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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%

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. <br><br> 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. <br><br> 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
$278Million
  as of May 08, 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 inc505,535
medtronic plc221,044
New stocks bought by New Insight Wealth Advisors

Additions

Ticker% Inc.
j p morgan exchange traded f219
lululemon athletica inc165
rivian automotive inc92.43
fidelity covington trust91.74
j p morgan exchange traded f82.34
ishares tr82.05
unitedhealth group inc62.1
j p morgan exchange traded f60.47
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%
Others73.4
Technology6.8
Consumer Cyclical6.7
Communication Services4.4
Real Estate4
Healthcare2.7
Financial Services1.4

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%
UNALLOCATED73.4
MEGA-CAP17.1
LARGE-CAP7.4
MID-CAP2

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%
Others75.9
S&P 50023.5
Top 5 Winners (%)%
MRNA
moderna inc
71.9 %
AMAT
applied matls inc
33.0 %
UA
under armour inc
20.6 %
ROST
ross stores inc
20.3 %
MRVL
marvell technology inc
16.4 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
1.0 M
TSM
taiwan semiconductor manufac
0.5 M
PFE
pfizer inc
0.5 M
ROST
ross stores inc
0.4 M
IVOG
vanguard admiral fds inc
0.3 M
Top 5 Losers (%)%
BLND
blend labs inc
-44.1 %
APP
applovin corp
-36.8 %
DASH
doordash inc
-33.7 %
PINS
pinterest inc
-29.2 %
NOW
servicenow inc
-27.8 %
Top 5 Losers ($)$
IJR
ishares tr
-1.8 M
MSFT
microsoft corp
-1.5 M
TSLA
tesla inc
-1.2 M
GLBE
global e online ltd
-1.2 M
VAW
vanguard world fd
-0.9 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 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.

$278.88MTotal Value
113Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of New Insight Wealth Advisors, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.54%14,147
$1.50M
0.54%
increased 36.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.13%5,543
$360.8K
0.13%
decreased 4.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.1%3,392
$287.6K
0.1%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
New Insight Wealth Advisors's holding in Ishares Tr over time
1.93%137,763
$5.37M
1.93%
increased 82.05 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
New Insight Wealth Advisors's holding in Vaneck Etf Trust over time
0.67%4,854
$1.86M
0.67%
decreased 0.41 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
New Insight Wealth Advisors's holding in Vaneck Etf Trust over time
0.09%2,635
$254.8K
0.09%
decreased 20.39 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
New Insight Wealth Advisors's holding in Wisdomtree Tr over time
0.22%11,903
$625.4K
0.22%
increased 3.6 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
New Insight Wealth Advisors's holding in Wisdomtree Tr over time
0.11%8,758
$314.8K
0.11%
decreased 1.57 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
New Insight Wealth Advisors's holding in Invesco Exch Traded Fd Tr Ii over time
0.14%7,567
$382.0K
0.14%
decreased 21.3 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
New Insight Wealth Advisors's holding in Invesco Exch Traded Fd Tr Ii over time
0.11%2,348
$301.2K
0.11%
decreased 3.06 percentreduced