New Insight Wealth Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), New Insight Wealth Advisors reported 83 stock positions worth $169.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.1% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.0%) and Vanguard S&P Small-Cap 600 E (VIOO, 6.6%). Compared with Q1 2024, it opened 6 new positions, sold out of 7, added to 44 and reduced 30. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +17%) and the biggest sale Simon Property (SPG, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $169.9M (Q2 2024)
- SEC Filing
- 0002022328-24-000001 ↗ filed Aug 15, 2024
Holdings Value
Holdings 83 stocks · $169.9M
| IVV iShares Core S&P 500 ETF | 14.07% | 43,671 | $23.9M | Add +16.9% |
| SCHD Schwab US DVD Equity ETF | 7.00% | 152,959 | $11.9M | Add +8.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 6.65% | 115,001 | $11.3M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.31% | 37,251 | $9.0M | Add +13.0% |
| FBND Fidelity Total Bond ETF | 4.20% | 158,894 | $7.1M | Add +21.0% |
| TSLA Tesla Inc. | 4.14% | 35,507 | $7.0M | Add +7.9% |
| VIGI Vanguard Int Div App Indx FD | 4.07% | 85,062 | $6.9M | Add +6.3% |
| SPG Simon Property Group Inc. | 3.94% | 44,063 | $6.7M | Reduce -12.3% |
| VGT Vanguard Info Tech ETF | 3.88% | 11,417 | $6.6M | Add +6.4% |
| AMZN Amazon.com Inc. | 3.30% | 28,980 | $5.6M | Add +2.3% |
| IXN iShares Global Tech ETF | 2.99% | 61,275 | $5.1M | Add +17.0% |
| AAPL Apple Inc. | 2.45% | 19,779 | $4.2M | Add +5.2% |
| RSP Invesco S&P 500 Equal Weight | 2.37% | 24,550 | $4.0M | Reduce -2.6% |
| VIG Vanguard Dividend Apprec ETF | 2.28% | 21,224 | $3.9M | Reduce -4.3% |
| PEY Invesco High Yield Equity Di | 2.25% | 195,003 | $3.8M | Reduce -7.9% |
| MSFT Microsoft Corp. | 1.94% | 7,381 | $3.3M | Add +2.6% |
| WPC WP Carey Inc. | 1.91% | 58,955 | $3.2M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 1.84% | 17,190 | $3.1M | Add +2.0% |
| DIAL Columbia Divers Fix Inc. ETF | 1.52% | 146,004 | $2.6M | Reduce -8.5% |
| CRM Salesforce Inc. | 1.28% | 8,471 | $2.2M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.27% | 4,265 | $2.2M | Add +10.7% |
| VYM Vanguard High DVD Yield ETF | 1.09% | 15,604 | $1.9M | Reduce -15.5% |
| NVDA Nvidia Corp. | 1.03% | 14,162 | $1.7M | Add +7.4% |
| IXJ iShares Global Healthcare Et | 1.01% | 18,531 | $1.7M | Reduce -9.6% |
| AVGO Broadcom Inc. | 0.89% | 944 | $1.5M | Add +0.1% |
| ROST Ross Stores Inc. | 0.84% | 9,842 | $1.4M | No change |
| MINV Matthews Asia Innovators Act | 0.74% | 46,356 | $1.3M | Add +3.1% |
| PINS Pinterest Inc. Class A | 0.74% | 28,360 | $1.2M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.70% | 14,125 | $1.2M | Reduce -10.7% |
| RIVN Rivian Automotive Inc. Class A | 0.68% | 86,494 | $1.2M | Add +3.4% |
| FCAL First Trust California Munic | 0.68% | 23,233 | $1.2M | Add +18.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 6,462 | $1.1M | Add +13.0% |
| GS Goldman Sachs Group Inc. | 0.62% | 2,321 | $1.0M | Add +0.2% |
| FDD First Trust Stoxx Europe | 0.61% | 88,262 | $1.0M | Reduce -45.5% |
| MRNA Moderna Inc. | 0.58% | 8,241 | $979K | Reduce -6.3% |
| ABBV Abbvie Inc. | 0.50% | 4,930 | $846K | Reduce -11.8% |
| UBER Uber Technologies Inc. | 0.48% | 11,118 | $808K | Reduce -33.0% |
| SMH Vaneck Semiconductor ETF | 0.44% | 2,873 | $749K | New |
| IJH iShares Core S&P Midcap ETF | 0.41% | 11,825 | $692K | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.36% | 3,054 | $618K | Reduce -8.9% |
| SPHY SS SPDR P High Yield ETF | 0.33% | 24,485 | $569K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 1,895 | $507K | Add +0.2% |
| IHI iShares U.S. Medical Devices | 0.29% | 8,929 | $500K | Reduce -22.6% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 4,916 | $496K | Add +34.0% |
| MUST Columbia Multi-Sect Muni Inc. | 0.29% | 24,101 | $491K | Add +37.9% |
| IYK iShares US Consumer Staples | 0.29% | 7,429 | $488K | Add +17.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.27% | 5,290 | $458K | No change |
