# EDGAR Filing Document

**Accession Number:** 0002022328
**File Stem:** 0001667731-25-000846
**Filing Date:** 2025-7
**Character Count:** 14618
**Document Hash:** 1cd137cecb2644ab1e50109dd7ee96aa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000846.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001667731-25-000846

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** New Insight Wealth Advisors
- **CENTRAL INDEX KEY:** 0002022328

**ORGANIZATION NAME:**
- **EIN:** 874215565
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24111
- **FILM NUMBER:** 251126757

**BUSINESS ADDRESS:**
- **STREET 1:** 111 DEERWOOD ROAD
- **STREET 2:** SUITE 250
- **CITY:** SAN RAMON
- **STATE:** CA
- **ZIP:** 94583
- **BUSINESS PHONE:** 925-236-2525

**MAIL ADDRESS:**
- **STREET 1:** 111 DEERWOOD ROAD
- **STREET 2:** SUITE 250
- **CITY:** SAN RAMON
- **STATE:** CA
- **ZIP:** 94583

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** New Insight Wealth Advisors<br>**Address:** 111 Deerwood Road<br>Suite 250<br>San Ramon, CA 94583

**Form 13F File Number:** 028-24111

**CRD Number (if applicable):** 000318083

**SEC File Number (if applicable):** 801-123002

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Josephine Lee<br>**Title:** Chief Compliance Officer<br>**Phone:** 925-236-2525

**Signature, Place, and Date of Signing:**

/s/ Josephine Lee  San Ramon, CA  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 106

