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CIK: 0002022328
Total reported value
$339.2M
$339.2M
111 檔
27.4%
At the close of Q4 2025, New Insight Wealth Advisors disclosed equity holdings valued at approximately $339.2M, spread across 111 reported holdings.
In Q4 2025, New Insight Wealth Advisors displayed an active expansion posture, initiating 7 new positions and adding to 27 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 | 13.61% | -1.02% | +9.70% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.36% | -0.88% | +5.39% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.57% | -0.40% | +4.48% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.12% | +0.48% | +4.61% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.55% | -0.53% | -6.07% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.44% | -0.34% | -9.24% | |
| 7 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.34% | +0.57% | +3.20% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.06% | -0.11% | -20.80% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.09% | +1.55% | |
| 10 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.76% | -0.22% | +32.39% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.57% | -0.28% | -18.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.17% | +10.37% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.05% | +10.02% | |
| 14 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 2.10% | -0.76% | +1.66% | |
| 15 | GLBE | Global-E Online Ltd. | Stock-Other | 1.96% | -0.11% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.85% | -0.38% | -0.94% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.01% | +22.50% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.62% | +0.48% | +21.66% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.36% | -0.40% | +0.04% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.24% | +5.96% | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.29% | -0.13% | -16.05% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | +14.37% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.01% | +4.18% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.13% | -0.26% | -28.56% | |
| 25 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.11% | -0.08% | +110.36% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.05% | +0.10% | +11.50% | |
| 27 | INTF | Ishares International Equity | ETF-Other | 1.02% | +0.16% | +152.02% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.96% | -0.12% | +1.26% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.87% | +0.27% | +107.94% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.05% | -4.82% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -0.23% | -19.19% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.82% | -0.28% | +1.30% | |
| 33 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.72% | +0.08% | -0.14% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.69% | -0.31% | +21.94% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.14% | -6.82% | |
| 36 | O | Realty Income CORP | Stock-Real Estate | 0.64% | -0.11% | +57.56% | |
| 37 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.63% | -0.15% | — | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.52% | -4.56% | |
| 39 | WPC | Wp Carey Inc | Stock-Real Estate | 0.59% | -0.15% | -14.02% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.08% | +15.52% | |
| 41 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.54% | +0.39% | -5.33% | |
| 42 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.53% | +0.60% | -1.57% | |
| 43 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.51% | -0.12% | +157.32% | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | +0.70% | +4.38% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.46% | +0.12% | +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% | -0.06% | +4.04% | |
| 48 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.41% | +0.25% | +58.77% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.17% | -1.23% | |
| 50 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.40% | +0.17% | — |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 111 disclosed positions in Q4 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 27.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
JSCP
市值: $1.1M
Top Position Liquidated / Trimmed
ACLS
前期市值: $2.6M
During Q4 2025, New Insight Wealth Advisors's top holdings by market value included IVV (13.6%)、FBND (6.4%)、VO (5.6%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q4 2025, New Insight Wealth Advisors made 48 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 3 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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