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CIK: 0002022328
Total reported value
$339.2M
$339.2M
106 檔
25.5%
The Q2 2025 SEC filing reveals that New Insight Wealth Advisors held a total portfolio value of $339.2M, covering 106 public equity positions.
During Q2 2025, New Insight Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.49% | -1.02% | -2.52% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.39% | -0.88% | +6.20% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.33% | -0.11% | -3.10% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.56% | -0.40% | +3.54% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.76% | -0.53% | -4.86% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 4.42% | -0.34% | -6.25% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.02% | +0.48% | -2.13% | |
| 8 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.31% | +0.57% | -1.67% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.09% | +1.77% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.74% | -0.28% | -7.59% | |
| 11 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 2.34% | -0.76% | +45.30% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | +0.05% | +1.54% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | -0.38% | +2.50% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.08% | -0.26% | -2.02% | |
| 15 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.96% | -0.13% | -11.90% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.24% | +9.06% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.67% | -0.40% | +23.28% | |
| 18 | GLBE | Global-E Online Ltd. | Stock-Other | 1.66% | -0.11% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.01% | -3.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.17% | -7.48% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.23% | -0.23% | +8.09% | |
| 22 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.18% | +0.06% | -17.38% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.01% | -9.30% | |
| 24 | WPC | Wp Carey Inc | Stock-Real Estate | 0.98% | -0.15% | -3.66% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.94% | +0.10% | +2.17% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.48% | +27.11% | |
| 27 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.91% | — | — | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.88% | -0.12% | +27.32% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.05% | -14.01% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.14% | -2.38% | |
| 31 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.78% | +0.08% | -0.78% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.72% | -0.28% | +1.68% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | +4.11% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.62% | +0.52% | -22.39% | |
| 35 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.56% | +0.60% | -0.90% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.55% | -0.08% | -0.75% | |
| 37 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.51% | -0.15% | -0.70% | |
| 38 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.48% | +0.39% | -3.29% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.47% | -0.06% | +255.47% | |
| 40 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.44% | -0.22% | — | |
| 41 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.41% | -0.08% | -9.75% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.06% | -3.27% | |
| 43 | MRVL | Marvell Technology Inc | Stock-Tech | 0.34% | +0.70% | — | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.34% | -0.11% | +60.34% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.02% | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.32% | -0.31% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | -0.09% | -0.39% | |
| 48 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.31% | -0.02% | — | |
| 49 | IYK | Ishares US Consumer Staples | ETF-Other | 0.31% | -0.07% | +1.30% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.30% | -0.07% | -9.67% |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 106 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FBND, SCHD) accounted for 25.5% of total reported equity market value during Q2 2025.
During Q2 2025, New Insight Wealth Advisors's top holdings by market value included IVV (12.5%)、FBND (6.4%)、SCHD (6.3%). The largest single position, IVV, represented 12.5% of total portfolio value.
In Q2 2025, New Insight Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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