New Insight Wealth Advisors

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), New Insight Wealth Advisors reported 107 stock positions worth $278.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.3% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.5%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 39 and reduced 51. The biggest buy was iShares International Equity (INTF, shares +82%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −0%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0002022328
Portfolio Value
$278.9M (Q1 2026)
SEC Filing
0002022328-26-000002 ↗ filed May 8, 2026

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 Q3 2025 Q4 2025: $279.9M Q4 2025 Q1 2026: $278.9M $278.9M Q1 2026 Q2 2026: $339.2M Q2 2026

Holdings 107 stocks · $278.9M
IVV iShares Core S&P 500 ETF 13.35% 56,976 $37.2M Add +2.4%
FBND Fidelity Total Bond ETF 6.47% 395,785 $18.1M Add +2.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.47% 53,142 $15.3M Reduce -1.2%
VGT Vanguard Info Tech ETF 3.83% 15,300 $10.7M Reduce -0.1%
RSP Invesco S&P 500 Equal Weight 3.30% 48,008 $9.2M Reduce -7.5%
IXN iShares Global Tech ETF 3.18% 88,698 $8.9M Reduce -0.3%
VIOO Vanguard S&P Small-Cap 600 E 3.17% 76,908 $8.8M Reduce -11.3%
SCHD Schwab US DVD Equity ETF 3.00% 273,129 $8.4M Reduce -12.7%
FDVV Fidelity High Dividend ETF 2.84% 143,620 $7.9M Add +5.5%
AMZN Amazon.com Inc. 2.68% 35,950 $7.5M Add +6.7%
GOOGL Alphabet Inc. Class A 2.36% 22,855 $6.6M Add +7.1%
TSLA Tesla Inc. 2.14% 16,020 $6.0M Add +0.1%
KMID Virtus Kar Mid-Cap ETF 2.06% 240,487 $5.7M Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 2.00% 16,529 $5.6M Add +11.0%
INTF iShares International Equity 1.92% 137,763 $5.4M Add +82.0%
MSFT Microsoft Corp. 1.83% 13,814 $5.1M Add +11.2%
VIG Vanguard Dividend Apprec ETF 1.76% 22,763 $4.9M Reduce -3.5%
AAPL Apple Inc. 1.67% 18,298 $4.6M Reduce -3.1%
JMUB JPMorgan Municipal ETF 1.57% 87,844 $4.4M Add +82.3%
GLBE Global-E Online Ltd. 1.54% 139,517 $4.3M No change
PFE Pfizer Inc. 1.47% 145,941 $4.1M Reduce -4.8%
META Meta Platforms Inc. Class A 1.36% 6,644 $3.8M Add +15.1%
FRT Federal Realty Invs Trust 1.30% 34,080 $3.6M Add +10.9%
JSCP JPMorgan Short Duration Core 1.27% 74,646 $3.5M Add +219.9%
SPYM Ste STR SPDR PT S&P 500 ETF 1.19% 43,332 $3.3M Add +2.8%
SPG Simon Property Group Inc. 1.19% 17,768 $3.3M Reduce -9.0%
NVDA Nvidia Corp. 1.09% 17,374 $3.0M Add +0.9%
XMHQ Invesco S&P Midcap Qual ETF 1.06% 28,677 $3.0M Reduce -0.3%
GS Goldman Sachs Group Inc. 0.89% 2,942 $2.5M Reduce -3.4%
VIGI Vanguard Int Div App Indx FD 0.88% 27,598 $2.4M Reduce -20.4%
FDEM Fidelity Emrg MRKT Multifact 0.81% 71,800 $2.3M Add +91.7%
RIVN Rivian Automotive Inc. Class A 0.79% 146,564 $2.2M Add +92.4%
XSMO Invesco S&P Smallcap Momentu 0.76% 27,896 $2.1M No change
ROST Ross Stores Inc. 0.76% 9,773 $2.1M No change
O Realty Income Corp. 0.76% 34,556 $2.1M Add +9.0%
AVGO Broadcom Inc. 0.74% 6,626 $2.1M Reduce -2.2%
BABA Alibaba Group Holding-SP ADR 0.72% 15,912 $2.0M Add +1.2%
SMH Vaneck Semiconductor ETF 0.67% 4,854 $1.9M Reduce -0.4%
