New Insight Wealth Advisors
Sector Allocation
- Other62.3%$211.1M
- Technology16.1%$54.7M
- Financials7.8%$26.3M
- Consumer Discretionary7.0%$23.8M
- Real Estate4.5%$15.2M
- Healthcare2.3%$7.8M
- Consumer Staples0.1%$230,792
AUM History
13fpro.ai/research/fund/new-insight-wealth-advisors-2022328
Conviction and streaks
Diversifying · top 10 = 44.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$41.8M
- FIDELITY$18.9M
- VANGUARD$17.2M
- VANGUARD$14.6M
- ISHARES$12.7M
- SCHWAB$9.8M
- VANGUARD$9.6M
IVZ
$9.4M- FIDELITY$8.9M
AMZN
$8.8MGOOGL
$8.6MTSM
$8.4M- ISHARES$7.1M
MSFT
$6.4MTSLA
$6.3M- J$6.2M
AAPL
$5.6M- J$4.9M
GLBE
$4.8M- VANGUARD$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/new-insight-wealth-advisors-2022328
New Insight Wealth Advisors 13F holdings — Q2 2026
$339.2M portfolio (+21.6% QoQ) · 120 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$41.8M
12.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$18.9M
5.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MID CAP ETF
$17.2M
5.1% of stocks
+301%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WORLD FD - INF TECH ETF
$14.6M
4.3% of stocks
+700%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - GLOBAL TECH ETF
$12.7M
3.8% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$9.8M
2.9% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX
$9.6M
2.8% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $9.4M
2.8% of stocks
-8%This quarter-3.1%Since filed7+ qtrsHeld- 9
FIDELITY COVINGTON TRUST - HIGH DIVID ETF
$8.9M
2.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $8.8M
2.6% of stocks
+3%This quarter+7.9%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $41.8M | 12.3% | -2% | — | — | — | — | |
| 2 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $18.9M | 5.6% | +5% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MID CAP ETF | $17.2M | 5.1% | +301% | — | — | — | — | |
| 4 | VANGUARD WORLD FD - INF TECH ETF | $14.6M | 4.3% | +700% | — | — | — | — | |
| 5 | ISHARES TR - GLOBAL TECH ETF | $12.7M | 3.8% | -0.7% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $9.8M | 2.9% | +13% | — | — | — | — | |
| 7 | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $9.6M | 2.8% | -9% | — | — | — | — | |
| 8 | $9.4M | 2.8% | -8% | -3.1% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $8.9M | 2.6% | +3% | — | — | — | — | |
| 10 | $8.8M | 2.6% | +3% | +7.9% | 7+ qtrsAdded 6 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial |
All holdings — New Insight Wealth Advisors (Q2 2026)
120 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $8.6M | 2.5% | 24K | +5% | 7+ qtrsAdded 4 qtrs in a row | 77.7 | 13F | |
| 12 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $8.4M | 2.5% | 18K | +7% | 7+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 13 | — | ISHARES TR - INTL EQTY FACTORetf/fund | — | $7.1M | 2.1% | 172K | +25% | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $6.4M | 1.9% | 17K | +24% | 7+ qtrsAdded 6 qtrs in a row | 79.8 | 13F | |
| 15 | Tesla, Inc. | Consumer Discretionary | $6.3M | 1.9% | 15K | -7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $6.2M | 1.8% | 123K | +40% | — | — | 13F |
| 17 | Apple Inc. | Technology | $5.6M | 1.7% | 19K | +6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $4.9M | 1.4% | 104K | +39% | — | — | 13F |
| 19 | Global-E Online Ltd. | Technology | $4.8M | 1.4% | 140K | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $4.7M | 1.4% | 20K | -13% | — | — | 13F |
| 21 | — | VIRTUS ETF TR II - KAR MID-CAP ETFetf/fund | — | $4.4M | 1.3% | 176K | -27% | — | — | 13F |
| 22 | Marvell Technology, Inc. | Technology | $4.3M | 1.3% | 15K | -10% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $4.2M | 1.2% | 34K | -1% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $4.0M | 1.2% | 6,166 | +27% | — | — | 13F |
| 25 | — | MATTHEWS ASIA FDS - ASIA INNOV ACTIV | — | $4.0M | 1.2% | 69K | +63% | — | — | 13F |
| 26 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $4.0M | 1.2% | 230K | +57% | |||
| 27 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $4.0M | 1.2% | 45K | +4% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $3.9M | 1.2% | 35K | +21% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $3.8M | 1.1% | 6,737 | +1% | |||
| 30 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $3.8M | 1.1% | 176K | +472% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $3.7M | 1.1% | 18K | +6% | |||
| 32 | $PFE | PFIZER INC | Healthcare | $3.6M | 1.1% | 150K | +3% | |||
| 33 | — | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | — | $3.6M | 1.1% | 99K | +38% | |||
| 34 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $3.6M | 1.1% | 16K | -10% | |||
