New Insight Wealth Advisors

CIK

2022328

Location

SAN RAMON, CA

Portfolio Value

Micro $85,044,632

Diversification

Diversified

Filing Date

Global Rank

#5,679 / 8,232 ▲ 225

Top Industry

Internet Retail 16.5%

3Y Alpha vs SPY

+4.9%

Period ended 2 months ago

Filed May 8, 2026 · 37d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.8%

SPY

+52.9%

Annualised alpha

+4.9%

Max drawdown

−28.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

−0.1 pts

Top 5

36.1%

−1.7 pts

Top 10

60.2%

−1.6 pts

HHI

467

Diversified−17

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	29.5%	$25,076,914	8
Technology	29.0%	$24,684,543	14
Communication Services	13.0%	$11,053,793	4
Real Estate	13.0%	$11,039,652	5
Healthcare	8.8%	$7,487,377	6
Financial Services	6.1%	$5,177,846	5
Consumer Defensive	0.3%	$284,978	1
Unclassified	0.3%	$239,529	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	+70,400	146,564	$2,205,788
NAC	Nuveen California Quality Municipal Income Fund	+29,950	99,735	$1,161,912
FRT	Federal Realty Investment Trust	+3,344	34,080	$3,619,636
LULU	lululemon athletica inc.	+3,246	5,203	$796,579
O	Realty Income Corp	+2,849	34,556	$2,114,136
UNH	Unitedhealth Group Inc	+2,392	6,244	$1,689,563
AMZN	Amazon Com Inc	+2,242	35,950	$7,487,306
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,637	16,529	$5,585,975
GOOGL	Alphabet Inc.	+1,515	22,855	$6,572,183
MSFT	Microsoft Corp	+1,392	13,814	$5,113,528
META	Meta Platforms, Inc.	+869	6,644	$3,801,231
APP	AppLovin Corp	+246	766	$304,868
BABA	Alibaba Group Holding Ltd	+195	15,912	$1,996,319
NVDA	Nvidia Corp	+164	17,374	$3,030,025
QQQ	Invesco Qqq Trust, Series 1	+19	415	$239,529
TSLA	Tesla, Inc.	+18	16,020	$5,955,435
BRK-B	Berkshire Hathaway Inc	+15	448	$214,681
CSCO	Cisco Systems, Inc.	+1	5,030	$390,277
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−7,283	145,941	$4,098,023
WPC	W. P. Carey Inc.	−3,723	21,867	$1,486,081
SPG	Simon Property Group Inc.	−1,755	17,768	$3,314,265
NOW	ServiceNow, Inc.	−1,495	4,500	$470,475
UBER	Uber Technologies, Inc	−1,277	5,642	$405,829
AAPL	Apple Inc.	−584	18,298	$4,643,849
CRM	Salesforce, Inc.	−545	2,169	$404,887
ABBV	AbbVie Inc.	−489	3,401	$739,683
SHOP	Shopify Inc.	−377	3,199	$379,465
MRVL	Marvell Technology, Inc.	−203	16,062	$1,590,941
PLTR	Palantir Technologies Inc.	−175	1,785	$261,109
AVGO	Broadcom Inc.	−151	6,626	$2,050,813
JPM	Jpmorgan Chase & Co	−112	2,503	$736,282
GS	Goldman Sachs Group Inc	−102	2,942	$2,488,902
MRNA	Moderna, Inc.	−75	7,777	$395,071
V	Visa Inc.	−50	1,906	$576,069
COST	Costco Wholesale Corp /New	−33	286	$284,978
LLY	ELI LILLY & Co	−10	374	$343,993
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
DOC	Healthpeak Properties, Inc.	30,769	$505,534
MDT	Medtronic plc	2,551	$221,044
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	773	$220,621
ADSK	Autodesk, Inc.	679	$200,990
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $85,044,632 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,950	+2,242	$7,487,306	−3.8%	8.80%
GOOGL	Alphabet Inc. Communication Services	Added	22,855	+1,515	$6,572,183	−1.6%	7.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,020	+18	$5,955,435	−17.2%	7.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	16,529	+1,637	$5,585,975	+23.4%	6.57%
