☆New Insight Wealth Advisors
Quality Q
0.372
AUM ($M)
339
Positions
120
Turnover
0.10
Top-10 wt
45%
Herfindahl
0.034
History (qtrs)
6
Excess Return
—
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Holdings · 122 positions · portfolio value $339M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | TRIM | — | 12.3% | -1.0% | 41.8 | 55,827 | -1,149 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 5.6% | -0.9% | 18.9 | 416,538 | +20,753 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 5.1% | -0.4% | 17.2 | 213,327 | +160,185 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 4.3% | +0.5% | 14.6 | 122,345 | +107,045 | 5 | — |
| ☆IXN funds › | ISHARES TR | TRIM | — | 3.8% | +0.6% | 12.7 | 88,111 | -587 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 2.9% | -0.1% | 9.8 | 308,724 | +35,595 | 5 | — |
| ☆VIOO funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 2.8% | -0.3% | 9.6 | 69,874 | -7,034 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 2.8% | -0.5% | 9.4 | 44,235 | -3,773 | 5 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | ADD | — | 2.6% | -0.2% | 8.9 | 147,453 | +3,833 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.6% | -0.1% | 8.8 | 36,896 | +946 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 2.5% | +0.2% | 8.6 | 24,029 | +1,174 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 2.5% | +0.5% | 8.4 | 17,624 | +1,095 | 5 | — |
| ☆INTF funds › | ISHARES TR | ADD | — | 2.1% | +0.2% | 7.1 | 172,164 | +34,401 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.9% | +0.0% | 6.4 | 17,083 | +3,269 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 1.9% | -0.3% | 6.3 | 14,972 | -1,048 | 5 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 1.8% | +0.3% | 6.2 | 123,269 | +35,425 | 4 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.7% | -0.0% | 5.6 | 19,427 | +1,129 | 5 | — |
| ☆JSCP funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 1.4% | +0.2% | 4.9 | 103,714 | +29,068 | 3 | — |
| ☆GLBE funds › | GLOBAL E ONLINE LTD | HOLD | — | 1.4% | -0.1% | 4.8 | 139,517 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 1.4% | -0.4% | 4.7 | 19,806 | -2,957 | 5 | — |
| ☆KMID funds › | VIRTUS ETF TR II | TRIM | — | 1.3% | -0.8% | 4.4 | 175,559 | -64,928 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 1.3% | +0.7% | 4.3 | 14,511 | -1,551 | 5 | — |
| ☆FRT funds › | FEDERAL RLTY INVT TR NEW | TRIM | — | 1.2% | -0.1% | 4.2 | 33,641 | -439 | 4 | — |
| ☆SMH funds › | VANECK ETF TRUST | ADD | — | 1.2% | +0.5% | 4.0 | 6,166 | +1,312 | 5 | — |
| ☆MINV funds › | MATTHEWS ASIA FDS | ADD | — | 1.2% | +0.6% | 4.0 | 69,282 | +26,818 | 5 | — |
| ☆RIVN funds › | RIVIAN AUTOMOTIVE INC | ADD | — | 1.2% | +0.4% | 4.0 | 230,225 | +83,661 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 1.2% | -0.0% | 4.0 | 45,219 | +1,887 | 5 | — |
| ☆XMHQ funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 1.2% | +0.1% | 3.9 | 34,786 | +6,109 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.1% | -0.2% | 3.8 | 6,737 | +93 | 5 | — |
| ☆DOC funds › | HEALTHPEAK PROPERTIES INC | ADD | — | 1.1% | +0.9% | 3.8 | 176,051 | +145,282 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.1% | -0.0% | 3.7 | 18,393 | +1,019 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 1.1% | -0.4% | 3.6 | 150,050 | +4,109 | 5 | — |
| ☆FDEM funds › | FIDELITY COVINGTON TRUST | ADD | — | 1.1% | +0.2% | 3.6 | 98,842 | +27,042 | 5 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | TRIM | — | 1.1% | -0.1% | 3.6 | 16,025 | -1,743 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | NEW | — | 0.9% | +0.9% | 3.1 | 60,052 | +60,052 | 1 | — |
