New Insight Wealth Advisors

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), New Insight Wealth Advisors reported 106 stock positions worth $265.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.8% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.4%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.7%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 32 and reduced 61. The biggest buy was Fidelity High Dividend ETF (FDVV, shares +399%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −32%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0002022328
Portfolio Value
$265.8M (Q3 2025)
SEC Filing
0002085853-25-000189 ↗ filed Oct 29, 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 Q2 2025 Q3 2025: $265.8M $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 · $265.8M
IVV iShares Core S&P 500 ETF 12.77% 50,714 $33.9M Add +3.7%
FBND Fidelity Total Bond ETF 6.38% 367,003 $17.0M Add +8.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.69% 51,461 $15.1M Add +6.6%
VGT Vanguard Info Tech ETF 4.11% 14,633 $10.9M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 4.05% 394,799 $10.8M Reduce -32.0%
VIOO Vanguard S&P Small-Cap 600 E 3.97% 95,558 $10.6M Reduce -10.0%
RSP Invesco S&P 500 Equal Weight 3.94% 55,250 $10.5M Reduce -13.3%
IXN iShares Global Tech ETF 3.35% 86,242 $8.9M Reduce -0.9%
TSLA Tesla Inc. 3.30% 19,737 $8.8M Reduce -6.0%
AMZN Amazon.com Inc. 2.74% 33,192 $7.3M Add +2.7%
KMID Virtus Kar Mid-Cap ETF 2.21% 237,737 $5.9M Add +4.7%
MSFT Microsoft Corp. 2.20% 11,291 $5.8M Add +5.3%
FDVV Fidelity High Dividend ETF 2.16% 102,862 $5.7M Add +399.4%
VIG Vanguard Dividend Apprec ETF 1.93% 23,823 $5.1M Reduce -6.0%
GLBE Global-E Online Ltd. 1.88% 139,517 $5.0M Add +16.3%
GOOGL Alphabet Inc. Class A 1.77% 19,335 $4.7M Add +1.5%
SPG Simon Property Group Inc. 1.64% 23,255 $4.4M Reduce -21.3%
VIGI Vanguard Int Div App Indx FD 1.63% 48,516 $4.3M Reduce -13.4%
META Meta Platforms Inc. Class A 1.51% 5,450 $4.0M Reduce -3.9%
AAPL Apple Inc. 1.48% 15,414 $3.9M Reduce -12.8%
PFE Pfizer Inc. 1.47% 153,163 $3.9M Reduce -8.7%
TSM Taiwan Semiconductor-SP ADR 1.29% 12,241 $3.4M Add +24.3%
NVDA Nvidia Corp. 1.16% 16,519 $3.1M Reduce -2.4%
SHY iShares 1-3 Year Treasury Bo 1.09% 34,932 $2.9M Reduce -3.1%
SPYM Ste STR SPDR PT S&P 500 ETF 1.09% 36,840 $2.9M Add +53.7%
BABA Alibaba Group Holding-SP ADR 1.04% 15,516 $2.8M No change
XMHQ Invesco S&P Midcap Qual ETF 1.02% 25,792 $2.7M Add +10.5%
ACLS Axcelis Technologies Inc. 0.99% 27,013 $2.6M Reduce -15.2%
GS Goldman Sachs Group Inc. 0.90% 3,006 $2.4M Reduce -0.2%
AVGO Broadcom Inc. 0.88% 7,120 $2.3M Reduce -3.3%
XSMO Invesco S&P Smallcap Momentu 0.77% 27,935 $2.1M Add +0.4%
WPC WP Carey Inc. 0.76% 29,762 $2.0M Reduce -22.3%
VYM Vanguard High DVD Yield ETF 0.73% 13,812 $1.9M Reduce -8.9%
SMH Vaneck Semiconductor ETF 0.63% 5,107 $1.7M Reduce -5.4%
BNDX Vanguard Total Intl Bond ETF 0.61% 32,652 $1.6M Add +105.1%
MINV Matthews Asia Innovators Act 0.60% 42,697 $1.6M Reduce -2.5%
