New Insight Wealth Advisors

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), New Insight Wealth Advisors reported 94 stock positions worth $220.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.8% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.6%) and Fidelity Total Bond ETF (FBND, 6.6%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 59 and reduced 22. The biggest buy was a new position in Global-E Online (GLBE) and the biggest sale Vanguard Int Div App Indx FD (VIGI, shares −26%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0002022328
Portfolio Value
$220.2M (Q1 2025)
SEC Filing
0001667731-25-000559 ↗ filed Apr 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $160.2M Q1 2024 Q2 2024: $169.9M Q2 2024 Q3 2024: $190.0M Q3 2024 Q4 2024: $199.7M Q4 2024 Q1 2025: $220.2M $220.2M Q1 2025 Q2 2025: $243.0M Q2 2025 Q3 2025: $265.8M Q3 2025 Q4 2025: $279.9M Q4 2025 Q1 2026: $278.9M Q1 2026 Q2 2026: $339.2M Q2 2026

Holdings 94 stocks · $220.2M
IVV iShares Core S&P 500 ETF 12.80% 50,152 $28.2M Add +7.3%
SCHD Schwab US DVD Equity ETF 7.61% 599,461 $16.8M Add +14.8%
FBND Fidelity Total Bond ETF 6.63% 319,824 $14.6M Add +28.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.48% 46,631 $12.1M Add +15.9%
RSP Invesco S&P 500 Equal Weight 5.27% 66,972 $11.6M Add +23.2%
VIOO Vanguard S&P Small-Cap 600 E 4.96% 113,291 $10.9M Add +2.5%
VGT Vanguard Info Tech ETF 3.71% 15,058 $8.2M Add +15.4%
IXN iShares Global Tech ETF 3.05% 88,545 $6.7M Add +12.4%
AMZN Amazon.com Inc. 2.74% 31,771 $6.0M Add +10.9%
TSLA Tesla Inc. 2.67% 22,721 $5.9M Add +4.1%
SPG Simon Property Group Inc. 2.53% 33,550 $5.6M Add +0.2%
VIG Vanguard Dividend Apprec ETF 2.18% 24,718 $4.8M Add +5.3%
VIGI Vanguard Int Div App Indx FD 2.15% 57,191 $4.7M Reduce -25.7%
GLBE Global-E Online Ltd. 1.94% 120,000 $4.3M New
AAPL Apple Inc. 1.84% 18,230 $4.0M Reduce -0.8%
MSFT Microsoft Corp. 1.80% 10,558 $4.0M Add +33.9%
KMID Virtus Kar Mid-Cap ETF 1.68% 156,332 $3.7M Add +134.8%
PEY Invesco High Yield Equity Di 1.66% 170,189 $3.7M Reduce -3.3%
PFE Pfizer Inc. 1.57% 136,138 $3.4M New
GOOGL Alphabet Inc. Class A 1.45% 20,588 $3.2M Add +16.2%
META Meta Platforms Inc. Class A 1.36% 5,197 $3.0M Add +15.5%
SHY iShares 1-3 Year Treasury Bo 1.25% 33,345 $2.8M Add +8.3%
WPC WP Carey Inc. 1.14% 39,750 $2.5M Reduce -20.5%
XMHQ Invesco S&P Midcap Qual ETF 0.95% 22,850 $2.1M Add +65.2%
NVDA Nvidia Corp. 0.92% 18,668 $2.0M Add +13.3%
BABA Alibaba Group Holding-SP ADR 0.92% 15,260 $2.0M New
VYM Vanguard High DVD Yield ETF 0.91% 15,538 $2.0M Add +4.3%
XSMO Invesco S&P Smallcap Momentu 0.80% 28,030 $1.8M Add +49.8%
ACLS Axcelis Technologies Inc. 0.72% 31,847 $1.6M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.69% 23,024 $1.5M Add +58.4%
