Latest New Insight Wealth Advisors Stock Portfolio
$278Million– No. of Holdings #107
New Insight Wealth Advisors Performance:
2026 Q1: -3.34%YTD: -3.34%2025: 11.86%
Performance for 2026 Q1 is -3.34%, and YTD is -3.34%, and 2025 is 11.86%.
About New Insight Wealth Advisors and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $278.9 Millions as of 31 Mar, 2026.
The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 13.3% of it's portfolio in ISHARES TR and 6.5% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off VANGUARD INSTL INDEX FD, MICRON TECHNOLOGY INC (MU) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD). New Insight Wealth Advisors opened new stock positions in HEALTHPEAK PROPERTIES INC (PEAK) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), LULULEMON ATHLETICA INC (LULU) and RIVIAN AUTOMOTIVE INC (RIVN).
The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 13.3% of it's portfolio in ISHARES TR and 6.5% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off VANGUARD INSTL INDEX FD, MICRON TECHNOLOGY INC (MU) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD). New Insight Wealth Advisors opened new stock positions in HEALTHPEAK PROPERTIES INC (PEAK) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), LULULEMON ATHLETICA INC (LULU) and RIVIAN AUTOMOTIVE INC (RIVN).
New Insight Wealth Advisors Equity Portfolio Value
Last Reported on: 08 May, 2026
New Insight Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that New Insight Wealth Advisors made a return of -3.34% in the last quarter. In trailing 12 months, it's portfolio return was 13.93%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| healthpeak properties inc | 505,535 |
| medtronic plc | 221,044 |
New stocks bought by New Insight Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 219 |
| lululemon athletica inc | 165 |
| rivian automotive inc | 92.43 |
| fidelity covington trust | 91.74 |
| j p morgan exchange traded f | 82.34 |
| ishares tr | 82.05 |
| unitedhealth group inc | 62.1 |
| j p morgan exchange traded f | 60.47 |
Additions to existing portfolio by New Insight Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -35.85 |
| ishares tr | -34.82 |
| invesco exchange traded fd t | -30.89 |
| servicenow inc | -24.94 |
| invesco exch traded fd tr ii | -21.3 |
| vaneck etf trust | -20.39 |
| vanguard whitehall fds | -20.37 |
| salesforce inc | -20.08 |
New Insight Wealth Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -236,689 |
| vanguard instl index fd | -403,551 |
| ishares tr | -211,553 |
| ishares tr | -202,057 |
| micron technology inc | -220,622 |
| autodesk inc | -200,991 |
New Insight Wealth Advisors got rid off the above stocks
Sector Distribution
New Insight Wealth Advisors has about 73.4% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Communication Services
- Real Estate
- Healthcare
- Financial Services
| Sector | % |
|---|---|
| Others | 73.4 |
| Technology | 6.8 |
| Consumer Cyclical | 6.7 |
| Communication Services | 4.4 |
| Real Estate | 4 |
| Healthcare | 2.7 |
| Financial Services | 1.4 |
Market Cap. Distribution
New Insight Wealth Advisors has about 24.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 73.4 |
| MEGA-CAP | 17.1 |
| LARGE-CAP | 7.4 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 23.5% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 75.9 |
| S&P 500 | 23.5 |
New Insight Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Insight Wealth Advisors
New Insight Wealth Advisors has 107 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for New Insight Wealth Advisors last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.67 | 18,298 | 4,643,740 | reduced | -3.09 | ||
| AAXJ | ishares tr | 0.54 | 14,147 | 1,501,700 | added | 36.03 | ||
| AAXJ | ishares tr | 0.13 | 5,543 | 360,794 | reduced | -4.15 | ||
| AAXJ | ishares tr | 0.10 | 3,392 | 287,593 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.26 | 3,401 | 739,683 | reduced | -12.57 | ||
| ACWF | ishares tr | 1.93 | 137,763 | 5,367,250 | added | 82.05 | ||
| ADSK | autodesk inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.67 | 4,854 | 1,861,020 | reduced | -0.41 | ||
| AFK | vaneck etf trust | 0.09 | 2,635 | 254,805 | reduced | -20.39 | ||
| AGZD | wisdomtree tr | 0.22 | 11,903 | 625,384 | added | 3.6 | ||
| AGZD | wisdomtree tr | 0.11 | 8,758 | 314,763 | reduced | -1.57 | ||
| AMAT | applied matls inc | 0.10 | 820 | 280,268 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.52 | 15,557 | 1,442,760 | reduced | -3.11 | ||
| AMPS | ishares tr | 0.10 | 5,405 | 275,385 | reduced | -35.85 | ||
| AMZN | amazon com inc | 2.68 | 35,950 | 7,487,300 | added | 6.65 | ||
| APP | applovin corp | 0.11 | 766 | 304,868 | added | 47.31 | ||
| AVGO | broadcom inc | 0.74 | 6,626 | 2,050,830 | reduced | -2.23 | ||
| BAB | invesco exch traded fd tr ii | 0.14 | 7,567 | 381,982 | reduced | -21.3 | ||
| BAB | invesco exch traded fd tr ii | 0.11 | 2,348 | 301,154 | reduced | -3.06 | ||