New Insight Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), New Insight Wealth Advisors reported 90 stock positions worth $199.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.8% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.1%) and Vanguard S&P Small-Cap 600 E (VIOO, 5.9%). Compared with Q3 2024, it opened 6 new positions, sold out of 7, added to 37 and reduced 41. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +54%) and the biggest sale Vanguard Int Div App Indx FD (VIGI, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $199.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000218 ↗ filed Feb 7, 2025
Holdings Value
Holdings 90 stocks · $199.7M
| IVV iShares Core S&P 500 ETF | 13.78% | 46,748 | $27.5M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 7.15% | 522,380 | $14.3M | Add +5.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 5.87% | 110,479 | $11.7M | Reduce -3.4% |
| FBND Fidelity Total Bond ETF | 5.58% | 248,192 | $11.1M | Add +30.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.32% | 40,246 | $10.6M | Add +1.2% |
| RSP Invesco S&P 500 Equal Weight | 4.77% | 54,365 | $9.5M | Add +54.0% |
| TSLA Tesla Inc. | 4.42% | 21,830 | $8.8M | Reduce -31.8% |
| VGT Vanguard Info Tech ETF | 4.06% | 13,051 | $8.1M | Add +5.3% |
| IXN iShares Global Tech ETF | 3.34% | 78,759 | $6.7M | Add +9.6% |
| AMZN Amazon.com Inc. | 3.15% | 28,652 | $6.3M | Reduce -1.9% |
| VIGI Vanguard Int Div App Indx FD | 3.09% | 77,010 | $6.2M | Reduce -8.5% |
| SPG Simon Property Group Inc. | 2.89% | 33,474 | $5.8M | Reduce -9.4% |
| AAPL Apple Inc. | 2.31% | 18,378 | $4.6M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 2.30% | 23,473 | $4.6M | Add +8.5% |
| PEY Invesco High Yield Equity Di | 1.87% | 175,929 | $3.7M | Reduce -8.9% |
| GOOGL Alphabet Inc. Class A | 1.68% | 17,720 | $3.4M | Add +2.2% |
| MSFT Microsoft Corp. | 1.66% | 7,883 | $3.3M | Add +4.2% |
| WPC WP Carey Inc. | 1.36% | 50,018 | $2.7M | Reduce -6.5% |
| META Meta Platforms Inc. Class A | 1.32% | 4,498 | $2.6M | Add +7.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.26% | 30,785 | $2.5M | Add +10.1% |
| NVDA Nvidia Corp. | 1.11% | 16,481 | $2.2M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.99% | 8,522 | $2.0M | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.95% | 14,895 | $1.9M | Add +3.1% |
| KMID Virtus Kar Mid-Cap ETF | 0.81% | 66,589 | $1.6M | New |
| SMH Vaneck Semiconductor ETF | 0.78% | 6,405 | $1.6M | Reduce -5.6% |
| ROST Ross Stores Inc. | 0.75% | 9,842 | $1.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 7,209 | $1.4M | Reduce -3.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.68% | 13,828 | $1.4M | Add +129.9% |
| FCAL First Trust California Munic | 0.67% | 27,102 | $1.3M | Add +6.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.65% | 14,530 | $1.3M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.62% | 2,176 | $1.2M | Reduce -2.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.62% | 18,711 | $1.2M | Add +334.9% |
| MINV Matthews Asia Innovators Act | 0.60% | 44,048 | $1.2M | Reduce -5.6% |
| CRM Salesforce Inc. | 0.59% | 3,547 | $1.2M | Reduce -48.5% |
| RIVN Rivian Automotive Inc. Class A | 0.51% | 77,095 | $1.0M | Reduce -9.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.50% | 14,535 | $1.0M | Add +13.4% |
| SPHY SS SPDR P High Yield ETF | 0.49% | 41,954 | $985K | Add +11.9% |
| DIAL Columbia Divers Fix Inc. ETF | 0.46% | 52,738 | $924K | Reduce -27.8% |
| IXJ iShares Global Healthcare Et | 0.43% | 9,921 | $853K | Reduce -14.0% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 11,979 | $746K | Add +0.5% |
| ABBV Abbvie Inc. | 0.36% | 4,060 | $721K | Reduce -11.1% |
| RWJ Invesco S&P Smallcap 600 | 0.35% | 15,133 | $692K | Add +92.2% |
| PINS Pinterest Inc. Class A | 0.34% | 23,593 | $684K | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 2,575 | $617K | Reduce -1.0% |
| DON Wisdomtree US Midcap Dividen | 0.30% | 11,785 | $601K | Add +43.8% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 20,875 | $582K | Reduce -0.8% |
| IYK iShares US Consumer Staples | 0.29% | 8,843 | $580K | Add +14.3% |
| UBER Uber Technologies Inc. | 0.29% | 9,560 | $577K | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 2,822 | $537K | Add +2.8% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.26% | 46,160 | $521K | Add +155.7% |
