New Insight Wealth Advisors

CIK 0002022328 · Q1 2026

13F Equity AUM

$278.9M

-0.4% QoQ

Positions

107

-4 QoQ

AUM Rank

#6,132

Top 49%

Skill Alpha (FF)

+5.5%/yr^ns

No Clear Edge

Rank #579 · Top 7%

vs S&P -6.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 32.4%Top 10: 47.3%Top 20: 66.2%

IVV13.3%

FBND6.5%

VO5.5%

VGT3.8%

RSP3.3%

IXN3.2%

VIOO3.2%

SCHD3.0%

FDVV2.8%

AMZN2.7%

Others (97)52.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services70.9%

Consumer Cyclical9.0%

Technology9.0%

Communication Services4.4%

Real Estate4.0%

Healthcare2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 107Median: 0.37%Avg: 0.93%

0–0.5%

59(10.4%)

0.5–1%

20(13.5%)

1–3%

20(34.3%)

3–5%

5(16.5%)

5%+

3(25.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 105Unique: 2vs 20 funds

1.4%Low

107

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

2.1%

1.7%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.3%

GEODE CAPITAL MANAGEMENT, LLC

1.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased39Decreased51Exited6

New Positions

DOC0.2%

+31K

MDT0.1%

+3K

Increased

RIVN0.8%

+70K(+92%)

INTF1.9%

+62K(+82%)

JSCP1.3%

+51K(+220%)

JMUB1.6%

+40K(+82%)

FDEM0.8%

+34K(+92%)

NAC0.4%

+30K(+43%)

FBND6.5%

+9K(+2%)

FDVV2.8%

+7K(+5%)

JEPI0.4%

+7K(+60%)

DIAL0.6%

+7K(+8%)

Decreased

SCHD3.0%

-39,548(-13%)

PEY0.3%

-14,886(-31%)

SHY0.5%

-9,828(-35%)

VIOO3.2%

-9,824(-11%)

PFE1.5%

-7,283(-5%)

VIGI0.9%

-7,060(-20%)

RSP3.3%

-3,890(-8%)

WPC0.5%

-3,723(-15%)

FLOT0.1%

-3,021(-36%)

RWJ0.1%

-2,048(-21%)

Exited

VBIL

-5,350

-773

-2,172

-7,645

-2,023

-679

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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