New Insight Wealth Advisors Top Holdings and 13F Report (2025) About New Insight Wealth AdvisorsInvestment ActivityNew Insight Wealth Advisors has $278.88 million in total holdings as of September 30, 2025.New Insight Wealth Advisors owns shares of 107 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 6.36% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, New Insight Wealth Advisors has purchased 111 new stocks and bought additional shares in 39 stocks.New Insight Wealth Advisors sold shares of 51 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $37,217,415Fidelity Total Bond ETF $18,055,719Vanguard Mid-Cap ETF $15,261,178Vanguard Information Technology ETF $10,675,212Invesco S&P 500 Equal Weight ETF $9,213,695 Largest New Holdings this Quarter 42250P103 - HEALTHPEAK PROPERTIES INC $505,535 HoldingG5960L103 - Medtronic $221,044 Holding Largest Purchases this Quarter JPMorgan Short Duration Core Plus ETF 51,313 shares (about $2.43M)iShares International Equity Factor ETF 62,091 shares (about $2.42M)JPMorgan Municipal ETF 39,669 shares (about $1.98M)Fidelity Emerging Markets Multifactor ETF 34,353 shares (about $1.08M)Rivian Automotive 70,400 shares (about $1.06M) Largest Sales this Quarter Schwab US Dividend Equity ETF 39,548 shares (about $1.21M)Vanguard S&P Small-Cap 600 ETF 9,824 shares (about $1.13M)iShares 1-3 Year Treasury Bond ETF 9,828 shares (about $811.50K)Invesco S&P 500 Equal Weight ETF 3,890 shares (about $746.57K)Vanguard International Dividend Appreciation ETF 7,060 shares (about $624.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Insight Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$37,217,415$876,611 â–²2.4%56,97613.3%ETFFBNDFidelity Total Bond ETF$18,055,719$410,945 â–²2.3%395,7856.5%ETFVOVanguard Mid-Cap ETF$15,261,178$179,773 â–¼-1.2%53,1425.5%ETFVGTVanguard Information Technology ETF$10,675,212$4,884 â–¼0.0%15,3003.8%ETFRSPInvesco S&P 500 Equal Weight ETF$9,213,695$746,569 â–¼-7.5%48,0083.3%ETFIXNiShares Global Tech ETF$8,867,161$29,991 â–¼-0.3%88,6983.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$8,831,324$1,128,087 â–¼-11.3%76,9083.2%ETFSCHDSchwab US Dividend Equity ETF$8,379,593$1,213,332 â–¼-12.6%273,1293.0%ETFFDVVFidelity High Dividend ETF$7,933,569$411,262 â–²5.5%143,6202.8%ETFAMZNAmazon.com$7,487,298$466,941 â–²6.7%35,9502.7%Retail/WholesaleGOOGLAlphabet$6,572,154$435,651 â–²7.1%22,8552.4%Computer and TechnologyTSLATesla$5,955,435$6,692 â–²0.1%16,0202.1%Auto/Tires/TrucksVIRTUS ETF TR II$5,733,215$28,775 â–¼-0.5%240,4872.1%KAR MID-CAP ETFTSMTaiwan Semiconductor Manufacturing$5,585,976$553,224 â–²11.0%16,5292.0%Computer and TechnologyINTFiShares International Equity Factor ETF$5,367,246$2,419,065 â–²82.1%137,7631.9%ETFMSFTMicrosoft$5,113,451$515,269 â–²11.2%13,8141.