SMH Vaneck Semiconductor ETF 0.67% 6,959 $1.5M Add +8.7%
FCAL First Trust California Munic 0.67% 30,202 $1.5M Add +11.4%
AVGO Broadcom Inc. 0.65% 8,559 $1.4M Add +0.4%
USMV iShares MSCI USA Min Vol Fac 0.61% 14,320 $1.3M Reduce -1.4%
GS Goldman Sachs Group Inc. 0.59% 2,365 $1.3M Add +8.7%
TSM Taiwan Semiconductor-SP ADR 0.58% 7,751 $1.3M Add +7.5%
ROST Ross Stores Inc. 0.57% 9,842 $1.3M No change
MINV Matthews Asia Innovators Act 0.56% 44,201 $1.2M Add +0.3%
RIVN Rivian Automotive Inc. Class A 0.50% 88,236 $1.1M Add +14.4%
SPHY SS SPDR P High Yield ETF 0.49% 46,278 $1.1M Add +10.3%
CRM Salesforce Inc. 0.45% 3,729 $1.0M Add +5.1%
ABBV Abbvie Inc. 0.39% 4,144 $868K Add +2.1%
IYK iShares US Consumer Staples 0.34% 10,609 $759K Add +20.0%
JPM JPMorgan Chase & Co. 0.31% 2,790 $684K Add +8.3%
DIAL Columbia Divers Fix Inc. ETF 0.31% 38,137 $682K Reduce -27.7%
NAC Nuveen Ca QLTY Muni Inc. 0.31% 59,910 $673K Add +29.8%
IXJ iShares Global Healthcare Et 0.30% 7,278 $664K Reduce -26.6%
V Visa Inc. Class A 0.30% 1,880 $659K Add +19.8%
PINS Pinterest Inc. Class A 0.30% 21,193 $657K Reduce -10.2%
IJH iShares Core S&P Midcap ETF 0.29% 10,930 $638K Reduce -8.8%
UBER Uber Technologies Inc. 0.29% 8,657 $631K Reduce -9.4%
DON Wisdomtree US Midcap Dividen 0.29% 12,710 $629K Add +7.8%
RWJ Invesco S&P Smallcap 600 0.25% 13,708 $558K Reduce -9.4%
IYG iShares U.S. Financial Servi 0.25% 7,023 $552K Add +20.1%
SCHG Schwab US Large-Cap Growth 0.25% 21,727 $544K Add +4.1%
GOOG Alphabet Inc. Class C 0.24% 3,361 $525K Add +19.1%
IDHQ Invesco S&P International DE 0.24% 17,470 $523K Add +9.6%
VTI VG Morningstar TS MKT ETF-US 0.24% 1,902 $523K New
O Realty Income Corp. 0.24% 8,974 $521K Add +31.6%
FDEM Fidelity Emrg MRKT Multifact 0.23% 19,649 $502K Add +21.1%
DES Wisdomtree US Smallcap Divid 0.23% 15,701 $502K Add +6.6%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 2,131 $473K Add +77.0%
MOAT Vaneck Morningstar Wide Moat 0.21% 5,290 $466K No change
MUST Columbia Multi-Sect Muni Inc. 0.20% 22,056 $444K Add +108.5%
ILCG iShares Morningstar Growth E 0.20% 5,479 $444K Add +7.8%
INTF iShares International Equity 0.20% 14,079 $434K Add +95.3%
ISCB iShares Morningstar SM Cap 0.19% 7,594 $411K Reduce -2.9%
SHOP Shopify Inc. Class A 0.18% 4,156 $397K Reduce -0.9%
NUSC Nuveen ESG Small-Cap ETF 0.18% 10,302 $395K Reduce -2.2%
CSCO Cisco Systems Inc. 0.17% 6,233 $385K Reduce -11.8%
VOO Vanguard S&P 500 ETF 0.17% 748 $384K Add +4.6%
BND Vanguard Total Bond Market 0.16% 4,891 $359K Add +40.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.15% 1,336 $336K Reduce -25.6%
NOW ServiceNow Inc. 0.15% 408 $325K Add +41.2%
COST Costco Wholesale Corp. 0.14% 338 $319K Add +14.2%
VCSH Vanguard S/T Corp. Bond ETF 0.14% 4,013 $317K Add +10.9%
LLY Eli Lilly & Co. 0.14% 381 $315K New
