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CIK: 0002022328
Total reported value
$339.2M
$339.2M
106 檔
25.9%
As reported in its official Q3 2025 Form 13F filing, New Insight Wealth Advisors's tracked investment portfolio stood at $339.2M with 106 total positions.
In Q3 2025, New Insight Wealth Advisors displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.77% | -1.02% | +3.73% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.38% | -0.88% | +8.05% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.69% | -0.40% | +6.58% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.11% | +0.48% | -0.71% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.05% | -0.11% | -32.03% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.97% | -0.34% | -10.03% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.94% | -0.53% | -13.29% | |
| 8 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.35% | +0.57% | -0.95% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.30% | -0.28% | -6.00% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.09% | +2.66% | |
| 11 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 2.21% | -0.76% | +4.66% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | +0.05% | +5.32% | |
| 13 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.16% | -0.22% | +399.38% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | -0.38% | -5.98% | |
| 15 | GLBE | Global-E Online Ltd. | Stock-Other | 1.88% | -0.11% | +16.26% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.17% | +1.50% | |
| 17 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.64% | -0.13% | -21.32% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.63% | -0.26% | -13.42% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.24% | -3.85% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.01% | -12.79% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.47% | -0.40% | -8.74% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.29% | +0.48% | +24.25% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.01% | -2.43% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.09% | -0.23% | -3.09% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.02% | +53.69% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.04% | -0.28% | — | |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.02% | +0.10% | +10.48% | |
| 28 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.99% | — | -15.18% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.90% | -0.12% | -0.17% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.05% | -3.26% | |
| 31 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.77% | +0.08% | +0.44% | |
| 32 | WPC | Wp Carey Inc | Stock-Real Estate | 0.76% | -0.15% | -22.28% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.14% | -8.94% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.52% | -5.44% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | -0.31% | +105.07% | |
| 36 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.60% | +0.60% | -2.53% | |
| 37 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.56% | -0.15% | — | |
| 38 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.56% | -0.08% | — | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.08% | -2.20% | |
| 40 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | +0.70% | +44.82% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.46% | -0.11% | +39.86% | |
| 42 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.44% | +0.39% | -5.72% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.06% | +3.19% | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.44% | +0.27% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.16% | +310.20% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.17% | +53.60% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.08% | +110.80% | |
| 48 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.41% | +0.06% | -63.24% | |
| 49 | INTF | Ishares International Equity | ETF-Other | 0.41% | +0.16% | +50.27% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.09% | -0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +24.25% | Add |
| 2 | TSLA | Tesla Inc | +0.6% | -6.00% | Trim |
| 3 | KMID | Virtus Kar Mid-cap ETF | +0.5% | +4.66% | Add |
| 4 | VGT | Vanguard Info Tech ETF | +0.4% | -0.71% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | +5.32% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +53.69% | Add |
| 7 | MUB | Ishares National Muni Bond E | +0.3% | +53.60% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.50% | Trim |
| 9 | GS | Goldman Sachs Group Inc | +0.3% | -0.17% | Add |
| 10 | IXN | Ishares Global Tech ETF | +0.3% | -0.95% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +3.19% | Add |
| 12 | ACLS | Axcelis Technologies Inc | +0.3% | -15.18% | Trim |
| 13 | NOW | Servicenow Inc | +0.3% | +110.80% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | -2.43% | Trim |
| 15 | AVGO | Broadcom Inc | +0.2% | -3.26% | Trim |
| 16 | O | Realty Income CORP | +0.2% | +39.86% | Add |
| 17 | VO | Vanguard Mid-cap ETF | +0.2% | +6.58% | Add |
| 18 | INTF | Ishares International Equity | +0.2% | +50.27% | Add |
| 19 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.2% | +255.50% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.2% | -3.85% | Add |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Add |
| 22 | APP | Applovin Corp-class A | +0.1% | -17.14% | Trim |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +10.48% | Add |
| 24 | MINV | Matthews Asia Innovators Act | 0% | -2.53% | Trim |
| 25 | AMZN | Amazon.com Inc | — | +2.66% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +3.73% | Add |
| 27 | GLBE | Global-E Online Ltd. | -0.1% | +16.26% | Add |
| 28 | PFE | Pfizer Inc | -0.1% | -8.74% | Add |
| 29 | IXJ | Ishares Global Healthcare Et | -0.2% | -28.85% | Trim |
| 30 | FBND | Fidelity Total Bond ETF | -0.3% | +8.05% | Add |
| 31 | WPC | Wp Carey Inc | -0.4% | -22.28% | Trim |
| 32 | FCAL | First Trust California Munic | -0.4% | -13.78% | Trim |
| 33 | VIGI | Vanguard Int Div App Indx Fd | -0.5% | -13.42% | Trim |
| 34 | SPG | Simon Property Group Inc | -0.9% | -21.32% | Trim |
| 35 | VIOO | Vanguard S&p Small-cap 600 E | -1% | -10.03% | Trim |
| 36 | PEY | Invesco High Yield Equity Di | -1.3% | -63.24% | Trim |
| 37 | RSP | Invesco S&p 500 Equal Weight | -1.3% | -13.29% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -3.6% | -32.03% | Trim |
| 39 | FDVV | Fidelity High Dividend ETF | — | NEW | New buy |
| 40 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 41 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 42 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 43 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 45 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 46 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 50 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, FBND, VO) accounted for 25.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDVV
市值: $5.7M
Top Position Liquidated / Trimmed
SCHD
前期市值: $16.8M
During Q3 2025, New Insight Wealth Advisors's top holdings by market value included IVV (12.8%)、FBND (6.4%)、VO (5.7%). The largest single position, IVV, represented 12.8% of total portfolio value.
In Q3 2025, New Insight Wealth Advisors made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 18 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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