New Insight Wealth Advisors — Q4 2025 13F Holdings

Name: New Insight Wealth Advisors — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002022328

Total reported value

$278.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	13.61%	-0.26%	+9.70%
2	FBND	Fidelity Total Bond ETF	ETF-Other	6.36%	+0.11%	+5.39%
3	VO	Vanguard Mid-cap ETF	ETF-Other	5.57%	-0.10%	+4.48%
4	VGT	Vanguard Info Tech ETF	ETF-Tech	4.12%	-0.29%	+4.61%
5	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	3.55%	-0.25%	-6.07%
6	VIOO	Vanguard S&p Small-cap 600 E	ETF-Other	3.44%	-0.27%	-9.24%
7	IXN	Ishares Global Tech ETF	ETF-Tech	3.34%	-0.16%	+3.20%
8	SCHD	Schwab US Dvd Equity ETF	ETF-Other	3.06%	-0.06%	-20.80%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.78%	-0.10%	+1.55%
10	FDVV	Fidelity High Dividend ETF	ETF-Other	2.76%	+0.08%	+32.39%
11	TSLA	Tesla INC	Stock-Consumer Disc	2.57%	-0.43%	-18.92%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.39%	—	+10.37%
13	MSFT	Microsoft CORP	Stock-Tech	2.15%	-0.32%	+10.02%
14	KMID	Virtus Kar Mid-cap ETF	ETF-Other	2.10%	—	+1.66%
15	GLBE	Global-E Online Ltd.	Stock-Other	1.96%	-0.42%	—
16	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.85%	-0.09%	-0.94%
17	AAPL	Apple INC	Stock-Tech	1.83%	-0.16%	+22.50%
18	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.62%	+0.38%	+21.66%
19	PFE	Pfizer INC	Stock-Healthcare	1.36%	+0.11%	+0.04%
20	META	Meta Platforms Inc-class A	Stock-Comm Services	1.36%	—	+5.96%
21	SPG	Simon Property Group INC	Stock-Real Estate	1.29%	-0.10%	-16.05%
22	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	1.21%	—	+14.37%
23	NVDA	Nvidia CORP	Stock-Tech	1.15%	—	+4.18%
24	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	1.13%	-0.25%	-28.56%
25	FRT	Federal Realty Invs Trust	Stock-Real Estate	1.11%	+0.19%	+110.36%
26	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	1.05%	—	+11.50%
27	INTF	Ishares International Equity	ETF-Other	1.02%	+0.90%	+152.02%
28	GS	Goldman Sachs Group INC	Stock-Financials	0.96%	-0.07%	+1.26%
29	JMUB	Jpmorgan Municipal ETF	ETF-Other	0.87%	+0.70%	+107.94%
30	AVGO	Broadcom INC	Stock-Tech	0.84%	-0.10%	-4.82%
31	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.84%	-0.30%	-19.19%
32	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.82%	-0.10%	+1.30%
33	XSMO	Invesco S&p Smallcap Momentu	ETF-Other	0.72%	—	-0.14%
34	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.69%	—	+21.94%
35	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.66%	—	-6.82%
36	O	Realty Income CORP	Stock-Real Estate	0.64%	+0.12%	+57.56%
37	ROST	Ross Stores INC	Stock-Consumer Disc	0.63%	+0.13%	—
38	SMH	Vaneck Semiconductor ETF	ETF-Other	0.63%	—	-4.56%
39	WPC	Wp Carey INC	Stock-Real Estate	0.59%	—	-14.02%
40	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.54%	—	+15.52%
41	RIVN	Rivian Automotive Inc-a	Stock-Consumer Disc	0.54%	+0.25%	-5.33%
42	MINV	Matthews Asia Innovators Act	ETF-Other	0.53%	—	-1.57%
43	DIAL	Columbia Divers Fix INC ETF	ETF-Other	0.51%	—	+157.32%
44	MRVL	Marvell Technology INC	Stock-Tech	0.49%	+0.08%	+4.38%
45	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.46%	—	+59.79%
46	UNH	Unitedhealth Group INC	Stock-Healthcare	0.45%	+0.16%	+15.36%
47	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.44%	—	+4.04%
48	FDEM	Fidelity Emrg Mrkt Multifact	ETF-Other	0.41%	+0.40%	+58.77%
49	MUB	Ishares National Muni Bond E	ETF-Other	0.40%	+0.14%	-1.23%
50	JSCP	Jpmorgan Short Duration Core	ETF-Other	0.40%	+0.87%	—

