Latest New Insight Wealth Advisors Stock Portfolio

New Insight Wealth Advisors Performance:

2025 Q4: 1.34%YTD: 11.86%2024: 2.9%

Performance for 2025 Q4 is 1.34%, and YTD is 11.86%, and 2024 is 2.9%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $279.9 Millions as of 31 Dec, 2025.

The top stock holdings of New Insight Wealth Advisors are IJR, FBND, VB. The fund has invested 13.6% of it's portfolio in ISHARES TR and 6.4% of portfolio in FIDELITY MERRIMACK STR TR.

The fund managers got completely rid off AXCELIS TECHNOLOGIES INC (ACLS), ROBLOX CORP (RBLX) and COLUMBIA ETF TR I (DIAL) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), APPLOVIN CORP (APP) and VANGUARD WHITEHALL FDS (VIGI). New Insight Wealth Advisors opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), FIDELITY COVINGTON TRUST (FBCG) and LULULEMON ATHLETICA INC (LULU). The fund showed a lot of confidence in some stocks as they added substantially to COLUMBIA ETF TR I (DIAL), ISHARES TR (ACWF) and FEDERAL RLTY INVT TR NEW (FRT).

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

Our best estimate is that New Insight Wealth Advisors made a return of 1.34% in the last quarter. In trailing 12 months, it's portfolio return was 11.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	1,109,650
fidelity covington trust	427,313
lululemon athletica inc	406,684
micron technology inc	220,622
berkshire hathaway inc del	217,647
ishares tr	212,163
applied matls inc	210,732
blend labs inc	137,879

New stocks bought by New Insight Wealth Advisors

Additions

Ticker	% Inc.
columbia etf tr i	157
ishares tr	152
federal rlty invt tr new	110
j p morgan exchange traded f	107
j p morgan exchange traded f	104
nuveen ca qualty mun income	69.24
spdr series trust	59.79
fidelity covington trust	58.77

Additions to existing portfolio by New Insight Wealth Advisors

Reductions

Ticker	% Reduced
ishares tr	-38.36
applovin corp	-36.35
vanguard whitehall fds	-28.56
palantir technologies inc	-22.19
schwab strategic tr	-20.8
ishares tr	-19.19
tesla inc	-18.92
vanguard index fds	-18.62

New Insight Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
axcelis technologies inc	-2,637,550
columbia etf tr i	-389,577
roblox corp	-595,636

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	7.9
Consumer Cyclical	6.7
Communication Services	4.4
Real Estate	3.6
Healthcare	2.4
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	18.4
LARGE-CAP	7.1
MID-CAP	1.8

Stocks belong to which Index?

About 24.2% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.1
S&P 500	24.2

Top 5 Winners (%)		%
LLY	eli lilly & co	39.7 %
RIVN	rivian automotive inc	33.4 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	27.0 %
ROST	ross stores inc	18.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.4 M
IJR	ishares tr	0.8 M
GLBE	global e online ltd	0.5 M
RIVN	rivian automotive inc	0.4 M
AMZN	amazon com inc	0.4 M

Top 5 Losers (%)		%
PINS	pinterest inc	-19.5 %
BABA	alibaba group hldg ltd	-17.9 %
NOW	servicenow inc	-16.7 %
DASH	doordash inc	-16.5 %
UBER	uber technologies inc	-16.1 %

Top 5 Losers ($)		$
BABA	alibaba group hldg ltd	-0.5 M
META	meta platforms inc	-0.4 M
MSFT	microsoft corp	-0.4 M
VB	vanguard index fds	-0.2 M
NOW	servicenow inc	-0.2 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 110 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. BABA proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for New Insight Wealth Advisors last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.83	18,882	5,133,380	added	22.5

AAXJ	ishares tr	0.40	10,400	1,113,940	reduced	-1.23

AAXJ	ishares tr	0.13	5,783	375,970	reduced	-12.5

AAXJ	ishares tr	0.10	3,392	279,291	unchanged	0.00

AAXJ	ishares tr	0.09	7,645	236,689	unchanged	0.00

ABBV	abbvie inc	0.32	3,890	888,826	reduced	-4.91

ACLS	axcelis technologies inc	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.02	75,672	2,856,620	added	152

ADSK	autodesk inc	0.07	679	200,991	unchanged	0.00

AFK	vaneck etf trust	0.63	4,874	1,755,270	reduced	-4.56

AFK	vaneck etf trust	0.12	3,310	342,784	reduced	-6.15

AGZD	wisdomtree tr	0.21	11,489	592,832	added	3.97

AGZD	wisdomtree tr	0.11	8,898	297,638	reduced	-3.59

AMAT	applied matls inc	0.07	820	210,732	new

AMPS	ishares tr	0.54	16,057	1,511,930	added	15.52

AMPS	ishares tr	0.15	8,426	428,546	reduced	-38.36

AMZN	amazon com inc	2.78	33,708	7,780,470	added	1.55

APP	applovin corp	0.12	520	350,386	reduced	-36.35

AVGO	broadcom inc	0.84	6,777	2,345,580	reduced	-4.82

BAB	invesco exch traded fd tr ii	0.17	9,615	468,443	reduced	-4.26