New Insight Wealth Advisors
Long book
$278.9M
Q1 2026
Positions
107
Top-10 weight
47%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsNew Insight Wealth Advisors is a wealth-management firm allocating client money, running a $278.9M US long book across 107 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, FIDELITY TOTAL BOND ETF, VANGUARD MID-CAP ETF, VANGUARD INFO TECH ETF, INVESCO S&P 500 EQUAL WEIGHT.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.6%
Q2 2024
+7.0%
Q3 2024
+3.9%
Q4 2024
-5.3%
Q1 2025
+8.8%
Q2 2025
+9.1%
Q3 2025
+1.7%
Q4 2025
-3.0%
Q1 2026
+14.3%
Sector allocation
Technology 53%
Consumer discretionary 15%
Industrials 12%
Healthcare 9%
Financials 8%
Services media 2%
Other 1%
Long book by quarter
What does New Insight own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 36.0K | $7.5M | 2.7% | +6.7% |
| GOOGL ALPHABET INC-CL A | Technology | 22.9K | $6.6M | 2.4% | +7.1% |
| TSLA TESLA INC | Industrials | 16.0K | $6.0M | 2.1% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 13.8K | $5.1M | 1.8% | +11.2% |
| AAPL APPLE INC | Technology | 18.3K | $4.6M | 1.7% | -3.1% |
| GLBE GLOBAL-E ONLINE LTD | Technology | 139.5K | $4.3M | 1.5% | Held |
| PFE PFIZER INC | Healthcare | 145.9K | $4.1M | 1.5% | -4.8% |
| META META PLATFORMS INC-CLASS A | Technology | 6.6K | $3.8M | 1.4% | +15.0% |
| NVDA NVIDIA CORP | Technology | 17.4K | $3.0M | 1.1% | +1.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.9K | $2.5M | 0.9% | -3.4% |
| RIVN RIVIAN AUTOMOTIVE INC-A | Industrials | 146.6K | $2.2M | 0.8% | +92.4% |
| ROST ROSS STORES INC | Consumer discretionary | 9.8K | $2.1M | 0.8% | Held |
| AVGO BROADCOM INC | Technology | 6.6K | $2.1M | 0.7% | -2.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 6.2K | $1.7M | 0.6% | +62.1% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 16.1K | $1.6M | 0.6% | -1.2% |
| GOOG ALPHABET INC-CL C | Technology | 4.5K | $1.3M | 0.5% | +41.4% |
| LULU LULULEMON ATHLETICA INC | Other | 5.2K | $797K | 0.3% | +165.9% |
| ABBV ABBVIE INC | Healthcare | 3.4K | $740K | 0.3% | -12.6% |
| JPM JPMORGAN CHASE & CO | Financials | 2.5K | $736K | 0.3% | -4.3% |
| V VISA INC-CLASS A SHARES | Services media | 1.9K | $576K | 0.2% | -2.6% |
| NOW SERVICENOW INC | Technology | 4.5K | $470K | 0.2% | -24.9% |
| UBER UBER TECHNOLOGIES INC | Services media | 5.6K | $406K | 0.1% | -18.5% |
| CRM SALESFORCE INC | Technology | 2.2K | $405K | 0.1% | -20.1% |
| MRNA MODERNA INC | Healthcare | 7.8K | $395K | 0.1% | -1.0% |
| CSCO CISCO SYSTEMS INC | Technology | 5.0K | $390K | 0.1% | 0.0% |
| SHOP SHOPIFY INC - CLASS A | Technology | 3.2K | $379K | 0.1% | -10.5% |
| PINS PINTEREST INC- CLASS A | Technology | 20.5K | $376K | 0.1% | Held |
| LLY ELI LILLY & CO | Healthcare | 374 | $344K | 0.1% | -2.6% |
| APP APPLOVIN CORP-CLASS A | Technology | 766 | $305K | 0.1% | +47.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 286 | $285K | 0.1% | -10.3% |
| AMAT APPLIED MATERIALS INC | Technology | 820 | $280K | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.8K | $261K | 0.1% | -8.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 107 | $278.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 111 | $279.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 106 | $265.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 106 | $243.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 94 | $220.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 90 | $199.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 91 | $190.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 83 | $169.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 84 | $160.2M | canonical | SEC ↗ |