New Insight Wealth Advisors
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), New Insight Wealth Advisors reported 84 stock positions worth $160.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.3% of the portfolio, followed by Vanguard S&P Small-Cap 600 E (VIOO, 7.2%) and Schwab US DVD Equity ETF (SCHD, 7.1%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 29 and reduced 43. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale WP Carey (WPC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $160.2M (Q1 2024)
- SEC Filing
- 0001172661-24-002086 ↗ filed May 8, 2024
Holdings Value
Holdings 84 stocks · $160.2M
| IVV iShares Core S&P 500 ETF | 12.27% | 37,367 | $19.6M | Add +8.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 7.24% | 114,257 | $11.6M | Add +11.7% |
| SCHD Schwab US DVD Equity ETF | 7.11% | 141,269 | $11.4M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.14% | 32,975 | $8.2M | Add +24.2% |
| SPG Simon Property Group Inc. | 4.91% | 50,216 | $7.9M | Reduce -5.1% |
| VIGI Vanguard Int Div App Indx FD | 4.07% | 80,004 | $6.5M | Add +11.1% |
| FBND Fidelity Total Bond ETF | 3.72% | 131,330 | $6.0M | Add +9.8% |
| TSLA Tesla Inc. | 3.61% | 32,919 | $5.8M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 3.51% | 10,734 | $5.6M | Add +6.7% |
| AMZN Amazon.com Inc. | 3.19% | 28,332 | $5.1M | Add +0.8% |
| PEY Invesco High Yield Equity Di | 2.73% | 211,689 | $4.4M | Reduce -6.7% |
| RSP Invesco S&P 500 Equal Weight | 2.66% | 25,195 | $4.3M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 2.53% | 22,178 | $4.0M | Reduce -1.0% |
| IXN iShares Global Tech ETF | 2.45% | 52,358 | $3.9M | Add +27.1% |
| WPC WP Carey Inc. | 2.14% | 60,592 | $3.4M | Reduce -0.1% |
| AAPL Apple Inc. | 2.01% | 18,808 | $3.2M | Reduce -3.1% |
| MSFT Microsoft Corp. | 1.89% | 7,197 | $3.0M | Add +1.1% |
| DIAL Columbia Divers Fix Inc. ETF | 1.77% | 159,630 | $2.8M | Add +3.7% |
| CRM Salesforce Inc. | 1.62% | 8,617 | $2.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.59% | 16,844 | $2.5M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 1.40% | 18,466 | $2.2M | Reduce -17.9% |
| FDD First Trust Stoxx Europe | 1.20% | 161,932 | $1.9M | Reduce -10.8% |
| IXJ iShares Global Healthcare Et | 1.19% | 20,499 | $1.9M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.17% | 3,852 | $1.9M | Reduce -1.3% |
| ROST Ross Stores Inc. | 0.90% | 9,842 | $1.4M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.83% | 15,814 | $1.3M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.80% | 16,606 | $1.3M | Reduce -3.6% |
| AVGO Broadcom Inc. | 0.78% | 943 | $1.3M | Add +2.5% |
| NVDA Nvidia Corp. | 0.74% | 1,319 | $1.2M | Add +2.4% |
| MINV Matthews Asia Innovators Act | 0.71% | 44,959 | $1.1M | Add +1.5% |
| ABBV Abbvie Inc. | 0.64% | 5,590 | $1.0M | Reduce -1.0% |
| PINS Pinterest Inc. Class A | 0.61% | 28,210 | $978K | Reduce -11.5% |
| FCAL First Trust California Munic | 0.61% | 19,623 | $974K | Add +62.2% |
| GS Goldman Sachs Group Inc. | 0.60% | 2,316 | $967K | Reduce -1.7% |
| MRNA Moderna Inc. | 0.58% | 8,792 | $937K | Reduce -0.5% |
| RIVN Rivian Automotive Inc. Class A | 0.57% | 83,645 | $916K | Add +88.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 5,720 | $778K | Add +40.2% |
| FLOT iShares Floating Rate Bond E | 0.43% | 13,413 | $685K | Reduce -35.0% |
| IHI iShares U.S. Medical Devices | 0.42% | 11,535 | $676K | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 11,104 | $674K | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 3,354 | $672K | No change |
| IYG iShares U.S. Financial Servi | 0.35% | 8,386 | $556K | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,892 | $492K | Reduce -0.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.30% | 5,290 | $476K | No change |
| V Visa Inc. Class A | 0.29% | 1,652 | $461K | Reduce -3.5% |
| PFE Pfizer Inc. | 0.28% | 16,178 | $449K | Reduce -45.1% |
