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: $339.2M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$606K	0.2%Prev: 0.3%	2,407 SH	Decreased-1,721 SH
ADVANCED MICRO DEVICES INC	COM	$417K	0.1%	717 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.5M	0.4%Prev: 0.7%	15,669 SH	Decreased+153 SH
ALPHABET INC	CAP STK CL A	$8.6M	2.5%Prev: 1.4%	24,029 SH	Increased+4,980 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.5%Prev: 0.2%	5,121 SH	Increased+1,753 SH
AMAZON COM INC	COM	$8.8M	2.6%Prev: 2.9%	36,896 SH	Increased+4,564 SH
APPLE INC	COM	$5.6M	1.7%Prev: 1.5%	19,427 SH	Increased+1,753 SH
APPLIED MATLS INC	COM	$591K	0.2%	817 SH	New
APPLOVIN CORP	COM CL A	$349K	0.1%Prev: 0.1%	677 SH	Increased-309 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$284K	0.1%	568 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$3.1M	0.9%	60,052 SH	New
BLEND LABS INC	CL A	$78K	0.0%	45,355 SH	New
BROADCOM INC	COM	$2.7M	0.8%Prev: 0.8%	7,059 SH	Increased-301 SH
CISCO SYS INC	COM	$567K	0.2%Prev: 0.2%	4,830 SH	Increased-528 SH
COLUMBIA ETF TR I	DIVERSIFID FXD	$1.5M	0.4%Prev: 0.2%	79,842 SH	Increased+50,908 SH
COSTCO WHOLESALE CORPORATION	COM	$231K	0.1%	247 SH	New
CROWDSTRIKE HLDGS INC	CL A	$361K	0.1%	473 SH	New
DOORDASH INC	CL A	$263K	0.1%Prev: 0.2%	1,423 SH	Decreased-140 SH
EA SERIES TRUST	STAN SU BETA ETF	$202K	0.1%	6,073 SH	New
ELI LILLY & CO	COM	$443K	0.1%Prev: 0.1%	369 SH	Increased-25 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$4.2M	1.2%	33,641 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$475K	0.1%	7,649 SH	New
FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$3.6M	1.1%Prev: 0.2%	98,842 SH	Increased+77,345 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$8.9M	2.6%Prev: 0.4%	147,453 SH	Increased+126,855 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.9M	5.6%Prev: 6.4%	416,538 SH	Increased+76,870 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$204K	0.1%	3,995 SH	New
FIRST TR EXCH TRADED FD III	CALIF MUN INCM	$988K	0.3%Prev: 0.3%	19,897 SH	Increased+4,735 SH
GLOBAL E ONLINE LTD	SHS	$4.8M	1.4%Prev: 1.7%	139,517 SH	Increased+19,517 SH
GOLDMAN SACHS GROUP INC	COM	$2.6M	0.8%Prev: 0.9%	2,570 SH	Increased-441 SH
HEALTHPEAK PROPERTIES INC	COM	$3.8M	1.1%	176,051 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	0.7%	7,504 SH	New
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$748K	0.2%Prev: 0.2%	17,107 SH	Increased-263 SH
INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	$330K	0.1%Prev: 0.1%	2,255 SH	Increased-167 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$430K	0.1%Prev: 0.2%	7,230 SH	Decreased-4,456 SH
INVESCO EXCHANGE TRADED FD T	DIVID ACHIEVEV	$274K	0.1%	4,942 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$1.1M	0.3%Prev: 1.2%	46,622 SH	Decreased-93,996 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.9M	1.2%Prev: 0.9%	34,786 SH	Increased+11,441 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.8M	0.8%Prev: 0.8%	30,300 SH	Increased+2,488 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.4M	2.8%Prev: 4.8%	44,235 SH	Decreased-19,482 SH
INVESCO QQQ TR	UNIT SER 1	$525K	0.2%Prev: 0.1%	713 SH	Increased+314 SH
ISHARES INC	MSCI STH KOR ETF	$288K	0.1%	1,428 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.0M	0.3%Prev: 1.2%	12,786 SH	Decreased-23,258 SH
