New Insight Wealth Advisors
13F Reported Value
ⓘ$278.9M
Holdings
107
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
New Insight Wealth Advisors disclosed 107 positions worth $278.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $DOC. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from New Insight Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 2022328.
AI Fund Analysis
Diversifying
$IVZ
$AMZN
$TSM
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$37.2M56,976 shFIDELITY MERRIMACK STR TR
—Quality
$18.1M395,785 shVANGUARD INDEX FDS
—Quality
$15.3M53,142 shVANGUARD WORLD FD
—Quality
$10.7M15,300 sh- —
Quality
$9.2M48,008 sh ISHARES TR
—Quality
$8.9M88,698 shVANGUARD ADMIRAL FDS INC
—Quality
$8.8M76,908 shSCHWAB STRATEGIC TR
—Quality
$8.4M273,129 shFIDELITY COVINGTON TRUST
—Quality
$7.9M143,620 sh- 74.6
Quality
$7.5M35,950 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $37.2M | 56,976 |
| FIDELITY MERRIMACK STR TR | — | $18.1M | 395,785 |
| VANGUARD INDEX FDS | — | $15.3M | 53,142 |
| VANGUARD WORLD FD | — | $10.7M | 15,300 |
| Invesco Ltd.$IVZ | — | $9.2M | 48,008 |
| ISHARES TR | — | $8.9M | 88,698 |
| VANGUARD ADMIRAL FDS INC | — | $8.8M | 76,908 |
| SCHWAB STRATEGIC TR | — | $8.4M | 273,129 |
| FIDELITY COVINGTON TRUST | — | $7.9M | 143,620 |
| AMAZON COM INC$AMZN | 74.6 | $7.5M | 35,950 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of New Insight Wealth Advisors's 107 positions.
Showing top 10 of 107 holdings.
Sector Allocation
Other
$176.8M
Technology
$41.3M
Financials
$21.0M
Real Estate
$11.0M
Consumer Discretionary
$10.8M
Industrials
$10.4M
Healthcare
$7.5M
Full Holdings — New Insight Wealth Advisors (Q1 2026)
All 107 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $37.2M | 13.3% | +2% | — |
| 2 | — | FIDELITY MERRIMACK STR TR | $18.1M | 6.5% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $15.3M | 5.5% | -1% | — |
| 4 | — | VANGUARD WORLD FD | $10.7M | 3.8% | -0% | — |
| 5 | $IVZ | Invesco Ltd. | $9.2M | 3.3% | -7% | — |
| 6 | — | ISHARES TR | $8.9M | 3.2% | -0% | — |
| 7 | — | VANGUARD ADMIRAL FDS INC | $8.8M | 3.2% | -11% | — |
| 8 | — | SCHWAB STRATEGIC TR | $8.4M | 3.0% | -13% | — |
| 9 | — | FIDELITY COVINGTON TRUST | $7.9M | 2.8% | +5% | — |
| 10 | $AMZN | AMAZON COM INC | $7.5M | 2.7% | +7% | 74.6 |
| 11 |  $GOOG | Alphabet Inc. | $6.6M | 2.4% | +7% | 80.2 |
| 12 |  $TSLA | Tesla, Inc. | $6.0M | 2.1% | +0% | 50.1 |
| 13 | — | VIRTUS ETF TR II | $5.7M | 2.1% | -0% | — |
| 14 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.6M | 2.0% | +11% | — |
| 15 | — | ISHARES TR | $5.4M | 1.9% | +82% | — |
| 16 | $MSFT | MICROSOFT CORP | $5.1M | 1.8% | +11% | 83.7 |
| 17 | — | VANGUARD SPECIALIZED FUNDS | $4.9M | 1.8% | -4% | — |
| 18 |  $AAPL | Apple Inc. | $4.6M | 1.7% | -3% | 76.1 |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.6% | +82% | — |
