2026 Q1 Portfolio Activity
In 2026 Q1, New Insight Wealth Advisors maintained a portfolio of 113 distinct positions. The most significant new addition was HEALTHPEAK PROPERTIES INC, now representing 0.18% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 82.1%. The fund also reduced its exposure to ISHARES TR by 34.8%.
Position History
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Total Positions
113
Quarter
2026 Q1
Top Holding
IVV (13.3%)
Top 10 Concentration
47.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 113
New Insight Wealth Advisors Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 13.35% | 13.61% |
#1
Prev: #1
|
6.5 |
—
|
1,342 | 2.4% |
P
S
|
56,976 | $37,217,415 |
$544.20
+39.9%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
FBND
FIDELITY MERRIM...
|
ETF | 6.47% | 6.36% |
#2
Prev: #2
|
4.6 |
—
|
9,008 | 2.3% |
P
S
|
395,785 | $18,055,719 |
$42.45
+7.2%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VO
VANGUARD INDEX ...
|
ETF | 5.47% | 5.57% |
#3
Prev: #3
|
3.7 |
—
|
-626 | -1.2% |
P
S
|
53,142 | $15,261,178 |
$62.31
+26.5%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VGT
VANGUARD WORLD ...
|
ETF | 3.83% | 4.12% |
#4
Prev: #4
|
2.5 |
—
|
-7 | -0.0% |
P
S
|
15,300 | $10,675,212 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.30% | 3.55% |
#5
Prev: #5
|
2.3 |
—
|
-3,890 | -7.5% |
P
S
|
48,008 | $9,213,695 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IXN
ISHARES TR
|
ETF | 3.18% | 3.34% |
#6
1
Prev: #7
|
1.8 |
—
|
-300 | -0.3% |
P
S
|
88,698 | $8,867,161 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 3.17% | 3.44% |
#7
1
Prev: #6
|
1.8 |
—
|
-9,824 | -11.3% |
P
S
|
76,908 | $8,831,324 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 3.00% | 3.06% |
#8
Prev: #8
|
1.7 |
—
|
-39,548 | -12.6% |
P
S
|
273,129 | $8,379,593 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 2.84% | 2.76% |
#9
1
Prev: #10
|
3.1 |
—
|
7,445 | 5.5% |
P
S
|
143,620 | $7,933,569 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.68% | 2.78% |
#10
1
Prev: #9
|
3.1 |
—
|
2,242 | 6.7% |
P
S
|
35,950 | $7,487,298 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.36% | 2.39% |
#11
1
Prev: #12
|
2.9 |
—
|
1,515 | 7.1% |
P
S
|
22,855 | $6,572,154 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.14% | 2.57% |
#12
1
Prev: #11
|
1.4 |
—
|
18 | 0.1% |
P
S
|
16,020 | $5,955,435 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
KMID
VIRTUS ETF TR I...
|
ETF | 2.06% | 2.10% |
#13
1
Prev: #14
|
1.3 |
—
|
-1,207 | -0.5% |
P
S
|
240,487 | $5,733,215 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.00% | 1.62% |
#14
4
Prev: #18
|
2.8 |
—
|
1,637 | 11.0% |
P
S
|
16,529 | $5,585,976 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
INTF
ISHARES TR
|
Bond/Debt | 1.92% | 1.02% |
#15
12
Prev: #27
|
3.8 |
—
|
62,091 | 82.1% |
P
S
|
137,763 | $5,367,246 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.83% | 2.15% |
#16
3
Prev: #13
|
2.7 |
—
|
1,392 | 11.2% |
P
S
|
13,814 | $5,113,451 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.76% | 1.85% |
#17
1
Prev: #16
|
1.2 |
—
|
-837 | -3.5% |
P
S
|
22,763 | $4,895,411 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 1.67% | 1.83% |
#18
1
Prev: #17
|
1.2 |
—
|
-584 | -3.1% |
P
S
|
18,298 | $4,643,736 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 1.57% | 0.87% |
#19
10
Prev: #29
|
3.6 |
—
|
39,669 | 82.3% |
P
S
|
87,844 | $4,391,322 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 1.54% | 1.96% |
#20
5
Prev: #15
|
1.6 |
—
|
no change | no change |
P
S
|
139,517 | $4,304,099 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.47% | 1.36% |
#21
2
Prev: #19
|
1.1 |
—
|
-7,283 | -4.8% |
P
S
|
145,941 | $4,098,011 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.36% | 1.36% |
#22
2
Prev: #20
|
2.5 |
—
|
869 | 15.0% |
P
S
|
6,644 | $3,801,450 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FRT
FEDERAL RLTY IN...
|
Bond/Debt | 1.30% | 1.11% |
#23
2
Prev: #25
|
2.5 |
—
|
3,344 | 10.9% |
P
S
|
34,080 | $3,619,637 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JSCP
J P MORGAN EXCH...
