New Insight Wealth Advisors

CIK

2022328

Location

SAN RAMON, CA

Portfolio Value

Small $106,042,695

Diversification

Diversified

Filing Date

Global Rank

#5,813 / 8,517 ▲ 285

Top Industry

Semiconductors 18.5%

3Y Alpha vs SPY

+25.1%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+132.8%

SPY

+55.7%

Annualised alpha

+20.8%

Max drawdown

−25.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+0.2 pts

Top 5

36.3%

+3.5 pts

Top 10

57.9%

+2.8 pts

HHI

460

Diversified+48

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$34,624,114	16
Consumer Cyclical	26.9%	$28,525,172	8
Real Estate	14.3%	$15,203,339	6
Communication Services	12.4%	$13,103,020	4
Healthcare	7.4%	$7,813,545	5
Financial Services	5.1%	$5,445,757	5
Unclassified	0.7%	$728,997	2
Industrials	0.3%	$367,690	1
Consumer Defensive	0.2%	$231,061	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
DOC	Healthpeak Properties, Inc.	+145,282	176,051	$3,767,491
RIVN	Rivian Automotive, Inc. / DE	+83,661	230,225	$3,994,403
PFE	Pfizer Inc	+4,109	150,050	$3,613,204
MSFT	Microsoft Corp	+3,269	17,083	$6,372,300
LULU	lululemon athletica inc.	+1,345	6,548	$747,650
AAPL	Apple Inc.	+1,129	19,427	$5,621,396
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,095	17,624	$8,416,693
O	Realty Income Corp	+1,046	35,602	$2,205,899
NVDA	Nvidia Corp	+1,019	18,393	$3,680,255
AMZN	Amazon Com Inc	+946	36,896	$8,793,792
AVGO	Broadcom Inc.	+433	7,059	$2,666,537
QQQ	Invesco Qqq Trust, Series 1	+298	713	$525,053
BRK-B	Berkshire Hathaway Inc	+120	568	$284,221
META	Meta Platforms, Inc.	+93	6,737	$3,794,884
UNH	Unitedhealth Group Inc	+65	6,309	$2,622,209
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
NAC	Nuveen California Quality Municipal Income Fund	−5,575	94,160	$1,141,219
WPC	W. P. Carey Inc.	−3,813	18,054	$1,290,861
GOOGL	Alphabet Inc.	−3,283	24,029	$8,587,243
PINS	Pinterest, Inc.	−2,782	17,693	$372,083
SPG	Simon Property Group Inc.	−1,743	16,025	$3,583,991
UBER	Uber Technologies, Inc	−1,725	3,917	$282,650
MRVL	Marvell Technology, Inc.	−1,551	14,511	$4,322,681
NOW	ServiceNow, Inc.	−1,485	3,015	$299,329
TSLA	Tesla, Inc.	−1,048	14,972	$6,297,223
ABBV	AbbVie Inc.	−994	2,407	$605,697
FRT	Federal Realty Investment Trust	−439	33,641	$4,152,645
GS	Goldman Sachs Group Inc	−372	2,570	$2,599,220
BABA	Alibaba Group Holding Ltd	−243	15,669	$1,503,910
CRM	Salesforce, Inc.	−222	1,947	$305,017
MRNA	Moderna, Inc.	−211	7,566	$529,846
CSCO	Cisco Systems, Inc.	−200	4,830	$567,331
V	Visa Inc.	−89	1,817	$623,394
APP	AppLovin Corp	−89	677	$348,810
JPM	Jpmorgan Chase & Co	−66	2,437	$797,703
COST	Costco Wholesale Corp /New	−39	247	$231,061
SHOP	Shopify Inc.	−30	3,169	$361,836
LLY	ELI LILLY & Co	−5	369	$442,589
DASH	DoorDash, Inc.	−4	1,423	$262,586
AMAT	Applied Materials Inc /De	−3	817	$590,691
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	717	$416,512
SPCX	Space Exploration Technologies Corp	2,152	$367,690
CRWD	CrowdStrike Holdings, Inc.	473	$360,965
PANW	Palo Alto Networks Inc	828	$282,364
FBTC	Fidelity Wise Origin Bitcoin Fund	3,995	$203,944
NNN	Nnn REIT, Inc.	4,351	$202,452
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	22,763	$4,895,410
VIGI	Vanguard International Dividend Appreciation ETF	27,598	$2,441,319
BNDX	Vanguard Total International Bond ETF	38,604	$1,854,922
FCAL	First Trust California Municipal High income ETF	21,172	$1,035,099
VB	Vanguard Morningstar Small-Cap ETF	1,579	$413,571
FBCG	Fidelity Blue Chip Growth ETF	7,853	$393,592
PLTR	Palantir Technologies Inc.	1,785	$261,109
MDT	Medtronic plc	2,551	$221,044
UAA	Under Armour, Inc.	23,857	$138,132
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $106,042,695 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,896	+946	$8,793,792	+17.4%	8.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,029	-3,283	$8,587,243	+9.4%	8.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,624	+1,095	$8,416,693	+50.7%	7.94%
