New Insight Wealth Advisors — 13F Holdings & Portfolio
CIK 2022328 · latest 13F-HR filed 2026-07-28
New Insight Wealth Advisors manages $339.2M in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (12.33%), FBND (5.59%), VO (5.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions and exited 2; 63 existing positions rose in reported value and 23 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-28
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 44.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 18, 2026.
SUITE 330B
SAN RAMON, CA 94583
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| LEE, JOSEPHINE, H Control | CHIEF COMPLIANCE OFFICER since Dec 2021 | Less than 5% | Individual |
| LEE, SEONGSOO Control | WEALTH ADVISOR since Dec 2021 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$4.6M +12.3%
- VANGUARD WORLD FD$3.9M +37.0%
- ISHARES TR$3.9M +43.6%
- HEALTHPEAK PROPERTIES INC$3.3M +645.2%
- TAIWAN SEMICONDUCTOR MANUFAC$2.8M +50.7%
Top Trims
- VIRTUS ETF TR II-$1.3M -23.2%
- VANGUARD CHARLOTTE FDS-$618.5K -33.3%
- ALIBABA GROUP HLDG LTD-$492.4K -24.7%
- PFIZER INC-$484.8K -11.8%
- ISHARES TR-$469.3K -30.9%
New Positions
- BLACKROCK ETF TRUST II$3.1M
- INVESCO EXCH TRADED FD TR II$2.3M
- VANGUARD CALIF TAX FREE FDS$577.1K
- ISHARES TR$429.3K
- ADVANCED MICRO DEVICES INC$416.5K
New Insight Wealth Advisors Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $41.8M | 12.33% | 55,827 | SH |
| 2 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $18.9M | 5.59% | 416,538 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $17.2M | 5.07% | 213,327 | SH |
| 4 | VANGUARD WORLD FD | VGT | 92204A702 | $14.6M | 4.31% | 122,345 | SH |
| 5 | ISHARES TR | IXN | 464287291 | $12.7M | 3.75% | 88,111 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $9.8M | 2.89% | 308,724 | SH |
| 7 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $9.6M | 2.83% | 69,874 | SH |
| 8 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $9.4M | 2.77% | 44,235 | SH |
| 9 | FIDELITY COVINGTON TRUST | FDVV | 316092840 | $8.9M | 2.62% | 147,453 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 2.59% | 36,896 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $8.6M | 2.53% | 24,029 | SH |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.4M | 2.48% | 17,624 | SH |
| 13 | ISHARES TR | INTF | 46434V274 | $7.1M | 2.08% | 172,164 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 1.88% | 17,083 | SH |
| 15 | TESLA INC | TSLA | 88160R101 | $6.3M | 1.86% | 14,972 | SH |
| 16 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $6.2M | 1.84% | 123,269 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $5.6M | 1.66% | 19,427 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JSCP | 46641Q274 | $4.9M | 1.44% | 103,714 | SH |
| 19 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $4.8M | 1.43% | 139,517 | SH |
| 20 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.7M | 1.38% | 19,806 | SH |
| 21 | VIRTUS ETF TR II | KMID | 92790A868 | $4.4M | 1.30% | 175,559 | SH |
| 22 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $4.3M | 1.27% | 14,511 | SH |
| 23 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $4.2M | 1.22% | 33,641 | SH |
| 24 | VANECK ETF TRUST | SMH | 92189F676 | $4.0M | 1.19% | 6,166 | SH |
| 25 | MATTHEWS ASIA FDS | MINV | 577125826 | $4.0M | 1.18% | 69,282 | SH |
| 26 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $4.0M | 1.18% | 230,225 | SH |
| 27 | SPDR SERIES TRUST | SPYM | 78464A854 | $4.0M | 1.17% | 45,219 | SH |
| 28 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $3.9M | 1.16% | 34,786 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $3.8M | 1.12% | 6,737 | SH |
| 30 | HEALTHPEAK PROPERTIES INC | DOC | 42250P103 | $3.8M | 1.11% | 176,051 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.7M | 1.09% | 18,393 | SH |
| 32 | PFIZER INC | PFE | 717081103 | $3.6M | 1.07% | 150,050 | SH |
| 33 | FIDELITY COVINGTON TRUST | FDEM | 316092543 | $3.6M | 1.06% | 98,842 | SH |
| 34 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $3.6M | 1.06% | 16,025 | SH |
| 35 | BLACKROCK ETF TRUST II | BINC | 092528603 | $3.1M | 0.93% | 60,052 | SH |
| 36 | INVESCO EXCHANGE TRADED FD T | XSMO | 46137V498 | $2.8M | 0.84% | 30,300 | SH |
| 37 | BROADCOM INC | AVGO | 11135F101 | $2.7M | 0.79% | 7,059 | SH |
| 38 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.6M | 0.77% | 6,309 | SH |
| 39 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $2.6M | 0.77% | 2,570 | SH |
| 40 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $2.3M | 0.67% | 7,504 | SH |
| 41 | REALTY INCOME CORP | O | 756109104 | $2.2M | 0.65% | 35,602 | SH |
| 42 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $2.1M | 0.62% | 22,444 | SH |
| 43 | ROSS STORES INC | ROST | 778296103 | $2.1M | 0.61% | 9,773 | SH |
| 44 | SPDR SERIES TRUST | HYMB | 78464A284 | $2.0M | 0.60% | 80,474 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $1.8M | 0.53% | 5,121 | SH |
| 46 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.7M | 0.50% | 10,782 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $1.6M | 0.47% | 28,229 | SH |
| 48 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $1.5M | 0.44% | 15,669 | SH |
| 49 | ISHARES TR | USMV | 46429B697 | $1.5M | 0.44% | 15,421 | SH |
| 50 | COLUMBIA ETF TR I | DIAL | 19761L508 | $1.5M | 0.43% | 79,842 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $339.2M | 120 | 0002022328-26-000003 |
| 2026-03-31 | 2026-05-08 | $278.9M | 107 | 0002022328-26-000002 |
| 2025-12-31 | 2026-02-17 | $279.9M | 111 | 0002022328-26-000001 |
SUITE 250
SAN RAMON, CA 94583