New Insight Wealth Advisors

CIK 0002022328 • 6 13F filings • Apr 30, 2025 – Jul 28, 2026

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Filer information

Filed by: New Insight Wealth Advisors, Chief Compliance Officer
Address: 111 DEERWOOD ROAD, SUITE 250, SAN RAMON, CA, 94583
Phone: 925-236-2525
AUM: $279.9M

AUM over time

$339.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $278.9M105 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$740K	0.3%Prev: 0.4%	3,401 SH	Decreased-743 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.0M	0.7%Prev: 0.9%	15,912 SH	Decreased+652 SH
ALPHABET INC	CAP STK CL A	$6.6M	2.4%Prev: 1.4%	22,855 SH	Increased+2,267 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.5%Prev: 0.2%	4,457 SH	Increased+1,096 SH
AMAZON COM INC	COM	$7.5M	2.7%Prev: 2.7%	35,950 SH	Increased+4,179 SH
APPLE INC	COM	$4.6M	1.7%Prev: 1.8%	18,298 SH	Increased+68 SH
APPLIED MATLS INC	COM	$280K	0.1%	820 SH	New
APPLOVIN CORP	COM CL A	$305K	0.1%Prev: 0.1%	766 SH	Increased-107 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$215K	0.1%	448 SH	New
BLEND LABS INC	CL A	$77K	0.0%	45,355 SH	New
BROADCOM INC	COM	$2.1M	0.7%Prev: 0.7%	6,626 SH	Increased-1,933 SH
CISCO SYS INC	COM	$390K	0.1%Prev: 0.2%	5,030 SH	Increased-1,203 SH
COLUMBIA ETF TR I	DIVERSIFID FXD	$1.5M	0.6%Prev: 0.3%	85,043 SH	Increased+46,906 SH
COSTCO WHOLESALE CORPORATION	COM	$285K	0.1%	286 SH	New
DOORDASH INC	CL A	$214K	0.1%Prev: 0.1%	1,427 SH	Decreased-201 SH
ELI LILLY & CO	COM	$344K	0.1%Prev: 0.1%	374 SH	Increased-7 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$3.6M	1.3%	34,080 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$394K	0.1%	7,853 SH	New
FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$2.3M	0.8%Prev: 0.2%	71,800 SH	Increased+52,151 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$7.9M	2.8%	143,620 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.1M	6.5%Prev: 6.6%	395,785 SH	Increased+75,961 SH
FIRST TR EXCH TRADED FD III	CALIF MUN INCM	$1.0M	0.4%Prev: 0.7%	21,172 SH	Decreased-9,030 SH
GLOBAL E ONLINE LTD	SHS	$4.3M	1.5%Prev: 1.9%	139,517 SH	Increased+19,517 SH
GOLDMAN SACHS GROUP INC	COM	$2.5M	0.9%Prev: 0.6%	2,942 SH	Increased+577 SH
HEALTHPEAK PROPERTIES INC	COM	$506K	0.2%	30,769 SH	New
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$614K	0.2%Prev: 0.2%	17,357 SH	Increased-113 SH
INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	$301K	0.1%Prev: 0.1%	2,348 SH	Decreased-461 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$382K	0.1%Prev: 0.3%	7,567 SH	Decreased-6,141 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$713K	0.3%Prev: 1.7%	33,301 SH	Decreased-136,888 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.0M	1.1%Prev: 0.9%	28,677 SH	Increased+5,827 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.1M	0.8%Prev: 0.8%	27,896 SH	Increased-134 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.2M	3.3%Prev: 5.3%	48,008 SH	Decreased-18,964 SH
INVESCO QQQ TR	UNIT SER 1	$240K	0.1%	415 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.5M	0.5%Prev: 1.3%	18,399 SH	Decreased-14,946 SH
