New Insight Wealth Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), New Insight Wealth Advisors reported 106 stock positions worth $243.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.5% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.4%) and Schwab US DVD Equity ETF (SCHD, 6.3%). Compared with Q1 2025, it opened 15 new positions, sold out of 3, added to 28 and reduced 55. The biggest buy was Virtus Kar Mid-Cap ETF (KMID, shares +45%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $243.0M (Q2 2025)
- SEC Filing
- 0001667731-25-000846 ↗ filed Jul 16, 2025
Holdings Value
Holdings 106 stocks · $243.0M
| IVV iShares Core S&P 500 ETF | 12.49% | 48,889 | $30.4M | Reduce -2.5% |
| FBND Fidelity Total Bond ETF | 6.39% | 339,668 | $15.5M | Add +6.2% |
| SCHD Schwab US DVD Equity ETF | 6.33% | 580,869 | $15.4M | Reduce -3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.56% | 48,282 | $13.5M | Add +3.5% |
| RSP Invesco S&P 500 Equal Weight | 4.76% | 63,717 | $11.6M | Reduce -4.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 4.42% | 106,209 | $10.8M | Reduce -6.3% |
| VGT Vanguard Info Tech ETF | 4.02% | 14,738 | $9.8M | Reduce -2.1% |
| IXN iShares Global Tech ETF | 3.31% | 87,066 | $8.0M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 2.92% | 32,332 | $7.1M | Add +1.8% |
| TSLA Tesla Inc. | 2.74% | 20,997 | $6.7M | Reduce -7.6% |
| KMID Virtus Kar Mid-Cap ETF | 2.34% | 227,144 | $5.7M | Add +45.3% |
| MSFT Microsoft Corp. | 2.19% | 10,721 | $5.3M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 2.13% | 25,337 | $5.2M | Add +2.5% |
| VIGI Vanguard Int Div App Indx FD | 2.08% | 56,033 | $5.0M | Reduce -2.0% |
| SPG Simon Property Group Inc. | 1.96% | 29,558 | $4.8M | Reduce -11.9% |
| META Meta Platforms Inc. Class A | 1.72% | 5,668 | $4.2M | Add +9.1% |
| PFE Pfizer Inc. | 1.67% | 167,834 | $4.1M | Add +23.3% |
| GLBE Global-E Online Ltd. | 1.66% | 120,000 | $4.0M | No change |
| AAPL Apple Inc. | 1.49% | 17,674 | $3.6M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 1.38% | 19,049 | $3.4M | Reduce -7.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.23% | 36,044 | $3.0M | Add +8.1% |
| PEY Invesco High Yield Equity Di | 1.18% | 140,618 | $2.9M | Reduce -17.4% |
| NVDA Nvidia Corp. | 1.10% | 16,931 | $2.7M | Reduce -9.3% |
| WPC WP Carey Inc. | 0.98% | 38,295 | $2.4M | Reduce -3.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.94% | 23,345 | $2.3M | Add +2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.92% | 9,852 | $2.2M | Add +27.1% |
| ACLS Axcelis Technologies Inc. | 0.91% | 31,847 | $2.2M | No change |
| GS Goldman Sachs Group Inc. | 0.88% | 3,011 | $2.1M | Add +27.3% |
| AVGO Broadcom Inc. | 0.83% | 7,360 | $2.0M | Reduce -14.0% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 15,168 | $2.0M | Reduce -2.4% |
| XSMO Invesco S&P Smallcap Momentu | 0.78% | 27,812 | $1.9M | Reduce -0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.72% | 15,516 | $1.8M | Add +1.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.72% | 23,970 | $1.7M | Add +4.1% |
| SMH Vaneck Semiconductor ETF | 0.62% | 5,401 | $1.5M | Reduce -22.4% |
| MINV Matthews Asia Innovators Act | 0.56% | 43,804 | $1.4M | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.55% | 14,213 | $1.3M | Reduce -0.8% |
| ROST Ross Stores Inc. | 0.51% | 9,773 | $1.2M | Reduce -0.7% |
| RIVN Rivian Automotive Inc. Class A | 0.48% | 85,334 | $1.2M | Reduce -3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 14,265 | $1.1M | Add +255.5% |
| FDVV Fidelity High Dividend ETF | 0.44% | 20,598 | $1.1M | New |
| SPHY SS SPDR P High Yield ETF | 0.41% | 41,765 | $994K | Reduce -9.8% |
| CRM Salesforce Inc. | 0.40% | 3,607 | $984K | Reduce -3.3% |
| MRVL Marvell Technology Inc. | 0.34% | 10,760 | $833K | New |
| O Realty Income Corp. | 0.34% | 14,389 | $829K | Add +60.3% |
| JPM JPMorgan Chase & Co. | 0.33% | 2,790 | $809K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 15,922 | $788K | New |
| ABBV Abbvie Inc. | 0.32% | 4,128 | $766K | Reduce -0.4% |
| PINS Pinterest Inc. Class A | 0.31% | 21,193 | $760K | No change |
| IYK iShares US Consumer Staples | 0.31% | 10,747 | $757K | Add +1.3% |
| UBER Uber Technologies Inc. | 0.30% | 7,820 | $730K | Reduce -9.7% |
| FCAL First Trust California Munic | 0.30% | 15,162 | $727K | Reduce -49.8% |
| MUB iShares National Muni Bond E | 0.29% | 6,855 | $716K | Add +255.0% |
| INTF iShares International Equity | 0.28% | 19,982 | $684K | Add +41.9% |
| V Visa Inc. Class A | 0.28% | 1,901 | $675K | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 10,753 | $667K | Reduce -1.6% |
