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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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