New Insight Wealth Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), New Insight Wealth Advisors reported 111 stock positions worth $279.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.6% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.4%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.6%). Compared with Q3 2025, it opened 8 new positions, sold out of 3, added to 49 and reduced 45. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +10%) and the biggest sale an exit from Axcelis Technologies (ACLS).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0002022328
- Portfolio Value
- $279.9M (Q4 2025)
- SEC Filing
- 0002022328-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 111 stocks · $279.9M
| IVV iShares Core S&P 500 ETF | 13.61% | 55,634 | $38.1M | Add +9.7% |
| FBND Fidelity Total Bond ETF | 6.36% | 386,777 | $17.8M | Add +5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.57% | 53,768 | $15.6M | Add +4.5% |
| VGT Vanguard Info Tech ETF | 4.12% | 15,307 | $11.5M | Add +4.6% |
| RSP Invesco S&P 500 Equal Weight | 3.55% | 51,898 | $9.9M | Reduce -6.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.44% | 86,732 | $9.6M | Reduce -9.2% |
| IXN iShares Global Tech ETF | 3.34% | 88,998 | $9.3M | Add +3.2% |
| SCHD Schwab US DVD Equity ETF | 3.06% | 312,677 | $8.6M | Reduce -20.8% |
| AMZN Amazon.com Inc. | 2.78% | 33,708 | $7.8M | Add +1.6% |
| FDVV Fidelity High Dividend ETF | 2.76% | 136,175 | $7.7M | Add +32.4% |
| TSLA Tesla Inc. | 2.57% | 16,002 | $7.2M | Reduce -18.9% |
| GOOGL Alphabet Inc. Class A | 2.39% | 21,340 | $6.7M | Add +10.4% |
| MSFT Microsoft Corp. | 2.15% | 12,422 | $6.0M | Add +10.0% |
| KMID Virtus Kar Mid-Cap ETF | 2.10% | 241,694 | $5.9M | Add +1.7% |
| GLBE Global-E Online Ltd. | 1.96% | 139,517 | $5.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.85% | 23,600 | $5.2M | Reduce -0.9% |
| AAPL Apple Inc. | 1.83% | 18,882 | $5.1M | Add +22.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.62% | 14,892 | $4.5M | Add +21.7% |
| PFE Pfizer Inc. | 1.36% | 153,224 | $3.8M | Add +0.0% |
| META Meta Platforms Inc. Class A | 1.36% | 5,775 | $3.8M | Add +6.0% |
| SPG Simon Property Group Inc. | 1.29% | 19,523 | $3.6M | Reduce -16.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.21% | 42,135 | $3.4M | Add +14.4% |
| NVDA Nvidia Corp. | 1.15% | 17,210 | $3.2M | Add +4.2% |
| VIGI Vanguard Int Div App Indx FD | 1.13% | 34,658 | $3.2M | Reduce -28.6% |
| FRT Federal Realty Invs Trust | 1.11% | 30,736 | $3.1M | Add +110.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.05% | 28,757 | $2.9M | Add +11.5% |
| INTF iShares International Equity | 1.02% | 75,672 | $2.9M | Add +152.0% |
| GS Goldman Sachs Group Inc. | 0.96% | 3,044 | $2.7M | Add +1.3% |
| JMUB JPMorgan Municipal ETF | 0.87% | 48,175 | $2.4M | Add +107.9% |
| AVGO Broadcom Inc. | 0.84% | 6,777 | $2.3M | Reduce -4.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.84% | 28,227 | $2.3M | Reduce -19.2% |
| BABA Alibaba Group Holding-SP ADR | 0.82% | 15,717 | $2.3M | Add +1.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.72% | 27,896 | $2.0M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.69% | 39,817 | $1.9M | Add +21.9% |
| VYM Vanguard High DVD Yield ETF | 0.66% | 12,870 | $1.8M | Reduce -6.8% |
| O Realty Income Corp. | 0.64% | 31,707 | $1.8M | Add +57.6% |
| ROST Ross Stores Inc. | 0.63% | 9,773 | $1.8M | No change |
| SMH Vaneck Semiconductor ETF | 0.63% | 4,874 | $1.8M | Reduce -4.6% |
| WPC WP Carey Inc. | 0.59% | 25,590 | $1.6M | Reduce -14.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.54% | 16,057 | $1.5M | Add +15.5% |
| RIVN Rivian Automotive Inc. Class A | 0.54% | 76,164 | $1.5M | Reduce -5.3% |
| MINV Matthews Asia Innovators Act | 0.53% | 42,025 | $1.5M | Reduce -1.6% |
| DIAL Columbia Divers Fix Inc. ETF | 0.51% | 78,489 | $1.4M | Add +157.3% |
| MRVL Marvell Technology Inc. | 0.49% | 16,265 | $1.4M | Add +4.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.46% | 51,526 | $1.3M | Add +59.8% |
| UNH Unitedhealth Group Inc. | 0.45% | 3,852 | $1.3M | Add +15.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 15,315 | $1.2M | Add +4.0% |
| FDEM Fidelity Emrg MRKT Multifact | 0.41% | 37,447 | $1.2M | Add +58.8% |
| MUB iShares National Muni Bond E | 0.40% | 10,400 | $1.1M | Reduce -1.2% |
| JSCP JPMorgan Short Duration Core | 0.40% | 23,333 | $1.1M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 3,151 | $989K | Reduce -4.7% |
| PEY Invesco High Yield Equity Di | 0.35% | 48,187 | $982K | Reduce -6.8% |
| NOW ServiceNow Inc. | 0.33% | 5,995 | $918K | Add +0.7% |
| FCAL First Trust California Munic | 0.32% | 18,162 | $896K | Add +38.9% |
| ABBV Abbvie Inc. | 0.32% | 3,890 | $889K | Reduce -4.9% |
