New Insight Wealth Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), New Insight Wealth Advisors reported 120 stock positions worth $339.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.3% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.1%). Compared with Q1 2026, it opened 15 new positions, sold out of 2, added to 42 and reduced 56. The biggest buy was Healthpeak Properties (DOC, shares +472%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $339.2M (Q2 2026)
- SEC Filing
- 0002022328-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 120 stocks · $339.2M
| IVV iShares Core S&P 500 ETF | 12.33% | 55,827 | $41.8M | Reduce -2.0% |
| FBND Fidelity Total Bond ETF | 5.59% | 416,538 | $18.9M | Add +5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.07% | 213,327 | $17.2M | Add +0.4% |
| VGT Vanguard Info Tech ETF | 4.31% | 122,345 | $14.6M | No change |
| IXN iShares Global Tech ETF | 3.75% | 88,111 | $12.7M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 2.89% | 308,724 | $9.8M | Add +13.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 2.83% | 69,874 | $9.6M | Reduce -9.2% |
| RSP Invesco S&P 500 Equal Weight | 2.77% | 44,235 | $9.4M | Reduce -7.9% |
| FDVV Fidelity High Dividend ETF | 2.62% | 147,453 | $8.9M | Add +2.7% |
| AMZN Amazon.com Inc. | 2.59% | 36,896 | $8.8M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 2.53% | 24,029 | $8.6M | Add +5.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.48% | 17,624 | $8.4M | Add +6.6% |
| INTF iShares International Equity | 2.08% | 172,164 | $7.1M | Add +25.0% |
| MSFT Microsoft Corp. | 1.88% | 17,083 | $6.4M | Add +23.7% |
| TSLA Tesla Inc. | 1.86% | 14,972 | $6.3M | Reduce -6.5% |
| JMUB JPMorgan Municipal ETF | 1.84% | 123,269 | $6.2M | Add +40.3% |
| AAPL Apple Inc. | 1.66% | 19,427 | $5.6M | Add +6.2% |
| JSCP JPMorgan Short Duration Core | 1.44% | 103,714 | $4.9M | Add +38.9% |
| GLBE Global-E Online Ltd. | 1.43% | 139,517 | $4.8M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.38% | 19,806 | $4.7M | Reduce -13.0% |
| KMID Virtus Kar Mid-Cap ETF | 1.30% | 175,559 | $4.4M | Reduce -27.0% |
| MRVL Marvell Technology Inc. | 1.27% | 14,511 | $4.3M | Reduce -9.7% |
| FRT Federal Realty Invs Trust | 1.22% | 33,641 | $4.2M | Reduce -1.3% |
| SMH Vaneck Semiconductor ETF | 1.19% | 6,166 | $4.0M | Add +27.0% |
| MINV Matthews Asia Innovators Act | 1.18% | 69,282 | $4.0M | Add +63.1% |
| RIVN Rivian Automotive Inc. Class A | 1.18% | 230,225 | $4.0M | Add +57.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.17% | 45,219 | $4.0M | Add +4.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.16% | 34,786 | $3.9M | Add +21.3% |
| META Meta Platforms Inc. Class A | 1.12% | 6,737 | $3.8M | Add +1.4% |
| DOC Healthpeak Properties Inc. | 1.11% | 176,051 | $3.8M | Add +472.2% |
| NVDA Nvidia Corp. | 1.08% | 18,393 | $3.7M | Add +5.9% |
| PFE Pfizer Inc. | 1.07% | 150,050 | $3.6M | Add +2.8% |
| FDEM Fidelity Emrg MRKT Multifact | 1.06% | 98,842 | $3.6M | Add +37.7% |
| SPG Simon Property Group Inc. | 1.06% | 16,025 | $3.6M | Reduce -9.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.93% | 60,052 | $3.1M | New |
| XSMO Invesco S&P Smallcap Momentu | 0.84% | 30,300 | $2.8M | Add +8.6% |
| AVGO Broadcom Inc. | 0.79% | 7,059 | $2.7M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 0.77% | 6,309 | $2.6M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.77% | 2,570 | $2.6M | Reduce -12.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.67% | 7,504 | $2.3M | New |
| O Realty Income Corp. | 0.65% | 35,602 | $2.2M | Add +3.0% |
| VIGI Vanguard Int Div App Indx FD | 0.62% | 22,444 | $2.1M | Reduce -18.7% |
