New Insight Wealth Advisors

CIK

2022328

Location

SAN RAMON, CA

Portfolio Value

Small $339,188,558

Diversification

Diversified

Filing Date

Global Rank

#4,857 / 8,795 ▲ 836 · as of Jun 2026

Top Industry

Semiconductors 17.6%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

20.8%

+11.7 pts

Top 5

41.6%

+10.0 pts

Top 10

58.3%

+8.7 pts

HHI

653

Diversified+289

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.3%	$228,175,942	30
Technology	10.2%	$34,624,114	16
Consumer Cyclical	8.4%	$28,633,455	9
Real Estate	4.5%	$15,203,339	6
Communication Services	4.4%	$14,912,422	4
Financial Services	2.7%	$9,226,990	6
Healthcare	2.3%	$7,813,545	5
Industrials	0.1%	$367,690	1
Consumer Defensive	0.1%	$231,061	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+163,084	221,948	$19,369,172
DOC	Healthpeak Properties, Inc.	+145,282	176,051	$3,767,491
EDV	Vanguard World Funds Extended Duration ETF	+107,045	122,345	$14,622,674
RIVN	Rivian Automotive, Inc. / DE	+83,661	230,225	$3,994,403
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+72,941	271,314	$13,542,438
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+34,680	416,010	$70,653,396
ADVE	Matthews Asia Dividend Active ETF	+34,439	76,903	$4,232,737
FBCG	Fidelity Blue Chip Growth ETF	+30,671	253,944	$12,955,949
FNDA	Schwab Fundamental U.S. Small Company ETF	+27,366	321,613	$10,225,801
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+23,943	155,513	$6,720,083
ABI	VictoryShares Pioneer Asset-Based Income ETF	+23,003	160,885	$17,530,242
FAAA	Fidelity AAA CLO ETF	+20,753	416,538	$18,948,313
IVZ	Invesco Ltd.	+6,824	34,096	$3,781,233
PFE	Pfizer Inc	+4,109	150,050	$3,613,204
MSFT	Microsoft Corp	+3,269	17,083	$6,372,300
GOOGL	Alphabet Inc.	+1,838	29,150	$10,396,645
AFK	VanEck Africa Index ETF	+1,529	9,018	$4,340,710
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
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+1,081	21,742	$1,075,937
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
BNDW	Vanguard Total World Bond ETF	+710	15,140	$1,196,514
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ASGM	Virtus AlphaSimplex Global Macro ETF	−64,928	175,559	$4,404,073
BNDX	Vanguard Total International Bond ETF	−13,074	25,530	$1,236,417
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−7,034	69,874	$9,610,469
UAA	Under Armour, Inc.	−6,448	17,409	$108,283
VIGI	Vanguard International Dividend Appreciation ETF	−6,333	33,226	$3,799,699
NAC	Nuveen California Quality Municipal Income Fund	−5,575	94,160	$1,141,219
AAAC	Columbia AAA CLO ETF	−5,201	79,842	$1,450,729
WPC	W. P. Carey Inc.	−3,813	18,054	$1,290,861
VIG	Vanguard Dividend Appreciation ETF	−2,957	19,806	$4,686,495
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
FCAL	First Trust California Municipal High income ETF	−1,275	19,897	$987,925
VCRM	Vanguard Core Tax-Exempt Bond ETF	−1,115	9,028	$456,636
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
BIV	Vanguard Intermediate-Term Bond ETF	−300	3,541	$259,944
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
BCLO	iShares BBB-B CLO Active ETF	60,052	$3,143,121
VTEC	Vanguard California Tax-Exempt Bond ETF	5,737	$577,142
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
AAAD	PGIM AAA CLO Aggregate Duration ETF	7,352	$256,437
FBTC	Fidelity Wise Origin Bitcoin Fund	3,995	$203,944
NNN	Nnn REIT, Inc.	4,351	$202,452
—		6,073	$201,666
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,785	$261,109
MDT	Medtronic plc	2,551	$221,044
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $339,188,558 total · filing declares 120 positions · $339,188,120 · as of Jun 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	416,010	+34,680	$70,653,396	—	20.83%
VB	Vanguard Morningstar Small-Cap ETF	Added	221,948	+163,084	$19,369,172	+247.9%	5.71%
FAAA	Fidelity AAA CLO ETF	Added	416,538	+20,753	$18,948,313	+4.9%	5.59%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	160,885	+23,003	$17,530,242	+16.8%	5.17%
