New Insight Wealth Advisors

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), New Insight Wealth Advisors reported 120 stock positions worth $339.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.3% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.1%). Compared with Q1 2026, it opened 15 new positions, sold out of 2, added to 42 and reduced 56. The biggest buy was Healthpeak Properties (DOC, shares +472%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0002022328
Portfolio Value
$339.2M (Q2 2026)
SEC Filing
0002022328-26-000003 ↗ filed Jul 28, 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 Q1 2026 Q2 2026: $339.2M $339.2M Q2 2026

Holdings 120 stocks · $339.2M
IVV iShares Core S&P 500 ETF 12.33% 55,827 $41.8M Reduce -2.0%
FBND Fidelity Total Bond ETF 5.59% 416,538 $18.9M Add +5.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.07% 213,327 $17.2M Add +0.4%
VGT Vanguard Info Tech ETF 4.31% 122,345 $14.6M No change
IXN iShares Global Tech ETF 3.75% 88,111 $12.7M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 2.89% 308,724 $9.8M Add +13.0%
VIOO Vanguard S&P Small-Cap 600 E 2.83% 69,874 $9.6M Reduce -9.2%
RSP Invesco S&P 500 Equal Weight 2.77% 44,235 $9.4M Reduce -7.9%
FDVV Fidelity High Dividend ETF 2.62% 147,453 $8.9M Add +2.7%
AMZN Amazon.com Inc. 2.59% 36,896 $8.8M Add +2.6%
GOOGL Alphabet Inc. Class A 2.53% 24,029 $8.6M Add +5.1%
TSM Taiwan Semiconductor-SP ADR 2.48% 17,624 $8.4M Add +6.6%
INTF iShares International Equity 2.08% 172,164 $7.1M Add +25.0%
MSFT Microsoft Corp. 1.88% 17,083 $6.4M Add +23.7%
TSLA Tesla Inc. 1.86% 14,972 $6.3M Reduce -6.5%
JMUB JPMorgan Municipal ETF 1.84% 123,269 $6.2M Add +40.3%
AAPL Apple Inc. 1.66% 19,427 $5.6M Add +6.2%
JSCP JPMorgan Short Duration Core 1.44% 103,714 $4.9M Add +38.9%
GLBE Global-E Online Ltd. 1.43% 139,517 $4.8M No change
VIG Vanguard Dividend Apprec ETF 1.38% 19,806 $4.7M Reduce -13.0%
KMID Virtus Kar Mid-Cap ETF 1.30% 175,559 $4.4M Reduce -27.0%
MRVL Marvell Technology Inc. 1.27% 14,511 $4.3M Reduce -9.7%
FRT Federal Realty Invs Trust 1.22% 33,641 $4.2M Reduce -1.3%
SMH Vaneck Semiconductor ETF 1.19% 6,166 $4.0M Add +27.0%
MINV Matthews Asia Innovators Act 1.18% 69,282 $4.0M Add +63.1%
RIVN Rivian Automotive Inc. Class A 1.18% 230,225 $4.0M Add +57.1%
SPYM Ste STR SPDR PT S&P 500 ETF 1.17% 45,219 $4.0M Add +4.3%
XMHQ Invesco S&P Midcap Qual ETF 1.16% 34,786 $3.9M Add +21.3%
META Meta Platforms Inc. Class A 1.12% 6,737 $3.8M Add +1.4%
DOC Healthpeak Properties Inc. 1.11% 176,051 $3.8M Add +472.2%
NVDA Nvidia Corp. 1.08% 18,393 $3.7M Add +5.9%
PFE Pfizer Inc. 1.07% 150,050 $3.6M Add +2.8%
FDEM Fidelity Emrg MRKT Multifact 1.06% 98,842 $3.6M Add +37.7%