1–50 of 111

Holding changes this quarter

Position changes disclosed by New Insight Wealth Advisors for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	+0.8%	+9.70%	Add
2	GOOGL	Alphabet Inc-cl A	+0.6%	+10.37%	Add
3	INTF	Ishares International Equity	+0.6%	+152.02%	Add
4	FDVV	Fidelity High Dividend ETF	+0.6%	+32.39%	Add
5	FRT	Federal Realty Invs Trust	+0.6%	+110.36%	Add
6	JMUB	Jpmorgan Municipal ETF	+0.4%	+107.94%	Add
7	AAPL	Apple INC	+0.4%	+22.50%	Add
8	TSM	Taiwan Semiconductor-sp Adr	+0.3%	+21.66%	Add
9	DIAL	Columbia Divers Fix INC ETF	+0.3%	+157.32%	Add
10	O	Realty Income CORP	+0.2%	+57.56%	Add
11	HYMB	Ss Spdr N Ice Hy Muni ETF	+0.2%	+59.79%	Add
12	FDEM	Fidelity Emrg Mrkt Multifact	+0.1%	+58.77%	Add
13	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+14.37%	Add
14	JEPI	Jpmorgan Equity Premium Inco	+0.1%	+104.13%	Add
15	NAC	Nuveen Ca Qlty Muni INC	+0.1%	+69.24%	Add
16	RIVN	Rivian Automotive Inc-a	+0.1%	-5.33%	Trim
17	GLBE	Global-E Online Ltd.	+0.1%	—	Unchanged
18	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+21.94%	Add
19	FCAL	First Trust California Munic	+0.1%	+38.94%	Add
20	ROST	Ross Stores INC	+0.1%	—	Unchanged
21	JPST	Jpmorgan Ultra-short Income	+0.1%	+39.72%	Add
22	GS	Goldman Sachs Group INC	+0.1%	+1.26%	Add
23	AMZN	Amazon.com INC	0%	+1.55%	Add
24	XMHQ	Invesco S&p Midcap Qual ETF	0%	+11.50%	Add
25	VGT	Vanguard Info Tech ETF	0%	+4.61%	Add
26	IXN	Ishares Global Tech ETF	0%	+3.20%	Add
27	FBND	Fidelity Total Bond ETF	0%	+5.39%	Add
28	APP	Applovin Corp-class A	-0.1%	-36.35%	Trim
29	FLOT	Ishares Floating Rate Bond E	-0.1%	-38.36%	Trim
30	VO	Vanguard Mid-cap ETF	-0.1%	+4.48%	Add
31	META	Meta Platforms Inc-class A	-0.2%	+5.96%	Add
32	WPC	Wp Carey INC	-0.2%	-14.02%	Trim
33	BABA	Alibaba Group Holding-sp Adr	-0.2%	+1.30%	Add
34	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	-19.19%	Trim
35	SPG	Simon Property Group INC	-0.4%	-16.05%	Trim
36	RSP	Invesco S&p 500 Equal Weight	-0.4%	-6.07%	Trim
37	VIGI	Vanguard Int Div App Indx Fd	-0.5%	-28.56%	Trim
38	VIOO	Vanguard S&p Small-cap 600 E	-0.5%	-9.24%	Trim
39	TSLA	Tesla INC	-0.7%	-18.92%	Trim
40	SCHD	Schwab US Dvd Equity ETF	-1%	-20.80%	Trim
41	ACLS	Axcelis Technologies INC	—	EXIT	Sold out
42	JSCP	Jpmorgan Short Duration Core	—	NEW	New buy
43	RBLX	Roblox CORP -class A	—	EXIT	Sold out
44	FBCG	Fidelity Blue Chip Grow ETF	—	NEW	New buy
45	LULU	Lululemon Athletica INC	—	NEW	New buy
46	MUST	Columbia Multi-sect Muni INC	—	EXIT	Sold out
47	MU	Micron Technology INC	—	NEW	New buy
48	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy
49	IJT	Ishares S&p Small-cap 600 Gr	—	NEW	New buy
50	AMAT	Applied Materials INC	—	NEW	New buy