ISHARES TR	CORE S&P MCP ETF	$827K	0.2%Prev: 0.3%	10,727 SH	Increased-26 SH
ISHARES TR	CORE S&P SCP ETF	$360K	0.1%Prev: 0.1%	2,427 SH	Increased+141 SH
ISHARES TR	CORE S&P500 ETF	$41.8M	12.3%Prev: 12.5%	55,827 SH	Increased+6,938 SH
ISHARES TR	FLTG RATE NT ETF	$922K	0.3%Prev: 0.3%	18,070 SH	Increased+5,333 SH
ISHARES TR	GLOBAL TECH ETF	$12.7M	3.8%Prev: 3.3%	88,111 SH	Increased+1,045 SH
ISHARES TR	INTL EQTY FACTOR	$7.1M	2.1%Prev: 0.3%	172,164 SH	Increased+152,182 SH
ISHARES TR	ISHARES SEMICDTR	$429K	0.1%	670 SH	New
ISHARES TR	MORNINGSTAR GRWT	$256K	0.1%Prev: 0.2%	2,191 SH	Decreased-3,148 SH
ISHARES TR	MRGSTR MD CP VAL	$310K	0.1%Prev: 0.1%	3,392 SH	Increased
ISHARES TR	MRGSTR SM CP ETF	$368K	0.1%Prev: 0.2%	4,880 SH	Decreased-2,225 SH
ISHARES TR	MSCI USA MIN ETF	$1.5M	0.4%	15,421 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.4%Prev: 0.3%	11,731 SH	Increased+4,876 SH
ISHARES TR	S&P MC 400GR ETF	$277K	0.1%Prev: 0.1%	2,355 SH	Increased+44 SH
ISHARES TR	S&P SML 600 GWT	$208K	0.1%	1,165 SH	New
ISHARES TR	U.S. FIN SVC ETF	$488K	0.1%Prev: 0.2%	5,395 SH	Decreased-1,590 SH
ISHARES TR	U.S. TECH ETF	$564K	0.2%Prev: 0.2%	2,237 SH	Increased
ISHARES TR	US CONSM STAPLES	$528K	0.2%Prev: 0.3%	7,270 SH	Decreased-3,477 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.6M	0.5%Prev: 0.1%	28,229 SH	Increased+23,662 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$6.2M	1.8%	123,269 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$4.9M	1.4%	103,714 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$814K	0.2%	16,102 SH	New
JPMORGAN CHASE & CO	COM	$798K	0.2%	2,437 SH	New
LULULEMON ATHLETICA INC	COM	$748K	0.2%	6,548 SH	New
MARVELL TECHNOLOGY INC	COM	$4.3M	1.3%Prev: 0.3%	14,511 SH	Increased+3,751 SH
MATTHEWS ASIA FDS	ASIA INNOV ACTIV	$4.0M	1.2%Prev: 0.6%	69,282 SH	Increased+25,478 SH
MATTHEWS INTL FDS	INDIA ACTIVE ETF	$225K	0.1%	7,621 SH	New
META PLATFORMS INC	CL A	$3.8M	1.1%Prev: 1.7%	6,737 SH	Decreased+1,069 SH
MICROSOFT CORP	COM	$6.4M	1.9%Prev: 2.2%	17,083 SH	Increased+6,362 SH
MODERNA INC	COM	$530K	0.2%Prev: 0.1%	7,566 SH	Increased-2,247 SH
NNN REIT INC	COM	$202K	0.1%	4,351 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$398K	0.1%Prev: 0.2%	7,636 SH	Increased-2,042 SH
NUVEEN CA DIVI ADV MUN	COM	$1.1M	0.3%	94,160 SH	New
NVIDIA CORPORATION	COM	$3.7M	1.1%Prev: 1.1%	18,393 SH	Increased+1,462 SH
PALO ALTO NETWORKS INC	COM	$282K	0.1%	828 SH	New
PFIZER INC	COM	$3.6M	1.1%Prev: 1.7%	150,050 SH	Decreased-17,784 SH
PGIM ETF TR	ACTV HY BD ETF	$256K	0.1%	7,352 SH	New
PINTEREST INC	CL A	$372K	0.1%Prev: 0.3%	17,693 SH	Decreased-3,500 SH
REALTY INCOME CORP	COM	$2.2M	0.7%Prev: 0.3%	35,602 SH	Increased+21,213 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$4.0M	1.2%Prev: 0.5%	230,225 SH	Increased+144,891 SH
ROSS STORES INC	COM	$2.1M	0.6%Prev: 0.5%	9,773 SH	Increased
SALESFORCE INC	COM	$305K	0.1%Prev: 0.4%	1,947 SH	Decreased-1,660 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.8M	2.9%Prev: 6.3%	308,724 SH	Decreased-272,145 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$436K	0.1%Prev: 0.3%	12,889 SH	Decreased-8,838 SH
SERVICENOW INC	COM	$299K	0.1%Prev: 0.2%	3,015 SH	Decreased+2,450 SH
SHOPIFY INC	CL A SUB VTG SHS	$362K	0.1%Prev: 0.2%	3,169 SH	Decreased-893 SH