| 20 |  $GLBE | Global-E Online Ltd. | $4.3M | 1.5% | +0% | — |
| 21 |  $PFE | PFIZER INC | $4.1M | 1.5% | -5% | 69 |
| 22 |  $META | Meta Platforms, Inc. | $3.8M | 1.4% | +15% | 80.9 |
| 23 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $3.6M | 1.3% | +11% | 69.5 |
| 24 | — | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.3% | +220% | — |
| 25 | — | SPDR SERIES TRUST | $3.3M | 1.2% | +3% | — |
| 26 |  $SPG | SIMON PROPERTY GROUP INC. | $3.3M | 1.2% | -9% | 76.9 |
| 27 |  $NVDA | NVIDIA CORP | $3.0M | 1.1% | +1% | 90.2 |
| 28 | $IVZ | Invesco Ltd. | $3.0M | 1.1% | -0% | — |
| 29 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.9% | -3% | — |
| 30 | — | VANGUARD WHITEHALL FDS | $2.4M | 0.9% | -20% | — |
| 31 | — | FIDELITY COVINGTON TRUST | $2.3M | 0.8% | +92% | — |
| 32 |  $RIVN | Rivian Automotive, Inc. / DE | $2.2M | 0.8% | +92% | 36 |
| 33 | $IVZ | Invesco Ltd. | $2.1M | 0.8% | +0% | — |
| 34 |  $ROST | ROSS STORES, INC. | $2.1M | 0.8% | +0% | 71.5 |
| 35 |  $O | REALTY INCOME CORP | $2.1M | 0.8% | +9% | 74.6 |
| 36 |  $AVGO | Broadcom Inc. | $2.1M | 0.7% | -2% | 86.4 |
| 37 |  $BABA | Alibaba Group Holding Ltd | $2.0M | 0.7% | +1% | — |
| 38 | — | VANECK ETF TRUST | $1.9M | 0.7% | -0% | — |
| 39 | — | VANGUARD CHARLOTTE FDS | $1.9M | 0.7% | -3% | — |
| 40 | — | VANGUARD WHITEHALL FDS | $1.8M | 0.6% | -7% | — |
| 41 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.6% | +62% | 66.8 |
| 42 | — | MATTHEWS ASIA FDS | $1.6M | 0.6% | +1% | — |
| 43 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.6% | -1% | 77.3 |
| 44 | — | COLUMBIA ETF TR I | $1.5M | 0.6% | +8% | — |
| 45 | — | ISHARES TR | $1.5M | 0.5% | -35% | — |
| 46 | — | ISHARES TR | $1.5M | 0.5% | +36% | — |
| 47 |  $WPC | W. P. Carey Inc. | $1.5M | 0.5% | -15% | 62.1 |
| 48 | — | ISHARES TR | $1.4M | 0.5% | -3% | — |
| 49 | — | SPDR SERIES TRUST | $1.3M | 0.5% | +4% | — |
| 50 |  $GOOGL | Alphabet Inc. | $1.3M | 0.5% | +41% | 80.2 |
| 51 |  $NAC | Nuveen California Quality Municipal Income Fund | $1.2M | 0.4% | +43% | — |
| 52 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.4% | -6% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.4% | +60% | — |
| 54 | — | FIRST TR EXCH TRADED FD III | $1.0M | 0.4% | +17% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F | $820,995 | 0.3% | +1% | — |
| 56 | — | SPDR SERIES TRUST | $811,186 | 0.3% | -3% | — |
| 57 |  $LULU | lululemon athletica inc. | $796,579 | 0.3% | +166% | 62.9 |
| 58 |  $ABBV | AbbVie Inc. | $739,683 | 0.3% | -13% | 59.3 |
| 59 |  $JPM | JPMORGAN CHASE & CO | $736,282 | 0.3% | -4% | 35.6 |
| 60 | $IVZ | Invesco Ltd. | $713,267 | 0.3% | -31% | — |
| 61 | — | ISHARES TR | $701,232 | 0.3% | -1% | — |
| 62 | — | ISHARES TR | $640,424 | 0.2% | -9% | — |
| 63 |  $WT | WisdomTree, Inc. | $625,384 | 0.2% | +4% | 62.9 |
