13F-HR filed by New Insight Wealth Advisors
New Insight Wealth Advisors filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 111 holding rows worth $279,940,004.
- Accession
- 0002022328-26-000001
- Filer
- CIK 2022328
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 111 entries on the cover page, a total value of $279,940,004 stated on the cover page (in dollars after the unit check, H1), rows summing to $279,940,004 with VALUE read as dollars as filed, 13F file number 028-24111. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 55,634 | $38,106,135 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 386,777 | $17,807,232 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 53,768 | $15,604,573 | dollars as filed | |
| VGT | 92204A702 | SHS | 15,307 | $11,537,852 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 51,898 | $9,941,581 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 86,732 | $9,623,761 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 88,998 | $9,344,813 | dollars as filed | |
| SCHD | 808524797 | COM | 312,677 | $8,576,717 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,708 | $7,780,471 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 136,175 | $7,719,776 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 16,002 | $7,196,419 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 21,340 | $6,679,386 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,422 | $6,007,407 | dollars as filed | |
| VIRTUS ETF TR II | 92790A868 | KAR MID-CAP ETF | 241,694 | $5,892,505 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 139,517 | $5,484,413 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 23,600 | $5,186,808 | dollars as filed | |
| Apple Inc | 037833100 | COM | 18,882 | $5,133,383 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 14,892 | $4,525,530 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 153,224 | $3,815,268 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,775 | $3,811,842 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 19,523 | $3,613,856 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 42,135 | $3,380,040 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,210 | $3,209,730 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 34,658 | $3,169,474 | dollars as filed | |
| FEDERAL RLTY INVT TR NEW | 313745101 | SH BEN INT NEW | 30,736 | $3,098,189 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 28,757 | $2,945,292 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 75,672 | $2,856,618 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 3,044 | $2,675,749 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 48,175 | $2,432,838 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,777 | $2,345,579 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 28,227 | $2,337,760 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 15,717 | $2,303,798 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V498 | S&P SMLCP MOMENT | 27,896 | $2,008,791 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 39,817 | $1,923,964 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 12,870 | $1,847,048 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 31,707 | $1,787,324 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 9,773 | $1,760,508 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 4,874 | $1,755,274 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 25,590 | $1,646,998 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 16,057 | $1,511,927 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 76,164 | $1,501,192 | dollars as filed | |
| MATTHEWS ASIA FDS | 577125826 | ASIA INNOV ACTIV | 42,025 | $1,483,693 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L508 | DIVERSIFID FXD | 78,489 | $1,440,666 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 16,265 | $1,382,233 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 51,526 | $1,285,062 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,852 | $1,271,444 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 15,315 | $1,221,065 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092543 | CMN | 37,447 | $1,156,363 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 10,400 | $1,113,944 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 23,333 | $1,109,647 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,151 | $988,786 | dollars as filed | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 48,187 | $982,321 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 5,995 | $918,374 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P863 | CALIF MUN INCM | 18,162 | $895,516 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,890 | $888,826 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 35,895 | $849,635 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,615 | $842,605 | dollars as filed | |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 69,785 | $824,161 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 16,043 | $811,615 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,714 | $718,974 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 12,252 | $701,304 | dollars as filed | |
| IJH | 464287507 | COM | 10,531 | $695,046 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 21,118 | $688,869 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,956 | $685,989 | dollars as filed | |
| ISHARES TR | 464287812 | US CONSM STAPLES | 10,040 | $671,877 | dollars as filed | |
| VTI | 922908769 | COM | 1,912 | $641,036 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E214 | S&P INTL QULTY | 17,357 | $610,099 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 11,489 | $592,832 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 3,576 | $575,629 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 6,919 | $565,351 | dollars as filed | |
| ISHARES TR | 464287770 | U.S. FIN SVC ETF | 5,873 | $541,792 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 20,475 | $530,098 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 823 | $516,327 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 10,000 | $502,900 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 9,615 | $468,443 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 4,428 | $460,689 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 2,237 | $446,684 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 8,426 | $428,546 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 7,792 | $427,313 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,644 | $424,070 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 384 | $412,296 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 1,957 | $406,684 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 5,350 | $403,551 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,029 | $387,399 | dollars as filed | |
| ISHARES TR | 464288505 | MRGSTR SM CP ETF | 5,783 | $375,970 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 8,384 | $374,346 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 520 | $350,386 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,960 | $348,390 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 3,310 | $342,784 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,762 | $331,937 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,427 | $323,187 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G672 | S&P MDCP 400 REV | 2,422 | $306,286 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 619 | $301,985 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 8,898 | $297,638 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,841 | $284,503 | dollars as filed | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 3,392 | $279,291 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 319 | $274,683 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 396 | $243,267 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 7,645 | $236,689 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 7,852 | $231,555 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 2,380 | $230,574 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 791 | $220,800 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 773 | $220,622 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 433 | $217,647 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 1,503 | $212,163 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 2,172 | $211,553 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 820 | $210,732 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,023 | $202,057 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 679 | $200,991 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 45,355 | $137,879 | dollars as filed | |
| UNDER ARMOUR INC | 904311206 | CL C | 23,857 | $114,514 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002022328-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |