New Insight Wealth Advisors

Q1 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$278,884
Net value change ($000)
-1,056 (-0.4%)
New positions
2
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
INTF 2,510 87.9%
JSCP 2,421 218.1%
JMUB 1,958 80.5%
FDEM 1,111 96.1%
TSM 1,060 23.4%
RIVN 705 47.0%
FRT 522 16.8%
DOC 506 NEW
UNH 419 33.0%
JEPI 413 58.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -1,241 -17.2%
GLBE -1,180 -21.5%
MSFT -894 -14.9%
IVV -889 -2.3%
VGT -863 -7.5%
SHY -819 -35.0%
VIOO -793 -8.2%
RSP -728 -7.3%
VIGI -728 -23.0%
AAPL -489 -9.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type