SIMON PPTY GROUP INC NEW	COM	$3.6M	1.1%Prev: 2.0%	16,025 SH	Decreased-13,533 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$368K	0.1%	2,152 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$2.0M	0.6%	80,474 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$699K	0.2%	29,820 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$4.0M	1.2%	45,219 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.4M	2.5%	17,624 SH	New
TESLA INC	COM	$6.3M	1.9%Prev: 2.7%	14,972 SH	Decreased-6,025 SH
UBER TECHNOLOGIES INC	COM	$283K	0.1%Prev: 0.3%	3,917 SH	Decreased-3,903 SH
UNDER ARMOUR INC	CL C	$108K	0.0%Prev: 0.1%	17,409 SH	Decreased-6,448 SH
UNITEDHEALTH GROUP INC	COM	$2.6M	0.8%Prev: 0.1%	6,309 SH	Increased+5,495 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$296K	0.1%Prev: 0.1%	2,852 SH	Decreased-828 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.0M	1.2%Prev: 0.6%	6,166 SH	Increased+765 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$9.6M	2.8%Prev: 4.4%	69,874 SH	Decreased-36,335 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$260K	0.1%Prev: 0.1%	3,541 SH	Decreased-1,350 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$577K	0.2%	5,737 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.2M	0.4%Prev: 0.3%	25,530 SH	Increased+9,608 SH
VANGUARD INDEX FDS	GROWTH ETF	$334K	0.1%	3,877 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$228K	0.1%Prev: 0.1%	743 SH	Decreased-326 SH
VANGUARD INDEX FDS	MID CAP ETF	$17.2M	5.1%Prev: 5.6%	213,327 SH	Increased+165,045 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$543K	0.2%Prev: 0.2%	791 SH	Increased+87 SH
VANGUARD INDEX FDS	SMALL CP ETF	$504K	0.1%Prev: 0.1%	1,662 SH	Increased+225 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$573K	0.2%Prev: 0.2%	1,548 SH	Decreased-356 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$457K	0.1%Prev: 0.1%	9,028 SH	Increased+3,255 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.4%Prev: 0.5%	15,140 SH	Increased+875 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.7M	1.4%Prev: 2.1%	19,806 SH	Decreased-5,531 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.5%Prev: 0.8%	10,782 SH	Decreased-4,386 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.1M	0.6%Prev: 2.1%	22,444 SH	Decreased-33,589 SH
VANGUARD WORLD FD	INF TECH ETF	$14.6M	4.3%Prev: 4.0%	122,345 SH	Increased+107,607 SH
VIRTUS ETF TR II	KAR MID-CAP ETF	$4.4M	1.3%Prev: 2.3%	175,559 SH	Decreased-51,585 SH
VISA INC	COM CL A	$623K	0.2%Prev: 0.3%	1,817 SH	Decreased-84 SH
WISDOMTREE TR	US MIDCAP DIVID	$683K	0.2%Prev: 0.3%	12,088 SH	Increased-52 SH
WISDOMTREE TR	US SMALLCAP DIVD	$393K	0.1%Prev: 0.2%	9,654 SH	Increased-1,990 SH
WP CAREY INC	COM	$1.3M	0.4%Prev: 1.0%	18,054 SH	Decreased-20,241 SH

Sold (vs prior filing)

AUTODESK INC — $210K
AXCELIS TECHNOLOGIES INC — $2.2M
COLUMBIA ETF TR I — $382K
COSTCO WHSL CORP NEW — $330K
ISHARES INC — $226K
ISHARES TR — $266K
ISHARES TR — $300K
ISHARES TR — $1.3M
ISHARES TR — $269K
JPMORGAN CHASE & CO. — $809K
MICROSTRATEGY INC — $209K
NUVEEN CA QUALTY MUN INCOME — $459K
PALANTIR TECHNOLOGIES INC — $377K
QUALCOMM INC — $226K
RAMBUS INC DEL — $207K
ROBLOX CORP — $375K
SPDR SERIES TRUST — $225K
SPDR SERIES TRUST — $994K
SPDR SERIES TRUST — $1.7M
TAIWAN SEMICONDUCTOR MFG LTD — $2.2M
… and 1 more

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