| ROST Ross Stores Inc. | 0.61% | 9,773 | $2.1M | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.60% | 80,474 | $2.0M | Add +50.5% |
| GOOG Alphabet Inc. Class C | 0.53% | 5,121 | $1.8M | Add +14.9% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 10,782 | $1.7M | Reduce -9.9% |
| JEPI JPMorgan Equity Premium Inco | 0.47% | 28,229 | $1.6M | Add +43.6% |
| BABA Alibaba Group Holding-SP ADR | 0.44% | 15,669 | $1.5M | Reduce -1.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.44% | 15,421 | $1.5M | Reduce -0.9% |
| DIAL Columbia Divers Fix Inc. ETF | 0.43% | 79,842 | $1.5M | Reduce -6.1% |
| WPC WP Carey Inc. | 0.38% | 18,054 | $1.3M | Reduce -17.4% |
| MUB iShares National Muni Bond E | 0.37% | 11,731 | $1.3M | Reduce -17.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.36% | 25,530 | $1.2M | Reduce -33.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 15,140 | $1.2M | Add +4.9% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.34% | 94,160 | $1.1M | Reduce -5.6% |
| PEY Invesco High Yield Equity Di | 0.32% | 46,622 | $1.1M | Add +40.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 12,786 | $1.0M | Reduce -30.5% |
| FCAL First Trust California Munic | 0.29% | 19,897 | $988K | Reduce -6.0% |
| FLOT iShares Floating Rate Bond E | 0.27% | 18,070 | $922K | Add +234.3% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 10,727 | $827K | Add +3.3% |
| JPST JPMorgan Ultra-Short Income | 0.24% | 16,102 | $814K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.24% | 2,437 | $798K | Reduce -2.6% |
| IDHQ Invesco S&P International DE | 0.22% | 17,107 | $748K | Reduce -1.4% |
| LULU Lululemon Athletica Inc. | 0.22% | 6,548 | $748K | Add +25.9% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 29,820 | $699K | Reduce -14.3% |
| DON Wisdomtree US Midcap Dividen | 0.20% | 12,088 | $683K | Add +1.6% |
| V Visa Inc. Class A | 0.18% | 1,817 | $623K | Reduce -4.7% |
| ABBV Abbvie Inc. | 0.18% | 2,407 | $606K | Reduce -29.2% |
| AMAT Applied Materials Inc. | 0.17% | 817 | $591K | Reduce -0.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.17% | 5,737 | $577K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,548 | $573K | Reduce -19.0% |
| CSCO Cisco Systems Inc. | 0.17% | 4,830 | $567K | Reduce -4.0% |
| IYW iShares Ustechnology ETF | 0.17% | 2,237 | $564K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 791 | $543K | Reduce -0.1% |
| MRNA Moderna Inc. | 0.16% | 7,566 | $530K | Reduce -2.7% |
| IYK iShares US Consumer Staples | 0.16% | 7,270 | $528K | Reduce -20.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 713 | $525K | Add +71.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 1,662 | $504K | Add +5.3% |
| IYG iShares U.S. Financial Servi | 0.14% | 5,395 | $488K | Reduce -7.5% |
| FBCG Fidelity Blue Chip Grow ETF | 0.14% | 7,649 | $475K | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 9,028 | $457K | Reduce -11.0% |
| LLY Eli Lilly & Co. | 0.13% | 369 | $443K | Reduce -1.3% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 12,889 | $436K | Reduce -39.0% |
| RWJ Invesco S&P Smallcap 600 | 0.13% | 7,230 | $430K | Reduce -4.5% |
| SOXX iShares Semiconductor ETF | 0.13% | 670 | $429K | New |
| AMD Advanced Micro Devices | 0.12% | 717 | $417K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 7,636 | $398K | Reduce -0.3% |
| DES Wisdomtree US Smallcap Divid | 0.12% | 9,654 | $393K | Add +10.2% |
| PINS Pinterest Inc. Class A | 0.11% | 17,693 | $372K | Reduce -13.6% |
| ISCB iShares Morningstar SM Cap | 0.11% | 4,880 | $368K | Reduce -12.0% |
| SPCX Space Exploration Techn Class A | 0.11% | 2,152 | $368K | New |
| SHOP Shopify Inc. Class A | 0.11% | 3,169 | $362K | Reduce -0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 473 | $361K | New |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,427 | $360K | Add +4.3% |
