AI Portfolio Summary
In 2025 Q4, New Insight Wealth Advisors maintained a portfolio of 114 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 9.7%. Conversely, New Insight Wealth Advisors completely exited their position in AXCELIS TECHNOLOGIES.
Total Positions
114
Quarter
2025 Q4
Top Holding
IVV (13.6%)
Top 10 Concentration
48.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 114
| 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 | 13.61% | 12.77% |
#1
Prev: #1
|
8.0 | 4,920 | 9.7% |
P
S
|
55,634 | $38,106,135 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 6.36% | 6.38% |
#2
Prev: #2
|
6.0 | 19,774 | 5.4% |
P
S
|
386,777 | $17,807,232 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.57% | 5.69% |
#3
Prev: #3
|
3.7 | 2,307 | 4.5% |
P
S
|
53,768 | $15,604,573 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.12% | 4.11% |
#4
Prev: #4
|
2.6 | 674 | 4.6% |
P
S
|
15,307 | $11,537,852 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.55% | 3.94% |
#5
2
Prev: #7
|
2.4 | -3,352 | -6.1% |
P
S
|
51,898 | $9,941,581 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 3.44% | 3.97% |
#6
Prev: #6
|
1.9 | -8,826 | -9.2% |
P
S
|
86,732 | $9,623,761 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXN
ISHARES TR
|
ETF | 3.34% | 3.35% |
#7
1
Prev: #8
|
1.8 | 2,756 | 3.2% |
P
S
|
88,998 | $9,344,813 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 3.06% | 4.05% |
#8
3
Prev: #5
|
1.2 | -82,122 | -20.8% |
P
S
|
312,677 | $8,576,717 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.78% | 2.74% |
#9
1
Prev: #10
|
1.6 | 516 | 1.6% |
P
S
|
33,708 | $7,780,471 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDVV
FIDELITY COVING...
|
ETF | 2.76% | 2.16% |
#10
3
Prev: #13
|
3.6 | 33,313 | 32.4% |
P
S
|
136,175 | $7,719,776 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.57% | 3.30% |
#11
2
Prev: #9
|
1.5 | -3,735 | -18.9% |
P
S
|
16,002 | $7,196,419 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.39% | 1.77% |
#12
4
Prev: #16
|
3.0 | 2,005 | 10.4% |
P
S
|
21,340 | $6,679,386 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.15% | 2.20% |
#13
1
Prev: #12
|
2.9 | 1,131 | 10.0% |
P
S
|
12,422 | $6,007,407 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMID
VIRTUS ETF TR I...
|
ETF | 2.10% | 2.21% |
#14
3
Prev: #11
|
1.3 | 3,957 | 1.7% |
P
S
|
241,694 | $5,892,505 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 1.96% | 1.88% |
#15
Prev: #15
|
1.8 | no change | no change |
P
S
|
139,517 | $5,484,413 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.85% | 1.93% |
#16
2
Prev: #14
|
1.2 | -223 | -0.9% |
P
S
|
23,600 | $5,186,808 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.83% | 1.48% |
#17
3
Prev: #20
|
3.2 | 3,468 | 22.5% |
P
S
|
18,882 | $5,133,383 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.62% | 1.29% |
#18
4
Prev: #22
|
3.1 | 2,651 | 21.7% |
P
S
|
14,892 | $4,525,530 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 1.36% | 1.47% |
#19
2
Prev: #21
|
1.0 | 61 | 0.0% |
P
S
|
153,224 | $3,815,268 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.36% | 1.51% |
#20
1
Prev: #19
|
2.5 | 325 | 6.0% |
P
S
|
5,775 | $3,811,842 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 1.29% | 1.64% |
#21
4
Prev: #17
|
1.0 | -3,732 | -16.0% |
P
S
|
19,523 | $3,613,856 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.21% | 1.09% |
#22
3
Prev: #25
|
2.5 | 5,295 | 14.4% |
P
S
|
42,135 | $3,380,040 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.15% | 1.16% |
#23
Prev: #23
|
1.0 | 691 | 4.2% |
P
S
|
17,210 | $3,209,730 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 1.13% | 1.63% |
#24
6
Prev: #18
|
0.5 | -13,858 | -28.6% |
P
S
|
34,658 | $3,169,474 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FRT
FEDERAL RLTY IN...
|
Bond/Debt | 1.11% | 0.56% |
#25
13
Prev: #38
|
3.4 | 16,125 | 110.4% |
P
S
|
30,736 | $3,098,189 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACLS
AXCELIS TECHNOL...
|
Technology | 0.00% | 0.99% |
Sold All 😨
(Was: #28) |
0.0 | -27,013 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 0.00% | 0.22% |
Sold All 😨
(Was: #66) |
0.0 | -4,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUST
COLUMBIA ETF TR...
|
ETF | 0.00% | 0.15% |
Sold All 😨
(Was: #85) |
0.0 | -18,976 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 114 holdings