| ☆XSMO funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.8% | +0.1% | 2.8 | 30,300 | +2,404 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.8% | +0.1% | 2.7 | 7,059 | +433 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.8% | +0.2% | 2.6 | 6,309 | +65 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.8% | -0.1% | 2.6 | 2,570 | -372 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.7% | +0.7% | 2.3 | 7,504 | +7,504 | 1 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.7% | -0.1% | 2.2 | 35,602 | +1,046 | 5 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.6% | -0.3% | 2.1 | 22,444 | -5,154 | 5 | — |
| ☆ROST funds › | ROSS STORES INC | HOLD | — | 0.6% | -0.1% | 2.1 | 9,773 | +0 | 5 | — |
| ☆HYMB funds › | SPDR SERIES TRUST | ADD | — | 0.6% | +0.1% | 2.0 | 80,474 | +27,021 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.5% | +0.1% | 1.8 | 5,121 | +664 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.5% | -0.1% | 1.7 | 10,782 | -1,179 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.5% | +0.1% | 1.6 | 28,229 | +8,568 | 5 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | TRIM | — | 0.4% | -0.3% | 1.5 | 15,669 | -243 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 1.5 | 15,421 | -136 | 5 | — |
| ☆DIAL funds › | COLUMBIA ETF TR I | TRIM | — | 0.4% | -0.1% | 1.5 | 79,842 | -5,201 | 5 | — |
| ☆WPC funds › | WP CAREY INC | TRIM | — | 0.4% | -0.2% | 1.3 | 18,054 | -3,813 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.4% | -0.2% | 1.3 | 11,731 | -2,416 | 5 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | TRIM | — | 0.4% | -0.3% | 1.2 | 25,530 | -13,074 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.4% | -0.1% | 1.2 | 15,140 | +710 | 5 | — |
| ☆NAC funds › | NUVEEN CA DIVI ADV MUN | TRIM | — | 0.3% | -0.1% | 1.1 | 94,160 | -5,575 | 5 | — |
| ☆PEY funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.3% | +0.1% | 1.1 | 46,622 | +13,321 | 5 | — |
| ☆SHY funds › | ISHARES TR | TRIM | — | 0.3% | -0.2% | 1.0 | 12,786 | -5,613 | 5 | — |
| ☆FCAL funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.3% | -0.1% | 1.0 | 19,897 | -1,275 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 0.3% | +0.2% | 0.9 | 18,070 | +12,665 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 10,727 | +343 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.2% | -0.1% | 0.8 | 16,102 | -120 | 4 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.2% | -0.0% | 0.8 | 2,437 | -66 | 5 | — |
| ☆IDHQ funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.2% | +0.0% | 0.7 | 17,107 | -250 | 5 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | ADD | — | 0.2% | -0.1% | 0.7 | 6,548 | +1,345 | 3 | — |
| ☆SPHY funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.1% | 0.7 | 29,820 | -4,965 | 5 | — |
| ☆DON funds › | WISDOMTREE TR | ADD | — | 0.2% | -0.0% | 0.7 | 12,088 | +185 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.2% | -0.0% | 0.6 | 1,817 | -89 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | -0.1% | 0.6 | 2,407 | -994 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.2% | +0.1% | 0.6 | 817 | -3 | 3 | — |
| ☆VTEC funds › | VANGUARD CALIF TAX FREE FDS | NEW | — | 0.2% | +0.2% | 0.6 | 5,737 | +5,737 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.1% | 0.6 | 1,548 | -364 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.2% | +0.0% | 0.6 | 4,830 | -200 | 5 | — |
| ☆IYW funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.6 | 2,237 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.5 | 791 | -1 | 5 | — |
| ☆MRNA funds › | MODERNA INC | TRIM | — | 0.2% | +0.0% | 0.5 | 7,566 | -211 | 5 | — |
| ☆IYK funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.5 | 7,270 | -1,875 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.2% | +0.1% | 0.5 | 713 | +298 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.5 | 1,662 | +83 | 5 | — |
| ☆IYG funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 5,395 | -439 | 5 | — |
| ☆FBCG funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.0% | 0.5 | 7,649 | -204 | 3 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 9,028 | -1,115 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.1% | +0.0% | 0.4 | 369 | -5 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.1% | 0.4 | 12,889 | -8,229 | 5 | — |