| APP AppLovin Corp. Class A | 0.10% | 677 | $349K | Reduce -11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 3,877 | $334K | Add +0.8% |
| RWK Invesco S&P Midcap 400 Rev | 0.10% | 2,255 | $330K | Reduce -4.0% |
| IMCV iShares Morningstar Mid-Cap | 0.09% | 3,392 | $310K | No change |
| CRM Salesforce Inc. | 0.09% | 1,947 | $305K | Reduce -10.2% |
| NOW ServiceNow Inc. | 0.09% | 3,015 | $299K | Reduce -33.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 12.33% | −1.02 |
| KMID Virtus Kar Mid-Cap ETF | Reduce -27.0% | 1.30% | −0.76 |
| RSP Invesco S&P 500 Equal Weight | Reduce -7.9% | 2.77% | −0.53 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.0% | 1.38% | −0.37 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -9.2% | 2.83% | −0.33 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -33.9% | 0.36% | −0.30 |
| TSLA Tesla Inc. | Reduce -6.5% | 1.86% | −0.28 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.5% | 0.44% | −0.27 |
| VIGI Vanguard Int Div App Indx FD | Reduce -18.7% | 0.62% | −0.26 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -30.5% | 0.31% | −0.24 |
| MUB iShares National Muni Bond E | Reduce -17.1% | 0.37% | −0.17 |
| WPC WP Carey Inc. | Reduce -17.4% | 0.38% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.9% | 0.50% | −0.13 |
| SPG Simon Property Group Inc. | Reduce -9.8% | 1.06% | −0.13 |
| GS Goldman Sachs Group Inc. | Reduce -12.6% | 0.77% | −0.13 |
| DIAL Columbia Divers Fix Inc. ETF | Reduce -6.1% | 0.43% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.09 |
| SCHG Schwab US Large-Cap Growth | Reduce -39.0% | 0.13% | −0.09 |
| ABBV Abbvie Inc. | Reduce -29.2% | 0.18% | −0.09 |
| SPHY SS SPDR P High Yield ETF | Reduce -14.3% | 0.21% | −0.08 |
| NOW ServiceNow Inc. | Reduce -33.0% | 0.09% | −0.08 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -5.6% | 0.34% | −0.08 |
| FCAL First Trust California Munic | Reduce -6.0% | 0.29% | −0.08 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.9% | 0.44% | −0.08 |
| IYK iShares US Consumer Staples | Reduce -20.5% | 0.16% | −0.07 |
| FRT Federal Realty Invs Trust | Reduce -1.3% | 1.22% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -30.6% | 0.08% | −0.06 |
| ILCG iShares Morningstar Growth E | Reduce -43.9% | 0.08% | −0.06 |
| CRM Salesforce Inc. | Reduce -10.2% | 0.09% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.7% | 0.24% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -19.0% | 0.17% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.0% | 0.13% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -13.6% | 0.07% | −0.03 |
| IYG iShares U.S. Financial Servi | Reduce -7.5% | 0.14% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -0.9% | 0.11% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.24% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -13.6% | 0.11% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -7.8% | 0.08% | −0.02 |
| V Visa Inc. Class A | Reduce -4.7% | 0.18% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -12.0% | 0.11% | −0.02 |
| UA Under Armour Inc. Class C | Reduce -27.0% | 0.03% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -22.5% | 0.06% | −0.02 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -4.0% | 0.10% | −0.01 |
| RWJ Invesco S&P Smallcap 600 | Reduce -4.5% | 0.13% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.16% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -11.6% | 0.10% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.9% | 0.07% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.3% | 0.12% | −0.01 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -2.6% | 0.14% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DOC Healthpeak Properties Inc. | Add +472.2% | 1.11% | +0.93 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.93% | +0.93 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.67% | +0.67 |
