New Insight Wealth Advisors

Q4 2025 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$279,940
Net value change ($000)
+14,100 (5.3%)
New positions
8
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 4,163 12.3%
FDVV 1,990 34.7%
GOOGL 1,979 42.1%
INTF 1,779 165.0%
FRT 1,618 109.3%
JMUB 1,264 108.1%
AAPL 1,208 30.8%
JSCP 1,110 NEW
TSM 1,107 32.4%
DIAL 878 156.0%
Top Reduces (Value $000, Stocks/ETFs)
ACLS -2,638 -100.0%
SCHD -2,201 -20.4%
TSLA -1,581 -18.0%
VIGI -1,177 -27.1%
VIOO -932 -8.8%
SPG -750 -17.2%
RBLX -596 -100.0%
SHY -560 -19.3%
RSP -539 -5.1%
BABA -469 -16.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type