New Insight Wealth Advisors
Net buyer this quarter
$339M
55
+$7.55M
18.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $8.79M | 2.59% | 0.00% | +2.6% | Q4 2023 |
 GOOGL | $8.59M | 2.53% | 0.00% | +5.1% | Q4 2023 |
 TSM | $8.42M | 2.48% | 0.00% | +6.6% | Q4 2023 |
 MSFT | $6.37M | 1.88% | 0.00% | +23.7% | Q4 2023 |
 TSLA | $6.3M | 1.86% | 0.00% | -6.5% | Q4 2023 |
 AAPL | $5.62M | 1.66% | 0.00% | +6.2% | Q4 2023 |
 GLBE | $4.85M | 1.43% | 0.08% | Not reported | Q1 2025 |
 MRVL | $4.32M | 1.27% | 0.00% | -9.7% | Q2 2025 |
 FRT | $4.15M | 1.22% | 0.04% | -1.3% | Q3 2025 |
 SMH | $4.04M | 1.19% | Not reported | +27.0% | Q2 2024 |
 RIVN | $3.99M | 1.18% | 0.02% | +57.1% | Q4 2023 |
 META | $3.79M | 1.12% | Not reported | +1.4% | Q4 2023 |
 DOC | $3.77M | 1.11% | 0.03% | +472.2% | Q1 2026 |
 NVDA | $3.68M | 1.09% | 0.00% | +5.9% | Q4 2023 |
 PFE | $3.61M | 1.07% | 0.00% | +2.8% | Q4 2023 |
 SPG | $3.58M | 1.06% | 200.31% | -9.8% | Q4 2023 |
 AVGO | $2.67M | 0.79% | 0.00% | +6.5% | Q4 2023 |
 UNH | $2.62M | 0.77% | 0.00% | +1.0% | Q2 2025 |
 GS | $2.6M | 0.77% | 0.00% | -12.6% | Q4 2023 |
 O | $2.21M | 0.65% | 0.00% | +3.0% | Q4 2023 |
 ROST | $2.08M | 0.61% | 0.00% | Not reported | Q4 2023 |
| GOOG | $1.81M | 0.53% | Not reported | +14.9% | Q4 2023 |
 VYM | $1.7M | 0.50% | Not reported | -9.9% | Q4 2023 |
 BABA | $1.5M | 0.44% | 0.00% | -1.5% | Q1 2025 |
 DIAL | $1.45M | 0.43% | Not reported | -6.1% | Q4 2023 |
 WPC | $1.29M | 0.38% | 0.01% | -17.4% | Q4 2023 |
 NAC | $1.14M | 0.34% | Not reported | -5.6% | Q4 2023 |
 FCAL | $988K | 0.29% | 0.07% | -6.0% | Q4 2023 |
 JPM | $798K | 0.24% | 0.00% | -2.6% | Q4 2023 |
 LULU | $748K | 0.22% | 0.01% | +25.9% | Q4 2025 |
 V | $623K | 0.18% | 0.00% | -4.7% | Q4 2023 |
 ABBV | $606K | 0.18% | 0.00% | -29.2% | Q4 2023 |
 AMAT | $591K | 0.17% | 0.00% | -0.4% | Q4 2025 |
 CSCO | $567K | 0.17% | 0.00% | -4.0% | Q4 2023 |
 MRNA | $530K | 0.16% | 0.00% | -2.7% | Q4 2023 |
 QQQ | $525K | 0.15% | Not reported | +71.8% | Q2 2025 |
 LLY | $443K | 0.13% | 0.00% | -1.3% | Q1 2025 |
 AMD | $417K | 0.12% | 0.00% | New | Q2 2026 |
 PINS | $372K | 0.11% | 0.01% | -13.6% | Q4 2023 |
 SPCX | $368K | 0.11% | Not reported | New | Q2 2026 |
 SHOP | $362K | 0.11% | 0.00% | -0.9% | Q4 2023 |
 CRWD | $361K | 0.11% | 0.00% | Not reported | Q2 2024 |
 APP | $349K | 0.10% | 0.00% | -11.6% | Q3 2024 |
 CRM | $305K | 0.09% | 0.00% | -10.2% | Q4 2023 |
 NOW | $299K | 0.09% | 0.00% | -33.0% | Q1 2024 |
 BRK.B | $284K | 0.08% | Not reported | +26.8% | Q4 2025 |
 UBER | $283K | 0.08% | 0.00% | -30.6% | Q4 2023 |
 PANW | $282K | 0.08% | 0.00% | New | Q2 2026 |
 DASH | $263K | 0.08% | Not reported | -0.3% | Q4 2023 |
