New Insight Wealth Advisors Portfolio Stock Holdings
New Insight Wealth Advisors disclosed 107 stock positions valued at approximately $278.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, FIDELITY MERRIMACK STR TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 107
- Portfolio Value
- $278.9M
Holdings by Sector
New Insight Wealth Advisors Portfolio Holdings in Q1 2026
105 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.35% | 56,976 | +1,342 | +2.41% | $37,217,415 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 6.47% | 395,785 | +9,008 | +2.33% | $18,055,719 |
| VANGUARD INDEX FDS | VO | Other | 5.47% | 53,142 | -626 | -1.16% | $15,261,178 |
| VANGUARD WORLD FD | VGT | Other | 3.83% | 15,300 | -7 | -0.05% | $10,675,212 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.30% | 48,008 | -3,890 | -7.50% | $9,213,695 |
| ISHARES TR | IXN | Other | 3.18% | 88,698 | -300 | -0.34% | $8,867,161 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 3.17% | 76,908 | -9,824 | -11.33% | $8,831,324 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.00% | 273,129 | -39,548 | -12.65% | $8,379,593 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 2.84% | 143,620 | +7,445 | +5.47% | $7,933,569 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.68% | 35,950 | +2,242 | +6.65% | $7,487,298 |
| ALPHABET INC | GOOGL | Communication Services | 2.36% | 22,855 | +1,515 | +7.10% | $6,572,154 |
| TESLA INC | TSLA | Consumer Cyclical | 2.14% | 16,020 | +18 | +0.11% | $5,955,435 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.00% | 16,529 | +1,637 | +10.99% | $5,585,976 |
| ISHARES TR | INTF | Other | 1.92% | 137,763 | +62,091 | +82.05% | $5,367,246 |
| MICROSOFT CORP | MSFT | Technology | 1.83% | 13,814 | +1,392 | +11.21% | $5,113,451 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.76% | 22,763 | -837 | -3.55% | $4,895,411 |
| APPLE INC | AAPL | Technology | 1.67% | 18,298 | -584 | -3.09% | $4,643,736 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.57% | 87,844 | +39,669 | +82.34% | $4,391,322 |
| PFIZER INC | PFE | Healthcare | 1.47% | 145,941 | -7,283 | -4.75% | $4,098,011 |
| META PLATFORMS INC | META | Communication Services | 1.36% | 6,644 | +869 | +15.05% | $3,801,450 |
| FEDERAL RLTY INVT TR NEW | FRT | Real Estate | 1.30% | 34,080 | +3,344 | +10.88% | $3,619,637 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 1.27% | 74,646 | +51,313 | +219.92% | $3,530,737 |
| SPDR SERIES TRUST | SPLG | Other | 1.19% | 43,332 | +1,197 | +2.84% | $3,316,610 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 1.19% | 17,768 | -1,755 | -8.99% | $3,314,314 |
| NVIDIA CORPORATION | NVDA | Technology | 1.09% | 17,374 | +164 | +0.95% | $3,030,087 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.06% | 28,677 | -80 | -0.28% | $2,964,341 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.89% | 2,942 | -102 | -3.35% | $2,489,002 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.88% | 27,598 | -7,060 | -20.37% | $2,441,319 |
| FIDELITY COVINGTON TRUST | FDEM | Other | 0.81% | 71,800 | +34,353 | +91.74% | $2,267,444 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.79% | 146,564 | +70,400 | +92.43% | $2,205,788 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.76% | 27,896 | - | - | $2,120,654 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.76% | 9,773 | - | - | $2,117,125 |
| REALTY INCOME CORP | O | Real Estate | 0.76% | 34,556 | +2,849 | +8.99% | $2,114,136 |
| BROADCOM INC | AVGO | Technology | 0.74% | 6,626 | -151 | -2.23% | $2,050,827 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.72% | 15,912 | +195 | +1.24% | $1,996,320 |
| VANECK ETF TRUST | SMH | Other | 0.67% | 4,854 | -20 | -0.41% | $1,861,024 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.67% | 38,604 | -1,213 | -3.05% | $1,854,920 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.64% | 11,961 | -909 | -7.06% | $1,771,388 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.61% | 6,244 | +2,392 | +62.10% | $1,689,633 |
| MATTHEWS ASIA FDS | MINV | Other | 0.58% | 42,464 | +439 | +1.04% | $1,615,382 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.57% | 16,062 | -203 | -1.25% | $1,590,902 |
| COLUMBIA ETF TR I | DIAL | Other | 0.55% | 85,043 | +6,554 | +8.35% | $1,537,577 |
| ISHARES TR | SHY | Other | 0.54% | 18,399 | -9,828 | -34.82% | $1,519,205 |
| ISHARES TR | MUB | Other | 0.54% | 14,147 | +3,747 | +36.03% | $1,501,704 |
| WP CAREY INC | WPC | Real Estate | 0.53% | 21,867 | -3,723 | -14.55% | $1,486,109 |
