New Insight Wealth Advisors
13F Reported Value
ⓘ$339.2M
Holdings
120
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
New Insight Wealth Advisors disclosed 120 positions worth $339.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 2 and a full exit from $PLTR. The portfolio is most concentrated in Other (62.3% 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
$AMZN
$TSM
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$41.8M55,827 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$18.9M416,538 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$17.2M213,327 shVANGUARD WORLD FD - INF TECH ETF
—Quality
$14.6M122,345 shISHARES TR - GLOBAL TECH ETF
—Quality
$12.7M88,111 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$9.8M308,724 shVANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX
—Quality
$9.6M69,874 sh- —
Quality
$9.4M44,235 sh FIDELITY COVINGTON TRUST - HIGH DIVID ETF
—Quality
$8.9M147,453 sh- 68.7
Quality
$8.8M36,896 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $41.8M | 55,827 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $18.9M | 416,538 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $17.2M | 213,327 |
| VANGUARD WORLD FD - INF TECH ETF | — | $14.6M | 122,345 |
| ISHARES TR - GLOBAL TECH ETF | — | $12.7M | 88,111 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $9.8M | 308,724 |
| VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $9.6M | 69,874 |
 Invesco Ltd.$IVZ | — | $9.4M | 44,235 |
| FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $8.9M | 147,453 |
| AMAZON COM INC$AMZN | 68.7 | $8.8M | 36,896 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of New Insight Wealth Advisors's 120 positions.
Showing top 10 of 120 holdings.
Sector Allocation
Other
$211.1M
Technology
$54.7M
Financials
$26.3M
Real Estate
$15.2M
Industrials
$12.1M
Consumer Discretionary
$12.0M
Healthcare
$7.8M
Full Holdings — New Insight Wealth Advisors (Q2 2026)
All 120 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 - CORE S&P500 ETF | $41.8M | 12.3% | -2% | — |
| 2 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $18.9M | 5.6% | +5% | — |
| 3 | — | VANGUARD INDEX FDS - MID CAP ETF | $17.2M | 5.1% | +301% | — |
| 4 | — | VANGUARD WORLD FD - INF TECH ETF | $14.6M | 4.3% | +700% | — |
| 5 | — | ISHARES TR - GLOBAL TECH ETF | $12.7M | 3.8% | -1% | — |
| 6 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $9.8M | 2.9% | +13% | — |
| 7 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $9.6M | 2.8% | -9% | — |
| 8 | $IVZ | Invesco Ltd. | $9.4M | 2.8% | -8% | — |
| 9 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $8.9M | 2.6% | +3% | — |
| 10 | $AMZN | AMAZON COM INC | $8.8M | 2.6% | +3% | 68.7 |
| 11 |  $GOOG | Alphabet Inc. | $8.6M | 2.5% | +5% | 78.2 |
| 12 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.4M | 2.5% | +7% | — |
| 13 | — | ISHARES TR - INTL EQTY FACTOR | $7.1M | 2.1% | +25% | — |
| 14 | $MSFT | MICROSOFT CORP | $6.4M | 1.9% | +24% | 79.8 |
| 15 |  $TSLA | Tesla, Inc. | $6.3M | 1.9% | -7% | 53.9 |
| 16 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $6.2M | 1.8% | +40% | — |
| 17 |  $AAPL | Apple Inc. | $5.6M | 1.7% | +6% | 76.4 |
| 18 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $4.9M | 1.4% | +39% | — |
| 19 |  $GLBE | Global-E Online Ltd. | $4.8M | 1.4% | +0% | — |
| 20 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.7M | 1.4% | -13% | — |
| 21 | — | VIRTUS ETF TR II - KAR MID-CAP ETF | $4.4M | 1.3% | -27% | — |
| 22 |  $MRVL | Marvell Technology, Inc. | $4.3M | 1.3% | -10% | 76.5 |
| 23 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $4.2M | 1.2% | -1% | 69.9 |
| 24 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $4.0M | 1.2% | +27% | — |