 COST | $231K | 0.07% | 0.00% | -13.6% | Q1 2024 |
| Q1 2026 | |||||
| AMZN | $7.49M | 2.68% | 0.00% | +6.7% | Q4 2023 |
| GOOGL | $6.57M | 2.36% | 0.00% | +7.1% | Q4 2023 |
| TSLA | $5.96M | 2.14% | 0.00% | +0.1% | Q4 2023 |
| TSM | $5.59M | 2.00% | 0.00% | +11.0% | Q4 2023 |
| MSFT | $5.11M | 1.83% | 0.00% | +11.2% | Q4 2023 |
| AAPL | $4.64M | 1.67% | 0.00% | -3.1% | Q4 2023 |
| GLBE | $4.3M | 1.54% | 0.08% | Not reported | Q1 2025 |
| PFE | $4.1M | 1.47% | 0.00% | -4.8% | Q4 2023 |
| META | $3.8M | 1.36% | Not reported | +15.1% | Q4 2023 |
| FRT | $3.62M | 1.30% | 0.04% | +10.9% | Q3 2025 |
| SPG | $3.31M | 1.19% | 222.10% | -9.0% | Q4 2023 |
| NVDA | $3.03M | 1.09% | 0.00% | +1.0% | Q4 2023 |
| GS | $2.49M | 0.89% | 0.00% | -3.4% | Q4 2023 |
| RIVN | $2.21M | 0.79% | 0.01% | +92.4% | Q4 2023 |
| ROST | $2.12M | 0.76% | 0.00% | Not reported | Q4 2023 |
| O | $2.11M | 0.76% | 0.00% | +9.0% | Q4 2023 |
| AVGO | $2.05M | 0.74% | 0.00% | -2.2% | Q4 2023 |
| BABA | $2M | 0.72% | 0.00% | +1.2% | Q1 2025 |
| SMH | $1.86M | 0.67% | Not reported | -0.4% | Q2 2024 |
| VYM | $1.77M | 0.64% | Not reported | -7.1% | Q4 2023 |
| UNH | $1.69M | 0.61% | 0.00% | +62.1% | Q2 2025 |
| MRVL | $1.59M | 0.57% | 0.00% | -1.3% | Q2 2025 |
| DIAL | $1.54M | 0.55% | Not reported | +8.4% | Q4 2023 |
| WPC | $1.49M | 0.53% | 0.01% | -14.6% | Q4 2023 |
| GOOG | $1.28M | 0.46% | Not reported | +41.5% | Q4 2023 |
| NAC | $1.16M | 0.42% | Not reported | +42.9% | Q4 2023 |
| FCAL | $1.04M | 0.37% | 0.07% | +16.6% | Q4 2023 |
| LULU | $797K | 0.29% | 0.00% | +165.9% | Q4 2025 |
| ABBV | $740K | 0.27% | 0.00% | -12.6% | Q4 2023 |
| JPM | $736K | 0.26% | 0.00% | -4.3% | Q4 2023 |
| V | $576K | 0.21% | 0.00% | -2.6% | Q4 2023 |
| DOC | $506K | 0.18% | 0.00% | New | Q1 2026 |
| NOW | $470K | 0.17% | 0.00% | -24.9% | Q1 2024 |
| UBER | $406K | 0.15% | 0.00% | -18.5% | Q4 2023 |
| CRM | $405K | 0.15% | 0.00% | -20.1% | Q4 2023 |
| MRNA | $395K | 0.14% | 0.00% | -1.0% | Q4 2023 |
| CSCO | $390K | 0.14% | 0.00% | 0.0% | Q4 2023 |
| SHOP | $379K | 0.14% | 0.00% | -10.5% | Q4 2023 |
| PINS | $376K | 0.13% | 0.02% | Not reported | Q4 2023 |
| LLY | $344K | 0.12% | 0.00% | -2.6% | Q1 2025 |
| APP | $305K | 0.11% | 0.00% | +47.3% | Q3 2024 |
| COST | $285K | 0.10% | 0.00% | -10.3% | Q1 2024 |
| AMAT | $280K | 0.10% | 0.00% | Not reported | Q4 2025 |
 PLTR | $261K | 0.09% | 0.00% | -8.9% | Q4 2024 |
| QQQ | $240K | 0.09% | Not reported | +4.8% | Q2 2025 |
 MDT | $221K | 0.08% | 0.00% | New | Q1 2026 |
| BRK.B | $215K | 0.08% | Not reported | +3.5% | Q4 2025 |
| DASH | $214K | 0.08% | Not reported | Not reported | Q4 2023 |
| VOT | $205K | 0.07% | Not reported | +0.9% | Q1 2024 |