| MINV Matthews Asia Innovators Act | Add +63.1% | 1.18% | +0.60 |
| SMH Vaneck Semiconductor ETF | Add +27.0% | 1.19% | +0.53 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.6% | 2.48% | +0.48 |
| RIVN Rivian Automotive Inc. Class A | Add +57.1% | 1.18% | +0.39 |
| JMUB JPMorgan Municipal ETF | Add +40.3% | 1.84% | +0.27 |
| FDEM Fidelity Emrg MRKT Multifact | Add +37.7% | 1.06% | +0.25 |
| JSCP JPMorgan Short Duration Core | Add +38.9% | 1.44% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +5.1% | 2.53% | +0.18 |
| FLOT iShares Floating Rate Bond E | Add +234.3% | 0.27% | +0.17 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.17% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 0.77% | +0.17 |
| INTF iShares International Equity | Add +25.0% | 2.08% | +0.15 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +50.5% | 0.60% | +0.13 |
| SOXX iShares Semiconductor ETF | New | 0.13% | +0.13 |
| AMD Advanced Micro Devices | New | 0.12% | +0.12 |
| SPCX Space Exploration Techn Class A | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.11% | +0.11 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +21.3% | 1.16% | +0.09 |
| EWY iShares MSCI South Korea ETF | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | New | 0.08% | +0.08 |
| PFM Invesco Dividend Achievers E | New | 0.08% | +0.08 |
| XSMO Invesco S&P Smallcap Momentu | Add +8.6% | 0.84% | +0.08 |
| PHYL Pgim Active High Yield Bond | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +14.9% | 0.53% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +43.6% | 0.47% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +71.8% | 0.15% | +0.07 |
| INDE Matthews India ETF | New | 0.07% | +0.07 |
| PEY Invesco High Yield Equity Di | Add +40.0% | 0.32% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.06% | +0.06 |
| NNN NNN REIT Inc. | New | 0.06% | +0.06 |
| CHGX Stance Sustainable Beta ETF | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +6.5% | 0.79% | +0.05 |
| MSFT Microsoft Corp. | Add +23.7% | 1.88% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.8% | 0.08% | +0.01 |
| DES Wisdomtree US Smallcap Divid | Add +10.2% | 0.12% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 0.11% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.3% | 0.15% | +0.00 |
| NVDA Nvidia Corp. | Add +5.9% | 1.08% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 0.10% | −0.00 |
| MOAT Vaneck Morningstar Wide Moat | Add +8.2% | 0.09% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +3.3% | 0.24% | −0.01 |
| AAPL Apple Inc. | Add +6.2% | 1.66% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.3% | 1.17% | −0.02 |
| DON Wisdomtree US Midcap Dividen | Add +1.6% | 0.20% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 0.35% | −0.06 |
| LULU Lululemon Athletica Inc. | Add +25.9% | 0.22% | −0.07 |
| AMZN Amazon.com Inc. | Add +2.6% | 2.59% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 120 | $339.2M | IVV, FBND, VO, VGT, IXN |
| Q1 2026 | 107 | $278.9M | IVV, FBND, VO, VGT, RSP |
| Q4 2025 | 111 | $279.9M | IVV, FBND, VO, VGT, RSP |
| Q3 2025 | 106 | $265.8M | IVV, FBND, VO, VGT, SCHD |
| Q2 2025 | 106 | $243.0M | IVV, FBND, SCHD, VO, RSP |
| Q1 2025 | 94 | $220.2M | IVV, SCHD, FBND, VO, RSP |
| Q4 2024 | 90 | $199.7M | IVV, SCHD, VIOO, FBND, VO |
| Q3 2024 | 91 | $190.0M | IVV, SCHD, VIOO, VO, FBND |
| Q2 2024 | 83 | $169.9M | IVV, SCHD, VIOO, VO, FBND |
| Q1 2024 | 84 | $160.2M | IVV, VIOO, SCHD, VO, SPG |