| 25 | — | MATTHEWS ASIA FDS - ASIA INNOV ACTIV | $4.0M | 1.2% | +63% | — |
| 26 |  $RIVN | Rivian Automotive, Inc. / DE | $4.0M | 1.2% | +57% | 35.9 |
| 27 | — | SPDR SERIES TRUST - ST STR P500ETF | $4.0M | 1.2% | +4% | — |
| 28 | $IVZ | Invesco Ltd. | $3.9M | 1.2% | +21% | — |
| 29 |  $META | Meta Platforms, Inc. | $3.8M | 1.1% | +1% | 79.6 |
| 30 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $3.8M | 1.1% | +472% | 63.9 |
| 31 |  $NVDA | NVIDIA CORP | $3.7M | 1.1% | +6% | 85.9 |
| 32 |  $PFE | PFIZER INC | $3.6M | 1.1% | +3% | 62 |
| 33 | — | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | $3.6M | 1.1% | +38% | — |
| 34 |  $SPG | SIMON PROPERTY GROUP INC. | $3.6M | 1.1% | -10% | 76.7 |
| 35 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $3.1M | 0.9% | NEW | — |
| 36 | $IVZ | Invesco Ltd. | $2.8M | 0.8% | +9% | — |
| 37 |  $AVGO | Broadcom Inc. | $2.7M | 0.8% | +7% | 84.5 |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $2.6M | 0.8% | +1% | 62.7 |
| 39 |  $GS | GOLDMAN SACHS GROUP INC | $2.6M | 0.8% | -13% | 73.5 |
| 40 | $IVZ | Invesco Ltd. | $2.3M | 0.7% | NEW | — |
| 41 |  $O | REALTY INCOME CORP | $2.2M | 0.7% | +3% | 73.7 |
| 42 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $2.1M | 0.6% | -19% | — |
| 43 |  $ROST | ROSS STORES, INC. | $2.1M | 0.6% | +0% | 70.4 |
| 44 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $2.0M | 0.6% | +51% | — |
| 45 |  $GOOGL | Alphabet Inc. | $1.8M | 0.5% | +15% | 78.2 |
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.7M | 0.5% | -10% | — |
| 47 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.6M | 0.5% | +44% | — |
| 48 |  $BABA | Alibaba Group Holding Ltd | $1.5M | 0.4% | -2% | — |
| 49 | — | ISHARES TR - MSCI USA MIN ETF | $1.5M | 0.4% | -1% | — |
| 50 | — | COLUMBIA ETF TR I - DIVERSIFID FXD | $1.5M | 0.4% | -6% | — |
| 51 |  $WPC | W. P. Carey Inc. | $1.3M | 0.4% | -17% | 65.9 |
| 52 | — | ISHARES TR - NATIONAL MUN ETF | $1.3M | 0.4% | -17% | — |
| 53 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.2M | 0.4% | -34% | — |
| 54 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.2M | 0.3% | +5% | — |
| 55 |  $NAC | Nuveen California Quality Municipal Income Fund | $1.1M | 0.3% | -6% | — |
| 56 | $IVZ | Invesco Ltd. | $1.1M | 0.3% | +40% | — |
| 57 | — | ISHARES TR - 1 3 YR TREAS BD | $1.0M | 0.3% | -31% | — |
| 58 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | $987,930 | 0.3% | -6% | — |
| 59 | — | ISHARES TR - FLTG RATE NT ETF | $922,474 | 0.3% | +234% | — |
| 60 | — | ISHARES TR - CORE S&P MCP ETF | $827,159 | 0.2% | +3% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $814,278 | 0.2% | -1% | — |
| 62 |  $JPM | JPMORGAN CHASE & CO | $797,703 | 0.2% | -3% | 70.7 |
| 63 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $747,747 | 0.2% | -1% | — |
| 64 |  $LULU | lululemon athletica inc. | $747,651 | 0.2% | +26% | 67.7 |
| 65 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $698,981 | 0.2% | -14% | — |
| 66 |  $WT | WisdomTree, Inc. | $683,214 | 0.2% | +2% | 59.9 |
| 67 |  $V | VISA INC. | $623,395 | 0.2% | -5% | 82.9 |
| 68 |  $ABBV | AbbVie Inc. | $605,697 | 0.2% | -29% | 72.6 |
| 69 |  $AMAT | APPLIED MATERIALS INC /DE | $590,691 | 0.2% | -0% | 72.3 |
| 70 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $577,142 | 0.2% | NEW | — |
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $572,869 | 0.2% | -19% | — |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $567,309 | 0.2% | -4% | 70.3 |
| 73 | — | ISHARES TR - U.S. TECH ETF | $564,239 | 0.2% | +0% | — |
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $543,057 | 0.2% | -0% | — |
| 75 |  $MRNA | Moderna, Inc. | $529,847 | 0.2% | -3% | 21.2 |
| 76 | — | ISHARES TR - US CONSM STAPLES | $528,238 | 0.2% | -21% | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $525,247 | 0.1% | +72% | — |
| 78 | — | VANGUARD INDEX FDS - SMALL CP ETF | $503,785 | 0.1% | +5% | — |
| 79 | — | ISHARES TR - U.S. FIN SVC ETF | $488,056 | 0.1% | -8% | — |
| 80 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $475,079 | 0.1% | -3% | — |
| 81 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $456,636 | 0.1% | -11% | — |
| 82 |  $LLY | ELI LILLY & Co | $442,627 | 0.1% | -1% | 87.5 |
| 83 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $436,164 | 0.1% | -39% | — |
| 84 | $IVZ | Invesco Ltd. | $430,185 | 0.1% | -4% | — |
| 85 | — | ISHARES TR - ISHARES SEMICDTR | $429,315 | 0.1% | NEW | — |
| 86 |  $AMD | ADVANCED MICRO DEVICES INC | $416,512 | 0.1% | NEW | 79.8 |
| 87 |  $NU | Nu Holdings Ltd. | $397,988 | 0.1% | -0% | — |
| 88 | $WT | WisdomTree, Inc. | $392,725 | 0.1% | +10% | 59.9 |
| 89 |  $PINS | PINTEREST, INC. | $372,084 | 0.1% | -14% | 63.3 |
| 90 | — | ISHARES TR - MRGSTR SM CP ETF | $368,476 | 0.1% | -12% | — |
| 91 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $367,691 | 0.1% | NEW | — |
| 92 |  $SHOP | SHOPIFY INC. | $361,836 | 0.1% | -1% | 64.9 |
| 93 |  $CRWD | CrowdStrike Holdings, Inc. | $360,965 | 0.1% | NEW | 67.7 |
| 94 | — | ISHARES TR - CORE S&P SCP ETF | $359,948 | 0.1% | +4% | — |
| 95 |  $APP | AppLovin Corp | $348,811 | 0.1% | -12% | 84.4 |
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | $333,965 | 0.1% | +505% | — |
| 97 | $IVZ | Invesco Ltd. | $329,813 | 0.1% | -4% | — |
| 98 | — | ISHARES TR - MRGSTR MD CP VAL | $309,952 | 0.1% | +0% | — |
| 99 |  $CRM | Salesforce, Inc. | $304,995 | 0.1% | -10% | 77 |
| 100 |  $NOW | ServiceNow, Inc. | $299,329 | 0.1% | -33% | 72.9 |
| 101 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $296,494 | 0.1% | +8% | — |
| 102 | — | ISHARES INC - MSCI STH KOR ETF | $288,313 | 0.1% | NEW | — |
| 103 |  $BRK.B | BERKSHIRE HATHAWAY INC | $284,222 | 0.1% | +27% | 73.8 |
| 104 |  $UBER | Uber Technologies, Inc | $282,651 | 0.1% | -31% | 73.5 |
| 105 |  $PANW | Palo Alto Networks Inc | $282,365 | 0.1% | NEW | 65.5 |
| 106 | — | ISHARES TR - S&P MC 400GR ETF | $276,713 | 0.1% | +0% | — |
| 107 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | $274,056 | 0.1% | NEW | — |
| 108 |  $DASH | DoorDash, Inc. | $262,586 | 0.1% | -0% | 71 |
| 109 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $259,945 | 0.1% | -8% | — |
| 110 | — | PGIM ETF TR - ACTV HY BD ETF | $256,438 | 0.1% | NEW | — |
| 111 | — | ISHARES TR - MORNINGSTAR GRWT | $256,391 | 0.1% | -44% | — |
| 112 |  $COST | COSTCO WHOLESALE CORP /NEW | $230,792 | 0.1% | -14% | 66.2 |
| 113 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $227,581 | 0.1% | -7% | — |
| 114 | — | MATTHEWS INTL FDS - INDIA ACTIVE ETF | $225,464 | 0.1% | NEW | — |
| 115 | — | ISHARES TR - S&P SML 600 GWT | $208,069 | 0.1% | -22% | — |
| 116 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $203,945 | 0.1% | NEW | — |
| 117 |  $NNN | NNN REIT, INC. | $202,452 | 0.1% | NEW | 63.1 |
| 118 | — | EA SERIES TRUST - STAN SU BETA ETF | $201,667 | 0.1% | NEW | — |
| 119 |  $UA | Under Armour, Inc. | $108,284 | 0.0% | -27% | 34.6 |
| 120 |  $BLND | Blend Labs, Inc. | $77,557 | 0.0% | +0% | 39.5 |
New Positions (14)
$AMD ADVANCED MICRO DEVICES INC$416,512$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$367,691$CRWD CrowdStrike Holdings, Inc.$360,965$PANW Palo Alto Networks Inc$282,365$FBTC Fidelity Wise Origin Bitcoin Fund$203,945$NNN NNN REIT, INC.$202,452
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