 UA | $138K | 0.05% | Not reported | Not reported | Q2 2024 |
| Q4 2025 | |||||
| AMZN | $7.78M | 2.78% | 0.00% | +1.6% | Q4 2023 |
| TSLA | $7.2M | 2.57% | 0.00% | -18.9% | Q4 2023 |
| GOOGL | $6.68M | 2.39% | 0.00% | +10.4% | Q4 2023 |
| MSFT | $6.01M | 2.15% | 0.00% | +10.0% | Q4 2023 |
| GLBE | $5.48M | 1.96% | 0.08% | Not reported | Q1 2025 |
| AAPL | $5.13M | 1.83% | 0.00% | +22.5% | Q4 2023 |
| TSM | $4.53M | 1.62% | 0.00% | +21.7% | Q4 2023 |
| PFE | $3.82M | 1.36% | 0.00% | 0.0% | Q4 2023 |
| META | $3.81M | 1.36% | Not reported | +6.0% | Q4 2023 |
| SPG | $3.61M | 1.29% | 244.04% | -16.1% | Q4 2023 |
| NVDA | $3.21M | 1.15% | 0.00% | +4.2% | Q4 2023 |
| FRT | $3.1M | 1.11% | 0.04% | +110.4% | Q3 2025 |
| GS | $2.68M | 0.96% | 0.00% | +1.3% | Q4 2023 |
| AVGO | $2.35M | 0.84% | 0.00% | -4.8% | Q4 2023 |
| BABA | $2.3M | 0.82% | 0.00% | +1.3% | Q1 2025 |
| VYM | $1.85M | 0.66% | Not reported | -6.8% | Q4 2023 |
| O | $1.79M | 0.64% | 0.00% | +57.6% | Q4 2023 |
| ROST | $1.76M | 0.63% | 0.00% | Not reported | Q4 2023 |
| SMH | $1.76M | 0.63% | Not reported | -4.6% | Q2 2024 |
| WPC | $1.65M | 0.59% | 0.01% | -14.0% | Q4 2023 |
| RIVN | $1.5M | 0.54% | 0.01% | -5.3% | Q4 2023 |
| DIAL | $1.44M | 0.51% | Not reported | +157.3% | Q4 2023 |
| MRVL | $1.38M | 0.49% | 0.00% | +4.4% | Q2 2025 |
| UNH | $1.27M | 0.45% | 0.00% | +15.4% | Q2 2025 |
| GOOG | $989K | 0.35% | Not reported | -4.7% | Q4 2023 |
| NOW | $918K | 0.33% | 0.00% | +0.7% | Q1 2024 |
| FCAL | $896K | 0.32% | 0.06% | +38.9% | Q4 2023 |
| ABBV | $889K | 0.32% | 0.00% | -4.9% | Q4 2023 |
| JPM | $843K | 0.30% | 0.00% | -0.8% | Q4 2023 |
| NAC | $824K | 0.29% | Not reported | +69.2% | Q4 2023 |
| CRM | $719K | 0.26% | 0.00% | -11.3% | Q4 2023 |
| V | $686K | 0.25% | 0.00% | +2.9% | Q4 2023 |
| SHOP | $576K | 0.21% | 0.00% | -7.2% | Q4 2023 |
| UBER | $565K | 0.20% | 0.00% | -6.1% | Q4 2023 |
| PINS | $530K | 0.19% | 0.02% | +0.2% | Q4 2023 |
| LLY | $412K | 0.15% | 0.00% | +3.0% | Q1 2025 |
| LULU | $407K | 0.15% | 0.00% | New | Q4 2025 |
| CSCO | $387K | 0.14% | 0.00% | Not reported | Q4 2023 |
| APP | $350K | 0.13% | 0.00% | -36.4% | Q3 2024 |
| PLTR | $348K | 0.12% | 0.00% | -22.2% | Q4 2024 |
| DASH | $323K | 0.12% | Not reported | -2.3% | Q4 2023 |
| COST | $275K | 0.10% | 0.00% | -2.7% | Q1 2024 |
| QQQ | $243K | 0.09% | Not reported | -5.3% | Q2 2025 |
| MRNA | $232K | 0.08% | 0.00% | -17.0% | Q4 2023 |
| VOT | $221K | 0.08% | Not reported | -18.6% | Q1 2024 |
 MU | $221K | 0.08% | 0.00% | New | Q4 2025 |
| BRK.B | $218K | 0.08% | Not reported | New | Q4 2025 |
| AMAT | $211K | 0.08% | 0.00% | New | Q4 2025 |
