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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
+18.22%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$339M
AUM Growth
+$60.3M
Cap. Flow
+$18.9M
Cap. Flow %
5.58%
Top 10 Hldgs %
44.75%
Holding
122
New
15
Increased
42
Reduced
57
Closed
2

Top Buys

Rank Stock Value
1
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.14M
2
DOC icon
Healthpeak Properties
DOC
+$2.71M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.13M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.41M

Top Sells

Rank Stock Value
1
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.61M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$893K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$772K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$679K

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.72%
2 Technology 10.21%
3 Consumer Discretionary 8.44%
4 Real Estate 4.48%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOAT icon
101
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$296K 0.09%
2,852
+217
+8% +$21.9K
EWY icon
102
iShares MSCI South Korea ETF
EWY
$27.6B
$288K 0.09%
+1,428
New +$252K
BRK.B icon
103
Berkshire Hathaway Class B
BRK.B
$1.09T
$284K 0.08%
568
+120
+27% +$57.7K
UBER icon
104
Uber
UBER
$155B
$283K 0.08%
3,917
-1,725
-31% -$126K
PANW icon
105
Palo Alto Networks
PANW
$271B
$282K 0.08%
+828
New +$190K
IJK icon
106
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$277K 0.08%
2,355
– –
PFM icon
107
Invesco Dividend Achievers ETF
PFM
$804M
$274K 0.08%
+4,942
New +$268K
DASH icon
108
DoorDash
DASH
$96.2B
$263K 0.08%
1,423
-4
-0.3% -$661
BND icon
109
Vanguard Total Bond Market
BND
$160B
$260K 0.08%
3,541
-300
-8% -$22K
PHYL icon
110
PGIM Active High Yield Bond ETF
PHYL
$1.41B
$256K 0.08%
+7,352
New +$258K
ILCG icon
111
iShares Morningstar Growth ETF
ILCG
$3.16B
$256K 0.08%
2,191
-1,711
-44% -$191K
COST icon
112
Costco
COST
$410B
$231K 0.07%
247
-39
-14% -$38.9K
VOT icon
113
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$228K 0.07%
743
-55
-7% -$15.9K
INDE icon
114
Matthews India Active ETF
INDE
$18.2M
$225K 0.07%
+7,621
New +$210K
IJT icon
115
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$208K 0.06%
1,165
-338
-22% -$54.8K
FBTC icon
116
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.2B
$204K 0.06%
+3,995
New +$250K
NNN icon
117
NNN REIT
NNN
$8.67B
$202K 0.06%
+4,351
New +$194K
CHGX icon
118
AXS Change Finance ESG ETF
CHGX
$178M
$202K 0.06%
+6,073
New +$188K
UA icon
119
Under Armour Class C
UA
$2.19B
$108K 0.03%
17,409
-6,448
-27% -$37.1K
BLND icon
120
Blend Labs
BLND
$357M
$77.6K 0.02%
45,355
– –
MDT icon
121
Medtronic
MDT
$119B
– –
-2,551
Closed -$221K
PLTR icon
122
Palantir
PLTR
$439B
– –
-1,785
Closed -$261K
1 2 3 4
5

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BAM
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JWM
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RSA
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1CM
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HOWA
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ECAM
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ODFS
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New Insight Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, New Insight Wealth Advisors held 122 positions worth $339M, up 22% from $279M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

New Insight Wealth Advisors deployed $18.9M of net new capital in Q2 2026, opening 15 new positions and adding to 42 existing holdings. Its largest new stake was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Virtus KAR Mid-Cap ETF, an estimated $1.61M trimmed.

  • New Insight Wealth Advisors's largest Q2 2026 buy was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.
  • New Insight Wealth Advisors added most to Healthpeak Properties in Q2 2026, an estimated $2.71M increase.
  • New Insight Wealth Advisors's biggest Q2 2026 reduction was Virtus KAR Mid-Cap ETF, cutting an estimated $1.61M.
  • New Insight Wealth Advisors fully exited Palantir in Q2 2026, selling an estimated $261K.
  • New Insight Wealth Advisors's ten largest holdings make up 45% of its $339M portfolio in Q2 2026.
  • New Insight Wealth Advisors opened 15 new positions and closed 2 in Q2 2026.
  • New Insight Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $339M.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.