**Form 13F Information Table Value Total:** $243027709

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 766239 | 4128 | SH |  | SOLE |  | 100 | 0 | 4028 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1759670 | 15516 | SH |  | SOLE |  | 14712 | 0 | 804 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3356948 | 19049 | SH |  | SOLE |  | 709 | 0 | 18340 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 597479 | 3368 | SH |  | SOLE |  | 0 | 0 | 3368 |
| AMAZON COM INC | COM | 023135106 |  | 7093317 | 32332 | SH |  | SOLE |  | 844 | 0 | 31488 |
| APPLE INC | COM | 037833100 |  | 3626172 | 17674 | SH |  | SOLE |  | 411 | 0 | 17263 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 345179 | 986 | SH |  | SOLE |  | 39 | 0 | 947 |
| AUTODESK INC | COM | 052769106 |  | 210198 | 679 | SH |  | SOLE |  | 0 | 0 | 679 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 |  | 2219417 | 31847 | SH |  | SOLE |  | 31847 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2028698 | 7360 | SH |  | SOLE |  | 175 | 0 | 7185 |
| CISCO SYS INC | COM | 17275R102 |  | 371772 | 5358 | SH |  | SOLE |  | 0 | 0 | 5358 |
| COLUMBIA ETF TR I | DIVERSIFID FXD | 19761L508 |  | 526888 | 28934 | SH |  | SOLE |  | 260 | 0 | 28674 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 381797 | 18976 | SH |  | SOLE |  | 11476 | 0 | 7500 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 330209 | 334 | SH |  | SOLE |  | 0 | 0 | 334 |
| DOORDASH INC | CL A | 25809K105 |  | 385295 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| ELI LILLY  CO | COM | 532457108 |  | 307310 | 394 | SH |  | SOLE |  | 92 | 0 | 302 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 1071508 | 20598 | SH |  | SOLE |  | 1807 | 0 | 18791 |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 |  | 601701 | 21497 | SH |  | SOLE |  | 3026 | 0 | 18471 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 15539799 | 339668 | SH |  | SOLE |  | 40266 | 0 | 299402 |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | 33739P863 |  | 727321 | 15162 | SH |  | SOLE |  | 0 | 0 | 15162 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 4024800 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2131054 | 3011 | SH |  | SOLE |  | 131 | 0 | 2880 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 505887 | 11686 | SH |  | SOLE |  | 110 | 0 | 11576 |
| INVESCO EXCH TRADED FD TR II | S INTL QULTY | 46138E214 |  | 572863 | 17370 | SH |  | SOLE |  | 400 | 0 | 16970 |
| INVESCO EXCH TRADED FD TR II | S MDCP 400 REV | 46138G672 |  | 283108 | 2422 | SH |  | SOLE |  | 722 | 0 | 1700 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 |  | 2870014 | 140618 | SH |  | SOLE |  | 3579 | 0 | 137039 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 11579928 | 63717 | SH |  | SOLE |  | 9863 | 0 | 53854 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 2293413 | 23345 | SH |  | SOLE |  | 7256 | 0 | 16089 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 1891772 | 27812 | SH |  | SOLE |  | 6228 | 0 | 21584 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 220104 | 399 | SH |  | SOLE |  | 175 | 0 | 224 |
| ISHARES INC | JP MRGN EM HI BD | 464286285 |  | 226182 | 5804 | SH |  | SOLE |  | 0 | 0 | 5804 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 2986606 | 36044 | SH |  | SOLE |  | 1251 | 0 | 34793 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 |  | 299938 | 3484 | SH |  | SOLE |  | 35 | 0 | 3449 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 517349 | 5339 | SH |  | SOLE |  | 100 | 0 | 5239 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 266451 | 2686 | SH |  | SOLE |  | 0 | 0 | 2686 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 210255 | 2311 | SH |  | SOLE |  | 0 | 0 | 2311 |
| ISHARES TR | CORE S ETF | 464287200 |  | 30355396 | 48889 | SH |  | SOLE |  | 2280 | 0 | 46609 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 683984 | 19982 | SH |  | SOLE |  | 5734 | 0 | 14248 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 249837 | 2286 | SH |  | SOLE |  | 66 | 0 | 2220 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 257724 | 3392 | SH |  | SOLE |  | 0 | 0 | 3392 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 716210 | 6855 | SH |  | SOLE |  | 157 | 0 | 6698 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 597877 | 6985 | SH |  | SOLE |  | 872 | 0 | 6113 |
| ISHARES TR | MRGSTR SM CP ETF | 464288505 |  | 414053 | 7105 | SH |  | SOLE |  | 0 | 0 | 7105 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 387605 | 2237 | SH |  | SOLE |  | 2237 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1334174 | 14213 | SH |  | SOLE |  | 375 | 0 | 13838 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 649842 | 12737 | SH |  | SOLE |  | 425 | 0 | 12312 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 268910 | 8765 | SH |  | SOLE |  | 0 | 0 | 8765 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 8039718 | 87066 | SH |  | SOLE |  | 7223 | 0 | 79843 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 666901 | 10753 | SH |  | SOLE |  | 211 | 0 | 10542 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 757449 | 10747 | SH |  | SOLE |  | 317 | 0 | 10430 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 259634 | 4567 | SH |  | SOLE |  | 180 | 0 | 4387 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 808972 | 2790 | SH |  | SOLE |  | 102 | 0 | 2688 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 832824 | 10760 | SH |  | SOLE |  | 878 | 0 | 9882 |
| MATTHEWS ASIA FDS | ASIA INNOV ACTIV | 577125826 |  | 1367776 | 43804 | SH |  | SOLE |  | 561 | 0 | 43243 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4183299 | 5668 | SH |  | SOLE |  | 499 | 0 | 5169 |
| MICROSOFT CORP | COM | 594918104 |  | 5332699 | 10721 | SH |  | SOLE |  | 324 | 0 | 10397 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 209391 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| MODERNA INC | COM | 60770K107 |  | 270741 | 9813 | SH |  | SOLE |  | 650 | 0 | 9163 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 394282 | 9678 | SH |  | SOLE |  | 477 | 0 | 9201 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 459478 | 41135 | SH |  | SOLE |  | 4000 | 0 | 37135 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2674961 | 16931 | SH |  | SOLE |  | 768 | 0 | 16163 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 377470 | 2769 | SH |  | SOLE |  | 361 | 0 | 2408 |
| PFIZER INC | COM | 717081103 |  | 4068307 | 167834 | SH |  | SOLE |  | 14636 | 0 | 153199 |
| PINTEREST INC | CL A | 72352L106 |  | 759981 | 21193 | SH |  | SOLE |  | 0 | 0 | 21193 |
| QUALCOMM INC | COM | 747525103 |  | 226468 | 1422 | SH |  | SOLE |  | 288 | 0 | 1134 |
| RAMBUS INC DEL | COM | 750917106 |  | 207169 | 3236 | SH |  | SOLE |  | 0 | 0 | 3236 |
| REALTY INCOME CORP | COM | 756109104 |  | 828950 | 14389 | SH |  | SOLE |  | 2150 | 0 | 12239 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 1172489 | 85334 | SH |  | SOLE |  | 4400 | 0 | 80934 |
| ROBLOX CORP | CL A | 771049103 |  | 374828 | 3563 | SH |  | SOLE |  | 100 | 0 | 3463 |
| ROSS STORES INC | COM | 778296103 |  | 1246839 | 9773 | SH |  | SOLE |  | 0 | 0 | 9773 |
| SALESFORCE INC | COM | 79466L302 |  | 983617 | 3607 | SH |  | SOLE |  | 158 | 0 | 3449 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 634646 | 21727 | SH |  | SOLE |  | 0 | 0 | 21727 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 15393022 | 580869 | SH |  | SOLE |  | 53362 | 0 | 527507 |
| SERVICENOW INC | COM | 81762P102 |  | 580865 | 565 | SH |  | SOLE |  | 4 | 0 | 561 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 468552 | 4062 | SH |  | SOLE |  | 0 | 0 | 4062 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 4751820 | 29558 | SH |  | SOLE |  | 1010 | 0 | 28548 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 224787 | 9071 | SH |  | SOLE |  | 0 | 0 | 9071 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 1742392 | 23970 | SH |  | SOLE |  | 8023 | 0 | 15947 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 994007 | 41765 | SH |  | SOLE |  | 3650 | 0 | 38115 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2231379 | 9852 | SH |  | SOLE |  | 533 | 0 | 9319 |
| TESLA INC | COM | 88160R101 |  | 6669907 | 20997 | SH |  | SOLE |  | 570 | 0 | 20427 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 729606 | 7820 | SH |  | SOLE |  | 0 | 0 | 7820 |
| UNDER ARMOUR INC | CL C | 904311206 |  | 154832 | 23857 | SH |  | SOLE |  | 0 | 0 | 23857 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 253944 | 814 | SH |  | SOLE |  | 50 | 0 | 764 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 345147 | 3680 | SH |  | SOLE |  | 0 | 0 | 3680 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1506231 | 5401 | SH |  | SOLE |  | 347 | 0 | 5054 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 10751493 | 106209 | SH |  | SOLE |  | 3991 | 0 | 102218 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 360124 | 4891 | SH |  | SOLE |  | 1400 | 0 | 3491 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 788298 | 15922 | SH |  | SOLE |  | 1319 | 0 | 14603 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 13510746 | 48282 | SH |  | SOLE |  | 3890 | 0 | 44392 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 578683 | 1904 | SH |  | SOLE |  | 1829 | 0 | 75 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 340540 | 1437 | SH |  | SOLE |  | 802 | 0 | 635 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 399996 | 704 | SH |  | SOLE |  | 0 | 0 | 704 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 304013 | 1069 | SH |  | SOLE |  | 30 | 0 | 1039 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 578949 | 7663 | SH |  | SOLE |  | 186 | 0 | 7478 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 283050 | 5773 | SH |  | SOLE |  | 445 | 0 | 5328 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1134068 | 14265 | SH |  | SOLE |  | 0 | 0 | 14265 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5185724 | 25337 | SH |  | SOLE |  | 481 | 0 | 24856 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2022090 | 15168 | SH |  | SOLE |  | 0 | 0 | 15168 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 5049687 | 56033 | SH |  | SOLE |  | 1220 | 0 | 54813 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 9775467 | 14738 | SH |  | SOLE |  | 1679 | 0 | 13059 |
| VIRTUS ETF TR II | KAR MID-CAP ETF | 92790A868 |  | 5695070 | 227144 | SH |  | SOLE |  | 18998 | 0 | 208146 |
| VISA INC | COM CL A | 92826C839 |  | 674950 | 1901 | SH |  | SOLE |  | 207 | 0 | 1694 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 608457 | 12140 | SH |  | SOLE |  | 700 | 0 | 11440 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 369813 | 11644 | SH |  | SOLE |  | 1000 | 0 | 10644 |
| WP CAREY INC | COM | 92936U109 |  | 2388858 | 38295 | SH |  | SOLE |  | 629 | 0 | 37666 |

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