New Insight Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, New Insight Wealth Advisors disclosed 116 stock positions valued at approximately $339.19M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, FIDELITY MERRIMACK STR TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $339.19M
Holdings by Sector
New Insight Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.33% | 55,827 | -1,149 | -2.02% | $41,808,368 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 5.59% | 416,538 | +20,753 | +5.24% | $18,948,335 |
| VANGUARD INDEX FDS | VO | Other | 5.07% | 213,327 | +160,185 | +301.43% | $17,187,765 |
| VANGUARD WORLD FD | VGT | Other | 4.31% | 122,345 | +107,045 | +699.64% | $14,622,726 |
| ISHARES TR | IXN | Other | 3.75% | 88,111 | -587 | -0.66% | $12,730,234 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.89% | 308,724 | +35,595 | +13.03% | $9,789,630 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 2.83% | 69,874 | -7,034 | -9.15% | $9,610,442 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.77% | 44,235 | -3,773 | -7.86% | $9,411,881 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 2.62% | 147,453 | +3,833 | +2.67% | $8,889,943 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.59% | 36,896 | +946 | +2.63% | $8,793,783 |
| ALPHABET INC | GOOGL | Communication Services | 2.53% | 24,029 | +1,174 | +5.14% | $8,587,173 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.48% | 17,624 | +1,095 | +6.62% | $8,416,694 |
| ISHARES TR | INTF | Other | 2.08% | 172,164 | +34,401 | +24.97% | $7,051,836 |
| MICROSOFT CORP | MSFT | Technology | 1.88% | 17,083 | +3,269 | +23.66% | $6,372,289 |
| TESLA INC | TSLA | Consumer Cyclical | 1.86% | 14,972 | -1,048 | -6.54% | $6,297,223 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.84% | 123,269 | +35,425 | +40.33% | $6,244,191 |
| APPLE INC | AAPL | Technology | 1.66% | 19,427 | +1,129 | +6.17% | $5,621,307 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 1.44% | 103,714 | +29,068 | +38.94% | $4,889,609 |
| GLOBAL E ONLINE LTD | GLBE | Other | 1.43% | 139,517 | - | - | $4,845,425 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.38% | 19,806 | -2,957 | -12.99% | $4,686,496 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.27% | 14,511 | -1,551 | -9.66% | $4,322,682 |
| FEDERAL RLTY INVT TR NEW | FRT | Real Estate | 1.22% | 33,641 | -439 | -1.29% | $4,152,645 |
| VANECK ETF TRUST | SMH | Other | 1.19% | 6,166 | +1,312 | +27.03% | $4,044,218 |
| MATTHEWS ASIA FDS | MINV | Other | 1.18% | 69,282 | +26,818 | +63.15% | $4,007,292 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 1.18% | 230,225 | +83,661 | +57.08% | $3,994,398 |
| SPDR SERIES TRUST | SPLG | Other | 1.17% | 45,219 | +1,887 | +4.35% | $3,973,843 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.16% | 34,786 | +6,109 | +21.30% | $3,926,644 |
| META PLATFORMS INC | META | Communication Services | 1.12% | 6,737 | +93 | +1.40% | $3,794,684 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 1.11% | 176,051 | +145,282 | +472.17% | $3,767,498 |
| NVIDIA CORPORATION | NVDA | Technology | 1.09% | 18,393 | +1,019 | +5.87% | $3,680,232 |
Showing 30 of 116 holdings in the latest reporting period.