New Insight Wealth Advisors reported 48 positions worth $106.29M for the quarter ended Jun 30, 2026, up 25.0% on the prior quarter. It opened 6 new positions, added to 16, trimmed 23 and exited 2. Its largest holding is Amazon Com Inc at 8.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DOC Healthpeak Properties, Inc. | +145.3K | +472.2% | $3.11M | 3.54% |
| RIVN Rivian Automotive, Inc. / DE | +83.7K | +57.1% | $1.45M | 3.76% |
| MSFT Microsoft Corp | +3,269 | +23.7% | $1.22M | 5.99% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1,095 | +6.6% | $522.94K | 7.92% |
| GOOGL Alphabet Inc. | +1,174 | +5.1% | $419.55K | 8.08% |
| AMD Advanced Micro Devices Inc | +717 | – | $416.51K | 0.392% |
| SPCX Space Exploration Technologies Corp | +2,152 | – | $367.69K | 0.346% |
| CRWD CrowdStrike Holdings, Inc. | +1,892 | – | $360.97K | 0.34% |
| AAPL Apple Inc. | +1,129 | +6.2% | $326.68K | 5.29% |
| PANW Palo Alto Networks Inc | +828 | – | $282.37K | 0.266% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | -1,551 | -9.7% | $462.03K | 4.07% |
| TSLA Tesla, Inc. | -1,048 | -6.5% | $440.79K | 5.92% |
| SPG Simon Property Group Inc. | -1,743 | -9.8% | $389.83K | 3.37% |
| GS Goldman Sachs Group Inc | -372 | -12.6% | $376.25K | 2.45% |
| WPC W. P. Carey Inc. | -3,813 | -17.4% | $272.64K | 1.21% |
| PLTR Palantir Technologies Inc. | -1,785 | -100.0% | $261.11K | Exited |
| ABBV AbbVie Inc. | -994 | -29.2% | $250.13K | 0.57% |
| MDT Medtronic plc | -2,551 | -100.0% | $221.04K | Exited |
| NOW ServiceNow, Inc. | -1,485 | -33.0% | $147.43K | 0.282% |
| UBER Uber Technologies, Inc | -1,725 | -30.6% | $124.48K | 0.266% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +717 | $416.51K | 0.392% |
| SPCX Space Exploration Technologies Corp | +2,152 | $367.69K | 0.346% |
| CRWD CrowdStrike Holdings, Inc. | +1,892 | $360.97K | 0.34% |
| PANW Palo Alto Networks Inc | +828 | $282.37K | 0.266% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +3,995 | $203.95K | 0.192% |
| NNN Nnn Reit, Inc. | +4,351 | $202.45K | 0.19% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 36.9K | $8.79M | 8.27% | +946 | +2.6% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 24.0K | $8.59M | 8.08% | +1,174 | +5.1% | Added | 0% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 17.6K | $8.42M | 7.92% | +1,095 | +6.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 17.1K | $6.37M | 5.99% | +3,269 | +23.7% | Added | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 15.0K | $6.30M | 5.92% | -1,048 | -6.5% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 19.4K | $5.62M | 5.29% | +1,129 | +6.2% | Added | 0% |
| 7 | GLBE Global-E Online Ltd. | Technology | 139.5K | $4.85M | 4.56% | 0 | 0.0% | Unchanged | 0.08% |
| 8 | MRVL Marvell Technology, Inc. | Technology | 14.5K | $4.32M | 4.07% | -1,551 | -9.7% | Reduced | 0% |
| 9 | FRT Federal Realty Investment Trust | Real Estate | 33.6K | $4.15M | 3.91% | -439 | -1.3% | Reduced | 0.04% |
| 10 | RIVN Rivian Automotive, Inc. / DE | Consumer Discretionary | 230.2K | $3.99M | 3.76% | +83.7K | +57.1% | Added | 0.02% |
| 11 | META Meta Platforms, Inc. | Technology | 6,737 | $3.79M | 3.57% | +93 | +1.4% | Added | 0% |
| 12 | DOC Healthpeak Properties, Inc. | Real Estate | 176.1K | $3.77M | 3.54% | +145.3K | +472.2% | Added | 0.03% |
| 13 | NVDA Nvidia Corp | Technology | 18.4K | $3.68M | 3.46% | +1,019 | +5.9% | Added | 0% |
| 14 | PFE Pfizer Inc | Healthcare | 150.1K | $3.61M | 3.4% | +4,109 | +2.8% | Added | 0% |
| 15 | SPG Simon Property Group Inc. | Real Estate | 16.0K | $3.58M | 3.37% | -1,743 | -9.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at New Insight Wealth Advisors.
As of its Q2 2026 13F filing, New Insight Wealth Advisors’s five largest positions were Amazon Com Inc (AMZN) at 8.3%, Alphabet Inc. (GOOGL) at 8.1%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 7.9%, Microsoft Corp (MSFT) at 6.0%, Tesla, Inc. (TSLA) at 5.9% of the reported portfolio.
New Insight Wealth Advisors reported a 13F portfolio worth $106.29M across 48 positions for Q2 2026. That is up 25.0% from the previous quarter.
Its largest purchases by value were Healthpeak Properties, Inc. ($3.11M), Rivian Automotive, Inc. / DE ($1.45M), Microsoft Corp ($1.22M). It opened 6 new positions.
Its largest sales by value were Marvell Technology, Inc. ($462.03K), Tesla, Inc. ($440.79K), Simon Property Group Inc. ($389.83K). It exited 2 positions entirely.
From the Form 13F-HR reports New Insight Wealth Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.