| 35 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $3.1M | 0.9% | 60K | New | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $2.8M | 0.8% | 30K | +9% | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $2.7M | 0.8% | 7,059 | +7% | |||
| 38 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.6M | 0.8% | 6,309 | +1% | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.6M | 0.8% | 2,570 | -13% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.7% | 7,504 | New | |||
| 41 | $O | REALTY INCOME CORP | Real Estate | $2.2M | 0.7% | 36K | +3% | |||
| 42 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $2.1M | 0.6% | 22K | -19% | |||
| 43 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $2.1M | 0.6% | 9,773 | — | |||
| 44 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $2.0M | 0.6% | 80K | +51% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $1.8M | 0.5% | 5,121 | +15% | |||
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.7M | 0.5% | 11K | -10% | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.6M | 0.5% | 28K | +44% | |||
| 48 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.5M | 0.4% | 16K | -2% | |||
| 49 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.5M | 0.4% | 15K | -0.9% | |||
| 50 | — | COLUMBIA ETF TR I - DIVERSIFID FXD | — | $1.5M | 0.4% | 80K | -6% | |||
| 51 | $WPC | W. P. Carey Inc. | Real Estate | $1.3M | 0.4% | 18K | -17% | |||
| 52 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.3M | 0.4% | 12K | -17% | |||
| 53 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.2M | 0.4% | 26K | -34% | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.2M | 0.3% | 15K | +5% | |||
| 55 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $1.1M | 0.3% | 94K | -6% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 47K | +40% | |||
| 57 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.0M | 0.3% | 13K | -31% | |||
| 58 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | — | $988K | 0.3% | 20K | -6% | |||
| 59 | — | ISHARES TR - FLTG RATE NT ETF | — | $922K | 0.3% | 18K | +234% | |||
| 60 | — | ISHARES TR - CORE S&P MCP ETF | — | $827K | 0.2% | 11K | +3% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $814K | 0.2% | 16K | -0.7% | |||
| 62 | $JPM | JPMORGAN CHASE & CO | Financials | $798K | 0.2% | 2,437 | -3% | |||
| 63 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | — | $748K | 0.2% | 17K | -1% | |||
| 64 | $LULU | lululemon athletica inc. | Consumer Discretionary | $748K | 0.2% | 6,548 | +26% | |||
| 65 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $699K | 0.2% | 30K | -14% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $683K | 0.2% | 12K | +2% | |||
| 67 | $V | VISA INC. | Financials | $623K | 0.2% | 1,817 | -5% | |||
| 68 | $ABBV | AbbVie Inc. | Healthcare | $606K | 0.2% | 2,407 | -29% | |||
| 69 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $591K | 0.2% | 817 | -0.4% | |||
| 70 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $577K | 0.2% | 5,737 | New | |||
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $573K | 0.2% | 1,548 | -19% | |||
| 72 | $CSCO | CISCO SYSTEMS, INC. | Technology | $567K | 0.2% | 4,830 | -4% | |||
| 73 | — | ISHARES TR - U.S. TECH ETF | — | $564K | 0.2% | 2,237 | — | |||
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $543K | 0.2% | 791 | -0.1% | |||
| 75 | $MRNA | Moderna, Inc. | Healthcare | $530K | 0.2% | 7,566 | -3% | |||
| 76 | — | ISHARES TR - US CONSM STAPLES | — | $528K | 0.2% | 7,270 | -21% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $525K | 0.1% | 713 | +72% | |||
| 78 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $504K | 0.1% | 1,662 | +5% | |||
| 79 | — | ISHARES TR - U.S. FIN SVC ETF | — | $488K | 0.1% | 5,395 | -8% | |||
| 80 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $475K | 0.1% | 7,649 | -3% | |||
| 81 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $457K | 0.1% | 9,028 | -11% | |||
| 82 | $LLY | ELI LILLY & Co | Healthcare | $443K | 0.1% | 369 | -1% | |||
| 83 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $436K | 0.1% | 13K | -39% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $430K | 0.1% | 7,230 | -4% | |||
| 85 | — | ISHARES TR - ISHARES SEMICDTR | — | $429K | 0.1% | 670 | New | |||
| 86 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $417K | 0.1% | 717 | New | |||
| 87 | $NU | Nu Holdings Ltd. | Financials | $398K | 0.1% | 7,636 | -0.3% | |||
| 88 | $WT | WisdomTree, Inc. | Financials | $393K | 0.1% | 9,654 | +10% | |||
| 89 | $PINS | PINTEREST, INC. | Technology | $372K | 0.1% | 18K | -14% | |||