ROST Ross Stores Inc. 0.56% 9,773 $1.5M No change
FRT Federal Realty Invs Trust 0.56% 14,611 $1.5M New
USMV iShares MSCI USA Min Vol Fac 0.50% 13,900 $1.3M Reduce -2.2%
MRVL Marvell Technology Inc. 0.49% 15,583 $1.3M Add +44.8%
O Realty Income Corp. 0.46% 20,124 $1.2M Add +39.9%
RIVN Rivian Automotive Inc. Class A 0.44% 80,454 $1.2M Reduce -5.7%
VCSH Vanguard S/T Corp. Bond ETF 0.44% 14,720 $1.2M Add +3.2%
JMUB JPMorgan Municipal ETF 0.44% 23,168 $1.2M New
UNH Unitedhealth Group Inc. 0.43% 3,339 $1.2M Add +310.2%
MUB iShares National Muni Bond E 0.42% 10,529 $1.1M Add +53.6%
NOW ServiceNow Inc. 0.41% 1,191 $1.1M Add +110.8%
PEY Invesco High Yield Equity Di 0.41% 51,686 $1.1M Reduce -63.2%
INTF iShares International Equity 0.41% 30,026 $1.1M Add +50.3%
ABBV Abbvie Inc. 0.36% 4,091 $947K Reduce -0.9%
SPHY SS SPDR P High Yield ETF 0.32% 35,395 $847K Reduce -15.3%
JPM JPMorgan Chase & Co. 0.31% 2,637 $832K Reduce -5.5%
GOOG Alphabet Inc. Class C 0.30% 3,305 $805K Reduce -1.9%
HYMB SS SPDR N Ice HY Muni ETF 0.30% 32,247 $804K Add +255.5%
CRM Salesforce Inc. 0.27% 3,058 $725K Reduce -15.2%
UBER Uber Technologies Inc. 0.27% 7,371 $722K Reduce -5.7%
IYK iShares US Consumer Staples 0.27% 10,497 $718K Reduce -2.3%
IJH iShares Core S&P Midcap ETF 0.27% 10,990 $717K Add +2.2%
FDEM Fidelity Emrg MRKT Multifact 0.27% 23,585 $709K Add +9.7%
FLOT iShares Floating Rate Bond E 0.26% 13,670 $698K Add +7.3%
PINS Pinterest Inc. Class A 0.25% 20,445 $658K Reduce -3.5%
V Visa Inc. Class A 0.24% 1,901 $649K No change
FCAL First Trust California Munic 0.24% 13,072 $638K Reduce -13.8%
SCHG Schwab US Large-Cap Growth 0.24% 19,630 $626K Reduce -9.7%
VTI VG Morningstar TS MKT ETF-US 0.23% 1,899 $623K Reduce -0.3%
RBLX Roblox Corp. Class A 0.22% 4,300 $596K Add +20.7%
APP AppLovin Corp. Class A 0.22% 817 $587K Reduce -17.1%
JPST JPMorgan Ultra-Short Income 0.22% 11,482 $582K New
DON Wisdomtree US Midcap Dividen 0.22% 11,050 $578K Reduce -9.0%
IYG iShares U.S. Financial Servi 0.22% 6,388 $573K Reduce -8.6%
SHOP Shopify Inc. Class A 0.22% 3,852 $572K Reduce -5.2%
IDHQ Invesco S&P International DE 0.21% 16,870 $568K Reduce -2.9%
DIAL Columbia Divers Fix Inc. ETF 0.21% 30,502 $563K Add +5.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.20% 10,386 $520K Add +79.9%
ILCG iShares Morningstar Growth E 0.19% 4,813 $502K Reduce -9.8%
RWJ Invesco S&P Smallcap 600 0.18% 10,043 $485K Reduce -14.1%
NAC Nuveen Ca QLTY Muni Inc. 0.18% 41,235 $474K Add +0.2%
PLTR Palantir Technologies Inc. Class A 0.17% 2,519 $460K Reduce -9.0%
VBIL Vanguard 0-3M T-Bill ETF 0.17% 6,057 $458K Reduce -21.0%
IYW iShares Ustechnology ETF 0.16% 2,237 $438K No change
VB Vanguard Most SM-Cap ETF-Usd 0.16% 1,698 $432K Add +18.2%
ISCB iShares Morningstar SM Cap 0.16% 6,609 $419K Reduce -7.0%
VOO Vanguard S&P 500 ETF 0.16% 679 $416K Reduce -3.5%
DASH DoorDash Inc. Class A 0.15% 1,460 $397K Reduce -6.6%
MUST Columbia Multi-Sect Muni Inc. 0.15% 18,976 $390K No change
NUSC Nuveen ESG Small-Cap ETF 0.15% 8,802 $388K Reduce -9.1%
