New Insight Wealth Advisors

Q3 2025 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
106
Total value ($000)
$265,840
Net value change ($000)
+22,812 (9.4%)
New positions
4
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FDVV 4,658 434.5%
IVV 3,588 11.8%
TSLA 2,107 31.6%
VO 1,605 11.9%
FRT 1,480 NEW
FBND 1,430 9.2%
GOOGL 1,343 40.0%
TSM 1,188 53.2%
JMUB 1,169 NEW
VGT 1,150 11.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -4,615 -30.0%
PEY -1,781 -62.1%
RSP -1,099 -9.5%
VIGI -704 -13.9%
SPG -388 -8.2%
WPC -378 -15.8%
CRM -259 -26.3%
QCOM -226 -100.0%
EMHY -226 -100.0%
MSTR -209 -100.0%
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