|
ETF | 1.27% | 0.40% |
#24
26
Prev: #50
|
3.5 |
—
|
51,313 | 219.9% |
P
S
|
74,646 | $3,530,737 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.19% | 1.21% |
#25
3
Prev: #22
|
1.0 |
—
|
1,197 | 2.8% |
P
S
|
43,332 | $3,316,610 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 1.19% | 1.29% |
#26
5
Prev: #21
|
1.0 |
—
|
-1,755 | -9.0% |
P
S
|
17,768 | $3,314,314 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.09% | 1.15% |
#27
4
Prev: #23
|
0.9 |
—
|
164 | 1.0% |
P
S
|
17,374 | $3,030,087 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 1.06% | 1.05% |
#28
2
Prev: #26
|
0.9 |
—
|
-80 | -0.3% |
P
S
|
28,677 | $2,964,341 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.89% | 0.96% |
#29
1
Prev: #28
|
0.9 |
—
|
-102 | -3.4% |
P
S
|
2,942 | $2,489,002 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.88% | 1.13% |
#30
6
Prev: #24
|
0.4 |
—
|
-7,060 | -20.4% |
P
S
|
27,598 | $2,441,319 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FDEM
FIDELITY COVING...
|
ETF | 0.81% | 0.41% |
#31
17
Prev: #48
|
3.3 |
—
|
34,353 | 91.7% |
P
S
|
71,800 | $2,267,444 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RIVN
RIVIAN AUTOMOTI...
|
Consumer Cyclical | 0.79% | 0.54% |
#32
9
Prev: #41
|
3.3 |
—
|
70,400 | 92.4% |
P
S
|
146,564 | $2,205,788 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XSMO
INVESCO EXCHANG...
|
Bond/Debt | 0.76% | 0.72% |
#33
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
27,896 | $2,120,654 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.76% | 0.63% |
#34
3
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
9,773 | $2,117,125 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.76% | 0.64% |
#35
1
Prev: #36
|
2.3 |
—
|
2,849 | 9.0% |
P
S
|
34,556 | $2,114,136 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.74% | 0.84% |
#36
6
Prev: #30
|
0.8 |
—
|
-151 | -2.2% |
P
S
|
6,626 | $2,050,827 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.72% | 0.82% |
#37
5
Prev: #32
|
0.8 |
—
|
195 | 1.2% |
P
S
|
15,912 | $1,996,320 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.67% | 0.63% |
#38
Prev: #38
|
0.8 |
—
|
-20 | -0.4% |
P
S
|
4,854 | $1,861,024 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.67% | 0.69% |
#39
5
Prev: #34
|
0.8 |
—
|
-1,213 | -3.0% |
P
S
|
38,604 | $1,854,920 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.64% | 0.66% |
#40
5
Prev: #35
|
0.8 |
—
|
-909 | -7.1% |
P
S
|
11,961 | $1,771,388 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.61% | 0.45% |
#41
5
Prev: #46
|
3.2 |
—
|
2,392 | 62.1% |
P
S
|
6,244 | $1,689,633 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MINV
MATTHEWS ASIA F...
|
Unknown | 0.58% | 0.53% |
#42
Prev: #42
|
0.7 |
—
|
439 | 1.0% |
P
S
|
42,464 | $1,615,382 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.57% | 0.49% |
#43
1
Prev: #44
|
0.7 |
—
|
-203 | -1.2% |
P
S
|
16,062 | $1,590,902 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DIAL
COLUMBIA ETF TR...
|
ETF | 0.55% | 0.51% |
#44
1
Prev: #43
|
2.2 |
—
|
6,554 | 8.4% |
P
S
|
85,043 | $1,537,577 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SHY
ISHARES TR
|
ETF | 0.54% | 0.84% |
#45
14
Prev: #31
|
0.2 |
—
|
-9,828 | -34.8% |
P
S
|
18,399 | $1,519,205 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MUB
ISHARES TR
|
ETF | 0.54% | 0.40% |
#46
3
Prev: #49
|
2.7 |
—
|
3,747 | 36.0% |
P
S
|
14,147 | $1,501,704 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WPC
WP CAREY INC
|
Real Estate | 0.53% | 0.59% |
#47
8
Prev: #39
|
0.7 |
—
|
-3,723 | -14.5% |
P
S
|
21,867 | $1,486,109 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
USMV
ISHARES TR
|
ETF | 0.52% | 0.54% |
#48
8
Prev: #40
|
0.7 |
—
|
-500 | -3.1% |
P
S
|
15,557 | $1,442,756 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 0.48% | 0.46% |
#49
4
Prev: #45
|
0.7 |
—
|
1,927 | 3.7% |
P
S
|
53,453 | $1,325,626 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.46% | 0.35% |
#50
1
Prev: #51
|
2.7 |
—
|
1,306 | 41.4% |
P
S
|
4,457 | $1,278,537 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 113 holdings