MOAT Vaneck Morningstar Wide Moat 0.13% 3,527 $350K Reduce -4.2%
CSCO Cisco Systems Inc. 0.13% 5,029 $344K Reduce -6.1%
JEPI JPMorgan Equity Premium Inco 0.13% 6,002 $343K Add +31.4%
DES Wisdomtree US Smallcap Divid 0.12% 9,229 $311K Reduce -20.7%
COST Costco Wholesale Corp. 0.11% 328 $303K Reduce -1.8%
RWK Invesco S&P Midcap 400 Rev 0.11% 2,422 $303K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 972 $286K Reduce -9.1%
LLY Eli Lilly & Co. 0.11% 373 $285K Reduce -5.3%
IMCV iShares Morningstar Mid-Cap 0.10% 3,392 $273K No change
IJR iShares Core S&P Small-Cap E 0.10% 2,243 $267K Reduce -1.9%
BND Vanguard Total Bond Market 0.10% 3,491 $260K Reduce -28.6%
QQQ Invesco QQQ Trust Series 1 0.09% 418 $251K Add +4.8%
MRNA Moderna Inc. 0.09% 9,463 $244K Reduce -3.6%
PFF iShares Preferred & Income S 0.09% 7,645 $242K Reduce -12.8%
AGG iShares Core U.S. Aggregate 0.08% 2,240 $225K Reduce -16.6%
IJK iShares S&P Mid-Cap 400 Grow 0.08% 2,300 $221K Reduce -0.5%
IXJ iShares Global Healthcare Et 0.08% 2,479 $220K Reduce -28.9%
ADSK Autodesk Inc. 0.08% 679 $216K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 424 $203K New
UA Under Armour Inc. Class C 0.04% 23,857 $115K No change

Portfolio Sells Q2 2025 → Q3 2025
SCHD Schwab US DVD Equity ETF Reduce -32.0% 4.05% −2.28
RSP Invesco S&P 500 Equal Weight Reduce -13.3% 3.94% −0.82
PEY Invesco High Yield Equity Di Reduce -63.2% 0.41% −0.77
VIOO Vanguard S&P Small-Cap 600 E Reduce -10.0% 3.97% −0.45
VIGI Vanguard Int Div App Indx FD Reduce -13.4% 1.63% −0.44
SPG Simon Property Group Inc. Reduce -21.3% 1.64% −0.31
WPC WP Carey Inc. Reduce -22.3% 0.76% −0.23
META Meta Platforms Inc. Class A Reduce -3.9% 1.51% −0.22
PFE Pfizer Inc. Reduce -8.7% 1.47% −0.21
VIG Vanguard Dividend Apprec ETF Reduce -6.0% 1.93% −0.20
SHY iShares 1-3 Year Treasury Bo Reduce -3.1% 1.09% −0.14
CRM Salesforce Inc. Reduce -15.2% 0.27% −0.13
VYM Vanguard High DVD Yield ETF Reduce -8.9% 0.73% −0.10
QCOM Qualcomm Inc. Sold out 0.00% −0.09
EMHY iShares J.P. Morgan Em High Sold out 0.00% −0.09
SPHY SS SPDR P High Yield ETF Reduce -15.3% 0.32% −0.09
MSTR Strategy Inc. Sold out 0.00% −0.09
RMBS Rambus Inc. Sold out 0.00% −0.09
VBIL Vanguard 0-3M T-Bill ETF Reduce -21.0% 0.17% −0.07
PINS Pinterest Inc. Class A Reduce -3.5% 0.25% −0.07
FCAL First Trust California Munic Reduce -13.8% 0.24% −0.06
USMV iShares MSCI USA Min Vol Fac Reduce -2.2% 0.50% −0.05
BND Vanguard Total Bond Market Reduce -28.6% 0.10% −0.05
IYK iShares US Consumer Staples Reduce -2.3% 0.27% −0.04
IXJ iShares Global Healthcare Et Reduce -28.9% 0.08% −0.04
RIVN Rivian Automotive Inc. Class A Reduce -5.7% 0.44% −0.04
DES Wisdomtree US Smallcap Divid Reduce -20.7% 0.12% −0.04
DON Wisdomtree US Midcap Dividen Reduce -9.0% 0.22% −0.03
IYG iShares U.S. Financial Servi Reduce -8.6% 0.22% −0.03
UBER Uber Technologies Inc. Reduce -5.7% 0.27% −0.03
RWJ Invesco S&P Smallcap 600 Reduce -14.1% 0.18% −0.03
SCHG Schwab US Large-Cap Growth Reduce -9.7% 0.24% −0.03
