New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $243 Billion
  • Q2 2025

New Insight Wealth Advisors has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.4B, Fidelity Merrimack Str Tr Tota with a value of $15.5B, Schwab Strategic Tr Us Dividen with a value of $15.4B, Vanguard Mid Cap ETF with a value of $13.5B, and Invesco S&P 500 Equal Weight E with a value of $11.6B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $220B to 243B.

New Insight Wealth Advisors is based out at San Ramon, CA

Below you can find more details about New Insight Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $161 Billion
Technology: $23.7 Billion
Consumer Cyclical: $22.1 Billion
Communication Services: $9.66 Billion
Real Estate: $7.97 Billion
Healthcare: $5.67 Billion
Financial Services: $4.07 Billion
Consumer Defensive: $330 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.4 Billion 12.49% of portfolio
48,889
Q2 2025 Reduced 2.52%
$0
$15.5 Billion 6.39% of portfolio
339,668
Q2 2025 Added 6.2%
$0
$15.4 Billion 6.33% of portfolio
580,869
Q2 2025 Reduced 3.1%
$0
$13.5 Billion 5.56% of portfolio
48,282
Q2 2025 Added 3.54%
$0
$11.6 Billion 4.76% of portfolio
63,717
Q2 2025 Reduced 4.86%
$0
$10.8 Billion 4.42% of portfolio
106,209
Q2 2025 Reduced 6.25%
$0
$9.78 Billion 4.02% of portfolio
14,738
Q2 2025 Reduced 2.13%
$0
$8.04 Billion 3.31% of portfolio
87,066
Q2 2025 Reduced 1.67%
$2.28T
$7.09 Billion 2.92% of portfolio
32,332
Q2 2025 Added 1.77%
$1.01T
$6.67 Billion 2.74% of portfolio
20,997
Q2 2025 Reduced 7.59%
Virtus ETF Tr Ii
-
$5.7 Billion 2.34% of portfolio
-
Q2 2025 Added 45.3%
$3.81T
$5.33 Billion 2.19% of portfolio
10,721
Q2 2025 Added 1.54%
$0
$5.19 Billion 2.13% of portfolio
25,337
Q2 2025 Added 2.5%
$0
$5.05 Billion 2.08% of portfolio
56,033
Q2 2025 Reduced 2.02%
$53.3B
$4.75 Billion 1.96% of portfolio
29,558
Q2 2025 Reduced 11.9%
$1.62T
$4.18 Billion 1.72% of portfolio
5,668
Q2 2025 Added 9.06%
$5.25B
$4.02 Billion 1.66% of portfolio
120,000
Q1 2025 New
$3.38T
$3.63 Billion 1.49% of portfolio
17,674
Q2 2025 Reduced 3.05%
$1.07T
$3.36 Billion 1.38% of portfolio
19,049
Q2 2025 Reduced 7.48%
$0
$2.99 Billion 1.23% of portfolio
36,044
Q2 2025 Added 8.09%
$0
$2.87 Billion 1.18% of portfolio
140,618
Q2 2025 Reduced 17.38%
$431B
$2.67 Billion 1.1% of portfolio
16,931
Q2 2025 Reduced 9.3%
$12.7B
$2.39 Billion 0.98% of portfolio
38,295
Q2 2025 Reduced 3.66%
$0
$2.29 Billion 0.94% of portfolio
23,345
Q2 2025 Added 2.17%
$1.27T
$2.23 Billion 0.92% of portfolio
9,852
Q2 2025 Added 27.11%
$2.36B
$2.22 Billion 0.91% of portfolio
31,847
Q1 2025 New
$241B
$2.13 Billion 0.88% of portfolio
3,011
Q2 2025 Added 27.32%
$116B
$2.03 Billion 0.83% of portfolio
7,360
Q2 2025 Reduced 14.01%
$0
$2.02 Billion 0.83% of portfolio
15,168
Q2 2025 Reduced 2.38%
$0
$1.89 Billion 0.78% of portfolio
27,812
Q2 2025 Reduced 0.78%
$0
$1.74 Billion 0.72% of portfolio
23,970
Q2 2025 Added 4.11%
$311B
$1.76 Billion 0.72% of portfolio
15,516
Q2 2025 Added 1.68%
$0
$1.51 Billion 0.62% of portfolio
5,401
Q2 2025 Reduced 22.39%
-
$1.37 Billion 0.56% of portfolio
-
Q2 2025 Reduced 0.9%
$0
$1.33 Billion 0.55% of portfolio
14,213
Q2 2025 Reduced 0.75%
$45.3B
$1.25 Billion 0.51% of portfolio
9,773
Q2 2025 Reduced 0.7%
$11.4B
$1.17 Billion 0.48% of portfolio
85,334
Q2 2025 Reduced 3.29%
$0
$1.13 Billion 0.47% of portfolio
14,265
Q2 2025 Added 255.47%
$0
$1.07 Billion 0.44% of portfolio
20,598
Q2 2025 New
$0
$994 Million 0.41% of portfolio
41,765
Q2 2025 Reduced 9.75%
$260B
$984 Million 0.4% of portfolio
3,607
Q2 2025 Reduced 3.27%
$34.8B
$829 Million 0.34% of portfolio
14,389
Q2 2025 Added 60.34%
$61.4B
$833 Million 0.34% of portfolio
10,760
Q2 2025 New
$850B
$809 Million 0.33% of portfolio
2,790
Q1 2025 Added 8.35%
$0
$788 Million 0.32% of portfolio
15,922
Q2 2025 New
$338B
$766 Million 0.32% of portfolio
4,128
Q2 2025 Reduced 0.39%
$21.2B
$760 Million 0.31% of portfolio
21,193
Q1 2025 Reduced 10.17%
$0
$757 Million 0.31% of portfolio
10,747
Q2 2025 Added 1.3%
$179B
$730 Million 0.3% of portfolio
7,820
Q2 2025 Reduced 9.67%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $243 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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