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New Insight Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
+1.95%
1 Year Est. Return
+19.05%
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$881B
$38.1M 13.61%
55,634
+4,920
+10% +$3.34M
FBND icon
2
Fidelity Total Bond ETF
FBND
$26.9B
$17.8M 6.36%
386,777
+19,774
+5% +$918K
VO icon
3
Vanguard Mid-Cap ETF
VO
$106B
$15.6M 5.57%
215,072
+9,228
+4% +$671K
VGT icon
4
Vanguard Information Technology ETF
VGT
$139B
$11.5M 4.12%
122,456
+5,392
+5% +$512K
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$9.94M 3.55%
51,898
-3,352
-6% -$636K
VIOO icon
6
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.17B
$9.62M 3.44%
86,732
-8,826
-9% -$982K
IXN icon
7
iShares Global Tech ETF
IXN
$8.65B
$9.34M 3.34%
88,998
+2,756
+3% +$291K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$100B
$8.58M 3.06%
312,677
-82,122
-21% -$2.23M
AMZN icon
9
Amazon
AMZN
$2.66T
$7.78M 2.78%
33,708
+516
+2% +$118K
FDVV icon
10
Fidelity High Dividend ETF
FDVV
$10B
$7.72M 2.76%
136,175
+33,313
+32% +$1.87M
TSLA icon
11
Tesla
TSLA
$1.43T
$7.2M 2.57%
16,002
-3,735
-19% -$1.66M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.23T
$6.68M 2.39%
21,340
+2,005
+10% +$573K
MSFT icon
13
Microsoft
MSFT
$2.93T
$6.01M 2.15%
12,422
+1,131
+10% +$567K
KMID
14
Virtus KAR Mid-Cap ETF
KMID
$46.8M
$5.89M 2.1%
241,694
+3,957
+2% +$96.4K
GLBE icon
15
Global E Online
GLBE
$6.4B
$5.48M 1.96%
139,517
– –
VIG icon
16
Vanguard Dividend Appreciation ETF
VIG
$111B
$5.19M 1.85%
23,600
-223
-0.9% -$48.7K
AAPL icon
17
Apple
AAPL
$4.9T
$5.13M 1.83%
18,882
+3,468
+22% +$931K
TSM icon
18
TSMC
TSM
$2.07T
$4.53M 1.62%
14,892
+2,651
+22% +$778K
PFE icon
19
Pfizer
PFE
$143B
$3.82M 1.36%
153,224
+61
+0% +$1.54K
META icon
20
Meta Platforms (Facebook)
META
$1.64T
$3.81M 1.36%
5,775
+325
+6% +$217K
SPG icon
21
Simon Property Group
SPG
$74.2B
$3.61M 1.29%
19,523
-3,732
-16% -$678K
SPYM
22
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$3.38M 1.21%
42,135
+5,295
+14% +$421K
NVDA icon
23
NVIDIA
NVDA
$4.91T
$3.21M 1.15%
17,210
+691
+4% +$129K
VIGI icon
24
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$3.17M 1.13%
34,658
-13,858
-29% -$1.25M
FRT icon
25
Federal Realty Investment Trust
FRT
$10.9B
$3.1M 1.11%
30,736
+16,125
+110% +$1.59M
1
2 3 4 5

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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.