13F Filings History of New Insight Wealth Advisors

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$279,940,004
Signature - Title
Josephine Lee - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by New Insight Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Insight Wealth Advisors reported 111 stock holdings with total value $279,940,004 as of Q4 2025. Top holdings included IVV, FBND, VO, VGT, and RSP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $279,940,004 +$25,061,752 -$13,921,776 +$11,139,976 IVV, FBND, VO, VGT, RSP 13F-HR 13 Feb 2026, 19:18
Q3 2025 106 $265,839,550 +$19,936,147 -$18,114,419 +$1,821,728 IVV, FBND, VO, VGT, SCHD 13F-HR 29 Oct 2025, 08:51
Q2 2025 106 $243,027,709 +$14,686,905 -$10,005,258 +$4,681,647 IVV, FBND, SCHD, VO, RSP 13F-HR 16 Jul 2025, 12:44
Q1 2025 94 $220,222,182 +$35,894,364 -$3,979,632 +$31,914,732 IVV, SCHD, FBND, VO, RSP 13F-HR 30 Apr 2025, 09:08
Q4 2024 90 $199,655,307 +$25,233,153 -$12,499,195 +$12,733,958 IVV, SCHD, VIOO, FBND, VO 13F-HR 07 Feb 2025, 14:35
Q3 2024 91 $190,020,522 +$18,356,154 -$7,857,397 +$10,498,757 IVV, SCHD, VIOO, VO, FBND 13F-HR 13 Nov 2024, 13:26
Q2 2024 83 $169,884,724 +$14,652,938 -$6,880,135 +$7,772,803 IVV, SCHD, VIOO, VO, FBND 13F-HR 15 Aug 2024, 16:00
Q1 2024 84 $160,163,063 +$11,487,743 -$4,470,408 +$7,017,335 IVV, VIOO, SCHD, VO, SPG 13F-HR 08 May 2024, 16:00
Q4 2023 78 $148,474,919 $0 $0 $0 IVV, SCHD, VIOO, TSLA, SPG 13F-HR 08 May 2024, 15:59