RWK Invesco S&P Midcap 400 Rev 0.14% 2,809 $303K Add +34.6%
DASH DoorDash Inc. Class A 0.14% 1,628 $298K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.13% 1,202 $294K Reduce -9.1%
MRNA Moderna Inc. 0.13% 10,023 $284K Add +17.3%
QCOM Qualcomm Inc. 0.13% 1,806 $277K Reduce -3.9%
PLTR Palantir Technologies Inc. Class A 0.12% 3,211 $271K Add +9.1%
HYMB SS SPDR N Ice HY Muni ETF 0.12% 10,659 $269K Add +3.3%
AGG iShares Core U.S. Aggregate 0.12% 2,686 $266K No change
IJR iShares Core S&P Small-Cap E 0.11% 2,419 $253K Reduce -18.6%
IMCV iShares Morningstar Mid-Cap 0.11% 3,392 $252K No change
EMHY iShares J.P. Morgan Em High 0.11% 6,462 $247K Add +1.7%
APP AppLovin Corp. Class A 0.10% 873 $231K Add +11.1%
PFF iShares Preferred & Income S 0.10% 7,406 $228K Reduce -2.0%
CRWD CrowdStrike Holdings Inc. Class A 0.10% 605 $213K Reduce -1.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 573 $212K No change
MUB iShares National Muni Bond E 0.09% 1,931 $204K Reduce -2.7%
UA Under Armour Inc. Class C 0.03% 10,448 $62K No change

Portfolio Sells Q4 2024 → Q1 2025
VIGI Vanguard Int Div App Indx FD Reduce -25.7% 2.15% −0.93
AAPL Apple Inc. Reduce -0.8% 1.84% −0.47
WPC WP Carey Inc. Reduce -20.5% 1.14% −0.23
PEY Invesco High Yield Equity Di Reduce -3.3% 1.66% −0.21
DIAL Columbia Divers Fix Inc. ETF Reduce -27.7% 0.31% −0.15
IXJ iShares Global Healthcare Et Reduce -26.6% 0.30% −0.13
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.12
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −0.11
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -25.6% 0.15% −0.10
RWJ Invesco S&P Smallcap 600 Reduce -9.4% 0.25% −0.09
IJH iShares Core S&P Midcap ETF Reduce -8.8% 0.29% −0.08
IJR iShares Core S&P Small-Cap E Reduce -18.6% 0.11% −0.06
PINS Pinterest Inc. Class A Reduce -10.2% 0.30% −0.04
SHOP Shopify Inc. Class A Reduce -0.9% 0.18% −0.04
ISCB iShares Morningstar SM Cap Reduce -2.9% 0.19% −0.04
NUSC Nuveen ESG Small-Cap ETF Reduce -2.2% 0.18% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -1.4% 0.61% −0.04
CSCO Cisco Systems Inc. Reduce -11.8% 0.17% −0.04
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -9.1% 0.13% −0.03
QCOM Qualcomm Inc. Reduce -3.9% 0.13% −0.02
PFF iShares Preferred & Income S Reduce -2.0% 0.10% −0.02
MUB iShares National Muni Bond E Reduce -2.7% 0.09% −0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.9% 0.10% −0.01
UBER Uber Technologies Inc. Reduce -9.4% 0.29% −0.00

Portfolio Buys Q4 2024 → Q1 2025
GLBE Global-E Online Ltd. New 1.94% +1.94
PFE Pfizer Inc. New 1.57% +1.57
FBND Fidelity Total Bond ETF Add +28.9% 6.63% +1.05
BABA Alibaba Group Holding-SP ADR New 0.92% +0.92
KMID Virtus Kar Mid-Cap ETF Add +134.8% 1.68% +0.87
ACLS Axcelis Technologies Inc. New 0.72% +0.72
RSP Invesco S&P 500 Equal Weight Add +23.2% 5.27% +0.50
