NVDA)	1.2	$3.1M	-2%	17k	186.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$2.9M	-3%	35k	82.96	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$2.9M	+53%	37k	78.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	1.0	$2.8M		16k	178.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$2.7M	+10%	26k	104.96	View chart
Axcelis Technologies Com New (ACLS)	1.0	$2.6M	-15%	27k	97.64	View chart
Goldman Sachs (GS)	0.9	$2.4M		3.0k	796.36	View chart
Broadcom (AVGO)	0.9	$2.3M	-3%	7.1k	329.93	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$2.1M		28k	73.57	View chart
Wp Carey (WPC)	0.8	$2.0M	-22%	30k	67.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.9M	-8%	14k	140.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$1.7M	-5%	5.1k	326.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.6M	+105%	33k	49.46	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	0.6	$1.6M	-2%	43k	37.12	View chart
Ross Stores (ROST)	0.6	$1.5M		9.8k	152.39	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.6	$1.5M	NEW	15k	101.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.3M	-2%	14k	95.14	View chart
Marvell Technology (MRVL)	0.5	$1.3M	+44%	16k	84.07	View chart
Realty Income (O)	0.5	$1.2M	+39%	20k	60.79	View chart
Rivian Automotive Com Cl A (RIVN)	0.4	$1.2M	-5%	81k	14.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.2M	+3%	15k	79.93	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$1.2M	NEW	23k	50.47	View chart
UnitedHealth (UNH)	0.4	$1.2M	+310%	3.3k	345.30	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.1M	+53%	11k	106.49	View chart
Servicenow (NOW)	0.4	$1.1M	+110%	1.2k	920.28	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$1.1M	-63%	52k	21.07	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$1.1M	+50%	30k	35.91	View chart
Abbvie (ABBV)	0.4	$947k		4.1k	231.54	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.3	$847k	-15%	35k	23.94	View chart
JPMorgan Chase & Co. (JPM)	0.3	$832k	-5%	2.6k	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$805k		3.3k	243.57	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.3	$804k	+255%	32k	24.93	View chart
salesforce (CRM)	0.3	$725k	-15%	3.1k	236.97	View chart
Uber Technologies (UBER)	0.3	$722k	-5%	7.4k	97.97	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$718k	-2%	11k	68.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$717k	+2%	11k	65.26	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.3	$709k	+9%	24k	30.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$698k	+7%	14k	51.09	View chart
Pinterest Cl A (PINS)	0.2	$658k	-3%	20k	32.17	View chart
Visa Com Cl A (V)	0.2	$649k		1.9k	341.38	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$638k	-13%	13k	48.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$626k	-9%	20k	31.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$623k		1.9k	328.17	View chart
Roblox Corp Cl A (RBLX)	0.2	$596k	+20%	4.3k	138.52	View chart
Applovin Corp Com Cl A (APP)	0.2	$587k	-17%	817.00	718.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$583k	NEW	12k	50.73	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$578k	-8%	11k	52.30	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$573k	-8%	6.4k	89.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$572k	-5%	3.9k	148.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$568k	-2%	17k	33.65	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.2	$563k	+5%	31k	18.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$520k	+79%	10k	50.07	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$502k	-9%	4.8k	104.30	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$485k	-14%	10k	48.30	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.2	$474k		41k	11.50	View chart
Palantir Technologies Cl A (PLTR)	0.2	$460k	-9%	2.5k	182.42	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$458k	-20%	6.1k	75.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$438k		2.2k	195.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$432k	+18%	1.7k	254.28	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$419k	-6%	6.6k	63.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$416k	-3%	679.00	612.63	View chart
Doordash Cl A (DASH)	0.1	$397k	-6%	1.5k	271.99	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$390k		19k	20.53	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$388k	-9%	8.8k	44.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$350k	-4%	3.5k	99.11	View chart
Cisco Systems (CSCO)	0.1	$344k	-6%	5.0k	68.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$343k	+31%	6.0k	57.10	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$311k	-20%	9.2k	33.68	View chart
Costco Wholesale Corporation (COST)	0.1	$303k		328.00	924.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$303k		2.4k	125.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$286k	-9%	972.00	293.79	View chart
Eli Lilly & Co. (LLY)	0.1	$285k	-5%	373.00	763.95	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$273k		3.4k	80.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$267k		2.2k	118.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$260k	-28%	3.5k	74.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$251k	+4%	418.00	600.37	View chart
Moderna (MRNA)	0.1	$244k	-3%	9.5k	25.83	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$242k	-12%	7.6k	31.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$225k	-16%	2.2k	100.25	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$221k		2.3k	95.89	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$220k	-28%	2.5k	88.62	View chart
Autodesk (ADSK)	0.1	$216k		679.00	317.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$203k	NEW	424.00	479.61	View chart
Under Armour CL C (UA)	0.0	$115k		24k	4.83	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 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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