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New Insight Wealth Advisors 13F holdings

Filed 2026-07-28 · New Insight Wealth Advisors · 120 positions · $339.2M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR55.8K$41.8M12.3%
FBNDFIDELITY MERRIMACK STR TR416.5K$18.9M5.6%
VOVANGUARD INDEX FDS213.3K$17.2M5.1%
VGTVANGUARD WORLD FD122.3K$14.6M4.3%
IXNISHARES TR88.1K$12.7M3.8%
SCHDSCHWAB STRATEGIC TR308.7K$9.8M2.9%
VIOOVANGUARD ADMIRAL FDS INC69.9K$9.6M2.8%
RSPINVESCO EXCHANGE TRADED FD T44.2K$9.4M2.8%
FDVVFIDELITY COVINGTON TRUST147.5K$8.9M2.6%
AMZNAMAZON COM INC36.9K$8.8M2.6%
GOOGLALPHABET INC24.0K$8.6M2.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC17.6K$8.4M2.5%
INTFISHARES TR172.2K$7.1M2.1%
MSFTMICROSOFT CORP17.1K$6.4M1.9%
TSLATESLA INC15.0K$6.3M1.9%
JMUBJ P MORGAN EXCHANGE TRADED F123.3K$6.2M1.8%
AAPLAPPLE INC19.4K$5.6M1.7%
JSCPJ P MORGAN EXCHANGE TRADED F103.7K$4.9M1.4%
—GLOBAL E ONLINE LTD139.5K$4.8M1.4%
VIGVANGUARD SPECIALIZED FUNDS19.8K$4.7M1.4%
—VIRTUS ETF TR II175.6K$4.4M1.3%
MRVLMARVELL TECHNOLOGY INC14.5K$4.3M1.3%
FRTFEDERAL RLTY INVT TR NEW33.6K$4.2M1.2%
SMHVANECK ETF TRUST6.2K$4.0M1.2%
—MATTHEWS ASIA FDS69.3K$4.0M1.2%
RIVNRIVIAN AUTOMOTIVE INC230.2K$4.0M1.2%
SPYMSPDR SERIES TRUST45.2K$4.0M1.2%
XMHQINVESCO EXCHANGE TRADED FD T34.8K$3.9M1.2%
METAMETA PLATFORMS INC6.7K$3.8M1.1%
DOCHEALTHPEAK PROPERTIES INC176.1K$3.8M1.1%
NVDANVIDIA CORPORATION18.4K$3.7M1.1%
PFEPFIZER INC150.1K$3.6M1.1%
FDEMFIDELITY COVINGTON TRUST98.8K$3.6M1.1%
SPGSIMON PPTY GROUP INC NEW16.0K$3.6M1.1%
BINCBLACKROCK ETF TRUST II60.1K$3.1M0.9%
XSMOINVESCO EXCHANGE TRADED FD T30.3K$2.8M0.8%
AVGOBROADCOM INC7.1K$2.7M0.8%
UNHUNITEDHEALTH GROUP INC6.3K$2.6M0.8%
GSGOLDMAN SACHS GROUP INC2.6K$2.6M0.8%
QQQMINVESCO EXCH TRADED FD TR II7.5K$2.3M0.7%
OREALTY INCOME CORP35.6K$2.2M0.7%
VIGIVANGUARD WHITEHALL FDS22.4K$2.1M0.6%
ROSTROSS STORES INC9.8K$2.1M0.6%
HYMBSPDR SERIES TRUST80.5K$2.0M0.6%
GOOGALPHABET INC5.1K$1.8M0.5%
VYMVANGUARD WHITEHALL FDS10.8K$1.7M0.5%
JEPIJ P MORGAN EXCHANGE TRADED F28.2K$1.6M0.5%
BABAALIBABA GROUP HLDG LTD15.7K$1.5M0.4%
USMVISHARES TR15.4K$1.5M0.4%
DIALCOLUMBIA ETF TR I79.8K$1.5M0.4%
WPCWP CAREY INC18.1K$1.3M0.4%
MUBISHARES TR11.7K$1.3M0.4%
BNDXVANGUARD CHARLOTTE FDS25.5K$1.2M0.4%
VCSHVANGUARD SCOTTSDALE FDS15.1K$1.2M0.4%
NACNUVEEN CA DIVI ADV MUN94.2K$1.1M0.3%
PEYINVESCO EXCHANGE TRADED FD T46.6K$1.1M0.3%
SHYISHARES TR12.8K$1.0M0.3%
FCALFIRST TR EXCH TRADED FD III19.9K$987,9300.3%
FLOTISHARES TR18.1K$922,4740.3%
IJHISHARES TR10.7K$827,1590.2%
Top Fund Holdings
13F
Top Fund Holdings

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