SPG Simon Property Group Inc. 1.06% 16,025 $3.6M Reduce -9.8%
BINC iShares Flex I A ETF-Usd Inc. 0.93% 60,052 $3.1M New
XSMO Invesco S&P Smallcap Momentu 0.84% 30,300 $2.8M Add +8.6%
AVGO Broadcom Inc. 0.79% 7,059 $2.7M Add +6.5%
UNH Unitedhealth Group Inc. 0.77% 6,309 $2.6M Add +1.0%
GS Goldman Sachs Group Inc. 0.77% 2,570 $2.6M Reduce -12.6%
QQQM Invesco Nasdaq 100 ETF 0.67% 7,504 $2.3M New
O Realty Income Corp. 0.65% 35,602 $2.2M Add +3.0%
VIGI Vanguard Int Div App Indx FD 0.62% 22,444 $2.1M Reduce -18.7%
ROST Ross Stores Inc. 0.61% 9,773 $2.1M No change
HYMB SS SPDR N Ice HY Muni ETF 0.60% 80,474 $2.0M Add +50.5%
GOOG Alphabet Inc. Class C 0.53% 5,121 $1.8M Add +14.9%
VYM Vanguard High DVD Yield ETF 0.50% 10,782 $1.7M Reduce -9.9%
JEPI JPMorgan Equity Premium Inco 0.47% 28,229 $1.6M Add +43.6%
BABA Alibaba Group Holding-SP ADR 0.44% 15,669 $1.5M Reduce -1.5%
USMV iShares MSCI USA Min Vol Fac 0.44% 15,421 $1.5M Reduce -0.9%
DIAL Columbia Divers Fix Inc. ETF 0.43% 79,842 $1.5M Reduce -6.1%
WPC WP Carey Inc. 0.38% 18,054 $1.3M Reduce -17.4%
MUB iShares National Muni Bond E 0.37% 11,731 $1.3M Reduce -17.1%
BNDX Vanguard Total Intl Bond ETF 0.36% 25,530 $1.2M Reduce -33.9%
VCSH Vanguard S/T Corp. Bond ETF 0.35% 15,140 $1.2M Add +4.9%
NAC Nuveen Ca QLTY Muni Inc. 0.34% 94,160 $1.1M Reduce -5.6%
PEY Invesco High Yield Equity Di 0.32% 46,622 $1.1M Add +40.0%
SHY iShares 1-3 Year Treasury Bo 0.31% 12,786 $1.0M Reduce -30.5%
FCAL First Trust California Munic 0.29% 19,897 $988K Reduce -6.0%
FLOT iShares Floating Rate Bond E 0.27% 18,070 $922K Add +234.3%
IJH iShares Core S&P Midcap ETF 0.24% 10,727 $827K Add +3.3%
JPST JPMorgan Ultra-Short Income 0.24% 16,102 $814K Reduce -0.7%
JPM JPMorgan Chase & Co. 0.24% 2,437 $798K Reduce -2.6%
IDHQ Invesco S&P International DE 0.22% 17,107 $748K Reduce -1.4%
LULU Lululemon Athletica Inc. 0.22% 6,548 $748K Add +25.9%
SPHY SS SPDR P High Yield ETF 0.21% 29,820 $699K Reduce -14.3%
DON Wisdomtree US Midcap Dividen 0.20% 12,088 $683K Add +1.6%
V Visa Inc. Class A 0.18% 1,817 $623K Reduce -4.7%
ABBV Abbvie Inc. 0.18% 2,407 $606K Reduce -29.2%
AMAT Applied Materials Inc. 0.17% 817 $591K Reduce -0.4%
VTEC Vanguard Ca Tax-Ex Bond 0.17% 5,737 $577K New
VTI VG Morningstar TS MKT ETF-US 0.17% 1,548 $573K Reduce -19.0%
CSCO Cisco Systems Inc. 0.17% 4,830 $567K Reduce -4.0%
IYW iShares Ustechnology ETF 0.17% 2,237 $564K No change
VOO Vanguard S&P 500 ETF 0.16% 791 $543K Reduce -0.1%
MRNA Moderna Inc. 0.16% 7,566 $530K Reduce -2.7%
IYK iShares US Consumer Staples 0.16% 7,270 $528K Reduce -20.5%
QQQ Invesco QQQ Trust Series 1 0.15% 713 $525K Add +71.8%
VB Vanguard Most SM-Cap ETF-Usd 0.15% 1,662 $504K Add +5.3%
