New Insight Wealth Advisors
CIK 2022328 · View on SEC EDGAR ↗
- Portfolio value
- $339.2M
- Positions
- 120
- As of
- June 30, 2026
#4,816 of 9,443 by 13F value · top 51.0%
Portfolio value QoQ: +21.6% 13F does not disclose cash
- Top 10 holdings weight
- 44.75%
- Top 25 holdings weight
- 69.50%
- Positions above 1%
- 34
- Effective number of positions
- 29.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.83% Est. buys $57,705,912 · sells $11,822,265
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.6% still held
- New positions
- 15
- Increased
- 43
- Decreased
- 56
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
10.1%
Retail
5.1%
Consumer Discretionary
4.6%
Real Estate
4.5%
Communication Services
4.3%
Healthcare
2.3%
Financial Services
1.0%
Financials
0.2%
Communications
0.2%
Industrials
0.1%
Other/Unmapped
67.7%
Full portfolio 120 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $41,808,368 | 12.33% | 55,827 | $4,590,953 | Down ×1 | ||
| FBND | $18,948,335 | 5.59% | 416,538 | $892,616 | Up ×6 | ||
| VO | $17,187,765 | 5.07% | 213,327 | $1,926,587 | Up ×1 | ||
| VGT | $14,622,726 | 4.31% | 122,345 | $3,947,514 | Up ×1 | ||
| IXN | $12,730,234 | 3.75% | 88,111 | $3,863,073 | Down ×2 | ||
| SCHD | $9,789,630 | 2.89% | 308,724 | $1,410,037 | Up ×1 | ||
| VIOO | $9,610,442 | 2.83% | 69,874 | $779,118 | Down ×5 | ||
| RSP | $9,411,881 | 2.77% | 44,235 | $198,186 | Down ×5 | ||
| FDVV | $8,889,943 | 2.62% | 147,453 | $956,374 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,793,783 | 2.59% | 36,896 | $1,306,485 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8,587,173 | 2.53% | 24,029 | $2,015,019 | Up ×4 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $8,416,694 | 2.48% | 17,624 | $2,830,718 | Up ×6 | ||
| INTF | $7,051,836 | 2.08% | 172,164 | $1,684,590 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $6,372,289 | 1.88% | 17,083 | $1,258,838 | Up ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $6,297,223 | 1.86% | 14,972 | $341,788 | Down ×1 | ||
| JMUB | $6,244,191 | 1.84% | 123,269 | $1,852,869 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $5,621,307 | 1.66% | 19,427 | $977,571 | Up ×1 | ||
| JSCP | $4,889,609 | 1.44% | 103,714 | $1,358,872 | Up ×2 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $4,845,425 | 1.43% | 139,517 | $541,326 | |||
| VIG | $4,686,496 | 1.38% | 19,806 | $-208,915 | Down ×4 | ||
| KMID | $4,404,038 | 1.30% | 175,559 | $-1,329,177 | Down ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $4,322,682 | 1.27% | 14,511 | $2,731,780 | Down ×2 | ||
| FRT Federal Realty Investment Trust Common Stock | $4,152,645 | 1.22% | 33,641 | $533,008 | Down ×1 | ||
| SMH SMH | $4,044,218 | 1.19% | 6,166 | $2,183,194 | Up ×1 | ||
| MINV | $4,007,292 | 1.18% | 69,282 | $2,391,910 | Up ×2 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $3,994,398 | 1.18% | 230,225 | $1,788,610 | Up ×2 | ||
| SPYM | $3,973,843 | 1.17% | 45,219 | $657,233 | Up ×6 | ||
| XMHQ | $3,926,644 | 1.16% | 34,786 | $962,303 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,794,684 | 1.12% | 6,737 | $-6,766 | Up ×3 | ||
| DOC Healthpeak Properties, Inc. Common Stock | $3,767,498 | 1.11% | 176,051 | $3,261,963 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,680,232 | 1.09% | 18,393 | $650,145 | Up ×3 | ||
| PFE Pfizer, Inc. Common Stock | $3,613,192 | 1.07% | 150,050 | $-484,819 | Up ×1 | ||
| FDEM | $3,590,947 | 1.06% | 98,842 | $1,323,503 | Up ×6 | ||
| SPG Simon Property Group, Inc. Common Stock | $3,584,071 | 1.06% | 16,025 | $269,757 | Down ×5 | ||
| BINC | $3,143,122 | 0.93% | 60,052 | Up ×1 | |||
