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Latest New Insight Wealth Advisors Stock Portfolio

$339Million | No. of Holdings #120

New Insight Wealth Advisors Performance

2026 Q2-8.61%
YTD-11.66%
2025+11.86%

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

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $339.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 12.3% of it's portfolio in ISHARES TR and 5.6% of portfolio in FIDELITY MERRIMACK STR TR. <br><br> The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SCHWAB STRATEGIC TR (FNDA) and VANGUARD CHARLOTTE FDS (BNDX). New Insight Wealth Advisors opened new stock positions in BLACKROCK ETF TRUST II (HYMU), INVESCO EXCH TRADED FD TR II (BAB) and VANGUARD CALIF TAX FREE FDS. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and HEALTHPEAK PROPERTIES INC (PEAK).
New Insight Wealth Advisors Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$339Million
  as of Jul 28, 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 -8.61% in the last quarter. In trailing 12 months, it's portfolio return was -3.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust ii3,143,120
invesco exch traded fd tr ii2,273,470
vanguard calif tax free fds577,142
ishares tr429,315
advanced micro devices inc416,512
space exploration techn corp367,691
crowdstrike hldgs inc360,965
ishares inc288,313
New stocks bought by New Insight Wealth Advisors

Additions

Ticker% Inc.
vanguard world fd699
vanguard index fds504
healthpeak properties inc472
vanguard index fds301
ishares tr234
invesco qqq tr71.81
matthews asia fds63.15
rivian automotive inc57.08
Additions to existing portfolio by New Insight Wealth Advisors

Reductions

Ticker% Reduced
ishares tr-43.85
schwab strategic tr-38.97
vanguard charlotte fds-33.87
servicenow inc-33.00
uber technologies inc-30.57
ishares tr-30.51
abbvie inc-29.23
under armour inc-27.03
New Insight Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
medtronic plc-221,044
palantir technologies inc-261,110
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.

  • Others
  • Technology
  • Consumer Cyclical
  • Real Estate
  • Communication Services
  • Healthcare
  • Financial Services
Sector%
Others72.7
Technology7.7
Consumer Cyclical6.5
Real Estate4.5
Communication Services4.4
Healthcare2.3
Financial Services1.2

Market Cap. Distribution

New Insight Wealth Advisors has about 24.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED72.7
MEGA-CAP16.8
LARGE-CAP7.3
MID-CAP2
SMALL-CAP1.1

Stocks belong to which Index?

About 23.2% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others76.1
S&P 50023.2
Top 5 Winners (%)%
MRVL
marvell technology inc
191.1 %
AMAT
applied matls inc
111.3 %
AFK
vaneck etf trust
59.0 %
UNH
unitedhealth group inc
53.2 %
CSCO
cisco sys inc
50.4 %
Top 5 Winners ($)$
IJR
ishares tr
5.4 M
IJR
ishares tr
3.9 M
MRVL
marvell technology inc
3.0 M
TSM
taiwan semiconductor manufac
2.4 M
IVOG
vanguard admiral fds inc
1.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.6 %
LULU
lululemon athletica inc
-23.4 %
BABA
alibaba group hldg ltd
-23.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-39.8 M
VB
vanguard index fds
-27.5 M
VB
vanguard index fds
-0.8 M
PFE
pfizer inc
-0.6 M
BABA
alibaba group hldg ltd
-0.5 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 120 stocks in it's portfolio. About 44.8% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for New Insight Wealth Advisors last quarter.

$339.19MTotal Value
122Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of New Insight Wealth Advisors, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.37%11,731
$1.26M
0.37%
decreased 17.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.11%4,880
$368.5K
0.11%
decreased 11.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
New Insight Wealth Advisors's holding in Ishares Tr over time
0.09%3,392
$310.0K
0.09%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
New Insight Wealth Advisors's holding in Ishares Tr over time
2.08%172,164
$7.05M
2.08%
increased 24.97 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
New Insight Wealth Advisors's holding in Ishares Inc over time
0.09%1,428
$288.3K
0.09%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
New Insight Wealth Advisors's holding in Vaneck Etf Trust over time
1.19%6,166
$4.04M
1.19%
increased 27.03 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
New Insight Wealth Advisors's holding in Vaneck Etf Trust over time
0.09%2,852
$296.5K
0.09%
increased 8.24 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
New Insight Wealth Advisors's holding in Wisdomtree Tr over time
0.2%12,088
$683.2K
0.2%
increased 1.55 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
New Insight Wealth Advisors's holding in Wisdomtree Tr over time
0.12%9,654
$392.7K
0.12%
increased 10.23 percentadded
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
0.67%7,504
$2.27M
0.67%
new position
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
0.13%7,230
$430.2K
0.13%
decreased 4.45 percentreduced