MSFT	Microsoft Corp Technology	Added	13,814	+1,392	$5,113,528	−14.9%	6.01%
AAPL	Apple Inc. Technology	Reduced	18,298	-584	$4,643,849	−9.5%	5.46%
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	139,517	0	$4,304,099	−21.5%	5.06%
PFE	Pfizer Inc Healthcare	Reduced	145,941	-7,283	$4,098,023	+7.4%	4.82%
META	Meta Platforms, Inc. Communication Services	Added	6,644	+869	$3,801,231	−0.3%	4.47%
FRT	Federal Realty Investment Trust Real Estate	Added	34,080	+3,344	$3,619,636	+16.8%	4.26%
SPG	Simon Property Group Inc. Real Estate	Reduced	17,768	-1,755	$3,314,265	−8.3%	3.90%
NVDA	Nvidia Corp Technology	Added	17,374	+164	$3,030,025	−5.6%	3.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,942	-102	$2,488,902	−7.0%	2.93%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	146,564	+70,400	$2,205,788	+46.9%	2.59%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	9,773	0	$2,117,124	+20.3%	2.49%
O	Realty Income Corp Real Estate	Added	34,556	+2,849	$2,114,136	+18.3%	2.49%
AVGO	Broadcom Inc. Technology	Reduced	6,626	-151	$2,050,813	−12.6%	2.41%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	15,912	+195	$1,996,319	−13.3%	2.35%
UNH	Unitedhealth Group Inc Healthcare	Added	6,244	+2,392	$1,689,563	+32.9%	1.99%
MRVL	Marvell Technology, Inc. Technology	Reduced	16,062	-203	$1,590,941	+15.1%	1.87%
WPC	W. P. Carey Inc. Real Estate	Reduced	21,867	-3,723	$1,486,081	−9.8%	1.75%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	99,735	+29,950	$1,161,912	+41.0%	1.37%
LULU	lululemon athletica inc. Consumer Cyclical	Added	5,203	+3,246	$796,579	+95.9%	0.94%
ABBV	AbbVie Inc. Healthcare	Reduced	3,401	-489	$739,683	−16.8%	0.87%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,503	-112	$736,282	−12.6%	0.87%
V	Visa Inc. Financial Services	Reduced	1,906	-50	$576,069	−16.0%	0.68%
DOC	Healthpeak Properties, Inc. Real Estate	NEW	30,769	NEW	$505,534	NEW	0.59%
NOW	ServiceNow, Inc. Technology	Reduced	4,500	-1,495	$470,475	−48.8%	0.55%
UBER	Uber Technologies, Inc Technology	Reduced	5,642	-1,277	$405,829	−28.2%	0.48%
CRM	Salesforce, Inc. Technology	Reduced	2,169	-545	$404,887	−43.7%	0.48%
MRNA	Moderna, Inc. Healthcare	Reduced	7,777	-75	$395,071	+70.6%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	5,030	+1	$390,277	+0.7%	0.46%
SHOP	Shopify Inc. Technology	Reduced	3,199	-377	$379,465	−34.1%	0.45%
PINS	Pinterest, Inc. Communication Services	Held	20,475	0	$375,511	−29.2%	0.44%
LLY	ELI LILLY & Co Healthcare	Reduced	374	-10	$343,993	−16.6%	0.40%
APP	AppLovin Corp Communication Services	Added	766	+246	$304,868	−13.0%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	286	-33	$284,978	+3.6%	0.34%
AMAT	Applied Materials Inc /De Technology	Held	820	0	$280,267	+33.0%	0.33%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,785	-175	$261,109	−25.1%	0.31%
QQQ	Invesco Qqq Trust, Series 1	Added	415	+19	$239,529	−1.5%	0.28%
MDT	Medtronic plc Healthcare	NEW	2,551	NEW	$221,044	NEW	0.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	448	+15	$214,681	−1.4%	0.25%
DASH	DoorDash, Inc. Consumer Cyclical	Held	1,427	0	$214,264	−33.7%	0.25%
BLND	Blend Labs, Inc. Technology	Held	45,355	0	$77,103	−44.1%	0.09%