BNDX Vanguard Total Intl Bond ETF 0.67% 38,604 $1.9M Reduce -3.0%
VYM Vanguard High DVD Yield ETF 0.64% 11,961 $1.8M Reduce -7.1%
UNH Unitedhealth Group Inc. 0.61% 6,244 $1.7M Add +62.1%
MINV Matthews Asia Innovators Act 0.58% 42,464 $1.6M Add +1.0%
MRVL Marvell Technology Inc. 0.57% 16,062 $1.6M Reduce -1.3%
DIAL Columbia Divers Fix Inc. ETF 0.55% 85,043 $1.5M Add +8.3%
SHY iShares 1-3 Year Treasury Bo 0.54% 18,399 $1.5M Reduce -34.8%
MUB iShares National Muni Bond E 0.54% 14,147 $1.5M Add +36.0%
WPC WP Carey Inc. 0.53% 21,867 $1.5M Reduce -14.6%
USMV iShares MSCI USA Min Vol Fac 0.52% 15,557 $1.4M Reduce -3.1%
HYMB SS SPDR N Ice HY Muni ETF 0.48% 53,453 $1.3M Add +3.7%
GOOG Alphabet Inc. Class C 0.46% 4,457 $1.3M Add +41.5%
NAC Nuveen Ca QLTY Muni Inc. 0.42% 99,735 $1.2M Add +42.9%
VCSH Vanguard S/T Corp. Bond ETF 0.41% 14,430 $1.1M Reduce -5.8%
JEPI JPMorgan Equity Premium Inco 0.40% 19,661 $1.1M Add +60.5%
FCAL First Trust California Munic 0.37% 21,172 $1.0M Add +16.6%
JPST JPMorgan Ultra-Short Income 0.29% 16,222 $821K Add +1.1%
SPHY SS SPDR P High Yield ETF 0.29% 34,785 $811K Reduce -3.1%
LULU Lululemon Athletica Inc. 0.29% 5,203 $797K Add +165.9%
ABBV Abbvie Inc. 0.27% 3,401 $740K Reduce -12.6%
JPM JPMorgan Chase & Co. 0.26% 2,503 $736K Reduce -4.3%
PEY Invesco High Yield Equity Di 0.26% 33,301 $713K Reduce -30.9%
IJH iShares Core S&P Midcap ETF 0.25% 10,384 $701K Reduce -1.4%
IYK iShares US Consumer Staples 0.23% 9,145 $640K Reduce -8.9%
DON Wisdomtree US Midcap Dividen 0.22% 11,903 $625K Add +3.6%
SCHG Schwab US Large-Cap Growth 0.22% 21,118 $615K No change
IDHQ Invesco S&P International DE 0.22% 17,357 $614K No change
VTI VG Morningstar TS MKT ETF-US 0.22% 1,912 $613K No change
V Visa Inc. Class A 0.21% 1,906 $576K Reduce -2.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 10,143 $506K Add +1.4%
DOC Healthpeak Properties Inc. 0.18% 30,769 $506K New
IYG iShares U.S. Financial Servi 0.17% 5,834 $483K Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.17% 792 $474K Reduce -3.8%
NOW ServiceNow Inc. 0.17% 4,500 $470K Reduce -24.9%
VB Vanguard Most SM-Cap ETF-Usd 0.15% 1,579 $414K Reduce -4.0%
IYW iShares Ustechnology ETF 0.15% 2,237 $406K No change
UBER Uber Technologies Inc. 0.15% 5,642 $406K Reduce -18.5%
CRM Salesforce Inc. 0.15% 2,169 $405K Reduce -20.1%
MRNA Moderna Inc. 0.14% 7,777 $395K Reduce -1.0%
FBCG Fidelity Blue Chip Grow ETF 0.14% 7,853 $394K Add +0.8%
CSCO Cisco Systems Inc. 0.14% 5,030 $390K Add +0.0%
RWJ Invesco S&P Smallcap 600 0.14% 7,567 $382K Reduce -21.3%
SHOP Shopify Inc. Class A 0.14% 3,199 $379K Reduce -10.5%
PINS Pinterest Inc. Class A 0.13% 20,475 $376K No change
ILCG iShares Morningstar Growth E 0.13% 3,902 $373K Reduce -11.9%
ISCB iShares Morningstar SM Cap 0.13% 5,543 $361K Reduce -4.2%
NUSC Nuveen ESG Small-Cap ETF 0.12% 7,656 $345K Reduce -8.7%
LLY Eli Lilly & Co. 0.12% 374 $344K Reduce -2.6%
DES Wisdomtree US Smallcap Divid 0.11% 8,758 $315K Reduce -1.6%
APP AppLovin Corp. Class A 0.11% 766 $305K Add +47.3%
RWK Invesco S&P Midcap 400 Rev 0.11% 2,348 $301K Reduce -3.1%
