New Insight Wealth Advisors
•CIK: 2022328•Filing: Q4 2025
**New Insight Wealth Advisors** manages $280M across a diversified portfolio of 111 positions. The strategy exhibits a notable tilt toward broad market exposure and established growth sectors, evidenced by top holdings including IVV at $38.1M and FBND at $17.8M. Significant allocations are also directed toward technology and dividend-focused vehicles, with VGT ($11.5M) and SCHD ($8.6M) representing key components. This structure suggests a core mandate focused on capturing market beta while selectively overweighting established, liquid indices.
Total AUM
$279.9M
QoQ Performance
+5.3%
Positions
70
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
FBND
VO
IVV13.6%
FBND6.4%
VO5.6%
VGT4.1%
RSP3.6%
VIOO3.4%
IXN3.3%
SCHD3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
ETF13.8%
Technology10.5%
Consumer5.7%
Healthcare2.3%
Real Estate1.9%
Financial1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑49 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024