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CIK: 0002022328
Total reported value
$339.2M
$339.2M
107 檔
26.7%
During the Q1 2026 filing period, New Insight Wealth Advisors (CIK: 0002022328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $339.2M across 107 reported positions.
In Q1 2026, New Insight Wealth Advisors adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.35% | -1.02% | +2.41% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.47% | -0.88% | +2.33% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.47% | -0.40% | -1.16% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.83% | +0.48% | -0.05% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.30% | -0.53% | -7.50% | |
| 6 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.18% | +0.57% | -0.34% | |
| 7 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.17% | -0.34% | -11.33% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.00% | -0.11% | -12.65% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.84% | -0.22% | +5.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.09% | +6.65% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.17% | +7.10% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.14% | -0.28% | +0.11% | |
| 13 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 2.06% | -0.76% | -0.50% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.00% | +0.48% | +10.99% | |
| 15 | INTF | Ishares International Equity | ETF-Other | 1.92% | +0.16% | +82.05% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | +0.05% | +11.21% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.76% | -0.38% | -3.55% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.01% | -3.09% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.57% | +0.27% | +82.34% | |
| 20 | GLBE | Global-E Online Ltd. | Stock-Other | 1.54% | -0.11% | — | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.47% | -0.40% | -4.75% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.24% | +15.05% | |
| 23 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.30% | -0.08% | +10.88% | |
| 24 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.27% | +0.17% | +219.92% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.02% | +2.84% | |
| 26 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.19% | -0.13% | -8.99% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.01% | +0.95% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.06% | +0.10% | -0.28% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | -0.12% | -3.35% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.88% | -0.26% | -20.37% | |
| 31 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.81% | +0.25% | +91.74% | |
| 32 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.79% | +0.39% | +92.43% | |
| 33 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.76% | +0.08% | — | |
| 34 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.76% | -0.15% | — | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 0.76% | -0.11% | +8.99% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.05% | -2.23% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.72% | -0.28% | +1.24% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.67% | +0.52% | -0.41% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | -0.31% | -3.05% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.14% | -7.06% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.16% | +62.10% | |
| 42 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.58% | +0.60% | +1.04% | |
| 43 | MRVL | Marvell Technology Inc | Stock-Tech | 0.57% | +0.70% | -1.25% | |
| 44 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.55% | -0.12% | +8.35% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.23% | -34.82% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.17% | +36.03% | |
| 47 | WPC | Wp Carey Inc | Stock-Real Estate | 0.53% | -0.15% | -14.55% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.08% | -3.11% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.48% | +0.12% | +3.74% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.07% | +41.45% |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 107 disclosed positions in Q1 2026.
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 26.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DOC
市值: $505.5K
Top Position Liquidated / Trimmed
VBIL
前期市值: $403.6K
During Q1 2026, New Insight Wealth Advisors's top holdings by market value included IVV (13.3%)、FBND (6.5%)、VO (5.5%). The largest single position, IVV, represented 13.3% of total portfolio value.
In Q1 2026, New Insight Wealth Advisors made 98 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 51 holdings, and fully liquidating 6 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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