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

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 Q1 2025 Q2 2025: $243.0M $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 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%
QQQ Invesco QQQ Trust Series 1 0.09% 399 $220K New
IJK iShares S&P Mid-Cap 400 Grow 0.09% 2,311 $210K New
ADSK Autodesk Inc. 0.09% 679 $210K New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.09% 518 $209K New
RMBS Rambus Inc. 0.09% 3,236 $207K New
UA Under Armour Inc. Class C 0.06% 23,857 $155K Add +128.3%

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

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