New Insight Wealth Advisors
SEC Form 13F institutional filer · CIK 0002022328
13F-HR · 45 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
72.0%
New Insight Wealth Advisors — $147M AUM allocation strategy
New Insight Wealth Advisors files SEC Form 13F and reports $147M of long US equity value across 45 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.7%, followed by Consumer Discretionary 10.5% and Information Technology 10.1%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
New Insight Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$147M
total across 45 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FRT +3.34K sh · +$521K+$LULU +3.25K sh · +$390K+$O +2.85K sh · +$327K
Biggest trims (shares)
−$SCHW −39.5K sh · −$271K−$VOO −10.7K sh · −$912K−$PFE −7.28K sh · +$283K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks9.9%—
- Investment Banking & Brokerage7.8%—
- Interactive Media & Services7.1%—
- Retail REITs6.2%—
- Broadline Retail5.1%—
- Automobile Manufacturers4.1%—
- Systems Software3.4%—
- Semiconductors3.4%—
- Other holdings53.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 107K | $14.6M | -4.04K | 9.9% |
| $SCHW | Charles Schwab Corporation | 294K | $8.99M | -39.5K | 6.1% |
| $AMZN | Amazon.com Inc | 36K | $7.49M | +2.24K | 5.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 22.9K | $6.57M | +1.51K | 4.5% |
| $TSLA | Tesla Inc | 16K | $5.96M | +18 | 4.0% |
| $MSFT | Microsoft Corporation | 13.8K | $5.11M | +1.39K | 3.5% |
| $AAPL | Apple Inc | 18.3K | $4.64M | -584 | 3.2% |
| $PFE | Pfizer Inc | 146K | $4.1M | -7.28K | 2.8% |
…and 37 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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