ISHARES TR	CORE S&P MCP ETF	$701K	0.3%Prev: 0.3%	10,384 SH	Increased-546 SH
ISHARES TR	CORE S&P SCP ETF	$289K	0.1%Prev: 0.1%	2,327 SH	Increased-92 SH
ISHARES TR	CORE S&P500 ETF	$37.2M	13.3%Prev: 12.8%	56,976 SH	Increased+6,824 SH
ISHARES TR	FLTG RATE NT ETF	$275K	0.1%	5,405 SH	New
ISHARES TR	GLOBAL TECH ETF	$8.9M	3.2%Prev: 3.0%	88,698 SH	Increased+153 SH
ISHARES TR	INTL EQTY FACTOR	$5.4M	1.9%Prev: 0.2%	137,763 SH	Increased+123,684 SH
ISHARES TR	MORNINGSTAR GRWT	$373K	0.1%Prev: 0.2%	3,902 SH	Decreased-1,577 SH
ISHARES TR	MRGSTR MD CP VAL	$288K	0.1%Prev: 0.1%	3,392 SH	Increased
ISHARES TR	MRGSTR SM CP ETF	$361K	0.1%Prev: 0.2%	5,543 SH	Decreased-2,051 SH
ISHARES TR	MSCI USA MIN VOL	$1.4M	0.5%Prev: 0.6%	15,557 SH	Increased+1,237 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.5%Prev: 0.1%	14,147 SH	Increased+12,216 SH
ISHARES TR	S&P MC 400GR ETF	$237K	0.1%	2,355 SH	New
ISHARES TR	S&P SML 600 GWT	$217K	0.1%	1,503 SH	New
ISHARES TR	U.S. FIN SVC ETF	$483K	0.2%Prev: 0.3%	5,834 SH	Decreased-1,189 SH
ISHARES TR	U.S. TECH ETF	$406K	0.1%	2,237 SH	New
ISHARES TR	US CONSM STAPLES	$640K	0.2%Prev: 0.3%	9,145 SH	Decreased-1,464 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.4%	19,661 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.4M	1.6%	87,844 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$3.5M	1.3%	74,646 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$821K	0.3%	16,222 SH	New
JPMORGAN CHASE & CO	COM	$736K	0.3%	2,503 SH	New
LULULEMON ATHLETICA INC	COM	$797K	0.3%	5,203 SH	New
MARVELL TECHNOLOGY INC	COM	$1.6M	0.6%	16,062 SH	New
MATTHEWS ASIA FDS	ASIA INNOV ACTIV	$1.6M	0.6%Prev: 0.6%	42,464 SH	Increased-1,737 SH
MEDTRONIC PLC	SHS	$221K	0.1%	2,551 SH	New
META PLATFORMS INC	CL A	$3.8M	1.4%Prev: 1.4%	6,644 SH	Increased+1,447 SH
MICROSOFT CORP	COM	$5.1M	1.8%Prev: 1.8%	13,814 SH	Increased+3,256 SH
MODERNA INC	COM	$395K	0.1%Prev: 0.1%	7,777 SH	Increased-2,246 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$345K	0.1%Prev: 0.2%	7,656 SH	Decreased-2,646 SH
NUVEEN CA DIVI ADV MUN	COM	$1.2M	0.4%	99,735 SH	New
NVIDIA CORPORATION	COM	$3.0M	1.1%Prev: 0.9%	17,374 SH	Increased-1,294 SH
PALANTIR TECHNOLOGIES INC	CL A	$261K	0.1%Prev: 0.1%	1,785 SH	Decreased-1,426 SH
PFIZER INC	COM	$4.1M	1.5%Prev: 1.6%	145,941 SH	Increased+9,803 SH
PINTEREST INC	CL A	$376K	0.1%Prev: 0.3%	20,475 SH	Decreased-718 SH
REALTY INCOME CORP	COM	$2.1M	0.8%Prev: 0.2%	34,556 SH	Increased+25,582 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$2.2M	0.8%Prev: 0.5%	146,564 SH	Increased+58,328 SH
ROSS STORES INC	COM	$2.1M	0.8%Prev: 0.6%	9,773 SH	Increased-69 SH
SALESFORCE INC	COM	$405K	0.1%Prev: 0.5%	2,169 SH	Decreased-1,560 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.4M	3.0%Prev: 7.6%	273,129 SH	Decreased-326,332 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$615K	0.2%Prev: 0.2%	21,118 SH	Increased-609 SH
SERVICENOW INC	COM	$470K	0.2%Prev: 0.1%	4,500 SH	Increased+4,092 SH
SHOPIFY INC	CL A SUB VTG SHS	$379K	0.1%	3,199 SH	New