| 64 | — | SCHWAB STRATEGIC TR | $615,167 | 0.2% | +0% | — |
| 65 | — | INVESCO EXCH TRADED FD TR II | $613,917 | 0.2% | +0% | — |
| 66 | — | VANGUARD INDEX FDS | $613,389 | 0.2% | +0% | — |
| 67 |  $V | VISA INC. | $576,069 | 0.2% | -3% | 83.5 |
| 68 | — | VANGUARD MUN BD FDS | $506,034 | 0.2% | +1% | — |
| 69 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $505,535 | 0.2% | NEW | 62 |
| 70 | — | ISHARES TR | $483,323 | 0.2% | -1% | — |
| 71 | — | VANGUARD INDEX FDS | $473,545 | 0.2% | -4% | — |
| 72 |  $NOW | ServiceNow, Inc. | $470,475 | 0.2% | -25% | 76 |
| 73 | — | VANGUARD INDEX FDS | $413,572 | 0.1% | -4% | — |
| 74 | — | ISHARES TR | $405,837 | 0.1% | +0% | — |
| 75 |  $UBER | Uber Technologies, Inc | $405,829 | 0.1% | -18% | 79.3 |
| 76 |  $CRM | Salesforce, Inc. | $404,953 | 0.1% | -20% | 75.2 |
| 77 |  $MRNA | Moderna, Inc. | $395,072 | 0.1% | -1% | 15.9 |
| 78 | — | FIDELITY COVINGTON TRUST | $393,592 | 0.1% | +1% | — |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $390,241 | 0.1% | +0% | 72.3 |
| 80 | $IVZ | Invesco Ltd. | $381,982 | 0.1% | -21% | — |
| 81 |  $SHOP | SHOPIFY INC. | $379,465 | 0.1% | -11% | — |
| 82 |  $PINS | PINTEREST, INC. | $375,512 | 0.1% | +0% | 62 |
| 83 | — | ISHARES TR | $372,563 | 0.1% | -12% | — |
| 84 | — | ISHARES TR | $360,794 | 0.1% | -4% | — |
| 85 |  $NU | Nu Holdings Ltd. | $344,979 | 0.1% | -9% | — |
| 86 |  $LLY | ELI LILLY & Co | $343,857 | 0.1% | -3% | 89.3 |
| 87 | $WT | WisdomTree, Inc. | $314,763 | 0.1% | -2% | 62.9 |
| 88 |  $APP | AppLovin Corp | $304,868 | 0.1% | +47% | 86.8 |
| 89 | $IVZ | Invesco Ltd. | $301,154 | 0.1% | -3% | — |
| 90 | — | ISHARES TR | $289,269 | 0.1% | -16% | — |
| 91 | — | ISHARES TR | $287,593 | 0.1% | +0% | — |
| 92 |  $COST | COSTCO WHOLESALE CORP /NEW | $284,541 | 0.1% | -10% | 67 |
| 93 | — | VANGUARD BD INDEX FDS | $282,851 | 0.1% | +0% | — |
| 94 |  $AMAT | APPLIED MATERIALS INC /DE | $280,268 | 0.1% | +0% | 74.8 |
| 95 | — | VANGUARD INDEX FDS | $279,982 | 0.1% | +4% | — |
| 96 | — | ISHARES TR | $275,385 | 0.1% | -36% | — |
| 97 |  $PLTR | Palantir Technologies Inc. | $261,110 | 0.1% | -9% | 85.8 |
| 98 | — | VANECK ETF TRUST | $254,805 | 0.1% | -20% | — |
| 99 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $239,681 | 0.1% | +5% | — |
| 100 | — | ISHARES TR | $236,960 | 0.1% | -1% | — |
| 101 |  $MDT | Medtronic plc | $221,044 | 0.1% | NEW | — |
| 102 | — | ISHARES TR | $217,499 | 0.1% | +0% | — |
| 103 |  $BRK.B | BERKSHIRE HATHAWAY INC | $214,682 | 0.1% | +3% | 64.5 |
| 104 |  $DASH | DoorDash, Inc. | $214,264 | 0.1% | +0% | 70.6 |
| 105 | — | VANGUARD INDEX FDS | $205,365 | 0.1% | +1% | — |
| 106 |  $UA | Under Armour, Inc. | $138,132 | 0.1% | +0% | 40.5 |
| 107 |  $BLND | Blend Labs, Inc. | $77,104 | 0.0% | +0% | 24.1 |
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