| ISCB iShares Morningstar SM Cap | 0.28% | 7,911 | $445K | Add +2.9% |
| IYK iShares US Consumer Staples | 0.27% | 6,309 | $427K | Reduce -5.8% |
| RWJ Invesco S&P Smallcap 600 | 0.26% | 9,720 | $416K | Reduce -1.8% |
| DON Wisdomtree US Midcap Dividen | 0.26% | 8,435 | $411K | Add +8.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 4,773 | $369K | Add +51.6% |
| O Realty Income Corp. | 0.23% | 6,801 | $368K | Reduce -13.8% |
| MUST Columbia Multi-Sect Muni Inc. | 0.23% | 17,476 | $361K | Add +9.4% |
| C Citigroup Inc. | 0.22% | 5,638 | $357K | Reduce -45.9% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 3,134 | $346K | Add +1.6% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 3,668 | $340K | Add +37.7% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,199 | $335K | Add +1.8% |
| PFF iShares Preferred & Income S | 0.20% | 9,957 | $321K | Reduce -5.3% |
| EMHY iShares J.P. Morgan Em High | 0.19% | 8,150 | $305K | Reduce -20.1% |
| VOO Vanguard S&P 500 ETF | 0.19% | 623 | $299K | New |
| CVS CVS Health Corp. | 0.18% | 3,642 | $290K | Reduce -35.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,367 | $290K | Reduce -0.5% |
| IMCV iShares Morningstar Mid-Cap | 0.18% | 3,971 | $288K | Reduce -12.3% |
| XHE SS SPDR S&P HC Equip ETF | 0.18% | 3,192 | $281K | Reduce -3.5% |
| SHOP Shopify Inc. Class A | 0.17% | 3,465 | $267K | No change |
| INTC Intel Corp. | 0.16% | 5,955 | $263K | Reduce -26.4% |
| DASH DoorDash Inc. Class A | 0.16% | 1,906 | $262K | Reduce -12.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 4,256 | $262K | New |
| IDHQ Invesco S&P International DE | 0.16% | 8,505 | $261K | New |
| DES Wisdomtree US Smallcap Divid | 0.16% | 7,674 | $251K | Add +20.9% |
| RWK Invesco S&P Midcap 400 Rev | 0.16% | 2,176 | $250K | Reduce -6.5% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 1,894 | $249K | Reduce -0.3% |
| IDV iShares International Select | 0.15% | 8,739 | $245K | Reduce -47.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 915 | $239K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 6,104 | $231K | Reduce -30.1% |
| NOW ServiceNow Inc. | 0.14% | 296 | $226K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.14% | 5,315 | $221K | Reduce -0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 920 | $217K | New |
| AGG iShares Core U.S. Aggregate | 0.13% | 2,206 | $216K | Reduce -27.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 8,119 | $209K | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.13% | 277 | $203K | New |
| CSCO Cisco Systems Inc. | 0.13% | 4,036 | $201K | Reduce -19.8% |
| RMBS Rambus Inc. | 0.12% | 3,236 | $200K | No change |
| NAC Nuveen Ca QLTY Muni Inc. | 0.12% | 18,050 | $199K | Reduce -2.7% |
Portfolio Sells Q4 2023 → Q1 2024
| WPC WP Carey Inc. | Reduce -0.1% | 2.14% | −0.51 |
| AAPL Apple Inc. | Reduce -3.1% | 2.01% | −0.50 |
| PEY Invesco High Yield Equity Di | Reduce -6.7% | 2.73% | −0.50 |
| VYM Vanguard High DVD Yield ETF | Reduce -17.9% | 1.40% | −0.30 |
| PFE Pfizer Inc. | Reduce -45.1% | 0.28% | −0.29 |
| FDD First Trust Stoxx Europe | Reduce -10.8% | 1.20% | −0.28 |
| FLOT iShares Floating Rate Bond E | Reduce -35.0% | 0.43% | −0.28 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.25 |
| PINS Pinterest Inc. Class A | Reduce -11.5% | 0.61% | −0.18 |
| SPG Simon Property Group Inc. | Reduce -5.1% | 4.91% | −0.18 |
| IDV iShares International Select | Reduce -47.4% | 0.15% | −0.16 |
| C Citigroup Inc. | Reduce -45.9% | 0.22% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.2% | 2.66% | −0.13 |
| CVS CVS Health Corp. | Reduce -35.7% | 0.18% | −0.12 |
| INTC Intel Corp. | Reduce -26.4% | 0.16% | −0.11 |
| O Realty Income Corp. | Reduce -13.8% | 0.23% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -27.6% | 0.13% | −0.07 |
| EMHY iShares J.P. Morgan Em High | Reduce -20.1% | 0.19% | −0.06 |