| ISHARES TR | USMV | Other | 0.52% | 15,557 | -500 | -3.11% | $1,442,756 |
| SPDR SERIES TRUST | HYMB | Other | 0.48% | 53,453 | +1,927 | +3.74% | $1,325,626 |
| ALPHABET INC | GOOG | Communication Services | 0.46% | 4,457 | +1,306 | +41.45% | $1,278,537 |
| NUVEEN CA DIVI ADV MUN | NAC | Financial Services | 0.42% | 99,735 | +29,950 | +42.92% | $1,161,913 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.41% | 14,430 | -885 | -5.78% | $1,143,866 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.40% | 19,661 | +7,409 | +60.47% | $1,114,385 |
| FIRST TR EXCH TRADED FD III | FCAL | Other | 0.37% | 21,172 | +3,010 | +16.57% | $1,035,099 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.29% | 16,222 | +179 | +1.12% | $820,995 |
| SPDR SERIES TRUST | SPHY | Other | 0.29% | 34,785 | -1,110 | -3.09% | $811,186 |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 0.29% | 5,203 | +3,246 | +165.87% | $796,579 |
| ABBVIE INC | ABBV | Healthcare | 0.27% | 3,401 | -489 | -12.57% | $739,683 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 2,503 | -112 | -4.28% | $736,282 |
| INVESCO EXCHANGE TRADED FD T | PEY | Other | 0.26% | 33,301 | -14,886 | -30.89% | $713,267 |
| ISHARES TR | IJH | Other | 0.25% | 10,384 | -147 | -1.40% | $701,232 |
| ISHARES TR | IYK | Other | 0.23% | 9,145 | -895 | -8.91% | $640,424 |
| WISDOMTREE TR | DON | Other | 0.22% | 11,903 | +414 | +3.60% | $625,384 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.22% | 21,118 | - | - | $615,167 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.22% | 17,357 | - | - | $613,917 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 1,912 | - | - | $613,389 |
| VISA INC | V | Financial Services | 0.21% | 1,906 | -50 | -2.56% | $576,069 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.18% | 10,143 | +143 | +1.43% | $506,034 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.18% | 30,769 | +30,769 | +100.00% | $505,535 |
| ISHARES TR | IYG | Other | 0.17% | 5,834 | -39 | -0.66% | $483,323 |
| VANGUARD INDEX FDS | VOO | Other | 0.17% | 792 | -31 | -3.77% | $473,545 |
| SERVICENOW INC | NOW | Technology | 0.17% | 4,500 | -1,495 | -24.94% | $470,475 |
| VANGUARD INDEX FDS | VB | Other | 0.15% | 1,579 | -65 | -3.95% | $413,572 |
| ISHARES TR | IYW | Other | 0.15% | 2,237 | - | - | $405,837 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.15% | 5,642 | -1,277 | -18.46% | $405,829 |
| SALESFORCE INC | CRM | Technology | 0.15% | 2,169 | -545 | -20.08% | $404,953 |
| MODERNA INC | MRNA | Healthcare | 0.14% | 7,777 | -75 | -0.96% | $395,072 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.14% | 7,853 | +61 | +0.78% | $393,592 |
| CISCO SYS INC | CSCO | Technology | 0.14% | 5,030 | +1 | +0.02% | $390,241 |
| INVESCO EXCH TRADED FD TR II | RWJ | Other | 0.14% | 7,567 | -2,048 | -21.30% | $381,982 |
| SHOPIFY INC | SHOP | Technology | 0.14% | 3,199 | -377 | -10.54% | $379,465 |
| PINTEREST INC | PINS | Communication Services | 0.13% | 20,475 | - | - | $375,512 |
| ISHARES TR | ILCG | Other | 0.13% | 3,902 | -526 | -11.88% | $372,563 |
| ISHARES TR | ISCB | Other | 0.13% | 5,543 | -240 | -4.15% | $360,794 |
| NUSHARES ETF TR | NUSC | Other | 0.12% | 7,656 | -728 | -8.68% | $344,979 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 374 | -10 | -2.60% | $343,857 |
| WISDOMTREE TR | DES | Other | 0.11% | 8,758 | -140 | -1.57% | $314,763 |
| APPLOVIN CORP | APP | Technology | 0.11% | 766 | +246 | +47.31% | $304,868 |
| INVESCO EXCH TRADED FD TR II | RWK | Other | 0.11% | 2,348 | -74 | -3.06% | $301,154 |
| ISHARES TR | IJR | Other | 0.10% | 2,327 | -435 | -15.75% | $289,269 |
| ISHARES TR | IMCV | Other | 0.10% | 3,392 | - | - | $287,593 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.10% | 286 | -33 | -10.34% | $284,541 |
| VANGUARD BD INDEX FDS | BND | Other | 0.10% | 3,841 | - | - | $282,851 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 820 | - | - | $280,268 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 641 | +22 | +3.55% | $279,982 |
| ISHARES TR | FLOT | Other | 0.10% | 5,405 | -3,021 | -35.85% | $275,385 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.09% | 1,785 | -175 | -8.93% | $261,110 |
| VANECK ETF TRUST | MOAT | Other | 0.09% | 2,635 | -675 | -20.39% | $254,805 |
| INVESCO QQQ TR | QQQ | Other | 0.09% | 415 | +19 | +4.80% | $239,681 |
| ISHARES TR | IJK | Other | 0.08% | 2,355 | -25 | -1.05% | $236,960 |
| MEDTRONIC PLC | MDT | Other | 0.08% | 2,551 | +2,551 | +100.00% | $221,044 |
| ISHARES TR | IJT | Other | 0.08% | 1,503 | - | - | $217,499 |