IYG iShares U.S. Financial Servi 0.14% 5,395 $488K Reduce -7.5%
FBCG Fidelity Blue Chip Grow ETF 0.14% 7,649 $475K Reduce -2.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 9,028 $457K Reduce -11.0%
LLY Eli Lilly & Co. 0.13% 369 $443K Reduce -1.3%
SCHG Schwab US Large-Cap Growth 0.13% 12,889 $436K Reduce -39.0%
RWJ Invesco S&P Smallcap 600 0.13% 7,230 $430K Reduce -4.5%
SOXX iShares Semiconductor ETF 0.13% 670 $429K New
AMD Advanced Micro Devices 0.12% 717 $417K New
NUSC Nuveen ESG Small-Cap ETF 0.12% 7,636 $398K Reduce -0.3%
DES Wisdomtree US Smallcap Divid 0.12% 9,654 $393K Add +10.2%
PINS Pinterest Inc. Class A 0.11% 17,693 $372K Reduce -13.6%
ISCB iShares Morningstar SM Cap 0.11% 4,880 $368K Reduce -12.0%
SPCX Space Exploration Techn Class A 0.11% 2,152 $368K New
SHOP Shopify Inc. Class A 0.11% 3,169 $362K Reduce -0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.11% 473 $361K New
IJR iShares Core S&P Small-Cap E 0.11% 2,427 $360K Add +4.3%
APP AppLovin Corp. Class A 0.10% 677 $349K Reduce -11.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 3,877 $334K Add +0.8%
RWK Invesco S&P Midcap 400 Rev 0.10% 2,255 $330K Reduce -4.0%
IMCV iShares Morningstar Mid-Cap 0.09% 3,392 $310K No change
CRM Salesforce Inc. 0.09% 1,947 $305K Reduce -10.2%
NOW ServiceNow Inc. 0.09% 3,015 $299K Reduce -33.0%
MOAT Vaneck Morningstar Wide Moat 0.09% 2,852 $296K Add +8.2%
EWY iShares MSCI South Korea ETF 0.09% 1,428 $288K New
BRK.B Berkshire Hathaway Inc. Class B 0.08% 568 $284K Add +26.8%
UBER Uber Technologies Inc. 0.08% 3,917 $283K Reduce -30.6%
PANW Palo Alto Networks Inc. 0.08% 828 $282K New
IJK iShares S&P Mid-Cap 400 Grow 0.08% 2,355 $277K No change
PFM Invesco Dividend Achievers E 0.08% 4,942 $274K New
DASH DoorDash Inc. Class A 0.08% 1,423 $263K Reduce -0.3%
BND Vanguard Total Bond Market 0.08% 3,541 $260K Reduce -7.8%
PHYL Pgim Active High Yield Bond 0.08% 7,352 $256K New
ILCG iShares Morningstar Growth E 0.08% 2,191 $256K Reduce -43.9%
COST Costco Wholesale Corp. 0.07% 247 $231K Reduce -13.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 743 $228K Reduce -6.9%
INDE Matthews India ETF 0.07% 7,621 $225K New
IJT iShares S&P Small-Cap 600 GR 0.06% 1,165 $208K Reduce -22.5%
FBTC Fidelity Wise Origin Bitcoin 0.06% 3,995 $204K New
NNN NNN REIT Inc. 0.06% 4,351 $202K New
CHGX Stance Sustainable Beta ETF 0.06% 6,073 $202K New
UA Under Armour Inc. Class C 0.03% 17,409 $108K Reduce -27.0%
BLND Blend Labs Inc. Class A 0.02% 45,355 $78K No change

Portfolio Sells Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Reduce -2.0% 12.33% −1.02
KMID Virtus Kar Mid-Cap ETF Reduce -27.0% 1.30% −0.76