| DES Wisdomtree US Smallcap Divid | 0.25% | 14,726 | $506K | Add +103.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 1,796 | $503K | Add +0.2% |
| V Visa Inc. Class A | 0.25% | 1,570 | $496K | Reduce -4.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.25% | 5,290 | $491K | No change |
| ISCB iShares Morningstar SM Cap | 0.23% | 7,820 | $459K | Reduce -2.3% |
| ILCG iShares Morningstar Growth E | 0.23% | 5,085 | $456K | New |
| IYG iShares U.S. Financial Servi | 0.23% | 5,846 | $455K | Reduce -7.6% |
| IDHQ Invesco S&P International DE | 0.23% | 15,945 | $452K | Add +31.1% |
| SHOP Shopify Inc. Class A | 0.22% | 4,196 | $446K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.22% | 10,537 | $441K | Add +124.7% |
| CSCO Cisco Systems Inc. | 0.21% | 7,070 | $419K | Add +82.3% |
| FDEM Fidelity Emrg MRKT Multifact | 0.20% | 16,224 | $409K | Add +10.1% |
| VOO Vanguard S&P 500 ETF | 0.19% | 715 | $385K | Reduce -2.0% |
| O Realty Income Corp. | 0.18% | 6,821 | $364K | Reduce -2.9% |
| MRNA Moderna Inc. | 0.18% | 8,545 | $355K | Add +4.4% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 2,970 | $342K | Reduce -5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 1,322 | $335K | Add +7.0% |
| NOW ServiceNow Inc. | 0.15% | 289 | $306K | Reduce -3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,204 | $289K | Add +10.9% |
| QCOM Qualcomm Inc. | 0.14% | 1,880 | $289K | Reduce -3.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 3,618 | $282K | Add +11.6% |
| DASH DoorDash Inc. Class A | 0.14% | 1,628 | $273K | Reduce -11.4% |
| COST Costco Wholesale Corp. | 0.14% | 296 | $272K | Reduce -0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 10,322 | $264K | Add +6.9% |
| AGG iShares Core U.S. Aggregate | 0.13% | 2,686 | $260K | Add +15.0% |
| APP AppLovin Corp. Class A | 0.13% | 786 | $255K | Reduce -53.6% |
| IMCV iShares Morningstar Mid-Cap | 0.13% | 3,392 | $252K | No change |
| BND Vanguard Total Bond Market | 0.13% | 3,491 | $251K | New |
| RWK Invesco S&P Midcap 400 Rev | 0.12% | 2,087 | $243K | Reduce -26.3% |
| EMHY iShares J.P. Morgan Em High | 0.12% | 6,352 | $241K | Reduce -1.0% |
| PFF iShares Preferred & Income S | 0.12% | 7,556 | $238K | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 573 | $235K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 1,779 | $235K | Add +6.6% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 2,943 | $223K | New |
| MUST Columbia Multi-Sect Muni Inc. | 0.11% | 10,580 | $215K | Reduce -55.5% |
| MUB iShares National Muni Bond E | 0.11% | 1,985 | $212K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 617 | $211K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 2,311 | $210K | No change |
| INTF iShares International Equity | 0.10% | 7,209 | $207K | Reduce -32.1% |
| UA Under Armour Inc. Class C | 0.04% | 10,448 | $78K | Reduce -11.1% |
Portfolio Sells Q3 2024 → Q4 2024
| VIGI Vanguard Int Div App Indx FD | Reduce -8.5% | 3.09% | −0.82 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 13.78% | −0.77 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -3.4% | 5.87% | −0.65 |
| CRM Salesforce Inc. | Reduce -48.5% | 0.59% | −0.40 |
| SPG Simon Property Group Inc. | Reduce -9.4% | 2.89% | −0.40 |
| WPC WP Carey Inc. | Reduce -6.5% | 1.36% | −0.39 |
| PEY Invesco High Yield Equity Di | Reduce -8.9% | 1.87% | −0.35 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.28 |
| DIAL Columbia Divers Fix Inc. ETF | Reduce -27.8% | 0.46% | −0.25 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.22 |
| IXJ iShares Global Healthcare Et | Reduce -14.0% | 0.43% | −0.17 |
| FDD First Trust Stoxx Europe | Sold out | 0.00% | −0.16 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -55.5% | 0.11% | −0.15 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.14 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| ABBV Abbvie Inc. | Reduce -11.1% | 0.36% | −0.11 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.11 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -3.4% | 0.29% | −0.10 |
| PINS Pinterest Inc. Class A | Reduce -9.7% | 0.34% | −0.10 |
| SMH Vaneck Semiconductor ETF | Reduce -5.6% | 0.78% | −0.10 |
| MINV Matthews Asia Innovators Act | Reduce -5.6% | 0.60% | −0.10 |
| INTF iShares International Equity | Reduce -32.1% | 0.10% | −0.07 |
