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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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.36T
$989K 0.35%
3,151
-154
-5% -$44.1K
PEY icon
52
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$982K 0.35%
48,187
-3,499
-7% -$72.1K
NOW icon
53
ServiceNow
NOW
$115B
$918K 0.33%
5,995
+40
+0.7% +$6.86K
FCAL icon
54
First Trust California Municipal High income ETF
FCAL
$219M
$896K 0.32%
18,162
+5,090
+39% +$251K
ABBV icon
55
AbbVie
ABBV
$443B
$889K 0.32%
3,890
-201
-5% -$45.8K
SPHY icon
56
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$850K 0.3%
35,895
+500
+1% +$11.9K
JPM icon
57
JPMorgan Chase
JPM
$935B
$843K 0.3%
2,615
-22
-0.8% -$6.81K
NAC icon
58
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$824K 0.29%
69,785
+28,550
+69% +$338K
JPST icon
59
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$812K 0.29%
16,043
+4,561
+40% +$231K
CRM icon
60
Salesforce
CRM
$151B
$719K 0.26%
2,714
-344
-11% -$85.5K
JEPI icon
61
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$701K 0.25%
12,252
+6,250
+104% +$357K
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$122B
$695K 0.25%
10,531
-459
-4% -$30.1K
SCHG icon
63
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$689K 0.25%
21,118
+1,488
+8% +$48.4K
V icon
64
Visa
V
$684B
$686K 0.25%
1,956
+55
+3% +$18.7K
IYK icon
65
iShares US Consumer Staples ETF
IYK
$1.4B
$672K 0.24%
10,040
-457
-4% -$31K
VTI icon
66
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$641K 0.23%
1,912
+13
+0.7% +$4.33K
IDHQ icon
67
Invesco S&P International Developed Quality ETF
IDHQ
$928M
$610K 0.22%
17,357
+487
+3% +$16.8K
DON icon
68
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$593K 0.21%
11,489
+439
+4% +$22.6K
SHOP icon
69
Shopify
SHOP
$152B
$576K 0.21%
3,576
-276
-7% -$44.3K
UBER icon
70
Uber
UBER
$143B
$565K 0.2%
6,919
-452
-6% -$40.7K
IYG icon
71
iShares US Financial Services ETF
IYG
$2.16B
$542K 0.19%
5,873
-515
-8% -$46K
PINS icon
72
Pinterest
PINS
$13.4B
$530K 0.19%
20,475
+30
+0.1% +$864
VOO icon
73
Vanguard S&P 500 ETF
VOO
$979B
$516K 0.18%
823
+144
+21% +$89.5K
VTEB icon
74
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$503K 0.18%
10,000
-386
-4% -$19.4K
RWJ icon
75
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$468K 0.17%
9,615
-428
-4% -$20.7K
1 2
3
4 5

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BAM
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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.