| SPHY SS SPDR P High Yield ETF | 0.30% | 35,895 | $850K | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,615 | $843K | Reduce -0.8% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.29% | 69,785 | $824K | Add +69.2% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 16,043 | $812K | Add +39.7% |
| CRM Salesforce Inc. | 0.26% | 2,714 | $719K | Reduce -11.3% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 12,252 | $701K | Add +104.1% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 10,531 | $695K | Reduce -4.2% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 21,118 | $689K | Add +7.6% |
| V Visa Inc. Class A | 0.24% | 1,956 | $686K | Add +2.9% |
| IYK iShares US Consumer Staples | 0.24% | 10,040 | $672K | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 1,912 | $641K | Add +0.7% |
| IDHQ Invesco S&P International DE | 0.22% | 17,357 | $610K | Add +2.9% |
| DON Wisdomtree US Midcap Dividen | 0.21% | 11,489 | $593K | Add +4.0% |
| SHOP Shopify Inc. Class A | 0.21% | 3,576 | $576K | Reduce -7.2% |
| UBER Uber Technologies Inc. | 0.20% | 6,919 | $565K | Reduce -6.1% |
| IYG iShares U.S. Financial Servi | 0.19% | 5,873 | $542K | Reduce -8.1% |
| PINS Pinterest Inc. Class A | 0.19% | 20,475 | $530K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.18% | 823 | $516K | Add +21.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 10,000 | $503K | Reduce -3.7% |
| RWJ Invesco S&P Smallcap 600 | 0.17% | 9,615 | $468K | Reduce -4.3% |
| ILCG iShares Morningstar Growth E | 0.16% | 4,428 | $461K | Reduce -8.0% |
| IYW iShares Ustechnology ETF | 0.16% | 2,237 | $447K | No change |
| FLOT iShares Floating Rate Bond E | 0.15% | 8,426 | $429K | Reduce -38.4% |
| FBCG Fidelity Blue Chip Grow ETF | 0.15% | 7,792 | $427K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 1,644 | $424K | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.15% | 384 | $412K | Add +3.0% |
| LULU Lululemon Athletica Inc. | 0.15% | 1,957 | $407K | New |
| VBIL Vanguard 0-3M T-Bill ETF | 0.14% | 5,350 | $404K | Reduce -11.7% |
| CSCO Cisco Systems Inc. | 0.14% | 5,029 | $387K | No change |
| ISCB iShares Morningstar SM Cap | 0.13% | 5,783 | $376K | Reduce -12.5% |
| NUSC Nuveen ESG Small-Cap ETF | 0.13% | 8,384 | $374K | Reduce -4.8% |
| APP AppLovin Corp. Class A | 0.13% | 520 | $350K | Reduce -36.4% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 1,960 | $348K | Reduce -22.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.12% | 3,310 | $343K | Reduce -6.2% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 2,762 | $332K | Add +23.1% |
| DASH DoorDash Inc. Class A | 0.12% | 1,427 | $323K | Reduce -2.3% |
| RWK Invesco S&P Midcap 400 Rev | 0.11% | 2,422 | $306K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 619 | $302K | Add +46.0% |
| DES Wisdomtree US Smallcap Divid | 0.11% | 8,898 | $298K | Reduce -3.6% |
| BND Vanguard Total Bond Market | 0.10% | 3,841 | $285K | Add +10.0% |
| IMCV iShares Morningstar Mid-Cap | 0.10% | 3,392 | $279K | No change |
| COST Costco Wholesale Corp. | 0.10% | 319 | $275K | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 396 | $243K | Reduce -5.3% |
| PFF iShares Preferred & Income S | 0.08% | 7,645 | $237K | No change |
| MRNA Moderna Inc. | 0.08% | 7,852 | $232K | Reduce -17.0% |
Portfolio Sells Q3 2025 → Q4 2025
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.99 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.8% | 3.06% | −0.99 |
| TSLA Tesla Inc. | Reduce -18.9% | 2.57% | −0.73 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -9.2% | 3.44% | −0.53 |
| VIGI Vanguard Int Div App Indx FD | Reduce -28.6% | 1.13% | −0.50 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.1% | 3.55% | −0.39 |
| SPG Simon Property Group Inc. | Reduce -16.1% | 1.29% | −0.35 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -19.2% | 0.84% | −0.26 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.22 |
| WPC WP Carey Inc. | Reduce -14.0% | 0.59% | −0.17 |
| MUST Columbia Multi-Sect Muni Inc. | Sold out | 0.00% | −0.15 |
| FLOT iShares Floating Rate Bond E | Reduce -38.4% | 0.15% | −0.11 |
| APP AppLovin Corp. Class A | Reduce -36.4% | 0.13% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 1.85% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.8% | 0.66% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -6.1% | 0.20% | −0.07 |
| MINV Matthews Asia Innovators Act | Reduce -1.6% | 0.53% | −0.07 |
| PEY Invesco High Yield Equity Di | Reduce -6.8% | 0.35% | −0.06 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -0.1% | 0.72% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -22.2% | 0.12% | −0.05 |
| AVGO Broadcom Inc. | Reduce -4.8% | 0.84% | −0.05 |
