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New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+1.95%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$280M
AUM Growth
+$14.1M
Cap. Flow
+$10.2M
Cap. Flow %
3.66%
Top 10 Hldgs %
48.6%
Holding
114
New
8
Increased
49
Reduced
45
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.34M
2
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.87M
3
INTF icon
iShares International Equity Factor ETF
INTF
+$1.68M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.27M

Top Sells

Rank Stock Value
1
ACLS icon
Axcelis
ACLS
+$2.64M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.23M
3
TSLA icon
Tesla
TSLA
+$1.66M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.25M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$982K

Sector Composition

Rank Sector Weight
1 Technology 9.6%
2 Consumer Discretionary 9.6%
3 Communication Services 4.42%
4 Real Estate 3.62%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMHQ icon
26
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$2.95M 1.05%
28,757
+2,965
+11% +$306K
INTF icon
27
iShares International Equity Factor ETF
INTF
$3.62B
$2.86M 1.02%
75,672
+45,646
+152% +$1.68M
GS icon
28
Goldman Sachs
GS
$300B
$2.68M 0.96%
3,044
+38
+1% +$31K
JMUB icon
29
JPMorgan Municipal ETF
JMUB
$8.3B
$2.43M 0.87%
48,175
+25,007
+108% +$1.27M
AVGO icon
30
Broadcom
AVGO
$1.85T
$2.35M 0.84%
6,777
-343
-5% -$123K
SHY icon
31
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$2.34M 0.84%
28,227
-6,705
-19% -$556K
BABA icon
32
Alibaba
BABA
$293B
$2.3M 0.82%
15,717
+201
+1% +$32.7K
XSMO icon
33
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$2.01M 0.72%
27,896
-39
-0.1% -$2.84K
BNDX icon
34
Vanguard Total International Bond ETF
BNDX
$81.9B
$1.92M 0.69%
39,817
+7,165
+22% +$354K
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.85M 0.66%
12,870
-942
-7% -$134K
O icon
36
Realty Income
O
$59.6B
$1.79M 0.64%
31,707
+11,583
+58% +$671K
ROST icon
37
Ross Stores
ROST
$80.5B
$1.76M 0.63%
9,773
– –
SMH icon
38
VanEck Semiconductor ETF
SMH
$65.2B
$1.76M 0.63%
4,874
-233
-5% -$81.8K
WPC icon
39
W.P. Carey
WPC
$16.8B
$1.65M 0.59%
25,590
-4,172
-14% -$278K
USMV icon
40
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.51M 0.54%
16,057
+2,157
+16% +$203K
RIVN icon
41
Rivian
RIVN
$22B
$1.5M 0.54%
76,164
-4,290
-5% -$68.1K
MINV icon
42
Matthews Asia Innovators Active ETF
MINV
$157M
$1.48M 0.53%
42,025
-672
-2% -$24.3K
DIAL icon
43
Columbia Diversified Fixed Income Allocation ETF
DIAL
$387M
$1.44M 0.51%
78,489
+47,987
+157% +$884K
MRVL icon
44
Marvell Technology
MRVL
$168B
$1.38M 0.49%
16,265
+682
+4% +$59.7K
HYMB icon
45
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$1.29M 0.46%
51,526
+19,279
+60% +$483K
UNH icon
46
UnitedHealth
UNH
$376B
$1.27M 0.45%
3,852
+513
+15% +$174K
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.22M 0.44%
15,315
+595
+4% +$47.5K
FDEM icon
48
Fidelity Emerging Markets Multifactor ETF
FDEM
$571M
$1.16M 0.41%
37,447
+13,862
+59% +$424K
MUB icon
49
iShares National Muni Bond ETF
MUB
$45.1B
$1.11M 0.4%
10,400
-129
-1% -$13.8K
JSCP icon
50
JPMorgan Short Duration Core Plus ETF
JSCP
$1.68B
$1.11M 0.4%
+23,333
New +$1.11M
1
2
3 4 5

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SCM
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JCIA
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MP
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CAC
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CWM
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BAM
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New Insight Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, New Insight Wealth Advisors held 114 positions worth $280M, up 5.3% from $266M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

New Insight Wealth Advisors deployed $10.2M of net new capital in Q4 2025, opening 8 new positions and adding to 49 existing holdings. Its largest new stake was JPMorgan Short Duration Core Plus ETF: 23,333 shares worth $1.11M.

By sector, the portfolio is most concentrated in Technology at 9.6% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $2.23M trimmed.

  • New Insight Wealth Advisors's largest Q4 2025 buy was JPMorgan Short Duration Core Plus ETF: 23,333 shares worth $1.11M.
  • New Insight Wealth Advisors added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $3.34M increase.
  • New Insight Wealth Advisors's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $2.23M.
  • New Insight Wealth Advisors fully exited Axcelis in Q4 2025, selling an estimated $2.64M.
  • New Insight Wealth Advisors's ten largest holdings make up 49% of its $280M portfolio in Q4 2025.
  • New Insight Wealth Advisors opened 8 new positions and closed 3 in Q4 2025.
  • New Insight Wealth Advisors's portfolio value rose 5.3% quarter-over-quarter to $280M.

Based on New Insight Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.