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Livermore
Livermore
ZHEN

New Insight Wealth Advisors

SEC CIK
0002022328
Latest filing
Jul 27, 2026

The latest 13F from New Insight Wealth Advisors covers Q2 2026 (filed Jul 27, 2026): 120 long positions worth $339.2M. The top 10 holdings make up 44.8% of the portfolio, and the largest is iShares Core S&P 500 ETF at 12.3%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$9.50M
Added
41
Est. +$22.2M
Reduced
56
Est. −$11.3M
Sold out
2
Est. −$482.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    12.3%$41.8M
  2. Fidelity Merrimack STR Tr316188309
    5.6%$18.9M
  3. Vanguard Morningstar Mid-Cap ETF922908629
    5.1%$17.2M
  4. Vanguard Information Technology ETF92204A702
    4.3%$14.6M
  5. iShares Tr464287291
    3.8%$12.7M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Flexible Income Active ETF092528603
    +$3.14MNew
  2. DOCHealthpeak Properties, Inc.
    +$3.11MAddedHistory
  3. Invesco Nasdaq 100 ETF46138G649
    +$2.27MNew
  4. J P Morgan Exchange Traded F46641Q647
    +$1.79MAdded
  5. Matthews Asia FDS577125826
    +$1.55MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. DOCHealthpeak Properties, Inc.
    +0.93 pp0.2% → 1.1%History
  2. iShares Flexible Income Active ETF092528603
    +0.93 pp0.0% → 0.9%
  3. Invesco Nasdaq 100 ETF46138G649
    +0.67 pp0.0% → 0.7%
  4. Matthews Asia FDS577125826
    +0.60 pp0.6% → 1.2%
  5. VanEck Semiconductor ETF92189F676
    +0.53 pp0.7% → 1.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Virtus ETF Tr II92790A868
    −$1.63MReduced
  2. Vanguard Admiral FDS Inc921932828
    −$967.5KReduced
  3. iShares Core S&P 500 ETF464287200
    −$860.5KReduced
  4. Invesco Exchange Traded FD T46137V357
    −$802.8KReduced
  5. Vanguard Dividend Appreciation ETF921908844
    −$699.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core S&P 500 ETF464287200
    −1.02 pp13.3% → 12.3%
  2. Virtus ETF Tr II92790A868
    −0.76 pp2.1% → 1.3%
  3. Invesco Exchange Traded FD T46137V357
    −0.53 pp3.3% → 2.8%
  4. Vanguard Dividend Appreciation ETF921908844
    −0.37 pp1.8% → 1.4%
  5. Vanguard Admiral FDS Inc921932828
    −0.33 pp3.2% → 2.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$339.2M
+$60.3M (+21.6%) vs. prior quarter
Positions
120
+13 vs. prior quarter
Top 10 concentration
44.8%
Top 10 as share of value
Turnover
3.8%
Q2 2026, one quarter
Average holding period
9.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $339.2M (Q2 2026)

Q4 2023: $148.5MQ1 2024: $160.2MQ2 2024: $169.9MQ3 2024: $190.0MQ4 2024: $199.7MQ1 2025: $220.2MQ2 2025: $243.0MQ3 2025: $265.8MQ4 2025: $279.9MQ1 2026: $278.9MQ2 2026: $339.2M
Q4 2023Q2 2026
13F filings of New Insight Wealth Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 2026120$339.2MiShares Core S&P 500 ETFFidelity Merrimack STR TrVanguard Morningstar Mid-Cap ETFvs. Q1 2026SEC
Q1 2026May 8, 2026107$278.9MiShares Core S&P 500 ETFFidelity Merrimack STR TrVanguard Morningstar Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026111$279.9MiShares Core S&P 500 ETFFidelity Merrimack STR TrVanguard Morningstar Mid-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 29, 2025106$265.8MiShares Core S&P 500 ETFFidelity Merrimack STR TrVanguard Morningstar Mid-Cap ETFvs. Q2 2025SEC
Q2 2025Jul 16, 2025106$243.0MiShares Core S&P 500 ETFFidelity Merrimack STR TrSchwab US Dividend Equity ETFvs. Q1 2025SEC
Q1 2025Apr 30, 202594$220.2MiShares Core S&P 500 ETFSchwab US Dividend Equity ETFFidelity Merrimack STR Trvs. Q4 2024SEC
Q4 2024Feb 7, 202590$199.7MiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard Admiral FDS Incvs. Q3 2024SEC
Q3 2024Nov 13, 202491$190.0MiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard Admiral FDS Incvs. Q2 2024SEC
Q2 2024Aug 15, 202483$169.9MiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard Admiral FDS Incvs. Q1 2024SEC
Q1 2024May 8, 202484$160.2MiShares Core S&P 500 ETFVanguard Admiral FDS IncSchwab US Dividend Equity ETFvs. Q4 2023SEC
Q4 2023May 8, 202478$148.5MiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard Admiral FDS Inc–SEC