EDV	Vanguard World Funds Extended Duration ETF	Added	122,345	+107,045	$14,622,674	+995.8%	4.31%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	271,314	+72,941	$13,542,438	+37.4%	3.99%
FBCG	Fidelity Blue Chip Growth ETF	Added	253,944	+30,671	$12,955,949	+22.3%	3.82%
GOOGL	Alphabet Inc. Communication Services	Added	29,150	+1,838	$10,396,645	+32.4%	3.07%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	321,613	+27,366	$10,225,801	+13.7%	3.01%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	69,874	-7,034	$9,610,469	+8.8%	2.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,896	+946	$8,793,792	+17.4%	2.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,624	+1,095	$8,416,693	+50.7%	2.48%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	155,513	+23,943	$6,720,083	+23.2%	1.98%
MSFT	Microsoft Corp Technology	Added	17,083	+3,269	$6,372,300	+24.6%	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,972	-1,048	$6,297,223	+5.7%	1.86%
AAPL	Apple Inc. Technology	Added	19,427	+1,129	$5,621,396	+21.1%	1.66%
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	139,517	0	$4,845,425	+12.6%	1.43%
VIG	Vanguard Dividend Appreciation ETF	Reduced	19,806	-2,957	$4,686,495	−4.3%	1.38%
ASGM	Virtus AlphaSimplex Global Macro ETF	Reduced	175,559	-64,928	$4,404,073	−23.2%	1.30%
AFK	VanEck Africa Index ETF	Added	9,018	+1,529	$4,340,710	+105.2%	1.28%
MRVL	Marvell Technology, Inc. Technology	Reduced	14,511	-1,551	$4,322,681	+171.7%	1.27%
ADVE	Matthews Asia Dividend Active ETF	Added	76,903	+34,439	$4,232,737	+162.0%	1.25%
FRT	Federal Realty Investment Trust Real Estate	Reduced	33,641	-439	$4,152,645	+14.7%	1.22%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	230,225	+83,661	$3,994,403	+81.1%	1.18%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	33,226	-6,333	$3,799,699	−9.8%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	6,737	+93	$3,794,884	−0.2%	1.12%
IVZ	Invesco Ltd. Financial Services	Added	34,096	+6,824	$3,781,233	+191.5%	1.11%
DOC	Healthpeak Properties, Inc. Real Estate	Added	176,051	+145,282	$3,767,491	+645.2%	1.11%
NVDA	Nvidia Corp Technology	Added	18,393	+1,019	$3,680,255	+21.5%	1.09%
PFE	Pfizer Inc Healthcare	Added	150,050	+4,109	$3,613,204	−11.8%	1.07%
SPG	Simon Property Group Inc. Real Estate	Reduced	16,025	-1,743	$3,583,991	+8.1%	1.06%
BCLO	iShares BBB-B CLO Active ETF	NEW	60,052	NEW	$3,143,121	NEW	0.93%
AVGO	Broadcom Inc. Technology	Added	7,059	+433	$2,666,537	+30.0%	0.79%
UNH	Unitedhealth Group Inc Healthcare	Added	6,309	+65	$2,622,209	+55.2%	0.77%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,570	-372	$2,599,220	+4.4%	0.77%
O	Realty Income Corp Real Estate	Added	35,602	+1,046	$2,205,899	+4.3%	0.65%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	9,773	0	$2,080,183	−1.7%	0.61%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	15,669	-243	$1,503,910	−24.7%	0.44%
AAAC	Columbia AAA CLO ETF	Reduced	79,842	-5,201	$1,450,729	−5.6%	0.43%
WPC	W. P. Carey Inc. Real Estate	Reduced	18,054	-3,813	$1,290,861	−13.1%	0.38%
BNDX	Vanguard Total International Bond ETF	Reduced	25,530	-13,074	$1,236,417	−33.3%	0.36%
BNDW	Vanguard Total World Bond ETF	Added	15,140	+710	$1,196,514	+4.6%	0.35%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Reduced	94,160	-5,575	$1,141,219	−1.8%	0.34%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	21,742	+1,081	$1,075,937	+14.4%	0.32%
FCAL	First Trust California Municipal High income ETF	Reduced	19,897	-1,275	$987,925	−4.6%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,437	-66	$797,703	+8.3%	0.24%
LULU	lululemon athletica inc. Consumer Cyclical	Added	6,548	+1,345	$747,650	−6.1%	0.22%
V	Visa Inc. Financial Services	Reduced	1,817	-89	$623,394	+8.2%	0.18%
ABBV	AbbVie Inc. Healthcare	Reduced	2,407	-994	$605,697	−18.1%	0.18%
AMAT	Applied Materials Inc /De Technology	Reduced	817	-3	$590,691	+110.8%	0.17%

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.