| FLOT iShares Floating Rate Bond E | 0.27% | 12,737 | $650K | New |
| SCHG Schwab US Large-Cap Growth | 0.26% | 21,727 | $635K | No change |
| DON Wisdomtree US Midcap Dividen | 0.25% | 12,140 | $608K | Reduce -4.5% |
| FDEM Fidelity Emrg MRKT Multifact | 0.25% | 21,497 | $602K | Add +9.4% |
| IYG iShares U.S. Financial Servi | 0.25% | 6,985 | $598K | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.25% | 3,368 | $597K | Add +0.2% |
| NOW ServiceNow Inc. | 0.24% | 565 | $581K | Add +38.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.24% | 7,663 | $579K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 1,904 | $579K | Add +0.1% |
| IDHQ Invesco S&P International DE | 0.24% | 17,370 | $573K | Reduce -0.6% |
| DIAL Columbia Divers Fix Inc. ETF | 0.22% | 28,934 | $527K | Reduce -24.1% |
| ILCG iShares Morningstar Growth E | 0.21% | 5,339 | $517K | Reduce -2.6% |
| RWJ Invesco S&P Smallcap 600 | 0.21% | 11,686 | $506K | Reduce -14.8% |
| SHOP Shopify Inc. Class A | 0.19% | 4,062 | $469K | Reduce -2.3% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.19% | 41,135 | $459K | Reduce -31.3% |
| ISCB iShares Morningstar SM Cap | 0.17% | 7,105 | $414K | Reduce -6.4% |
| VOO Vanguard S&P 500 ETF | 0.16% | 704 | $400K | Reduce -5.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 9,678 | $394K | Reduce -6.1% |
| IYW iShares Ustechnology ETF | 0.16% | 2,237 | $388K | New |
| DASH DoorDash Inc. Class A | 0.16% | 1,563 | $385K | Reduce -4.0% |
| MUST Columbia Multi-Sect Muni Inc. | 0.16% | 18,976 | $382K | Reduce -14.0% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 2,769 | $377K | Reduce -13.8% |
| RBLX Roblox Corp. Class A | 0.15% | 3,563 | $375K | New |
| CSCO Cisco Systems Inc. | 0.15% | 5,358 | $372K | Reduce -14.0% |
| DES Wisdomtree US Smallcap Divid | 0.15% | 11,644 | $370K | Reduce -25.8% |
| BND Vanguard Total Bond Market | 0.15% | 4,891 | $360K | No change |
| APP AppLovin Corp. Class A | 0.14% | 986 | $345K | Add +12.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 3,680 | $345K | Reduce -30.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,437 | $341K | Reduce -32.6% |
| COST Costco Wholesale Corp. | 0.14% | 334 | $330K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.13% | 394 | $307K | Add +3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 1,069 | $304K | Reduce -11.1% |
| IXJ iShares Global Healthcare Et | 0.12% | 3,484 | $300K | Reduce -52.1% |
| RWK Invesco S&P Midcap 400 Rev | 0.12% | 2,422 | $283K | Reduce -13.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 5,773 | $283K | New |
| MRNA Moderna Inc. | 0.11% | 9,813 | $271K | Reduce -2.1% |
| PFF iShares Preferred & Income S | 0.11% | 8,765 | $269K | Add +18.4% |
| AGG iShares Core U.S. Aggregate | 0.11% | 2,686 | $266K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.11% | 4,567 | $260K | New |
| IMCV iShares Morningstar Mid-Cap | 0.11% | 3,392 | $258K | No change |
| UNH Unitedhealth Group Inc. | 0.10% | 814 | $254K | New |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,286 | $250K | Reduce -5.5% |
| QCOM Qualcomm Inc. | 0.09% | 1,422 | $226K | Reduce -21.3% |
| EMHY iShares J.P. Morgan Em High | 0.09% | 5,804 | $226K | Reduce -10.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.09% | 9,071 | $225K | Reduce -14.9% |
Portfolio Sells Q1 2025 → Q2 2025
| SCHD Schwab US DVD Equity ETF | Reduce -3.1% | 6.33% | −1.28 |
| SPG Simon Property Group Inc. | Reduce -11.9% | 1.96% | −0.57 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -6.3% | 4.42% | −0.54 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.9% | 4.76% | −0.50 |
| PEY Invesco High Yield Equity Di | Reduce -17.4% | 1.18% | −0.48 |
| FCAL First Trust California Munic | Reduce -49.8% | 0.30% | −0.37 |
| AAPL Apple Inc. | Reduce -3.0% | 1.49% | −0.35 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 12.49% | −0.31 |
| IXJ iShares Global Healthcare Et | Reduce -52.1% | 0.12% | −0.18 |
| WPC WP Carey Inc. | Reduce -3.7% | 0.98% | −0.16 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.15 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -31.3% | 0.19% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.10 |
| DIAL Columbia Divers Fix Inc. ETF | Reduce -24.1% | 0.22% | −0.09 |
| SPHY SS SPDR P High Yield ETF | Reduce -9.8% | 0.41% | −0.08 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.32% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.4% | 0.83% | −0.08 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.0% | 2.08% | −0.08 |