| ABBV Abbvie Inc. | Reduce -4.9% | 0.32% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -2.3% | 0.12% | −0.03 |
| IYK iShares US Consumer Staples | Reduce -4.3% | 0.24% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -18.6% | 0.08% | −0.03 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -11.7% | 0.14% | −0.03 |
| ILCG iShares Morningstar Growth E | Reduce -8.0% | 0.16% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 0.40% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -12.5% | 0.13% | −0.02 |
| IYG iShares U.S. Financial Servi | Reduce -8.1% | 0.19% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.2% | 0.25% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.7% | 0.18% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.10% | −0.02 |
| CRM Salesforce Inc. | Reduce -11.3% | 0.26% | −0.02 |
| RWJ Invesco S&P Smallcap 600 | Reduce -4.3% | 0.17% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -9.7% | 0.07% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -4.8% | 0.13% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.30% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.2% | 0.15% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -3.6% | 0.11% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -7.2% | 0.21% | −0.01 |
| MRNA Moderna Inc. | Reduce -17.0% | 0.08% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.2% | 0.12% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 0.09% | −0.01 |
| IXJ iShares Global Healthcare Et | Reduce -12.4% | 0.08% | −0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -4.6% | 0.63% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 0.35% | +0.05 |
| RIVN Rivian Automotive Inc. Class A | Reduce -5.3% | 0.54% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +9.7% | 13.61% | +0.84 |
| GOOGL Alphabet Inc. Class A | Add +10.4% | 2.39% | +0.62 |
| INTF iShares International Equity | Add +152.0% | 1.02% | +0.61 |
| FDVV Fidelity High Dividend ETF | Add +32.4% | 2.76% | +0.60 |
| FRT Federal Realty Invs Trust | Add +110.4% | 1.11% | +0.55 |
| JMUB JPMorgan Municipal ETF | Add +107.9% | 0.87% | +0.43 |
| JSCP JPMorgan Short Duration Core | New | 0.40% | +0.40 |
| AAPL Apple Inc. | Add +22.5% | 1.83% | +0.36 |
| TSM Taiwan Semiconductor-SP ADR | Add +21.7% | 1.62% | +0.33 |
| DIAL Columbia Divers Fix Inc. ETF | Add +157.3% | 0.51% | +0.30 |
| O Realty Income Corp. | Add +57.6% | 0.64% | +0.18 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +59.8% | 0.46% | +0.16 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.15% | +0.15 |
| FDEM Fidelity Emrg MRKT Multifact | Add +58.8% | 0.41% | +0.15 |
| LULU Lululemon Athletica Inc. | New | 0.15% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.4% | 1.21% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +104.1% | 0.25% | +0.12 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +69.2% | 0.29% | +0.12 |
| FCAL First Trust California Munic | Add +38.9% | 0.32% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +21.9% | 0.69% | +0.08 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.08% | +0.08 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +39.7% | 0.29% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.96% | +0.06 |
| BLND Blend Labs Inc. Class A | New | 0.05% | +0.05 |
| USMV iShares MSCI USA Min Vol Fac | Add +15.5% | 0.54% | +0.04 |
| LLY Eli Lilly & Co. | Add +3.0% | 0.15% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.6% | 2.78% | +0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +11.5% | 1.05% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +46.0% | 0.11% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +21.2% | 0.18% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +15.4% | 0.45% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +23.1% | 0.12% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +4.6% | 4.12% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +7.6% | 0.25% | +0.01 |
| IDHQ Invesco S&P International DE | Add +2.9% | 0.22% | +0.00 |
| BND Vanguard Total Bond Market | Add +10.0% | 0.10% | +0.00 |
| MRVL Marvell Technology Inc. | Add +4.4% | 0.49% | +0.00 |
| V Visa Inc. Class A | Add +2.9% | 0.24% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +3.5% | 0.08% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.23% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Add +4.0% | 0.21% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.0% | 0.44% | −0.01 |
| IXN iShares Global Tech ETF | Add +3.2% | 3.34% | −0.01 |
| NVDA Nvidia Corp. | Add +4.2% | 1.15% | −0.01 |
| SPHY SS SPDR P High Yield ETF | Add +1.4% | 0.30% | −0.02 |
| FBND Fidelity Total Bond ETF | Add +5.4% | 6.36% | −0.02 |
| MSFT Microsoft Corp. | Add +10.0% | 2.15% | −0.05 |
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 |