Latest New Insight Wealth Advisors Stock Portfolio

New Insight Wealth Advisors Performance:

2025 Q2: 6.86%YTD: 1.93%2024: 10.09%

Performance for 2025 Q2 is 6.86%, and YTD is 1.93%, and 2024 is 10.09%.

About New Insight Wealth Advisors and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $243 Millions as of 30 Jun, 2025.

The top stock holdings of New Insight Wealth Advisors are IJR, FBND, FNDA. The fund has invested 12.5% of it's portfolio in ISHARES TR and 6.4% of portfolio in FIDELITY MERRIMACK STR TR.

The fund managers got completely rid off VANGUARD INDEX FDS (VB) and CROWDSTRIKE HLDGS INC (CRWD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FIRST TR EXCH TRADED FD III (FCAL) and VANGUARD INDEX FDS (VB). New Insight Wealth Advisors opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), MARVELL TECHNOLOGY INC (MRVL) and VANGUARD CHARLOTTE FDS (BNDX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (AAXJ) and UNDER ARMOUR INC (UAA).

New Insight Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that New Insight Wealth Advisors made a return of 6.86% in the last quarter. In trailing 12 months, it's portfolio return was 8.66%.

New Buys

Ticker	$ Bought
fidelity covington trust	1,071,510
marvell technology inc	832,824
vanguard charlotte fds	788,298
ishares tr	649,842
vanguard instl index fd	578,949
ishares tr	387,605
roblox corp	374,828
vanguard mun bd fds	283,050

New stocks bought by New Insight Wealth Advisors

Additions

Ticker	% Inc.
vanguard scottsdale fds	255
ishares tr	255
under armour inc	128
realty income corp	60.34
virtus etf tr ii	45.3
ishares tr	41.93
servicenow inc	38.48
goldman sachs group inc	27.32

Additions to existing portfolio by New Insight Wealth Advisors

Reductions

Ticker	% Reduced
ishares tr	-52.13
first tr exch traded fd iii	-49.8
vanguard index fds	-32.57
nuveen ca qualty mun income	-31.34
vaneck etf trust	-30.43
wisdomtree tr	-25.84
columbia etf tr i	-24.13
vaneck etf trust	-22.39

New Insight Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard index fds	-336,365
crowdstrike hldgs inc	-213,311
vanguard index fds	-212,480

New Insight Wealth Advisors got rid off the above stocks

Sector Distribution

New Insight Wealth Advisors has about 72.7% of it's holdings in Others sector.

Sector	%
Others	72.7
Technology	8.6
Consumer Cyclical	6.7
Communication Services	4
Real Estate	3.3
Healthcare	2.3
Financial Services	1.5

Market Cap. Distribution

New Insight Wealth Advisors has about 25.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.7
MEGA-CAP	16.3
LARGE-CAP	9.2

Stocks belong to which Index?

About 24.3% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.7
S&P 500	22.4
RUSSELL 2000	1.9

Top 5 Winners (%)		%
AMPS	ishares tr	188.9 %
AVGO	broadcom inc	60.7 %
PLTR	palantir technologies inc	59.5 %
NVDA	nvidia corporation	43.5 %
ACLS	axcelis technologies inc	40.3 %

Top 5 Winners ($)		$
IJR	ishares tr	2.9 M
AMPS	ishares tr	2.5 M
IJR	ishares tr	1.4 M
MSFT	microsoft corp	1.3 M
TSLA	tesla inc	1.3 M

Top 5 Losers (%)		%
ABBV	abbvie inc	-11.4 %
AAPL	apple inc	-7.7 %
LLY	eli lilly & co	-5.3 %
SPG	simon ppty group inc new	-3.4 %
IJR	ishares tr	-3.0 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.3 M
SPG	simon ppty group inc new	-0.2 M
PFE	pfizer inc	-0.1 M
ABBV	abbvie inc	-0.1 M
WPC	wp carey inc	0.0 M

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 105 stocks in it's portfolio. About 53% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for New Insight Wealth Advisors last quarter.

Last Reported on: 16 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	12.49	48,889	30,355,400	reduced	-2.52
Historical Trend of ISHARES TR Position Held By New Insight Wealth Advisors What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	FBND	fidelity merrimack str tr	6.39	339,668	15,539,800	added	6.2

	FNDA	schwab strategic tr	6.33	580,869	15,393,000	reduced	-3.1

	VB	vanguard index fds	5.56	48,282	13,510,700	added	3.54

	CSD	invesco exchange traded fd t	4.76	63,717	11,579,900	reduced	-4.86

	IVOG	vanguard admiral fds inc	4.42	106,209	10,751,500	reduced	-6.25

	VAW	vanguard world fd	4.02	14,738	9,775,470	reduced	-2.13

	IJR	ishares tr	3.31	87,066	8,039,720	reduced	-1.67

	AMZN	amazon com inc	2.92	32,332	7,093,320	added	1.77

	TSLA	tesla inc	2.74	20,997	6,669,910	reduced	-7.59

	BLHY	virtus etf tr ii	2.34	227,144	5,695,070	added	45.3

	MSFT	microsoft corp	2.19	10,721	5,332,700	added	1.54

	VIG	vanguard specialized funds	2.13	25,337	5,185,720	added	2.5

	VIGI	vanguard whitehall fds	2.08	56,033	5,049,690	reduced	-2.02

	SPG	simon ppty group inc new	1.96	29,558	4,751,820	reduced	-11.9

	META	meta platforms inc	1.72	5,668	4,183,300	added	9.06

	PFE	pfizer inc	1.67	167,834	4,068,310	added	23.28

		global e online ltd	1.66	120,000	4,024,800	unchanged	0.00

	AAPL	apple inc	1.49	17,674	3,626,170	reduced	-3.05

	GOOG	alphabet inc	1.38	19,049	3,356,950	reduced	-7.48