| DES Wisdomtree US Smallcap Divid | Reduce -25.8% | 0.15% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -32.6% | 0.14% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -30.4% | 0.14% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 1.38% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 0.55% | −0.06 |
| ROST Ross Stores Inc. | Reduce -0.7% | 0.51% | −0.06 |
| CRM Salesforce Inc. | Reduce -3.3% | 0.40% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -22.4% | 0.62% | −0.05 |
| RWJ Invesco S&P Smallcap 600 | Reduce -14.8% | 0.21% | −0.05 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -14.0% | 0.16% | −0.04 |
| DON Wisdomtree US Midcap Dividen | Reduce -4.5% | 0.25% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -21.3% | 0.09% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -14.9% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -14.0% | 0.15% | −0.02 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -13.8% | 0.12% | −0.02 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -0.8% | 0.78% | −0.02 |
| EMHY iShares J.P. Morgan Em High | Reduce -10.2% | 0.09% | −0.02 |
| MRNA Moderna Inc. | Reduce -2.1% | 0.11% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -6.1% | 0.16% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -6.4% | 0.17% | −0.02 |
| RIVN Rivian Automotive Inc. Class A | Reduce -3.3% | 0.48% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 0.27% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.5% | 0.10% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.9% | 0.16% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.14% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -11.1% | 0.13% | −0.01 |
| IYG iShares U.S. Financial Servi | Reduce -0.5% | 0.25% | −0.00 |
| IDHQ Invesco S&P International DE | Reduce -0.6% | 0.24% | −0.00 |
| MINV Matthews Asia Innovators Act | Reduce -0.9% | 0.56% | +0.00 |
| ILCG iShares Morningstar Growth E | Reduce -2.6% | 0.21% | +0.01 |
| SHOP Shopify Inc. Class A | Reduce -2.3% | 0.19% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| KMID Virtus Kar Mid-Cap ETF | Add +45.3% | 2.34% | +0.66 |
| FDVV Fidelity High Dividend ETF | New | 0.44% | +0.44 |
| MSFT Microsoft Corp. | Add +1.5% | 2.19% | +0.39 |
| META Meta Platforms Inc. Class A | Add +9.1% | 1.72% | +0.36 |
| MRVL Marvell Technology Inc. | New | 0.34% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +27.1% | 0.92% | +0.33 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.32% | +0.32 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +255.5% | 0.47% | +0.32 |
| GS Goldman Sachs Group Inc. | Add +27.3% | 0.88% | +0.29 |
| FLOT iShares Floating Rate Bond E | New | 0.27% | +0.27 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.24% | +0.24 |
| MUB iShares National Muni Bond E | Add +255.0% | 0.29% | +0.20 |
| AMZN Amazon.com Inc. | Add +1.8% | 2.92% | +0.17 |
| IYW iShares Ustechnology ETF | New | 0.16% | +0.16 |
| RBLX Roblox Corp. Class A | New | 0.15% | +0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.12% | +0.12 |
| PFE Pfizer Inc. | Add +23.3% | 1.67% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | New | 0.11% | +0.11 |
| O Realty Income Corp. | Add +60.3% | 0.34% | +0.10 |
| UNH Unitedhealth Group Inc. | New | 0.10% | +0.10 |
| NOW ServiceNow Inc. | Add +38.5% | 0.24% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.09% | +0.09 |
| ADSK Autodesk Inc. | New | 0.09% | +0.09 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.09% | +0.09 |
| MSTR Strategy Inc. | New | 0.09% | +0.09 |
| RMBS Rambus Inc. | New | 0.09% | +0.09 |
| INTF iShares International Equity | Add +41.9% | 0.28% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.5% | 5.56% | +0.08 |
| APP AppLovin Corp. Class A | Add +12.9% | 0.14% | +0.04 |
| UA Under Armour Inc. Class C | Add +128.3% | 0.06% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.1% | 0.72% | +0.03 |
| FDEM Fidelity Emrg MRKT Multifact | Add +9.4% | 0.25% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.25% | +0.01 |
| PFF iShares Preferred & Income S | Add +18.4% | 0.11% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.24% | +0.00 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +2.2% | 0.94% | −0.01 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.13% | −0.02 |
| V Visa Inc. Class A | Add +1.1% | 0.28% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +8.1% | 1.23% | −0.02 |
| IYK iShares US Consumer Staples | Add +1.3% | 0.31% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +2.5% | 2.13% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +1.7% | 0.72% | −0.19 |
| FBND Fidelity Total Bond ETF | Add +6.2% | 6.39% | −0.24 |
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 |