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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, IXN, and represent 31.04% of New Insight Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$13M), VGT (+$13M), BINC, DOC, QQQM, JMUB, MINV, RIVN, INTF, JSCP.
Started 15 new stock positions in SPCX, CHGX, FBTC, NNN, QQQM, AMD, VTEC, CRWD, PFM, BINC. SOXX, EWY, PANW, PHYL, INDE.
Reduced shares in these 10 stocks: KMID, VIOO, IVV, RSP, VIG, BNDX, VIGI, MRVL, SHY, TSLA.
Sold out of its positions in PLTR, MDT.
New Insight Wealth Advisors was a net buyer of stock by $46M.
New Insight Wealth Advisors has $339M in assets under management (AUM), dropping by 21.62%.
Central Index Key (CIK): 0002022328

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

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Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$42M	-2%	56k	748.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.6	$19M	+5%	417k	45.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.1	$17M	+301%	213k	80.57	View chart
Vanguard World Inf Tech Etf (VGT)	4.3	$15M	+699%	122k	119.52	View chart
Ishares Tr Global Tech Etf (IXN)	3.8	$13M		88k	144.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.9	$9.8M	+13%	309k	31.71	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.8	$9.6M	-9%	70k	137.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$9.4M	-7%	44k	212.77	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.6	$8.9M	+2%	148k	60.29	View chart
Amazon (AMZN)	2.6	$8.8M	+2%	37k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$8.6M	+5%	24k	357.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	2.5	$8.4M	+6%	18k	477.57	View chart
Ishares Tr Intl Eqty Factor (INTF)	2.1	$7.1M	+24%	172k	40.96	View chart
Microsoft Corporation (MSFT)	1.9	$6.4M	+23%	17k	373.02	View chart
Tesla Motors (TSLA)	1.9	$6.3M	-6%	15k	420.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.8	$6.2M	+40%	123k	50.66	View chart
Apple (AAPL)	1.7	$5.6M	+6%	19k	289.36	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.4	$4.9M	+38%	104k	47.15	View chart
Global E Online SHS (GLBE)	1.4	$4.8M		140k	34.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$4.7M	-12%	20k	236.62	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	1.3	$4.4M	-26%	176k	25.09	View chart
Marvell Technology (MRVL)	1.3	$4.3M	-9%	15k	297.89	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	1.2	$4.2M		34k	123.44	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.2	$4.0M	+27%	6.2k	655.89	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	1.2	$4.0M	+63%	69k	57.84	View chart
Rivian Automotive Com Cl A (RIVN)	1.2	$4.0M	+57%	230k	17.35	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$4.0M	+4%	45k	87.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$3.9M	+21%	35k	112.88	View chart
Meta Platforms Cl A (META)	1.1	$3.8M		6.7k	563.26	View chart
Peak (DOC)	1.1	$3.8M	+472%	176k	21.40	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M	+5%	18k	200.09	View chart
Pfizer (PFE)	1.1	$3.6M	+2%	150k	24.08	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	1.1	$3.6M	+37%	99k	36.33	View chart
Simon Property (SPG)	1.1	$3.6M	-9%	16k	223.66	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$3.1M	NEW	60k	52.34	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$2.8M	+8%	30k	93.63	View chart
Broadcom (AVGO)	0.8	$2.7M	+6%	7.1k	377.73	View chart
UnitedHealth (UNH)	0.8	$2.6M		6.3k	415.61	View chart
Goldman Sachs (GS)	0.8	$2.6M	-12%	2.6k	1011.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.3M	NEW	7.5k	302.97	View chart
Realty Income (O)	0.7	$2.2M	+3%	36k	61.96	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$2.1M	-18%	22k	93.38	View chart
Ross Stores (ROST)	0.6	$2.1M		9.8k	212.85	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.6	$2.0M	+50%	81k	25.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8M	+14%	5.1k	353.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.7M	-9%	11k	158.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.6M	+43%	28k	56.48	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$1.5M		16k	95.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.5M		15k	96.46	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.4	$1.5M	-6%	80k	18.17	View chart
