New Insight Wealth Advisors Portfolio Holdings

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025

New Insight Wealth Advisors has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $266 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 $33.9B, Fidelity Merrimack Str Tr Tota with a value of $17B, Vanguard Mid Cap ETF with a value of $15.1B, Vanguard Information Technolog with a value of $10.9B, and Schwab Strategic Tr Us Dividen with a value of $10.8B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $243B to 266B.

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 $266 Billion
ETFs: $171 Billion
Technology: $27.3 Billion
Consumer Cyclical: $26.6 Billion
Communication Services: $11.2 Billion
Real Estate: $9.08 Billion
Healthcare: $6.53 Billion
Financial Services: $4.35 Billion
Consumer Defensive: $303 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Billion 12.77% of portfolio
50,714
Q3 2025 Added 3.73%
$0
$17 Billion 6.38% of portfolio
367,003
Q3 2025 Added 8.05%
$0
$15.1 Billion 5.69% of portfolio
51,461
Q3 2025 Added 6.58%
$0
$10.9 Billion 4.11% of portfolio
14,633
Q3 2025 Reduced 0.71%
$0
$10.8 Billion 4.05% of portfolio
394,799
Q3 2025 Reduced 32.03%
$0
$10.6 Billion 3.97% of portfolio
95,558
Q3 2025 Reduced 10.03%
$0
$10.5 Billion 3.94% of portfolio
55,250
Q3 2025 Reduced 13.29%
$0
$8.9 Billion 3.35% of portfolio
86,242
Q3 2025 Reduced 0.95%
$1.4T
$8.78 Billion 3.3% of portfolio
19,737
Q3 2025 Reduced 6.0%
$2.54T
$7.29 Billion 2.74% of portfolio
33,192
Q3 2025 Added 2.66%
Virtus ETF Tr Ii
-
$5.86 Billion 2.21% of portfolio
-
Q3 2025 Added 4.66%
$3.83T
$5.85 Billion 2.2% of portfolio
11,291
Q3 2025 Added 5.32%
$0
$5.73 Billion 2.16% of portfolio
102,862
Q3 2025 Added 399.38%
$0
$5.14 Billion 1.93% of portfolio
23,823
Q3 2025 Reduced 5.98%
$5.53B
$4.99 Billion 1.88% of portfolio
139,517
Q3 2025 Added 16.26%
$1.66T
$4.7 Billion 1.77% of portfolio
19,335
Q3 2025 Added 1.5%
$0
$4.35 Billion 1.63% of portfolio
48,516
Q3 2025 Reduced 13.42%
$1.43T
$4 Billion 1.51% of portfolio
5,450
Q3 2025 Reduced 3.85%
$4.34T
$3.92 Billion 1.48% of portfolio
15,414
Q3 2025 Reduced 12.79%
$136B
$3.9 Billion 1.47% of portfolio
153,163
Q3 2025 Reduced 8.74%
$1.52T
$3.42 Billion 1.29% of portfolio
12,241
Q3 2025 Added 24.25%
$495B
$3.08 Billion 1.16% of portfolio
16,519
Q3 2025 Reduced 2.43%
$0
$2.89 Billion 1.09% of portfolio
36,840
Q3 2025 Added 53.69%
$0
$2.9 Billion 1.09% of portfolio
34,932
Q3 2025 Reduced 3.09%
$435B
$2.77 Billion 1.04% of portfolio
15,516
Q2 2025 Added 1.68%
$0
$2.71 Billion 1.02% of portfolio
25,792
Q3 2025 Added 10.48%
$2.66B
$2.64 Billion 0.99% of portfolio
27,013
Q3 2025 Reduced 15.18%
$270B
$2.39 Billion 0.9% of portfolio
3,006
Q3 2025 Reduced 0.17%
$143B
$2.35 Billion 0.88% of portfolio
7,120
Q3 2025 Reduced 3.26%
$0
$2.06 Billion 0.77% of portfolio
27,935
Q3 2025 Added 0.44%
$13.6B
$2.01 Billion 0.76% of portfolio
29,762
Q3 2025 Reduced 22.28%
$0
$1.95 Billion 0.73% of portfolio
13,812
Q3 2025 Reduced 8.94%
$0
$1.67 Billion 0.63% of portfolio
5,107
Q3 2025 Reduced 5.44%
$0
$1.61 Billion 0.61% of portfolio
32,652
Q3 2025 Added 105.07%
-
$1.59 Billion 0.6% of portfolio
-
Q3 2025 Reduced 2.53%
$7.77B
$1.48 Billion 0.56% of portfolio
14,611
Q3 2025 New
$56.3B
$1.49 Billion 0.56% of portfolio
9,773
Q2 2025 Reduced 0.7%
$0
$1.32 Billion 0.5% of portfolio
13,900
Q3 2025 Reduced 2.2%
$74.7B
$1.31 Billion 0.49% of portfolio
15,583
Q3 2025 Added 44.82%
$34.7B
$1.22 Billion 0.46% of portfolio
20,124
Q3 2025 Added 39.86%
$0
$1.18 Billion 0.44% of portfolio
14,720
Q3 2025 Added 3.19%
$0
$1.17 Billion 0.44% of portfolio
23,168
Q3 2025 New
$11B
$1.18 Billion 0.44% of portfolio
80,454
Q3 2025 Reduced 5.72%
$309B
$1.15 Billion 0.43% of portfolio
3,339
Q3 2025 Added 310.2%
$0
$1.12 Billion 0.42% of portfolio
10,529
Q3 2025 Added 53.6%
$0
$1.08 Billion 0.41% of portfolio
30,026
Q3 2025 Added 50.27%
$179B
$1.1 Billion 0.41% of portfolio
1,191
Q3 2025 Added 110.8%
$0
$1.09 Billion 0.41% of portfolio
51,686
Q3 2025 Reduced 63.24%
$382B
$947 Million 0.36% of portfolio
4,091
Q3 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $266 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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