| IYG iShares U.S. Financial Servi | 0.27% | 6,985 | $455K | Reduce -16.7% |
| FLOT iShares Floating Rate Bond E | 0.26% | 8,708 | $445K | Reduce -35.1% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,421 | $444K | Add +10.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 6,768 | $433K | Add +59.0% |
| V Visa Inc. Class A | 0.25% | 1,642 | $431K | Reduce -0.6% |
| ISCB iShares Morningstar SM Cap | 0.25% | 7,961 | $429K | Add +0.6% |
| O Realty Income Corp. | 0.24% | 7,655 | $404K | Add +12.6% |
| FDEM Fidelity Emrg MRKT Multifact | 0.23% | 15,260 | $391K | New |
| DON Wisdomtree US Midcap Dividen | 0.23% | 8,320 | $389K | Reduce -1.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 1,371 | $343K | Add +49.8% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 3,211 | $342K | Add +2.5% |
| RWJ Invesco S&P Smallcap 600 | 0.19% | 8,067 | $323K | Reduce -17.0% |
| VOO Vanguard S&P 500 ETF | 0.19% | 634 | $317K | Add +1.8% |
| RWK Invesco S&P Midcap 400 Rev | 0.19% | 2,876 | $316K | Add +32.2% |
| PFF iShares Preferred & Income S | 0.17% | 9,132 | $288K | Reduce -8.3% |
| IDHQ Invesco S&P International DE | 0.17% | 9,455 | $288K | Add +11.2% |
| PFE Pfizer Inc. | 0.16% | 9,696 | $271K | Reduce -40.1% |
| EMHY iShares J.P. Morgan Em High | 0.16% | 7,139 | $265K | Reduce -12.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 1,134 | $260K | Add +23.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 3,343 | $258K | Reduce -30.0% |
| SHOP Shopify Inc. Class A | 0.14% | 3,695 | $244K | Add +6.6% |
| NOW ServiceNow Inc. | 0.14% | 307 | $242K | Add +3.7% |
| COST Costco Wholesale Corp. | 0.14% | 283 | $241K | Add +2.2% |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 1,892 | $241K | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 627 | $240K | New |
| IMCV iShares Morningstar Mid-Cap | 0.14% | 3,392 | $238K | Reduce -14.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 2,398 | $238K | Add +1.3% |
| QCOM Qualcomm Inc. | 0.14% | 1,185 | $236K | New |
| AGG iShares Core U.S. Aggregate | 0.13% | 2,336 | $227K | Add +5.9% |
| XHE SS SPDR S&P HC Equip ETF | 0.13% | 2,635 | $222K | Reduce -17.4% |
| DES Wisdomtree US Smallcap Divid | 0.13% | 7,134 | $222K | Reduce -7.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 8,392 | $213K | Add +3.4% |
| DASH DoorDash Inc. Class A | 0.13% | 1,957 | $213K | Add +2.7% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.12% | 18,050 | $208K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 5,181 | $204K | Reduce -2.5% |
| UA Under Armour Inc. Class C | 0.05% | 11,748 | $77K | New |
Portfolio Sells Q1 2024 → Q2 2024
| SPG Simon Property Group Inc. | Reduce -12.3% | 3.94% | −0.97 |
| FDD First Trust Stoxx Europe | Reduce -45.5% | 0.61% | −0.59 |
| PEY Invesco High Yield Equity Di | Reduce -7.9% | 2.25% | −0.47 |
| CRM Salesforce Inc. | Reduce -1.7% | 1.28% | −0.34 |
| UBER Uber Technologies Inc. | Reduce -33.0% | 0.48% | −0.32 |
| VYM Vanguard High DVD Yield ETF | Reduce -15.5% | 1.09% | −0.31 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.6% | 2.37% | −0.29 |
| DIAL Columbia Divers Fix Inc. ETF | Reduce -8.5% | 1.52% | −0.26 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.3% | 2.28% | −0.25 |
| WPC WP Carey Inc. | Reduce -2.7% | 1.91% | −0.22 |
| C Citigroup Inc. | Sold out | 0.00% | −0.22 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.18 |
| IXJ iShares Global Healthcare Et | Reduce -9.6% | 1.01% | −0.18 |
| FLOT iShares Floating Rate Bond E | Reduce -35.1% | 0.26% | −0.17 |
| INTC Intel Corp. | Sold out | 0.00% | −0.16 |
| IDV iShares International Select | Sold out | 0.00% | −0.15 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.14 |
| ABBV Abbvie Inc. | Reduce -11.8% | 0.50% | −0.14 |
| IHI iShares U.S. Medical Devices | Reduce -22.6% | 0.29% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -10.7% | 0.70% | −0.13 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.13 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.12 |
| PFE Pfizer Inc. | Reduce -40.1% | 0.16% | −0.12 |