IJR iShares Core S&P Small-Cap E 0.10% 2,327 $289K Reduce -15.8%
IMCV iShares Morningstar Mid-Cap 0.10% 3,392 $288K No change
COST Costco Wholesale Corp. 0.10% 286 $285K Reduce -10.3%
BND Vanguard Total Bond Market 0.10% 3,841 $283K No change
AMAT Applied Materials Inc. 0.10% 820 $280K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 641 $280K Add +3.5%
FLOT iShares Floating Rate Bond E 0.10% 5,405 $275K Reduce -35.9%
PLTR Palantir Technologies Inc. Class A 0.09% 1,785 $261K Reduce -8.9%
MOAT Vaneck Morningstar Wide Moat 0.09% 2,635 $255K Reduce -20.4%
QQQ Invesco QQQ Trust Series 1 0.09% 415 $240K Add +4.8%
IJK iShares S&P Mid-Cap 400 Grow 0.09% 2,355 $237K Reduce -1.1%
MDT Medtronic PLC 0.08% 2,551 $221K New
IJT iShares S&P Small-Cap 600 GR 0.08% 1,503 $217K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 448 $215K Add +3.5%
DASH DoorDash Inc. Class A 0.08% 1,427 $214K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 798 $205K Add +0.9%
UA Under Armour Inc. Class C 0.05% 23,857 $138K No change
BLND Blend Labs Inc. Class A 0.03% 45,355 $77K No change

Portfolio Sells Q4 2025 → Q1 2026
VGT Vanguard Info Tech ETF Reduce -0.1% 3.83% −0.29
SHY iShares 1-3 Year Treasury Bo Reduce -34.8% 0.54% −0.29
VIOO Vanguard S&P Small-Cap 600 E Reduce -11.3% 3.17% −0.27
VIGI Vanguard Int Div App Indx FD Reduce -20.4% 0.88% −0.26
RSP Invesco S&P 500 Equal Weight Reduce -7.5% 3.30% −0.25
AAPL Apple Inc. Reduce -3.1% 1.67% −0.17
NOW ServiceNow Inc. Reduce -24.9% 0.17% −0.16
IXN iShares Global Tech ETF Reduce -0.3% 3.18% −0.16
VBIL Vanguard 0-3M T-Bill ETF Sold out 0.00% −0.14
CRM Salesforce Inc. Reduce -20.1% 0.15% −0.11
AVGO Broadcom Inc. Reduce -2.2% 0.74% −0.10
SPG Simon Property Group Inc. Reduce -9.0% 1.19% −0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.2% 5.47% −0.10
VIG Vanguard Dividend Apprec ETF Reduce -3.5% 1.76% −0.10
PEY Invesco High Yield Equity Di Reduce -30.9% 0.26% −0.10
PFF iShares Preferred & Income S Sold out 0.00% −0.08
MU Micron Technology Inc. Sold out 0.00% −0.08
IXJ iShares Global Healthcare Et Sold out 0.00% −0.08
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.07
ADSK Autodesk Inc. Sold out 0.00% −0.07
SHOP Shopify Inc. Class A Reduce -10.5% 0.14% −0.07
GS Goldman Sachs Group Inc. Reduce -3.4% 0.89% −0.06
SCHD Schwab US DVD Equity ETF Reduce -12.7% 3.00% −0.06
UBER Uber Technologies Inc. Reduce -18.5% 0.15% −0.06
WPC WP Carey Inc. Reduce -14.6% 0.53% −0.06
FLOT iShares Floating Rate Bond E Reduce -35.9% 0.10% −0.05
ABBV Abbvie Inc. Reduce -12.6% 0.27% −0.05
KMID Virtus Kar Mid-Cap ETF Reduce -0.5% 2.06% −0.05
V Visa Inc. Class A Reduce -2.6% 0.21% −0.04
JPM JPMorgan Chase & Co. Reduce -4.3% 0.26% −0.04
MOAT Vaneck Morningstar Wide Moat Reduce -20.4% 0.09% −0.03
ILCG iShares Morningstar Growth E Reduce -11.9% 0.13% −0.03
PLTR Palantir Technologies Inc. Class A Reduce -8.9% 0.09% −0.03
RWJ Invesco S&P Smallcap 600 Reduce -21.3% 0.14% −0.03
VCSH Vanguard S/T Corp. Bond ETF Reduce -5.8% 0.41% −0.03
VYM Vanguard High DVD Yield ETF Reduce -7.1% 0.64% −0.02
