New Insight Wealth Advisors
All 13F Filings
- Location
- San Ramon, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 339,188
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 120 | 339,188 | 13F-HR | New Insight Wealth Advisors |
| Q1 2026 | 5/7/2026 | 107 | 278,884 | 13F-HR | New Insight Wealth Advisors |
| Q4 2025 | 2/17/2026 | 111 | 279,940 | 13F-HR | New Insight Wealth Advisors |
| Q3 2025 | 10/29/2025 | 106 | 265,840 | 13F-HR | New Insight Wealth Advisors |
| Q2 2025 | 7/16/2025 | 106 | 243,028 | 13F-HR | New Insight Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.6 K | 34.7% | 25.1 K | 0 | 25.1 K |
| ETFs | 220.7 K | 65.1% | 34.56 K | 0 | 34.56 K |
| Debt | 922 | 0.3% | 647 | 0 | 647 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
339,188
Holdings
120
QoQ value change ($000)
60,304
(21.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.