NI
New Insight Wealth Advisors SEC 13F Filing (Q2 2026) — Holdings & Portfolio
New Insight Wealth AdvisorsCIK: 0002022328
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$339.2M
Reporting period: 2026-06-30 · Number of holdings: 120
New Insight Wealth Advisors disclosed 120 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $339.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 13.71
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 67.83
- Diversification
- 100
- Sizing Uniformity
- 82.28
New Insight Wealth Advisors's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 120 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.77), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim IVV
-2.0% $4.6M
Add DOC
+472.2% $3.3M
New buy BINC
Trim FBND
+5.2% $892.6K
Trim KMID
-27.0% -$1.3M
Add MRVL
-9.7% $2.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.33% | -1.02% | -2.02% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.59% | -0.88% | +5.24% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.07% | -0.40% | +301.43% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.31% | +0.48% | +699.64% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.75% | +0.57% | -0.66% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.89% | -0.11% | +13.03% | |
| 7 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 2.83% | -0.34% | -9.15% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.77% | -0.53% | -7.86% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.62% | -0.22% | +2.67% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | -0.09% | +2.63% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | +0.17% | +5.14% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.48% | +0.48% | +6.62% | |
| 13 | INTF | Ishares International Equity | ETF-Other | 2.08% | +0.16% | +24.97% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.05% | +23.66% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.86% | -0.28% | -6.54% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.84% | +0.27% | +40.33% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.01% | +6.17% | |
| 18 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.44% | +0.17% | +38.94% | |
| 19 | GLBE | Global-E Online Ltd. | Stock-Other | 1.43% | -0.11% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.38% | -12.99% | |
| 21 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 1.30% | -0.76% | -27.00% | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 1.27% | +0.70% | -9.66% | |
| 23 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.22% | -0.08% | -1.29% | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.19% | +0.52% | +27.03% | |
| 25 | MINV | Matthews Asia Innovators Act | ETF-Other | 1.18% | +0.60% | +63.15% | |
| 26 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.18% | +0.39% | +57.08% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.02% | +4.35% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.16% | +0.10% | +21.30% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.24% | +1.40% | |
| 30 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.11% | +0.93% | +472.17% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.01% | +5.87% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | -0.40% | +2.82% | |
| 33 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 1.06% | +0.25% | +37.66% | |
| 34 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.06% | -0.13% | -9.81% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.93% | +0.93% | NEW | |
| 36 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.84% | +0.08% | +8.62% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.05% | +6.53% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.16% | +1.04% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | -0.12% | -12.64% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | +0.67% | NEW | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.65% | -0.11% | +3.03% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.62% | -0.26% | -18.68% | |
| 43 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.61% | -0.15% | — | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.60% | +0.12% | +50.55% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.07% | +14.90% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.14% | -9.86% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | +0.07% | +43.58% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.44% | -0.28% | -1.53% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.08% | -0.87% | |
| 50 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.43% | -0.12% | -6.12% |
1–50 of 120
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+20.2%
- Stdev
- +11.8%
- Beta
- +0.93
- Alpha
- 0%
- Max Drawdown
- -9.4%
- Annualized Perf
- +18%
- Batting Avg vs S&P
- +43.3%
- Sortino
- +2.98
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.05
- Calmar
- +1.91
- Information Ratio
- -0.35
- Tracking Error
- +3.4%
- Stdev Down
- +5.8%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +30.6%
- Worst 12 Months
- +7.6%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.47
- Stdev Sectors
- +11.2%
- Skewness
- +0.03
- Kurtosis
- +0.01
- Upside Potential
- +4.49
