New Insight Wealth Advisors
Filing Date
Global Rank
#6,025
/ 8,586
▲ 109
Top Industry
Internet Retail
16.5%
3Y Alpha vs SPY
+4.5%
Period ended 3 months ago
Filed May 8, 2026 · 39d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.8%
SPY
+55.8%
Annualised alpha
+4.5%
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, 2025Top 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 |
|---|---|---|
| Consumer Cyclical | 29.5% | $25,076,914 |
| Technology | 29.0% | $24,684,543 |
| Communication Services | 13.0% | $11,053,793 |
| Real Estate | 13.0% | $11,039,652 |
| Healthcare | 8.8% | $7,487,377 |
| Financial Services | 6.1% | $5,177,846 |
| Consumer Defensive | 0.3% | $284,978 |
| Unclassified | 0.3% | $239,529 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
14 positions ·
$24,684,543 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 16,529 | $5,585,975 | 22.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,814 | $5,113,528 | 20.72% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,298 | $4,643,849 | 18.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 17,374 | $3,030,025 | 12.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,626 | $2,050,813 | 8.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 16,062 | $1,590,941 | 6.45% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 4,500 | $470,475 | 1.91% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 5,642 | $405,829 | 1.64% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,169 | $404,887 | 1.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,030 | $390,277 | 1.58% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 3,199 | $379,465 | 1.54% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 820 | $280,267 | 1.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,785 | $261,109 | 1.06% | |
| BLND |
Blend Labs, Inc.
Technology
|
Held | 45,355 | $77,103 | 0.31% |