AGG iShares Core U.S. Aggregate Reduce -16.6% 0.08% −0.03
ILCG iShares Morningstar Growth E Reduce -9.8% 0.19% −0.02
CSCO Cisco Systems Inc. Reduce -6.1% 0.13% −0.02
IDHQ Invesco S&P International DE Reduce -2.9% 0.21% −0.02
COST Costco Wholesale Corp. Reduce -1.8% 0.11% −0.02
JPM JPMorgan Chase & Co. Reduce -5.5% 0.31% −0.02
PFF iShares Preferred & Income S Reduce -12.8% 0.09% −0.02
MRNA Moderna Inc. Reduce -3.6% 0.09% −0.02
LLY Eli Lilly & Co. Reduce -5.3% 0.11% −0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -9.1% 0.11% −0.02
NUSC Nuveen ESG Small-Cap ETF Reduce -9.1% 0.15% −0.02
AAPL Apple Inc. Reduce -12.8% 1.48% −0.02
ISCB iShares Morningstar SM Cap Reduce -7.0% 0.16% −0.01
MOAT Vaneck Morningstar Wide Moat Reduce -4.2% 0.13% −0.01
DASH DoorDash Inc. Class A Reduce -6.6% 0.15% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.5% 0.16% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 0.23% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.5% 0.08% −0.00

Portfolio Buys Q2 2025 → Q3 2025
FDVV Fidelity High Dividend ETF Add +399.4% 2.16% +1.71
FRT Federal Realty Invs Trust New 0.56% +0.56
JMUB JPMorgan Municipal ETF New 0.44% +0.44
GOOGL Alphabet Inc. Class A Add +1.5% 1.77% +0.39
SPYM Ste STR SPDR PT S&P 500 ETF Add +53.7% 1.09% +0.37
TSM Taiwan Semiconductor-SP ADR Add +24.3% 1.29% +0.37
UNH Unitedhealth Group Inc. Add +310.2% 0.43% +0.33
BNDX Vanguard Total Intl Bond ETF Add +105.1% 0.61% +0.28
IVV iShares Core S&P 500 ETF Add +3.7% 12.77% +0.28
GLBE Global-E Online Ltd. Add +16.3% 1.88% +0.22
JPST JPMorgan Ultra-Short Income New 0.22% +0.22
HYMB SS SPDR N Ice HY Muni ETF Add +255.5% 0.30% +0.21
NOW ServiceNow Inc. Add +110.8% 0.41% +0.17
MRVL Marvell Technology Inc. Add +44.8% 0.49% +0.15
MUB iShares National Muni Bond E Add +53.6% 0.42% +0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.6% 5.69% +0.13
INTF iShares International Equity Add +50.3% 0.41% +0.12
O Realty Income Corp. Add +39.9% 0.46% +0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +79.9% 0.20% +0.08
VUG Vanguard Mrngstar GR ETF-Sui New 0.08% +0.08
XMHQ Invesco S&P Midcap Qual ETF Add +10.5% 1.02% +0.07
RBLX Roblox Corp. Class A Add +20.7% 0.22% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +18.2% 0.16% +0.02
JEPI JPMorgan Equity Premium Inco Add +31.4% 0.13% +0.02
FDEM Fidelity Emrg MRKT Multifact Add +9.7% 0.27% +0.02
MSFT Microsoft Corp. Add +5.3% 2.20% +0.01
QQQ Invesco QQQ Trust Series 1 Add +4.8% 0.09% +0.00
IJH iShares Core S&P Midcap ETF Add +2.2% 0.27% −0.00
FLOT iShares Floating Rate Bond E Add +7.3% 0.26% −0.00
DIAL Columbia Divers Fix Inc. ETF Add +5.4% 0.21% −0.01
XSMO Invesco S&P Smallcap Momentu Add +0.4% 0.77% −0.01
FBND Fidelity Total Bond ETF Add +8.1% 6.38% −0.01
NAC Nuveen Ca QLTY Muni Inc. Add +0.2% 0.18% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +3.2% 0.44% −0.02
KMID Virtus Kar Mid-Cap ETF Add +4.7% 2.21% −0.14
AMZN Amazon.com Inc. Add +2.7% 2.74% −0.18

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