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,895,411$180,005 â–¼-3.5%22,7631.8%ETFAAPLApple$4,643,736$148,210 â–¼-3.1%18,2981.7%Computer and TechnologyJMUBJPMorgan Municipal ETF$4,391,322$1,983,054 â–²82.3%87,8441.6%ETFGLBEGlobal-e Online$4,304,0990.0%139,5171.5%Retail/WholesalePFEPfizer$4,098,011$204,506 â–¼-4.8%145,9411.5%MedicalMETAMeta Platforms$3,801,450$497,210 â–²15.0%6,6441.4%Computer and TechnologyFRTFederal Realty Investment Trust$3,619,637$355,166 â–²10.9%34,0801.3%FinanceJSCPJPMorgan Short Duration Core Plus ETF$3,530,737$2,427,092 â–²219.9%74,6461.3%ETFSPLGSPDR Portfolio S&P 500 ETF$3,316,610$91,618 â–²2.8%43,3321.2%ETFSPGSimon Property Group$3,314,314$327,365 â–¼-9.0%17,7681.2%FinanceNVDANVIDIA$3,030,087$28,602 â–²1.0%17,3741.1%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$2,964,341$8,270 â–¼-0.3%28,6771.1%ETFGSThe Goldman Sachs Group$2,489,002$86,294 â–¼-3.4%2,9420.9%FinanceVIGIVanguard International Dividend Appreciation ETF$2,441,319$624,528 â–¼-20.4%27,5980.9%ETFFDEMFidelity Emerging Markets Multifactor ETF$2,267,444$1,084,868 â–²91.7%71,8000.8%ETFRIVNRivian Automotive$2,205,788$1,059,520 â–²92.4%146,5640.8%Auto/Tires/TrucksXSMOInvesco S&P SmallCap Momentum ETF$2,120,6540.0%27,8960.8%ETFROSTRoss Stores$2,117,1250.0%9,7730.8%Retail/WholesaleORealty Income$2,114,136$174,302 â–²9.0%34,5560.8%FinanceAVGOBroadcom$2,050,827$46,736 â–¼-2.2%6,6260.7%Computer and TechnologyBABAAlibaba Group$1,996,320$24,465 â–²1.2%15,9120.7%Retail/WholesaleSMHVanEck Semiconductor ETF$1,861,024$7,668 â–¼-0.4%4,8540.7%ManufacturingBNDXVanguard Total International Bond ETF$1,854,920$58,285 â–¼-3.0%38,6040.7%ETFVYMVanguard High Dividend Yield ETF$1,771,388$134,620 â–¼-7.1%11,9610.6%Financial ServicesUNHUnitedHealth Group$1,689,633$647,278 â–²62.1%6,2440.6%MedicalMINVMatthews Asia Innovators Active ETF$1,615,382$16,700 â–²1.0%42,4640.6%ETFMRVLMarvell Technology$1,590,902$20,107 â–¼-1.2%16,0620.6%Computer and TechnologyDIALColumbia Diversified Fixed Income Allocation ETF$1,537,577$118,496 â–²8.4%85,0430.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,519,205$811,498 â–¼-34.8%18,3990.5%ManufacturingMUBiShares National Muni Bond ETF$1,501,704$397,744 â–²36.0%14,1470.5%ETFWPCW.P. Carey$1,486,109$253,020 â–¼-14.5%21,8670.5%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,442,756$46,370 â–¼-3.1%15,5570.5%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,325,626$47,789 â–²3.7%53,4530.5%ETFGOOGAlphabet$1,278,537$374,640 â–²41.4%4,4570.5%Computer and TechnologyNACNuveen California Quality Municipal Income Fund$1,161,913$348,918 â–²42.9%99,7350.4%Financial ServicesVCSHVanguard Short-Term Corporate Bond ETF$1,143,866$70,154 â–¼-5.8%14,4300.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,114,385$419,942 â–²60.5%19,6610.4%ETFFCALFirst Trust California Municipal High Income ETF$1,035,099$147,159 â–²16.6%21,1720.4%ETFJPSTJPMorgan Ultra-Short Income ETF$820,995$9,059 â–²1.1%16,2220.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$811,186$25,885 â–¼-3.1%34,7850.3%ETFLULUlululemon athletica$796,579$496,962 â–²165.9%5,2030.3%Consumer DiscretionaryABBVAbbVie$739,683$106,353 â–¼-12.6%3,4010.3%MedicalJPMJPMorgan Chase & Co.