| 90 | — | ISHARES TR - MRGSTR SM CP ETF | — | $368K | 0.1% | 4,880 | -12% | |||
| 91 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $368K | 0.1% | 2,152 | New | |||
| 92 | $SHOP | SHOPIFY INC. | Technology | $362K | 0.1% | 3,169 | -0.9% | |||
| 93 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $361K | 0.1% | 473 | New | |||
| 94 | — | ISHARES TR - CORE S&P SCP ETF | — | $360K | 0.1% | 2,427 | +4% | |||
| 95 | $APP | AppLovin Corp | Technology | $349K | 0.1% | 677 | -12% | |||
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $334K | 0.1% | 3,877 | +505% | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $330K | 0.1% | 2,255 | -4% | |||
| 98 | — | ISHARES TR - MRGSTR MD CP VAL | — | $310K | 0.1% | 3,392 | — | |||
| 99 | $CRM | Salesforce, Inc. | Technology | $305K | 0.1% | 1,947 | -10% | |||
| 100 | $NOW | ServiceNow, Inc. | Technology | $299K | 0.1% | 3,015 | -33% | |||
| 101 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $296K | 0.1% | 2,852 | +8% | |||
| 102 | — | ISHARES INC - MSCI STH KOR ETF | — | $288K | 0.1% | 1,428 | New | |||
| 103 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $284K | 0.1% | 568 | +27% | |||
| 104 | $UBER | Uber Technologies, Inc | Technology | $283K | 0.1% | 3,917 | -31% | |||
| 105 | $PANW | Palo Alto Networks Inc | Technology | $282K | 0.1% | 828 | New | |||
| 106 | — | ISHARES TR - S&P MC 400GR ETF | — | $277K | 0.1% | 2,355 | — | |||
| 107 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | — | $274K | 0.1% | 4,942 | New | |||
| 108 | $DASH | DoorDash, Inc. | Consumer Discretionary | $263K | 0.1% | 1,423 | -0.3% | |||
| 109 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $260K | 0.1% | 3,541 | -8% | |||
| 110 | — | PGIM ETF TR - ACTV HY BD ETF | — | $256K | 0.1% | 7,352 | New | |||
| 111 | — | ISHARES TR - MORNINGSTAR GRWT | — | $256K | 0.1% | 2,191 | -44% | |||
| 112 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $231K | 0.1% | 247 | -14% | |||
| 113 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $228K | 0.1% | 743 | -7% | |||
| 114 | — | MATTHEWS INTL FDS - INDIA ACTIVE ETF | — | $225K | 0.1% | 7,621 | New | |||
| 115 | — | ISHARES TR - S&P SML 600 GWT | — | $208K | 0.1% | 1,165 | -22% | |||
| 116 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $204K | 0.1% | 3,995 | New | |||
| 117 | $NNN | NNN REIT, INC. | Real Estate | $202K | 0.1% | 4,351 | New | |||
| 118 | — | EA SERIES TRUST - STAN SU BETA ETF | — | $202K | 0.1% | 6,073 | New | |||
| 119 | $UA | Under Armour, Inc. | Consumer Discretionary | $108K | 0.0% | 17K | -27% | |||
| 120 | $BLND | Blend Labs, Inc. | Technology | $78K | 0.0% | 45K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 43 added to, 56 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$3.1M
first bought this quarter
- VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD$577K
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$429K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$417K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$368Kfirst bought this quarter
$CRWDCrowdStrike Holdings, Inc.$361K
first bought this quarter
+8 more in the Excel export
Added to (43)
- VANGUARD INDEX FDS - MID CAP ETF+301%
now $17.2M
- VANGUARD WORLD FD - INF TECH ETF+700%
now $14.6M
$DOCHEALTHPEAK PROPERTIES, INC.+472%
now $3.8M · held 2 qtrs, 2 adds in a row
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF+40%
now $6.2M
- MATTHEWS ASIA FDS - ASIA INNOV ACTIV+63%
now $4.0M
$RIVNRivian Automotive, Inc. / DE+57%
now $4.0M · held 7+ qtrs, 2 adds in a row
+37 more in the Excel export
Trimmed (56)
- VIRTUS ETF TR II - KAR MID-CAP ETF-27%
now $4.4M
- VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX-9%
now $9.6M
- ISHARES TR - CORE S&P500 ETF-2%
now $41.8M
now $9.4M · held 7+ qtrs
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-13%
now $4.7M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF-34%
now $1.2M
+50 more in the Excel export
Holdings by quarter
Every 13F New Insight Wealth Advisors has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow New Insight Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of New Insight Wealth Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.2%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 20% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
New Insight Wealth Advisors disclosed 120 positions worth $339.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 2 and a full exit from $PLTR. The portfolio is most concentrated in Other (62.3% of disclosed assets). All figures are sourced directly from New Insight Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 2022328.
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