RSP Invesco S&P 500 Equal Weight Reduce -7.9% 2.77% −0.53
VIG Vanguard Dividend Apprec ETF Reduce -13.0% 1.38% −0.37
VIOO Vanguard S&P Small-Cap 600 E Reduce -9.2% 2.83% −0.33
BNDX Vanguard Total Intl Bond ETF Reduce -33.9% 0.36% −0.30
TSLA Tesla Inc. Reduce -6.5% 1.86% −0.28
BABA Alibaba Group Holding-SP ADR Reduce -1.5% 0.44% −0.27
VIGI Vanguard Int Div App Indx FD Reduce -18.7% 0.62% −0.26
SHY iShares 1-3 Year Treasury Bo Reduce -30.5% 0.31% −0.24
MUB iShares National Muni Bond E Reduce -17.1% 0.37% −0.17
WPC WP Carey Inc. Reduce -17.4% 0.38% −0.15
VYM Vanguard High DVD Yield ETF Reduce -9.9% 0.50% −0.13
SPG Simon Property Group Inc. Reduce -9.8% 1.06% −0.13
GS Goldman Sachs Group Inc. Reduce -12.6% 0.77% −0.13
DIAL Columbia Divers Fix Inc. ETF Reduce -6.1% 0.43% −0.12
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.09
SCHG Schwab US Large-Cap Growth Reduce -39.0% 0.13% −0.09
ABBV Abbvie Inc. Reduce -29.2% 0.18% −0.09
SPHY SS SPDR P High Yield ETF Reduce -14.3% 0.21% −0.08
NOW ServiceNow Inc. Reduce -33.0% 0.09% −0.08
NAC Nuveen Ca QLTY Muni Inc. Reduce -5.6% 0.34% −0.08
FCAL First Trust California Munic Reduce -6.0% 0.29% −0.08
MDT Medtronic PLC Sold out 0.00% −0.08
USMV iShares MSCI USA Min Vol Fac Reduce -0.9% 0.44% −0.08
IYK iShares US Consumer Staples Reduce -20.5% 0.16% −0.07
FRT Federal Realty Invs Trust Reduce -1.3% 1.22% −0.07
UBER Uber Technologies Inc. Reduce -30.6% 0.08% −0.06
ILCG iShares Morningstar Growth E Reduce -43.9% 0.08% −0.06
CRM Salesforce Inc. Reduce -10.2% 0.09% −0.06
JPST JPMorgan Ultra-Short Income Reduce -0.7% 0.24% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -19.0% 0.17% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -11.0% 0.13% −0.05
COST Costco Wholesale Corp. Reduce -13.6% 0.07% −0.03
IYG iShares U.S. Financial Servi Reduce -7.5% 0.14% −0.03
SHOP Shopify Inc. Class A Reduce -0.9% 0.11% −0.03
JPM JPMorgan Chase & Co. Reduce -2.6% 0.24% −0.03
PINS Pinterest Inc. Class A Reduce -13.6% 0.11% −0.02
BND Vanguard Total Bond Market Reduce -7.8% 0.08% −0.02
V Visa Inc. Class A Reduce -4.7% 0.18% −0.02
ISCB iShares Morningstar SM Cap Reduce -12.0% 0.11% −0.02
UA Under Armour Inc. Class C Reduce -27.0% 0.03% −0.02
IJT iShares S&P Small-Cap 600 GR Reduce -22.5% 0.06% −0.02
RWK Invesco S&P Midcap 400 Rev Reduce -4.0% 0.10% −0.01
RWJ Invesco S&P Smallcap 600 Reduce -4.5% 0.13% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.1% 0.16% −0.01
APP AppLovin Corp. Class A Reduce -11.6% 0.10% −0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -6.9% 0.07% −0.01
NUSC Nuveen ESG Small-Cap ETF Reduce -0.3% 0.12% −0.01
FBCG Fidelity Blue Chip Grow ETF Reduce -2.6% 0.14% −0.00