| IYG iShares U.S. Financial Servi | Reduce -16.7% | 0.27% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -30.0% | 0.15% | −0.08 |
| RWJ Invesco S&P Smallcap 600 | Reduce -17.0% | 0.19% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -8.9% | 0.36% | −0.06 |
| XHE SS SPDR S&P HC Equip ETF | Reduce -17.4% | 0.13% | −0.04 |
| IMCV iShares Morningstar Mid-Cap | Reduce -14.6% | 0.14% | −0.04 |
| EMHY iShares J.P. Morgan Em High | Reduce -12.4% | 0.16% | −0.03 |
| V Visa Inc. Class A | Reduce -0.6% | 0.25% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -8.3% | 0.17% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -1.4% | 0.23% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -7.0% | 0.13% | −0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -2.5% | 0.12% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.1% | 0.14% | −0.01 |
| MRNA Moderna Inc. | Reduce -6.3% | 0.58% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Add +16.9% | 14.07% | +1.80 |
| IXN iShares Global Tech ETF | Add +17.0% | 2.99% | +0.54 |
| TSLA Tesla Inc. | Add +7.9% | 4.14% | +0.52 |
| FBND Fidelity Total Bond ETF | Add +21.0% | 4.20% | +0.49 |
| SMH Vaneck Semiconductor ETF | New | 0.44% | +0.44 |
| AAPL Apple Inc. | Add +5.2% | 2.45% | +0.44 |
| VGT Vanguard Info Tech ETF | Add +6.4% | 3.88% | +0.36 |
| SPHY SS SPDR P High Yield ETF | New | 0.33% | +0.33 |
| NVDA Nvidia Corp. | Add +7.4% | 1.03% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 1.84% | +0.26 |
| FDEM Fidelity Emrg MRKT Multifact | New | 0.23% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.0% | 0.66% | +0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.0% | 5.31% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.14% | +0.14 |
| QCOM Qualcomm Inc. | New | 0.14% | +0.14 |
| PINS Pinterest Inc. Class A | Add +0.5% | 0.74% | +0.13 |
| RIVN Rivian Automotive Inc. Class A | Add +3.4% | 0.68% | +0.11 |
| AVGO Broadcom Inc. | Add +0.1% | 0.89% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.3% | 3.30% | +0.11 |
| META Meta Platforms Inc. Class A | Add +10.7% | 1.27% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +59.0% | 0.26% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +34.0% | 0.29% | +0.08 |
| FCAL First Trust California Munic | Add +18.4% | 0.68% | +0.07 |
| MUST Columbia Multi-Sect Muni Inc. | Add +37.9% | 0.29% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +49.8% | 0.20% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +10.1% | 0.26% | +0.05 |
| MSFT Microsoft Corp. | Add +2.6% | 1.94% | +0.05 |
| UA Under Armour Inc. Class C | New | 0.05% | +0.05 |
| RWK Invesco S&P Midcap 400 Rev | Add +32.2% | 0.19% | +0.03 |
| MINV Matthews Asia Innovators Act | Add +3.1% | 0.74% | +0.03 |
| IYK iShares US Consumer Staples | Add +17.8% | 0.29% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +23.3% | 0.15% | +0.02 |
| COST Costco Wholesale Corp. | Add +2.2% | 0.14% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.62% | +0.01 |
| O Realty Income Corp. | Add +12.6% | 0.24% | +0.01 |
| IDHQ Invesco S&P International DE | Add +11.2% | 0.17% | +0.01 |
| NOW ServiceNow Inc. | Add +3.7% | 0.14% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 0.19% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +5.9% | 0.13% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Add +6.3% | 4.07% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +3.4% | 0.13% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.30% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +6.5% | 0.41% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 0.20% | −0.01 |
| SHOP Shopify Inc. Class A | Add +6.6% | 0.14% | −0.02 |
| ISCB iShares Morningstar SM Cap | Add +0.6% | 0.25% | −0.03 |
| DASH DoorDash Inc. Class A | Add +2.7% | 0.13% | −0.04 |
| DIS The Walt Disney Co. | Add +1.3% | 0.14% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Add +8.3% | 7.00% | −0.11 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +0.7% | 6.65% | −0.59 |
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 |