SCHD Schwab US DVD Equity ETF Add +14.8% 7.61% +0.46
XMHQ Invesco S&P Midcap Qual ETF Add +65.2% 0.95% +0.27
VTI VG Morningstar TS MKT ETF-US New 0.24% +0.24
SPYM Ste STR SPDR PT S&P 500 ETF Add +58.4% 0.69% +0.19
XSMO Invesco S&P Smallcap Momentu Add +49.8% 0.80% +0.18
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +15.9% 5.48% +0.15
LLY Eli Lilly & Co. New 0.14% +0.14
MSFT Microsoft Corp. Add +33.9% 1.80% +0.14
MUST Columbia Multi-Sect Muni Inc. Add +108.5% 0.20% +0.09
INTF iShares International Equity Add +95.3% 0.20% +0.09
VB Vanguard Most SM-Cap ETF-Usd Add +77.0% 0.21% +0.07
IYK iShares US Consumer Staples Add +20.0% 0.34% +0.05
O Realty Income Corp. Add +31.6% 0.24% +0.05
V Visa Inc. Class A Add +19.8% 0.30% +0.05
NAC Nuveen Ca QLTY Muni Inc. Add +29.8% 0.31% +0.04
META Meta Platforms Inc. Class A Add +15.5% 1.36% +0.04
BND Vanguard Total Bond Market Add +40.1% 0.16% +0.04
ABBV Abbvie Inc. Add +2.1% 0.39% +0.03
FDEM Fidelity Emrg MRKT Multifact Add +21.1% 0.23% +0.02
IYG iShares U.S. Financial Servi Add +20.1% 0.25% +0.02
RWK Invesco S&P Midcap 400 Rev Add +34.6% 0.14% +0.02
PLTR Palantir Technologies Inc. Class A Add +9.1% 0.12% +0.01
IDHQ Invesco S&P International DE Add +9.6% 0.24% +0.01
COST Costco Wholesale Corp. Add +14.2% 0.14% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +10.9% 0.14% +0.00
JPM JPMorgan Chase & Co. Add +8.3% 0.31% +0.00
SPHY SS SPDR P High Yield ETF Add +10.3% 0.49% −0.00
FCAL First Trust California Munic Add +11.4% 0.67% −0.00
NOW ServiceNow Inc. Add +41.2% 0.15% −0.01
EMHY iShares J.P. Morgan Em High Add +1.7% 0.11% −0.01
HYMB SS SPDR N Ice HY Muni ETF Add +3.3% 0.12% −0.01
SHY iShares 1-3 Year Treasury Bo Add +8.3% 1.25% −0.01
RIVN Rivian Automotive Inc. Class A Add +14.4% 0.50% −0.01
DON Wisdomtree US Midcap Dividen Add +7.8% 0.29% −0.02
VOO Vanguard S&P 500 ETF Add +4.6% 0.17% −0.02
APP AppLovin Corp. Class A Add +11.1% 0.10% −0.02
DES Wisdomtree US Smallcap Divid Add +6.6% 0.23% −0.03
ILCG iShares Morningstar Growth E Add +7.8% 0.20% −0.03
GOOG Alphabet Inc. Class C Add +19.1% 0.24% −0.03
GS Goldman Sachs Group Inc. Add +8.7% 0.59% −0.04
VYM Vanguard High DVD Yield ETF Add +4.3% 0.91% −0.04
MINV Matthews Asia Innovators Act Add +0.3% 0.56% −0.04
SCHG Schwab US Large-Cap Growth Add +4.1% 0.25% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$339.2MIVV, FBND, VO, VGT, IXN
Q1 2026 107$278.9MIVV, FBND, VO, VGT, RSP
Q4 2025 111$279.9MIVV, FBND, VO, VGT, RSP
Q3 2025 106$265.8MIVV, FBND, VO, VGT, SCHD
Q2 2025 106$243.0MIVV, FBND, SCHD, VO, RSP
Q1 2025 94$220.2MIVV, SCHD, FBND, VO, RSP
Q4 2024 90$199.7MIVV, SCHD, VIOO, FBND, VO
Q3 2024 91$190.0MIVV, SCHD, VIOO, VO, FBND
Q2 2024 83$169.9MIVV, SCHD, VIOO, VO, FBND
Q1 2024 84$160.2MIVV, VIOO, SCHD, VO, SPG