 ADSK | $201K | 0.07% | 0.00% | Not reported | Q2 2025 |
 BLND | $138K | 0.05% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| TSLA | $8.78M | 3.30% | 0.00% | -6.0% | Q4 2023 |
| AMZN | $7.29M | 2.74% | 0.00% | +2.7% | Q4 2023 |
| MSFT | $5.85M | 2.20% | 0.00% | +5.3% | Q4 2023 |
| GLBE | $4.99M | 1.88% | 0.08% | +16.3% | Q1 2025 |
| GOOGL | $4.7M | 1.77% | 0.00% | +1.5% | Q4 2023 |
| SPG | $4.36M | 1.64% | 290.69% | -21.3% | Q4 2023 |
| META | $4M | 1.51% | Not reported | -3.9% | Q4 2023 |
| AAPL | $3.92M | 1.48% | 0.00% | -12.8% | Q4 2023 |
| PFE | $3.9M | 1.47% | 0.00% | -8.7% | Q4 2023 |
| TSM | $3.42M | 1.29% | 0.00% | +24.3% | Q4 2023 |
| NVDA | $3.08M | 1.16% | 0.00% | -2.4% | Q4 2023 |
| BABA | $2.77M | 1.04% | 0.00% | Not reported | Q1 2025 |
 ACLS | $2.64M | 0.99% | 0.09% | -15.2% | Q1 2025 |
| GS | $2.39M | 0.90% | 0.00% | -0.2% | Q4 2023 |
| AVGO | $2.35M | 0.88% | 0.00% | -3.3% | Q4 2023 |
| WPC | $2.01M | 0.76% | 0.01% | -22.3% | Q4 2023 |
| VYM | $1.95M | 0.73% | Not reported | -8.9% | Q4 2023 |
| SMH | $1.67M | 0.63% | Not reported | -5.4% | Q2 2024 |
| ROST | $1.49M | 0.56% | 0.00% | Not reported | Q4 2023 |
| FRT | $1.48M | 0.56% | 0.02% | New | Q3 2025 |
| MRVL | $1.31M | 0.49% | 0.00% | +44.8% | Q2 2025 |
| O | $1.22M | 0.46% | 0.00% | +39.9% | Q4 2023 |
| RIVN | $1.18M | 0.44% | 0.01% | -5.7% | Q4 2023 |
| UNH | $1.15M | 0.43% | 0.00% | +310.2% | Q2 2025 |
| NOW | $1.1M | 0.41% | 0.00% | +110.8% | Q1 2024 |
| ABBV | $947K | 0.36% | 0.00% | -0.9% | Q4 2023 |
| JPM | $832K | 0.31% | 0.00% | -5.5% | Q4 2023 |
| GOOG | $805K | 0.30% | Not reported | -1.9% | Q4 2023 |
| CRM | $725K | 0.27% | 0.00% | -15.2% | Q4 2023 |
| UBER | $722K | 0.27% | 0.00% | -5.7% | Q4 2023 |
| PINS | $658K | 0.25% | 0.02% | -3.5% | Q4 2023 |
| V | $649K | 0.24% | 0.00% | Not reported | Q4 2023 |
| FCAL | $638K | 0.24% | 0.04% | -13.8% | Q4 2023 |
 RBLX | $596K | 0.22% | 0.00% | +20.7% | Q2 2025 |
| APP | $587K | 0.22% | 0.00% | -17.1% | Q3 2024 |
| SHOP | $572K | 0.22% | 0.00% | -5.2% | Q4 2023 |
| DIAL | $563K | 0.21% | Not reported | +5.4% | Q4 2023 |
| NAC | $474K | 0.18% | Not reported | +0.2% | Q4 2023 |
| PLTR | $460K | 0.17% | 0.00% | -9.0% | Q4 2024 |
| DASH | $397K | 0.15% | Not reported | -6.6% | Q4 2023 |
| CSCO | $344K | 0.13% | 0.00% | -6.1% | Q4 2023 |
| COST | $303K | 0.11% | 0.00% | -1.8% | Q1 2024 |
| VOT | $286K | 0.11% | Not reported | -9.1% | Q1 2024 |
| LLY | $285K | 0.11% | 0.00% | -5.3% | Q1 2025 |
| QQQ | $251K | 0.09% | Not reported | +4.8% | Q2 2025 |
| MRNA | $244K | 0.09% | 0.00% | -3.6% | Q4 2023 |
| ADSK | $216K | 0.08% | 0.00% | Not reported | Q2 2025 |
| UA | $115K | 0.04% | Not reported | Not reported | Q2 2024 |