LLY Eli Lilly & Co. Reduce -2.6% 0.12% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -3.1% 0.52% −0.02
BNDX Vanguard Total Intl Bond ETF Reduce -3.0% 0.67% −0.02
IYG iShares U.S. Financial Servi Reduce -0.7% 0.17% −0.02
IJR iShares Core S&P Small-Cap E Reduce -15.8% 0.10% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.8% 0.17% −0.01
SPHY SS SPDR P High Yield ETF Reduce -3.1% 0.29% −0.01
IYK iShares US Consumer Staples Reduce -8.9% 0.23% −0.01
NUSC Nuveen ESG Small-Cap ETF Reduce -8.7% 0.12% −0.01
ISCB iShares Morningstar SM Cap Reduce -4.2% 0.13% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.0% 0.15% −0.00
RWK Invesco S&P Midcap 400 Rev Reduce -3.1% 0.11% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.1% 0.09% +0.00
IJH iShares Core S&P Midcap ETF Reduce -1.4% 0.25% +0.00

Portfolio Buys Q4 2025 → Q1 2026
INTF iShares International Equity Add +82.0% 1.92% +0.90
JSCP JPMorgan Short Duration Core Add +219.9% 1.27% +0.87
JMUB JPMorgan Municipal ETF Add +82.3% 1.57% +0.71
FDEM Fidelity Emrg MRKT Multifact Add +91.7% 0.81% +0.40
TSM Taiwan Semiconductor-SP ADR Add +11.0% 2.00% +0.39
RIVN Rivian Automotive Inc. Class A Add +92.4% 0.79% +0.25
FRT Federal Realty Invs Trust Add +10.9% 1.30% +0.19
DOC Healthpeak Properties Inc. New 0.18% +0.18
UNH Unitedhealth Group Inc. Add +62.1% 0.61% +0.15
JEPI JPMorgan Equity Premium Inco Add +60.5% 0.40% +0.15
MUB iShares National Muni Bond E Add +36.0% 0.54% +0.14
LULU Lululemon Athletica Inc. Add +165.9% 0.29% +0.14
NAC Nuveen Ca QLTY Muni Inc. Add +42.9% 0.42% +0.12
O Realty Income Corp. Add +9.0% 0.76% +0.12
FBND Fidelity Total Bond ETF Add +2.3% 6.47% +0.11
GOOG Alphabet Inc. Class C Add +41.5% 0.46% +0.11
FDVV Fidelity High Dividend ETF Add +5.5% 2.84% +0.09
MDT Medtronic PLC New 0.08% +0.08
FCAL First Trust California Munic Add +16.6% 0.37% +0.05
MINV Matthews Asia Innovators Act Add +1.0% 0.58% +0.05
DIAL Columbia Divers Fix Inc. ETF Add +8.3% 0.55% +0.04
HYMB SS SPDR N Ice HY Muni ETF Add +3.7% 0.48% +0.02
DON Wisdomtree US Midcap Dividen Add +3.6% 0.22% +0.01
JPST JPMorgan Ultra-Short Income Add +1.1% 0.29% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +1.4% 0.18% +0.00
CSCO Cisco Systems Inc. Add +0.0% 0.14% +0.00
META Meta Platforms Inc. Class A Add +15.1% 1.36% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +3.5% 0.08% −0.00
QQQ Invesco QQQ Trust Series 1 Add +4.8% 0.09% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.9% 0.07% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +3.5% 0.10% −0.01
FBCG Fidelity Blue Chip Grow ETF Add +0.8% 0.14% −0.01
APP AppLovin Corp. Class A Add +47.3% 0.11% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +2.8% 1.19% −0.02
GOOGL Alphabet Inc. Class A Add +7.1% 2.36% −0.03
NVDA Nvidia Corp. Add +0.9% 1.09% −0.06
AMZN Amazon.com Inc. Add +6.7% 2.68% −0.09
BABA Alibaba Group Holding-SP ADR Add +1.2% 0.72% −0.11
IVV iShares Core S&P 500 ETF Add +2.4% 13.35% −0.27
MSFT Microsoft Corp. Add +11.2% 1.83% −0.31
TSLA Tesla Inc. Add +0.1% 2.14% −0.44

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