| O Realty Income Corp. | Reduce -2.9% | 0.18% | −0.05 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -26.3% | 0.12% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -3.6% | 0.14% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -9.6% | 0.12% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.17% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -2.3% | 0.23% | −0.02 |
| UA Under Armour Inc. Class C | Reduce -11.1% | 0.04% | −0.01 |
| EMHY iShares J.P. Morgan Em High | Reduce -1.0% | 0.12% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 0.19% | −0.01 |
| IYG iShares U.S. Financial Servi | Reduce -7.6% | 0.23% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.14% | −0.00 |
| DASH DoorDash Inc. Class A | Reduce -11.4% | 0.14% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 0.29% | +0.00 |
| AAPL Apple Inc. | Reduce -1.9% | 2.31% | +0.01 |
| TSLA Tesla Inc. | Reduce -31.8% | 4.42% | +0.01 |
| V Visa Inc. Class A | Reduce -4.4% | 0.25% | +0.01 |
| APP AppLovin Corp. Class A | Reduce -53.6% | 0.13% | +0.01 |
| NOW ServiceNow Inc. | Reduce -3.0% | 0.15% | +0.01 |
| RIVN Rivian Automotive Inc. Class A | Reduce -9.0% | 0.51% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.31% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.8% | 0.71% | +0.03 |
| NVDA Nvidia Corp. | Reduce -1.7% | 1.11% | +0.04 |
| GS Goldman Sachs Group Inc. | Reduce -2.3% | 0.62% | +0.04 |
| AVGO Broadcom Inc. | Reduce -2.0% | 0.99% | +0.20 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 3.15% | +0.29 |
Portfolio Buys Q3 2024 → Q4 2024
| RSP Invesco S&P 500 Equal Weight | Add +54.0% | 4.77% | +1.44 |
| FBND Fidelity Total Bond ETF | Add +30.4% | 5.58% | +0.90 |
| KMID Virtus Kar Mid-Cap ETF | New | 0.81% | +0.81 |
| XSMO Invesco S&P Smallcap Momentu | Add +334.9% | 0.62% | +0.47 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +129.9% | 0.68% | +0.36 |
| VGT Vanguard Info Tech ETF | Add +5.3% | 4.06% | +0.24 |
| ILCG iShares Morningstar Growth E | New | 0.23% | +0.23 |
| IXN iShares Global Tech ETF | Add +9.6% | 3.34% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 1.68% | +0.17 |
| RWJ Invesco S&P Smallcap 600 | Add +92.2% | 0.35% | +0.16 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +155.7% | 0.26% | +0.15 |
| BND Vanguard Total Bond Market | New | 0.13% | +0.13 |
| DES Wisdomtree US Smallcap Divid | Add +103.6% | 0.25% | +0.12 |
| NUSC Nuveen ESG Small-Cap ETF | Add +124.7% | 0.22% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | New | 0.11% | +0.11 |
| MUB iShares National Muni Bond E | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.11% | +0.11 |
| CSCO Cisco Systems Inc. | Add +82.3% | 0.21% | +0.10 |
| DON Wisdomtree US Midcap Dividen | Add +43.8% | 0.30% | +0.08 |
| META Meta Platforms Inc. Class A | Add +7.3% | 1.32% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +8.5% | 2.30% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.4% | 0.50% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.1% | 1.26% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.27% | +0.03 |
| IDHQ Invesco S&P International DE | Add +31.1% | 0.23% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +11.9% | 0.49% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +7.0% | 0.17% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.9% | 0.14% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +15.0% | 0.13% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.6% | 0.14% | +0.01 |
| IYK iShares US Consumer Staples | Add +14.3% | 0.29% | +0.00 |
| FCAL First Trust California Munic | Add +6.8% | 0.67% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.2% | 0.25% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +6.9% | 0.13% | −0.00 |
| FDEM Fidelity Emrg MRKT Multifact | Add +10.1% | 0.20% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +6.6% | 0.12% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 0.37% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Add +3.1% | 0.95% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.8% | 0.65% | −0.04 |
| MSFT Microsoft Corp. | Add +4.2% | 1.66% | −0.05 |
| MRNA Moderna Inc. | Add +4.4% | 0.18% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Add +5.5% | 7.15% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.2% | 5.32% | −0.20 |
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 |