SIMON PPTY GROUP INC NEW	COM	$3.3M	1.2%Prev: 2.5%	17,768 SH	Decreased-15,782 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.5M	2.0%	131,570 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.6M	2.0%	16,529 SH	New
TESLA INC	COM	$6.0M	2.1%Prev: 2.7%	16,020 SH	Increased-6,701 SH
UBER TECHNOLOGIES INC	COM	$406K	0.1%Prev: 0.3%	5,642 SH	Decreased-3,015 SH
UNDER ARMOUR INC	CL C	$138K	0.0%Prev: 0.0%	23,857 SH	Increased+13,409 SH
UNITEDHEALTH GROUP INC	COM	$1.7M	0.6%	6,244 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$255K	0.1%Prev: 0.2%	2,635 SH	Decreased-2,655 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.9M	0.7%Prev: 0.7%	4,854 SH	Increased-2,105 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$8.8M	3.2%Prev: 5.0%	76,908 SH	Decreased-36,383 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$283K	0.1%Prev: 0.2%	3,841 SH	Decreased-1,050 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.9M	0.7%	38,604 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$280K	0.1%Prev: 0.1%	641 SH	Increased+68 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$205K	0.1%Prev: 0.1%	798 SH	Decreased-404 SH
VANGUARD INDEX FDS	MID CAP ETF	$15.3M	5.5%Prev: 5.5%	53,142 SH	Increased+6,511 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$474K	0.2%Prev: 0.2%	792 SH	Increased+44 SH
VANGUARD INDEX FDS	SMALL CP ETF	$414K	0.1%Prev: 0.2%	1,579 SH	Decreased-552 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$613K	0.2%Prev: 0.2%	1,912 SH	Increased+10 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$506K	0.2%	10,143 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.4%Prev: 0.1%	14,430 SH	Increased+10,417 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.9M	1.8%Prev: 2.2%	22,763 SH	Increased-1,955 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	0.6%Prev: 0.9%	11,961 SH	Decreased-3,577 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.4M	0.9%Prev: 2.2%	27,598 SH	Decreased-29,593 SH
VANGUARD WORLD FD	INF TECH ETF	$10.7M	3.8%Prev: 3.7%	15,300 SH	Increased+242 SH
VIRTUS ETF TR II	KAR MID-CAP ETF	$5.7M	2.1%Prev: 1.7%	240,487 SH	Increased+84,155 SH
VISA INC	COM CL A	$576K	0.2%Prev: 0.3%	1,906 SH	Decreased+26 SH
WISDOMTREE TR	US MIDCAP DIVID	$625K	0.2%Prev: 0.3%	11,903 SH	Decreased-807 SH
WISDOMTREE TR	US SMALLCAP DIVD	$315K	0.1%Prev: 0.2%	8,758 SH	Decreased-6,943 SH
WP CAREY INC	COM	$1.5M	0.5%Prev: 1.1%	21,867 SH	Decreased-17,883 SH

Sold (vs prior filing)

AXCELIS TECHNOLOGIES INC — $1.6M
COLUMBIA ETF TR I — $444K
COSTCO WHSL CORP NEW — $319K
CROWDSTRIKE HLDGS INC — $213K
ISHARES INC — $247K
ISHARES TR — $266K
ISHARES TR — $664K
ISHARES TR — $228K
JPMORGAN CHASE & CO. — $684K
NUVEEN CA QUALTY MUN INCOME — $673K
QUALCOMM INC — $277K
SHOPIFY INC — $397K
SPDR SER TR — $269K
SPDR SER TR — $1.1M
SPDR SER TR — $1.5M
TAIWAN SEMICONDUCTOR MFG LTD — $1.3M
VANGUARD INDEX FDS — $336K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002022328-26-000001	$279.9M	View
Oct 29, 2025	Q3 2025	13F-HR	0002085853-25-000189	$265.8M	View
Jul 28, 2026	Q2 2026