New Insight Wealth Advisors
$339M 13F equity value
122 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New Insight Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 55,827 | $42M | 12.3% |
| FBND | FIDELITY MERRIMACK STR TR | 416,538 | $19M | 5.6% |
| VO | VANGUARD INDEX FDS | 213,327 | $17M | 5.1% |
| VGT | VANGUARD WORLD FD | 122,345 | $15M | 4.3% |
| IXN | ISHARES TR | 88,111 | $13M | 3.8% |
| SCHD | SCHWAB STRATEGIC TR | 308,724 | $10M | 2.9% |
| VIOO | VANGUARD ADMIRAL FDS INC | 69,874 | $10M | 2.8% |
| RSP | INVESCO EXCHANGE TRADED FD T | 44,235 | $9M | 2.8% |
| FDVV | FIDELITY COVINGTON TRUST | 147,453 | $9M | 2.6% |
| AMZN | AMAZON COM INC | 36,896 | $9M | 2.6% |
Track New Insight Wealth Advisors's 13F portfolio: $339M in reported holdings, 122 positions. Top holdings and quarterly changes on SentiSense.
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