| XSMO | $2,836,989 | 0.84% | 30,300 | $716,335 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2,666,420 | 0.79% | 7,059 | $615,593 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2,622,111 | 0.77% | 6,309 | $932,478 | Up ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2,599,367 | 0.77% | 2,570 | $110,365 | Down ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $2,273,474 | 0.67% | 7,504 | Up ×1 | |||
| O Realty Income Corporation Common Stock | $2,205,910 | 0.65% | 35,602 | $91,774 | Up ×6 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2,095,821 | 0.62% | 22,444 | $-345,498 | Down ×6 | ||
| ROST Ross Stores, Inc. - Common Stock | $2,080,183 | 0.61% | 9,773 | $-36,942 | |||
| HYMB | $2,047,247 | 0.60% | 80,474 | $721,621 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,809,477 | 0.53% | 5,121 | $530,940 | Up ×2 | ||
| VYM | $1,703,865 | 0.50% | 10,782 | $-67,523 | Down ×5 | ||
| JEPI | $1,594,374 | 0.47% | 28,229 | $479,989 | Up ×4 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1,503,911 | 0.44% | 15,669 | $-492,409 | Down ×1 | ||
| USMV | $1,487,510 | 0.44% | 15,421 | $44,754 | Down ×2 | ||
| DIAL | $1,450,729 | 0.43% | 79,842 | $-86,848 | Down ×1 | ||
| WPC W. P. Carey Inc. REIT | $1,290,889 | 0.38% | 18,054 | $-195,220 | Down ×6 | ||
| MUB | $1,262,490 | 0.37% | 11,731 | $-239,214 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1,236,418 | 0.36% | 25,530 | $-618,502 | Down ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,196,514 | 0.35% | 15,140 | $52,648 | Up ×1 | ||
| NAC Nuveen California Quality Municipal Income Fund | $1,141,219 | 0.34% | 94,160 | $-20,694 | Down ×1 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1,080,698 | 0.32% | 46,622 | $367,431 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,049,858 | 0.31% | 12,786 | $-469,347 | Down ×4 | ||
| FCAL First Trust California Municipal High income ETF | $987,930 | 0.29% | 19,897 | $-47,169 | Down ×1 | ||
| FLOT | $922,474 | 0.27% | 18,070 | $647,089 | Up ×1 | ||
| IJH | $827,159 | 0.24% | 10,727 | $125,927 | Up ×1 | ||
| JPST | $814,278 | 0.24% | 16,102 | $-6,717 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $797,703 | 0.24% | 2,437 | $61,421 | Down ×4 | ||
| IDHQ | $747,747 | 0.22% | 17,107 | $133,830 | Down ×1 | ||
| LULU lululemon athletica inc. - Common Stock | $747,651 | 0.22% | 6,548 | $-48,928 | Up ×2 | ||
| SPHY | $698,981 | 0.21% | 29,820 | $-112,205 | Down ×2 | ||
| DON | $683,214 | 0.20% | 12,088 | $57,830 | Up ×3 | ||
| V Visa Inc. | $623,395 | 0.18% | 1,817 | $47,326 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $605,697 | 0.18% | 2,407 | $-133,986 | Down ×5 | ||
| AMAT Applied Materials, Inc. - Common Stock | $590,691 | 0.17% | 817 | $310,423 | Down ×1 | ||
| VTEC | $577,142 | 0.17% | 5,737 | Up ×1 | |||
| VTI | $572,869 | 0.17% | 1,548 | $-40,520 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $567,309 | 0.17% | 4,830 | $177,068 | Down ×1 | ||
| IYW | $564,239 | 0.17% | 2,237 | $158,402 | |||
| VOO | $543,057 | 0.16% | 791 | $69,512 | Down ×2 | ||
| MRNA Moderna, Inc. - Common Stock | $529,847 | 0.16% | 7,566 | $134,775 | Down ×5 | ||
| IYK | $528,238 | 0.16% | 7,270 | $-112,186 | Down ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $525,247 | 0.15% | 713 | $285,566 | Up ×2 | ||
| VB | $503,785 | 0.15% | 1,662 | $90,213 | Up ×1 | ||
| IYG | $488,056 | 0.14% | 5,395 | $4,733 | Down ×5 | ||
| FBCG | $475,079 | 0.14% | 7,649 | $81,487 | Down ×1 | ||
| VTEB | $456,636 | 0.13% | 9,028 | $-49,398 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $442,627 | 0.13% | 369 | $98,770 | Down ×2 | ||
| SCHG | $436,164 | 0.13% | 12,889 | $-179,003 | Down ×1 | ||
| RWJ | $430,185 | 0.13% | 7,230 | $48,203 | Down ×6 | ||
| SOXX SOXX | $429,315 | 0.13% | 670 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $416,512 | 0.12% | 717 | Up ×1 | |||
| NUSC | $397,988 | 0.12% | 7,636 | $53,009 | Down ×6 | ||