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
New Insight Wealth Advisors's most significant position changes for 2026-06-30: New buy: Ishares Flex I A Etf-usd Inc (BINC); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: Ishares Semiconductor ETF (SOXX); New buy: Advanced Micro Devices (AMD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DOC | Healthpeak Properties Inc | +0.9% | +472.17% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.9% | NEW | New buy |
| 3 | MRVL | Marvell Technology Inc | +0.7% | -9.66% | Trim |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | NEW | New buy |
| 5 | MINV | Matthews Asia Innovators Act | +0.6% | +63.15% | Add |
| 6 | IXN | Ishares Global Tech ETF | +0.6% | -0.66% | Trim |
| 7 | SMH | Vaneck Semiconductor ETF | +0.5% | +27.03% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.5% | +699.64% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +6.62% | Add |
| 10 | RIVN | Rivian Automotive Inc-a | +0.4% | +57.08% | Add |
| 11 | JMUB | Jpmorgan Municipal ETF | +0.3% | +40.33% | Add |
| 12 | FDEM | Fidelity Emrg Mrkt Multifact | +0.3% | +37.66% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.14% | Add |
| 14 | JSCP | Jpmorgan Short Duration Core | +0.2% | +38.94% | Add |
| 15 | FLOT | Ishares Floating Rate Bond E | +0.2% | +234.32% | Add |
| 16 | VTEC | Vanguard Ca Tax-ex Bond | +0.2% | NEW | New buy |
| 17 | INTF | Ishares International Equity | +0.2% | +24.97% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | +1.04% | Add |
| 19 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +50.55% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +21.30% | Add |
| 25 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +8.62% | Add |
| 26 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | New buy |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 28 | PFM | Invesco Dividend Achievers E | +0.1% | NEW | New buy |
| 29 | PHYL | Pgim Active High Yield Bond | +0.1% | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +14.90% | Add |
| 31 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +43.58% | Add |
| 32 | AMAT | Applied Materials Inc | +0.1% | -0.37% | Trim |
| 33 | INDE | Matthews India ETF | +0.1% | NEW | New buy |
| 34 | PEY | Invesco High Yield Equity Di | +0.1% | +40.00% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +71.81% | Add |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 37 | NNN | Nnn Reit Inc | +0.1% | NEW | New buy |
| 38 | CHGX | Stance Sustainable Beta ETF | +0.1% | NEW | New buy |
| 39 | MSFT | Microsoft CORP | +0.1% | +23.66% | Add |
| 40 | AVGO | Broadcom Inc | +0.1% | +6.53% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | -3.98% | Trim |
| 42 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 43 | MRNA | Moderna Inc | 0% | -2.71% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | -1.34% | Trim |
| 45 | DES | Wisdomtree US Smallcap Divid | 0% | +10.23% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | +4.30% | Add |
| 47 | IDHQ | Invesco S&p International De | — | -1.44% | Trim |
| 48 | VB | Vanguard Small-cap ETF | — | +5.26% | Add |
| 49 | FBCG | Fidelity Blue Chip Grow ETF | — | -2.60% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | +26.79% | Add |
1–50 of 122
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is New Insight Wealth Advisors and what type of investor is it?
New Insight Wealth Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $339.2M, spread across 120 disclosed positions.
What are New Insight Wealth Advisors's largest equity positions?
Based on the latest 13F filing, New Insight Wealth Advisors's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $41.8M (12.3%)
2. Fidelity Total Bond ETF (FBND) — $18.9M (5.6%)
3. Vanguard Mid-cap ETF (VO) — $17.2M (5.1%)
4. Vanguard Info Tech ETF (VGT) — $14.6M (4.3%)
5. Ishares Global Tech ETF (IXN) — $12.7M (3.8%)
What changes did New Insight Wealth Advisors make in its most recent portfolio filing?
In the latest reported quarter, New Insight Wealth Advisors made 116 notable position adjustments: 15 new positions were initiated, 43 existing holdings were added to, 56 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishares Flex I A Etf-usd Inc (BINC); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: Ishares Semiconductor ETF (SOXX); New buy: Advanced Micro Devices (AMD)
What sectors does New Insight Wealth Advisors focus on?
New Insight Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.4%
• Consumer Discretionary: 23.7%
• Real Estate: 15.1%
• Communication Services: 14.5%
• Health Care: 7.8%
• Financials: 4.0%
Investment Profile
New Insight Wealth Advisors returned an annualized 18.0% over the trailing 30 months — outperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.93 (roughly in line with the market) and a 43% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.4% of the portfolio concentrated in Information Technology.
It has added to its INTF position over the past two quarters (+$4.2M, now $7.1M), while trimming KMID over the same stretch (-$1.5M, still holding $4.4M).
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Developer Access
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