Wp Carey (WPC)	0.4	$1.3M	-17%	18k	71.50	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M	-17%	12k	107.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.2M	-33%	26k	48.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.2M	+4%	15k	79.03	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.3	$1.1M	-5%	94k	12.12	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.3	$1.1M	+40%	47k	23.18	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.0M	-30%	13k	82.11	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.3	$988k	-6%	20k	49.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$923k	+234%	18k	51.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$827k	+3%	11k	77.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$814k		16k	50.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$798k	-2%	2.4k	327.33	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$748k		17k	43.71	View chart
Lululemon Athletica (LULU)	0.2	$748k	+25%	6.5k	114.18	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$699k	-14%	30k	23.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$683k		12k	56.52	View chart
Visa Com Cl A (V)	0.2	$623k	-4%	1.8k	343.09	View chart
Abbvie (ABBV)	0.2	$606k	-29%	2.4k	251.64	View chart
Applied Materials (AMAT)	0.2	$591k		817.00	723.00	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$577k	NEW	5.7k	100.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$573k	-19%	1.5k	370.07	View chart
Cisco Systems (CSCO)	0.2	$567k	-3%	4.8k	117.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$564k		2.2k	252.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$543k		791.00	686.54	View chart
Moderna (MRNA)	0.2	$530k	-2%	7.6k	70.03	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$528k	-20%	7.3k	72.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$525k	+71%	713.00	736.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$504k	+5%	1.7k	303.12	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$488k	-7%	5.4k	90.46	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$475k	-2%	7.6k	62.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$457k	-10%	9.0k	50.58	View chart
Eli Lilly & Co. (LLY)	0.1	$443k		369.00	1199.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$436k	-38%	13k	33.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$430k	-4%	7.2k	59.50	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$429k	NEW	670.00	640.77	View chart
Advanced Micro Devices (AMD)	0.1	$417k	NEW	717.00	580.91	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$398k		7.6k	52.12	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$393k	+10%	9.7k	40.68	View chart
Pinterest Cl A (PINS)	0.1	$372k	-13%	18k	21.03	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$369k	-11%	4.9k	75.51	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$368k	NEW	2.2k	170.86	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$362k		3.2k	114.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$361k	NEW	473.00	763.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$360k	+4%	2.4k	148.31	View chart
Applovin Corp Com Cl A (APP)	0.1	$349k	-11%	677.00	515.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$334k	+504%	3.9k	86.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$330k	-3%	2.3k	146.26	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$310k		3.4k	91.38	View chart
salesforce (CRM)	0.1	$305k	-10%	1.9k	156.65	View chart
Servicenow (NOW)	0.1	$299k	-33%	3.0k	99.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$297k	+8%	2.9k	103.96	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$288k	NEW	1.4k	201.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$284k	+26%	568.00	500.39	View chart
Uber Technologies (UBER)	0.1	$283k	-30%	3.9k	72.16	View chart
Palo Alto Networks (PANW)	0.1	$282k	NEW	828.00	341.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$277k		2.4k	117.50	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$274k	NEW	4.9k	55.45	View chart
Doordash Cl A (DASH)	0.1	$263k		1.4k	184.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$260k	-7%	3.5k	73.41	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$256k	NEW	7.4k	34.88	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$256k	-43%	2.2k	117.02	View chart
Costco Wholesale Corporation (COST)	0.1	$231k	-13%	247.00	934.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$228k	-6%	743.00	306.30	View chart
Matthews Intl Fds India Active Etf (INDE)	0.1	$226k	NEW	7.6k	29.58	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$208k	-22%	1.2k	178.60	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$204k	NEW	4.0k	51.05	View chart
National Retail Properties (NNN)	0.1	$203k	NEW	4.4k	46.53	View chart
Ea Series Trust Stan Su Beta Etf (CHGX)	0.1	$202k	NEW	6.1k	33.21	View chart
Under Armour CL C (UA)	0.0	$108k	-27%	17k	6.22	View chart
Blend Labs Cl A (BLND)	0.0	$78k		45k	1.71	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 Q2 filed July 28, 2026
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

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