| DES | $392,725 | 0.12% | 9,654 | $77,962 | Up ×1 | ||
| PINS Pinterest, Inc. Class A Common Stock | $372,084 | 0.11% | 17,693 | $-3,428 | Down ×1 | ||
| ISCB | $368,476 | 0.11% | 4,880 | $7,682 | Down ×6 | ||
| Unknown issuer (CUSIP: 84615Q103) | $367,691 | 0.11% | 2,152 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $361,836 | 0.11% | 3,169 | $-17,629 | Down ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $360,965 | 0.11% | 473 | ||||
| IJR | $359,948 | 0.11% | 2,427 | $70,679 | Up ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $348,811 | 0.10% | 677 | $43,943 | Down ×1 | ||
| VUG | $333,965 | 0.10% | 3,877 | $53,983 | Up ×3 | ||
| RWK | $329,813 | 0.10% | 2,255 | $28,659 | Down ×2 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $309,952 | 0.09% | 3,392 | $22,359 | |||
| CRM Salesforce, Inc. Common Stock | $304,995 | 0.09% | 1,947 | $-99,958 | Down ×5 | ||
| NOW ServiceNow, Inc. Common Stock | $299,329 | 0.09% | 3,015 | $-171,146 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| FBND | $18,948,335 | 5.59% | up ×6 |
| FDVV | $8,889,943 | 2.62% | up ×4 |
| AMZN | $8,793,783 | 2.59% | up ×6 |
| GOOGL | $8,587,173 | 2.53% | up ×4 |
| TSM | $8,416,694 | 2.48% | up ×6 |
| INTF | $7,051,836 | 2.08% | up ×6 |
| MSFT | $6,372,289 | 1.88% | up ×6 |
| JMUB | $6,244,191 | 1.84% | up ×3 |
| SPYM | $3,973,843 | 1.17% | up ×6 |
| META | $3,794,684 | 1.12% | up ×3 |
| NVDA | $3,680,232 | 1.09% | up ×3 |
| FDEM | $3,590,947 | 1.06% | up ×6 |
| UNH | $2,622,111 | 0.77% | up ×4 |
| O | $2,205,910 | 0.65% | up ×6 |
| HYMB | $2,047,247 | 0.60% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BINC | $3,143,122 | 60,052 | 0.93% |
| QQQM | $2,273,474 | 7,504 | 0.67% |
| VTEC | $577,142 | 5,737 | 0.17% |
| SOXX | $429,315 | 670 | 0.13% |
| AMD | $416,512 | 717 | 0.12% |
| Unknown issuer (CUSIP: 84615Q103) | $367,691 | 2,152 | 0.11% |
| CRWD | $360,965 | 473 | 0.11% |
| EWY | $288,313 | 1,428 | 0.09% |
| PANW | $282,365 | 828 | 0.08% |
| PFM | $274,056 | 4,942 | 0.08% |
| PHYL | $256,438 | 7,352 | 0.08% |
| INDE | $225,464 | 7,621 | 0.07% |
| FBTC | $203,945 | 3,995 | 0.06% |
| NNN | $202,452 | 4,351 | 0.06% |
| CHGX | $201,667 | 6,073 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Trimmed | -1K | +$4.6M |
| VGT | Bought more | +107K | +$3.9M |
| IXN | Trimmed | -587 | +$3.9M |
| TSM | Bought more | +1K | +$2.8M |
| MRVL | Trimmed | -2K | +$2.7M |
| MINV | Bought more | +27K | +$2.4M |
| SMH | Bought more | +1K | +$2.2M |
| GOOGL | Bought more | +1K | +$2.0M |
| VO | Bought more | +160K | +$1.9M |
| JMUB | Bought more | +35K | +$1.9M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ACLS | Dec. 31, 2025 | 27,013 | $2,637,549 | 56.0% |
| RBLX | Dec. 31, 2025 | 4,300 | $595,636 | -52.0% |
| VBIL | March 31, 2026 | 5,350 | $403,551 | |
| MUST | Dec. 31, 2025 | 18,976 | $389,577 | No longer tracked |
| VBK | June 30, 2025 | 1,336 | $336,365 | No longer tracked |
| PLTR | June 30, 2026 | 1,785 | $261,110 | 48.3% |
| PFF | March 31, 2026 | 7,645 | $236,689 | |
| SDY | March 31, 2025 | 1,779 | $235,006 | No longer tracked |
| QCOM | Sept. 30, 2025 | 1,422 | $226,468 | -3.2% |
| EMHY | Sept. 30, 2025 | 5,804 | $226,182 | No longer tracked |
| MDT | June 30, 2026 | 2,551 | $221,044 | 17.7% |
| MU | March 31, 2026 | 773 | $220,622 | 191.5% |
| CRWD | June 30, 2025 | 605 | $213,311 | -63.2% |
| VUG | June 30, 2025 | 573 | $212,480 | No longer tracked |
| IXJ | March 31, 2026 | 2,172 | $211,553 | No longer tracked |
| IJK | March 31, 2025 | 2,311 | $210,139 | No longer tracked |
| MSTR | Sept. 30, 2025 | 518 | $209,391 | -62.6% |
| RMBS | Sept. 30, 2025 | 3,236 | $207,169 | -11.7% |
| AGG | March 31, 2026 | 2,023 | $202,057 | No longer tracked |
| ADSK | March 31, 2026 | 679 | $200,991 | 3.2% |