New Insight Wealth Advisors

Q2 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$339,188
Net value change ($000)
+60,304 (21.6%)
New positions
15
Sold out positions
2
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,591 12.3%
VGT 3,948 37.0%
IXN 3,863 43.6%
DOC 3,261 644.5%
BINC 3,143 NEW
TSM 2,831 50.7%
MRVL 2,732 171.7%
MINV 2,392 148.1%
QQQM 2,273 NEW
SMH 2,183 117.3%
Top Reduces (Value $000, Stocks/ETFs)
KMID -1,329 -23.2%
BNDX -619 -33.4%
BABA -492 -24.6%
PFE -485 -11.8%
SHY -469 -30.9%
VIGI -345 -14.1%
PLTR -261 -100.0%
MUB -240 -16.0%
MDT -221 -100.0%
VIG -209 -4.3%
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