MSFT	Microsoft Corp Technology	Added	17,083	+3,269	$6,372,300	+24.6%	6.01%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,972	-1,048	$6,297,223	+5.7%	5.94%
AAPL	Apple Inc. Technology	Added	19,427	+1,129	$5,621,396	+21.1%	5.30%
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	139,517	0	$4,845,425	+12.6%	4.57%
MRVL	Marvell Technology, Inc. Technology	Reduced	14,511	-1,551	$4,322,681	+171.7%	4.08%
FRT	Federal Realty Investment Trust Real Estate	Reduced	33,641	-439	$4,152,645	+14.7%	3.92%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	230,225	+83,661	$3,994,403	+81.1%	3.77%
META	Meta Platforms, Inc. Communication Services	Added	6,737	+93	$3,794,884	−0.2%	3.58%
DOC	Healthpeak Properties, Inc. Real Estate	Added	176,051	+145,282	$3,767,491	+645.2%	3.55%
NVDA	Nvidia Corp Technology	Added	18,393	+1,019	$3,680,255	+21.5%	3.47%
PFE	Pfizer Inc Healthcare	Added	150,050	+4,109	$3,613,204	−11.8%	3.41%
SPG	Simon Property Group Inc. Real Estate	Reduced	16,025	-1,743	$3,583,991	+8.1%	3.38%
AVGO	Broadcom Inc. Technology	Added	7,059	+433	$2,666,537	+30.0%	2.51%
UNH	Unitedhealth Group Inc Healthcare	Added	6,309	+65	$2,622,209	+55.2%	2.47%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,570	-372	$2,599,220	+4.4%	2.45%
O	Realty Income Corp Real Estate	Added	35,602	+1,046	$2,205,899	+4.3%	2.08%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	9,773	0	$2,080,183	−1.7%	1.96%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	15,669	-243	$1,503,910	−24.7%	1.42%
WPC	W. P. Carey Inc. Real Estate	Reduced	18,054	-3,813	$1,290,861	−13.1%	1.22%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Reduced	94,160	-5,575	$1,141,219	−1.8%	1.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,437	-66	$797,703	+8.3%	0.75%
LULU	lululemon athletica inc. Consumer Cyclical	Added	6,548	+1,345	$747,650	−6.1%	0.71%
V	Visa Inc. Financial Services	Reduced	1,817	-89	$623,394	+8.2%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	2,407	-994	$605,697	−18.1%	0.57%
AMAT	Applied Materials Inc /De Technology	Reduced	817	-3	$590,691	+110.8%	0.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,830	-200	$567,331	+45.4%	0.54%
MRNA	Moderna, Inc. Healthcare	Reduced	7,566	-211	$529,846	+34.1%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Added	713	+298	$525,053	+119.2%	0.50%
LLY	ELI LILLY & Co Healthcare	Reduced	369	-5	$442,589	+28.7%	0.42%
AMD	Advanced Micro Devices Inc Technology	NEW	717	NEW	$416,512	NEW	0.39%
PINS	Pinterest, Inc. Communication Services	Reduced	17,693	-2,782	$372,083	−0.9%	0.35%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,152	NEW	$367,690	NEW	0.35%
SHOP	Shopify Inc. Technology	Reduced	3,169	-30	$361,836	−4.6%	0.34%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	473	NEW	$360,965	NEW	0.34%
APP	AppLovin Corp Communication Services	Reduced	677	-89	$348,810	+14.4%	0.33%
CRM	Salesforce, Inc. Technology	Reduced	1,947	-222	$305,017	−24.7%	0.29%
NOW	ServiceNow, Inc. Technology	Reduced	3,015	-1,485	$299,329	−36.4%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	568	+120	$284,221	+32.4%	0.27%
UBER	Uber Technologies, Inc Technology	Reduced	3,917	-1,725	$282,650	−30.4%	0.27%
PANW	Palo Alto Networks Inc Technology	NEW	828	NEW	$282,364	NEW	0.27%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	1,423	-4	$262,586	+22.6%	0.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	247	-39	$231,061	−18.9%	0.22%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	3,995	NEW	$203,944	NEW	0.19%
NNN	Nnn REIT, Inc. Real Estate	NEW	4,351	NEW	$202,452	NEW	0.19%
BLND	Blend Labs, Inc. Technology	Held	45,355	0	$77,557	+0.6%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.