| BAC Bank of America Corp. | Reduce -30.1% | 0.14% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -19.8% | 0.13% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 2.53% | −0.04 |
| IMCV iShares Morningstar Mid-Cap | Reduce -12.3% | 0.18% | −0.03 |
| IYK iShares US Consumer Staples | Reduce -5.8% | 0.27% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -5.3% | 0.20% | −0.02 |
| RWJ Invesco S&P Smallcap 600 | Reduce -1.8% | 0.26% | −0.02 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -2.7% | 0.12% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -3.3% | 0.13% | −0.01 |
| XHE SS SPDR S&P HC Equip ETF | Reduce -3.5% | 0.18% | −0.01 |
| V Visa Inc. Class A | Reduce -3.5% | 0.29% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.7% | 0.60% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 0.83% | −0.01 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -6.5% | 0.16% | −0.01 |
| MRNA Moderna Inc. | Reduce -0.5% | 0.58% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 0.16% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.5% | 0.14% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -0.9% | 0.42% | −0.00 |
| IYG iShares U.S. Financial Servi | Reduce -2.1% | 0.35% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.31% | +0.00 |
| DASH DoorDash Inc. Class A | Reduce -12.5% | 0.16% | +0.02 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.18% | +0.04 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.64% | +0.05 |
| CRM Salesforce Inc. | Reduce -0.7% | 1.62% | +0.08 |
| UBER Uber Technologies Inc. | Reduce -3.6% | 0.80% | +0.08 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 1.17% | +0.24 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +8.9% | 12.27% | +1.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +24.2% | 5.14% | +0.98 |
| IXN iShares Global Tech ETF | Add +27.1% | 2.45% | +0.55 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +11.7% | 7.24% | +0.41 |
| AMZN Amazon.com Inc. | Add +0.8% | 3.19% | +0.31 |
| NVDA Nvidia Corp. | Add +2.4% | 0.74% | +0.31 |
| VGT Vanguard Info Tech ETF | Add +6.7% | 3.51% | +0.23 |
| VIGI Vanguard Int Div App Indx FD | Add +11.1% | 4.07% | +0.23 |
| FCAL First Trust California Munic | Add +62.2% | 0.61% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +40.2% | 0.49% | +0.20 |
| VOO Vanguard S&P 500 ETF | New | 0.19% | +0.19 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.16% | +0.16 |
| IDHQ Invesco S&P International DE | New | 0.16% | +0.16 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.15% | +0.15 |
| NOW ServiceNow Inc. | New | 0.14% | +0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +2.5% | 0.78% | +0.09 |
| MSFT Microsoft Corp. | Add +1.1% | 1.89% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +51.6% | 0.23% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +37.7% | 0.21% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +6.3% | 0.42% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 1.59% | +0.02 |
| DES Wisdomtree US Smallcap Divid | Add +20.9% | 0.16% | +0.02 |
| DON Wisdomtree US Midcap Dividen | Add +8.6% | 0.26% | +0.02 |
| IXJ iShares Global Healthcare Et | Add +1.8% | 1.19% | +0.02 |
| MINV Matthews Asia Innovators Act | Add +1.5% | 0.71% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +9.8% | 3.72% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.21% | +0.00 |
| MUST Columbia Multi-Sect Muni Inc. | Add +9.4% | 0.23% | +0.00 |
| ISCB iShares Morningstar SM Cap | Add +2.9% | 0.28% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.6% | 0.22% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 7.11% | −0.08 |
| DIAL Columbia Divers Fix Inc. ETF | Add +3.7% | 1.77% | −0.10 |
| RIVN Rivian Automotive Inc. Class A | Add +88.3% | 0.57% | −0.13 |
| TSLA Tesla Inc. | Add +0.3% | 3.61% | −1.88 |
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 |