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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$3.83T
$5.85 Billion 2.2% of portfolio
11,291
Q3 2025 Added 5.32%
$1.66T
$4.7 Billion 1.77% of portfolio
19,335
Q3 2025 Added 1.5%
$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%
$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%
$435B
$2.77 Billion 1.04% of portfolio
15,516
Q2 2025 Added 1.68%
$270B
$2.39 Billion 0.9% of portfolio
3,006
Q3 2025 Reduced 0.17%
$309B
$1.15 Billion 0.43% of portfolio
3,339
Q3 2025 Added 310.2%
$382B
$947 Million 0.36% of portfolio
4,091
Q3 2025 Reduced 0.9%
$907B
$832 Million 0.31% of portfolio
2,637
Q3 2025 Reduced 5.48%
$1.69T
$805 Million 0.3% of portfolio
3,305
Q3 2025 Reduced 1.87%
$254B
$725 Million 0.27% of portfolio
3,058
Q3 2025 Reduced 15.22%
$556B
$649 Million 0.24% of portfolio
1,901
Q2 2025 Added 1.12%
$297B
$344 Million 0.13% of portfolio
5,029
Q3 2025 Reduced 6.14%
$416B
$303 Million 0.11% of portfolio
328
Q3 2025 Reduced 1.8%
$862B
$285 Million 0.11% of portfolio
373
Q3 2025 Reduced 5.33%

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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