New Insight Wealth Advisors Portfolio Stock Holdings
New Insight Wealth Advisors disclosed 120 stock positions valued at approximately $339.2 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 June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 120
- Portfolio Value
- $339.2M
Holdings by Sector
New Insight Wealth Advisors Portfolio Holdings in Q2 2026
115 holdings in the latest reporting period.
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| 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 |
| 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 |
| PFIZER INC | PFE | Healthcare | 1.07% | 150,050 | +4,109 | +2.82% | $3,613,192 |
| FIDELITY COVINGTON TRUST | FDEM | Other | 1.06% | 98,842 | +27,042 | +37.66% | $3,590,947 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 1.06% | 16,025 | -1,743 | -9.81% | $3,584,071 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.93% | 60,052 | +60,052 | +100.00% | $3,143,122 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.84% | 30,300 | +2,404 | +8.62% | $2,836,989 |
| BROADCOM INC | AVGO | Technology | 0.79% | 7,059 | +433 | +6.53% | $2,666,420 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.77% | 6,309 | +65 | +1.04% | $2,622,111 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.77% | 2,570 | -372 | -12.64% | $2,599,367 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.67% | 7,504 | +7,504 | +100.00% | $2,273,474 |
| REALTY INCOME CORP | O | Real Estate | 0.65% | 35,602 | +1,046 | +3.03% | $2,205,910 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.62% | 22,444 | -5,154 | -18.68% | $2,095,821 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.61% | 9,773 | - | - | $2,080,183 |
| SPDR SERIES TRUST | HYMB | Other | 0.60% | 80,474 | +27,021 | +50.55% | $2,047,247 |
| ALPHABET INC | GOOG | Communication Services | 0.53% | 5,121 | +664 | +14.90% | $1,809,477 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.50% | 10,782 | -1,179 | -9.86% | $1,703,865 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.47% | 28,229 | +8,568 | +43.58% | $1,594,374 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.44% | 15,669 | -243 | -1.53% | $1,503,911 |
| ISHARES TR | USMV | Other | 0.44% | 15,421 | -136 | -0.87% | $1,487,510 |
| COLUMBIA ETF TR I | DIAL | Other | 0.43% | 79,842 | -5,201 | -6.12% | $1,450,729 |
| WP CAREY INC | WPC | Real Estate | 0.38% | 18,054 | -3,813 | -17.44% | $1,290,889 |
| ISHARES TR | MUB | Other | 0.37% | 11,731 | -2,416 | -17.08% | $1,262,490 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.36% | 25,530 | -13,074 | -33.87% | $1,236,418 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.35% | 15,140 | +710 | +4.92% | $1,196,514 |
| NUVEEN CA DIVI ADV MUN | NAC | Financial Services | 0.34% | 94,160 | -5,575 | -5.59% | $1,141,219 |
| INVESCO EXCHANGE TRADED FD T | PEY | Other | 0.32% | 46,622 | +13,321 | +40.00% | $1,080,698 |
| ISHARES TR | SHY | Other | 0.31% | 12,786 | -5,613 | -30.51% | $1,049,858 |
| FIRST TR EXCH TRADED FD III | FCAL | Other | 0.29% | 19,897 | -1,275 | -6.02% | $987,930 |
| ISHARES TR | FLOT | Other | 0.27% | 18,070 | +12,665 | +234.32% | $922,474 |
| ISHARES TR | IJH | Other | 0.24% | 10,727 | +343 | +3.30% | $827,159 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.24% | 16,102 | -120 | -0.74% | $814,278 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 2,437 | -66 | -2.64% | $797,703 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.22% | 17,107 | -250 | -1.44% | $747,747 |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 0.22% | 6,548 | +1,345 | +25.85% | $747,651 |
| SPDR SERIES TRUST | SPHY | Other | 0.21% | 29,820 | -4,965 | -14.27% | $698,981 |
| WISDOMTREE TR | DON | Other | 0.20% | 12,088 | +185 | +1.55% | $683,214 |
| VISA INC | V | Financial Services | 0.18% | 1,817 | -89 | -4.67% | $623,395 |
| ABBVIE INC | ABBV | Healthcare | 0.18% | 2,407 | -994 | -29.23% | $605,697 |
| APPLIED MATLS INC | AMAT | Technology | 0.17% | 817 | -3 | -0.37% | $590,691 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.17% | 5,737 | +5,737 | +100.00% | $577,142 |
| VANGUARD INDEX FDS | VTI | Other | 0.17% | 1,548 | -364 | -19.04% | $572,869 |
| CISCO SYS INC | CSCO | Technology | 0.17% | 4,830 | -200 | -3.98% | $567,309 |
| ISHARES TR | IYW | Other | 0.17% | 2,237 | - | - | $564,239 |
| VANGUARD INDEX FDS | VOO | Other | 0.16% | 791 | -1 | -0.13% | $543,057 |
| MODERNA INC | MRNA | Healthcare | 0.16% | 7,566 | -211 | -2.71% | $529,847 |
| ISHARES TR | IYK | Other | 0.16% | 7,270 | -1,875 | -20.50% | $528,238 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 713 | +298 | +71.81% | $525,247 |
| VANGUARD INDEX FDS | VB | Other | 0.15% | 1,662 | +83 | +5.26% | $503,785 |
| ISHARES TR | IYG | Other | 0.14% | 5,395 | -439 | -7.52% | $488,056 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.14% | 7,649 | -204 | -2.60% | $475,079 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.13% | 9,028 | -1,115 | -10.99% | $456,636 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 369 | -5 | -1.34% | $442,627 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.13% | 12,889 | -8,229 | -38.97% | $436,164 |
| INVESCO EXCH TRADED FD TR II | RWJ | Other | 0.13% | 7,230 | -337 | -4.45% | $430,185 |
| ISHARES TR | SOXX | Other | 0.13% | 670 | +670 | +100.00% | $429,315 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.12% | 717 | +717 | +100.00% | $416,512 |
| NUSHARES ETF TR | NUSC | Other | 0.12% | 7,636 | -20 | -0.26% | $397,988 |
| WISDOMTREE TR | DES | Other | 0.12% | 9,654 | +896 | +10.23% | $392,725 |
| PINTEREST INC | PINS | Communication Services | 0.11% | 17,693 | -2,782 | -13.59% | $372,084 |
| ISHARES TR | ISCB | Other | 0.11% | 4,880 | -663 | -11.96% | $368,476 |
| SHOPIFY INC | SHOP | Technology | 0.11% | 3,169 | -30 | -0.94% | $361,836 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.11% | 473 | +473 | +100.00% | $360,965 |
| ISHARES TR | IJR | Other | 0.11% | 2,427 | +100 | +4.30% | $359,948 |
| APPLOVIN CORP | APP | Technology | 0.10% | 677 | -89 | -11.62% | $348,811 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 3,877 | +3,236 | +504.84% | $333,965 |
| INVESCO EXCH TRADED FD TR II | RWK | Other | 0.10% | 2,255 | -93 | -3.96% | $329,813 |
| ISHARES TR | IMCV | Other | 0.09% | 3,392 | - | - | $309,952 |
| SALESFORCE INC | CRM | Technology | 0.09% | 1,947 | -222 | -10.24% | $304,995 |
| SERVICENOW INC | NOW | Technology | 0.09% | 3,015 | -1,485 | -33.00% | $299,329 |
| VANECK ETF TRUST | MOAT | Other | 0.09% | 2,852 | +217 | +8.24% | $296,494 |
| ISHARES INC | EWY | Other | 0.09% | 1,428 | +1,428 | +100.00% | $288,313 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 568 | +120 | +26.79% | $284,222 |