Portfolio Buys Q1 2026 → Q2 2026
DOC Healthpeak Properties Inc. Add +472.2% 1.11% +0.93
BINC iShares Flex I A ETF-Usd Inc. New 0.93% +0.93
QQQM Invesco Nasdaq 100 ETF New 0.67% +0.67
MINV Matthews Asia Innovators Act Add +63.1% 1.18% +0.60
SMH Vaneck Semiconductor ETF Add +27.0% 1.19% +0.53
TSM Taiwan Semiconductor-SP ADR Add +6.6% 2.48% +0.48
RIVN Rivian Automotive Inc. Class A Add +57.1% 1.18% +0.39
JMUB JPMorgan Municipal ETF Add +40.3% 1.84% +0.27
FDEM Fidelity Emrg MRKT Multifact Add +37.7% 1.06% +0.25
JSCP JPMorgan Short Duration Core Add +38.9% 1.44% +0.18
GOOGL Alphabet Inc. Class A Add +5.1% 2.53% +0.18
FLOT iShares Floating Rate Bond E Add +234.3% 0.27% +0.17
VTEC Vanguard Ca Tax-Ex Bond New 0.17% +0.17
UNH Unitedhealth Group Inc. Add +1.0% 0.77% +0.17
INTF iShares International Equity Add +25.0% 2.08% +0.15
HYMB SS SPDR N Ice HY Muni ETF Add +50.5% 0.60% +0.13
SOXX iShares Semiconductor ETF New 0.13% +0.13
AMD Advanced Micro Devices New 0.12% +0.12
SPCX Space Exploration Techn Class A New 0.11% +0.11
CRWD CrowdStrike Holdings Inc. Class A New 0.11% +0.11
XMHQ Invesco S&P Midcap Qual ETF Add +21.3% 1.16% +0.09
EWY iShares MSCI South Korea ETF New 0.09% +0.09
PANW Palo Alto Networks Inc. New 0.08% +0.08
PFM Invesco Dividend Achievers E New 0.08% +0.08
XSMO Invesco S&P Smallcap Momentu Add +8.6% 0.84% +0.08
PHYL Pgim Active High Yield Bond New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +14.9% 0.53% +0.07
JEPI JPMorgan Equity Premium Inco Add +43.6% 0.47% +0.07
QQQ Invesco QQQ Trust Series 1 Add +71.8% 0.15% +0.07
INDE Matthews India ETF New 0.07% +0.07
PEY Invesco High Yield Equity Di Add +40.0% 0.32% +0.06
FBTC Fidelity Wise Origin Bitcoin New 0.06% +0.06
NNN NNN REIT Inc. New 0.06% +0.06
CHGX Stance Sustainable Beta ETF New 0.06% +0.06
AVGO Broadcom Inc. Add +6.5% 0.79% +0.05
MSFT Microsoft Corp. Add +23.7% 1.88% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +26.8% 0.08% +0.01
DES Wisdomtree US Smallcap Divid Add +10.2% 0.12% +0.00
IJR iShares Core S&P Small-Cap E Add +4.3% 0.11% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +5.3% 0.15% +0.00
NVDA Nvidia Corp. Add +5.9% 1.08% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.8% 0.10% −0.00
MOAT Vaneck Morningstar Wide Moat Add +8.2% 0.09% −0.00
IJH iShares Core S&P Midcap ETF Add +3.3% 0.24% −0.01
AAPL Apple Inc. Add +6.2% 1.66% −0.01
SPYM Ste STR SPDR PT S&P 500 ETF Add +4.3% 1.17% −0.02
DON Wisdomtree US Midcap Dividen Add +1.6% 0.20% −0.02
VCSH Vanguard S/T Corp. Bond ETF Add +4.9% 0.35% −0.06
LULU Lululemon Athletica Inc. Add +25.9% 0.22% −0.07
AMZN Amazon.com Inc. Add +2.6% 2.59% −0.09

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