| ☆RWJ funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.4 | 7,230 | -337 | 5 | — |
| ☆SOXX funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.4 | 670 | +670 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.4 | 717 | +717 | 1 | — |
| ☆NUSC funds › | NUSHARES ETF TR | TRIM | — | 0.1% | -0.0% | 0.4 | 7,636 | -20 | 5 | — |
| ☆DES funds › | WISDOMTREE TR | ADD | — | 0.1% | +0.0% | 0.4 | 9,654 | +896 | 5 | — |
| ☆PINS funds › | PINTEREST INC | TRIM | — | 0.1% | -0.0% | 0.4 | 17,693 | -2,782 | 5 | — |
| ☆ISCB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 4,880 | -663 | 5 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.1% | +0.1% | 0.4 | 2,152 | +2,152 | 1 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,169 | -30 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.4 | 473 | +473 | 1 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 2,427 | +100 | 5 | — |
| ☆APP funds › | APPLOVIN CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 677 | -89 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,877 | +3,236 | 4 | — |
| ☆RWK funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.3 | 2,255 | -93 | 5 | — |
| ☆IMCV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 3,392 | +0 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.1% | 0.3 | 1,947 | -222 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 0.1% | -0.1% | 0.3 | 3,015 | -1,485 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 2,852 | +217 | 5 | — |
| ☆EWY funds › | ISHARES INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,428 | +1,428 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | +0.0% | 0.3 | 568 | +120 | 3 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.1% | -0.1% | 0.3 | 3,917 | -1,725 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.1% | +0.1% | 0.3 | 828 | +828 | 1 | — |
| ☆IJK funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,355 | +0 | 5 | — |
| ☆PFM funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.1% | +0.1% | 0.3 | 4,942 | +4,942 | 1 | — |
| ☆DASH funds › | DOORDASH INC | TRIM | — | 0.1% | +0.0% | 0.3 | 1,423 | -4 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 3,541 | -300 | 5 | — |
| ☆PHYL funds › | PGIM ETF TR | NEW | — | 0.1% | +0.1% | 0.3 | 7,352 | +7,352 | 1 | — |
| ☆ILCG funds › | ISHARES TR | TRIM | — | 0.1% | -0.1% | 0.3 | 2,191 | -1,711 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.2 | 247 | -39 | 5 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 743 | -55 | 5 | — |
| ☆INDE funds › | MATTHEWS INTL FDS | NEW | — | 0.1% | +0.1% | 0.2 | 7,621 | +7,621 | 1 | — |
| ☆IJT funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,165 | -338 | 3 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | NEW | — | 0.1% | +0.1% | 0.2 | 3,995 | +3,995 | 1 | — |
| ☆NNN funds › | NNN REIT INC | NEW | — | 0.1% | +0.1% | 0.2 | 4,351 | +4,351 | 1 | — |
| ☆CHGX funds › | EA SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 6,073 | +6,073 | 1 | — |
| ☆UA funds › | UNDER ARMOUR INC | TRIM | — | 0.0% | -0.0% | 0.1 | 17,409 | -6,448 | 5 | — |
| ☆BLND funds › | BLEND LABS INC | HOLD | — | 0.0% | -0.0% | 0.1 | 45,355 | +0 | 3 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,551 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,785 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 339 | 120 | 0.10 | 45% | 0.034 | 0.371 | — | in |
| 2026Q1 | 279 | 107 | 0.06 | 47% | 0.038 | 0.457 | — | in |
| 2025Q4 | 280 | 111 | 0.07 | 49% | 0.039 | 0.388 | — | in |
| 2025Q3 | 266 | 106 | 0.08 | 50% | 0.038 | 0.390 | — | in |
| 2025Q2 | 243 | 106 | 0.07 | 53% | 0.041 | 0.461 | — | entered |
| 2025Q1 | 220 | 94 | 0.00 | 55% | 0.044 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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