$736,282$32,946 â–¼-4.3%2,5030.3%FinancePEYInvesco High Yield Equity Dividend Achievers ETF$713,267$318,840 â–¼-30.9%33,3010.3%ETFIJHiShares Core S&P Mid-Cap ETF$701,232$9,927 â–¼-1.4%10,3840.3%ETFIYKiShares U.S. Consumer Staples ETF$640,424$62,677 â–¼-8.9%9,1450.2%ETFDONWisdomTree U.S. MidCap Dividend Fund$625,384$21,752 â–²3.6%11,9030.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$615,1670.0%21,1180.2%ETFIDHQInvesco S&P International Developed Quality ETF$613,9170.0%17,3570.2%ETFVTIVanguard Total Stock Market ETF$613,3890.0%1,9120.2%ETFVVisa$576,069$15,112 â–¼-2.6%1,9060.2%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$506,034$7,134 â–²1.4%10,1430.2%ETFHEALTHPEAK PROPERTIES INC$505,535$505,535 â–²New Holding30,7690.2%COMIYGiShares U.S. Financial Services ETF$483,323$3,231 â–¼-0.7%5,8340.2%ETFVOOVanguard S&P 500 ETF$473,545$18,535 â–¼-3.8%7920.2%ETFNOWServiceNow$470,475$156,302 â–¼-24.9%4,5000.2%Computer and TechnologyVBVanguard Small-Cap ETF$413,572$17,025 â–¼-4.0%1,5790.1%ETFIYWiShares U.S. Technology ETF$405,8370.0%2,2370.1%ManufacturingUBERUber Technologies$405,829$91,855 â–¼-18.5%5,6420.1%Computer and TechnologyCRMSalesforce$404,953$101,752 â–¼-20.1%2,1690.1%Computer and TechnologyMRNAModerna$395,072$3,810 â–¼-1.0%7,7770.1%MedicalFBCGFidelity Blue Chip Growth ETF$393,592$3,057 â–²0.8%7,8530.1%ETFCSCOCisco Systems$390,241$78 â–²0.0%5,0300.1%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$381,982$103,383 â–¼-21.3%7,5670.1%ETFSHOPIFY INC$379,465$44,720 â–¼-10.5%3,1990.1%CL A SUB VTG SHSPINSPinterest$375,5120.0%20,4750.1%Computer and TechnologyILCGiShares Morningstar Growth ETF$372,563$50,222 â–¼-11.9%3,9020.1%ETFISCBiShares Morningstar Small-Cap ETF$360,794$15,622 â–¼-4.2%5,5430.1%ETFNUSCNuveen ESG Small-Cap ETF$344,979$32,804 â–¼-8.7%7,6560.1%ETFLLYEli Lilly and Company$343,857$9,194 â–¼-2.6%3740.1%MedicalDESWisdomTree U.S. SmallCap Dividend Fund$314,763$5,032 â–¼-1.6%8,7580.1%FinanceAPPLOVIN CORP$304,868$97,908 â–²47.3%7660.1%COM CL ARWKInvesco S&P MidCap 400 Revenue ETF$301,154$9,491 â–¼-3.1%2,3480.1%ETFIJRiShares Core S&P Small-Cap ETF$289,269$54,075 â–¼-15.7%2,3270.1%ETFIMCViShares Morningstar Mid-Cap Value ETF$287,5930.0%3,3920.1%ETFCOSTCostco Wholesale$284,541$32,832 â–¼-10.3%2860.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$282,8510.0%3,8410.1%ETFAMATApplied Materials$280,2680.0%8200.1%Computer and TechnologyVUGVanguard Growth ETF$279,982$9,609 â–²3.6%6410.1%ETFFLOTiShares Floating Rate Bond ETF$275,385$153,920 â–¼-35.9%5,4050.1%ETFPALANTIR TECHNOLOGIES INC$261,110$25,599 â–¼-8.9%1,7850.1%CL AMOATVanEck Morningstar Wide Moat ETF$254,805$65,273 â–¼-20.4%2,6350.1%ETFQQQInvesco QQQ$239,681$10,973 â–²4.8%4150.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$236,960$2,515 â–¼-1.1%2,3550.1%ETFShowing largest 100 holdings. 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