Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 32.42% of New Insight Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JSCP, INTF, JMUB, FDEM, RIVN, IVV, UNH, TSM, MSFT, DOC.
Started 2 new stock positions in MDT, DOC.
Reduced shares in these 10 stocks: SCHD, VIOO, SHY, RSP, VIGI, VBIL, SPG, PEY, WPC, PFF.
Sold out of its positions in ADSK, AGG, IXJ, PFF, MU, VBIL.
New Insight Wealth Advisors was a net buyer of stock by $8.3M.
New Insight Wealth Advisors has $279M in assets under management (AUM), dropping by -0.38%.
Central Index Key (CIK): 0002022328

Tip: Access up to 7 years of quarterly data

Positions held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.3	$37M	+2%	57k	653.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.5	$18M	+2%	396k	45.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.5	$15M		53k	287.18	View chart
Vanguard World Inf Tech Etf (VGT)	3.8	$11M		15k	697.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$9.2M	-7%	48k	191.92	View chart
Ishares Tr Global Tech Etf (IXN)	3.2	$8.9M		89k	99.97	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	3.2	$8.8M	-11%	77k	114.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.0	$8.4M	-12%	273k	30.68	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.8	$7.9M	+5%	144k	55.24	View chart
Amazon (AMZN)	2.7	$7.5M	+6%	36k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$6.6M	+7%	23k	287.56	View chart
Tesla Motors (TSLA)	2.1	$6.0M		16k	371.75	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	2.1	$5.7M		241k	23.84	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	2.0	$5.6M	+10%	17k	337.95	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.9	$5.4M	+82%	138k	38.96	View chart
Microsoft Corporation (MSFT)	1.8	$5.1M	+11%	14k	370.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$4.9M	-3%	23k	215.06	View chart
Apple (AAPL)	1.7	$4.6M	-3%	18k	253.78	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$4.4M	+82%	88k	49.99	View chart
Global E Online SHS (GLBE)	1.5	$4.3M		140k	30.85	View chart
Pfizer (PFE)	1.5	$4.1M	-4%	146k	28.08	View chart
Meta Platforms Cl A (META)	1.4	$3.8M	+15%	6.6k	572.16	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	1.3	$3.6M	+10%	34k	106.21	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.3	$3.5M	+219%	75k	47.30	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$3.3M	+2%	43k	76.54	View chart
Simon Property (SPG)	1.2	$3.3M	-8%	18k	186.53	View chart
NVIDIA Corporation (NVDA)	1.1	$3.0M		17k	174.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$3.0M		29k	103.37	View chart
Goldman Sachs (GS)	0.9	$2.5M	-3%	2.9k	846.02	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.4M	-20%	28k	88.46	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.8	$2.3M	+91%	72k	31.58	View chart
Rivian Automotive Com Cl A (RIVN)	0.8	$2.2M	+92%	147k	15.05	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$2.1M		28k	76.02	View chart
Ross Stores (ROST)	0.8	$2.1M		9.8k	216.63	View chart
Realty Income (O)	0.8	$2.1M	+8%	35k	61.18	View chart
Broadcom (AVGO)	0.7	$2.1M	-2%	6.6k	309.51	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.7	$2.0M		16k	125.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$1.9M		4.9k	383.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.9M	-3%	39k	48.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.8M	-7%	12k	148.10	View chart
UnitedHealth (UNH)	0.6	$1.7M	+62%	6.2k	270.60	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	0.6	$1.6M		43k	38.04	View chart
Marvell Technology (MRVL)	0.6	$1.6M		16k	99.05	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.6	$1.5M	+8%	85k	18.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.5M	-34%	18k	82.57	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.5M	+36%	14k	106.15	View chart
Wp Carey (WPC)	0.5	$1.5M	-14%	22k	67.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.4M	-3%	16k	92.74	View chart
Spdr Series Trust State Street Spd (HYMB)	0.5	$1.3M	+3%	54k	24.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.3M	+41%	4.5k	286.86	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.4	$1.2M	+42%	100k	11.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.1M	-5%	14k	79.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.1M	+60%	20k	56.68	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.4	$1.0M	+16%	21k	48.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$821k		16k	50.61	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$811k	-3%	35k	23.32	View chart
Lululemon Athletica (LULU)	0.3	$797k	+165%	5.2k	153.10	View chart
Abbvie (ABBV)	0.3	$740k	-12%	3.4k	217.49	View chart
JPMorgan Chase & Co. (JPM)	0.3	$736k	-4%	2.5k	294.16	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.3	$713k	-30%	33k	21.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$701k		10k	67.53	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$640k	-8%	9.1k	70.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$625k	+3%	12k	52.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$615k		21k	29.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$614k		17k	35.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$613k		1.9k	320.81	View chart
Visa Com Cl A (V)	0.2	$576k	-2%	1.9k	302.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$506k		10k	49.89	View chart
Peak (DOC)	0.2	$506k	NEW	31k	16.43	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$483k		5.8k	82.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$474k	-3%	792.00	597.91	View chart
Servicenow (NOW)	0.2	$471k	-24%	4.5k	104.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$414k	-3%	1.6k	261.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$406k		2.2k	181.42	View chart
Uber Technologies (UBER)	0.1	$406k	-18%	5.6k	71.93	View chart
salesforce (CRM)	0.1	$405k	-20%	2.2k	186.70	View chart
Moderna (MRNA)	0.1	$395k		7.8k	50.80	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$394k		7.9k	50.12	View chart
Cisco Systems (CSCO)	0.1	$390k		5.0k	77.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$382k	-21%	7.6k	50.48	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$380k	-10%	3.2k	118.62	View chart
Pinterest Cl A (PINS)	0.1	$376k		21k	18.34	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$373k	-11%	3.9k	95.48	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$361k	-4%	5.5k	65.09	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$345k	-8%	7.7k	45.06	View chart
Eli Lilly & Co. (LLY)	0.1	$344k	-2%	374.00	919.40	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$315k		8.8k	35.94	View chart
Applovin Corp Com Cl A (APP)	0.1	$305k	+47%	766.00	398.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$301k	-3%	2.3k	128.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$289k	-15%	2.3k	124.31	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$288k		3.4k	84.79	View chart
Costco Wholesale Corporation (COST)	0.1	$285k	-10%	286.00	994.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$283k		3.8k	73.64	View chart
Applied Materials (AMAT)	0.1	$280k		820.00	341.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$280k	+3%	641.00	436.79	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$275k	-35%	5.4k	50.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$261k	-8%	1.8k	146.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$255k	-20%	2.6k	96.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$240k	+4%	415.00	577.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$237k		2.4k	100.62	View chart
Medtronic SHS (MDT)	0.1	$221k	NEW	2.6k	86.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$218k		1.5k	144.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$215k	+3%	448.00	479.20	View chart
Doordash Cl A (DASH)	0.1	$214k		1.4k	150.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$205k		798.00	257.35	View chart
Under Armour CL C (UA)	0.0	$138k		24k	5.79	View chart
Blend Labs Cl A (BLND)	0.0	$77k		45k	1.70	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 2026 Q1 filed May 8, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z