New Insight Wealth Advisors
CIK
2022328
City
SAN RAMON
State / Country
CA
Top Portfolio Positions
44 positions ·
$85,044,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,950 | $7,487,306 | 8.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,855 | $6,572,183 | 7.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,020 | $5,955,435 | 7.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
16,529 | $5,585,975 | 6.57% | |
| MSFT |
Microsoft Corp
Technology
|
13,814 | $5,113,528 | 6.01% | |
| AAPL |
Apple Inc.
Technology
|
18,298 | $4,643,849 | 5.46% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
139,517 | $4,304,099 | 5.06% | |
| PFE |
Pfizer Inc
Healthcare
|
145,941 | $4,098,023 | 4.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,644 | $3,801,231 | 4.47% | |
| FRT |
Federal Realty Investment Trust
Real Estate
|
34,080 | $3,619,636 | 4.26% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,161,912 | 99,735 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $824,160 | 69,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $474,202 | 41,235 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $459,477 | 41,135 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $673,388 | 59,910 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $521,146 | 46,160 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $214,614 | 18,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $208,116 | 18,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $198,911 | 18,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $205,719 | 18,550 | Shares | Sole | 2024-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||