Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $41.8M | 12.3% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $18.9M | 5.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $17.2M | 5.1% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $14.6M | 4.3% |
| iShares TRGLOBAL TECH ETF | GLOBAL TECH ETF | $12.7M | 3.8% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $9.79M | 2.9% |
| Vanguard Admiral Fds Inc.SMLLCP 600 IDX | SMLLCP 600 IDX | $9.61M | 2.8% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $9.41M | 2.8% |
| Fidelity Covington TrustHIGH DIVID ETF | HIGH DIVID ETF | $8.89M | 2.6% |
| Amazon Com Inc.COM | COM | $8.79M | 2.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.59M | 2.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $8.42M | 2.5% |
| iShares TRINTL EQTY FACTOR | INTL EQTY FACTOR | $7.05M | 2.1% |
| Microsoft Corp.COM | COM | $6.37M | 1.9% |
| Tesla Inc.COM | COM | $6.3M | 1.9% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $6.24M | 1.8% |
| Apple Inc.COM | COM | $5.62M | 1.7% |
| J P Morgan Exchange Traded FSHORT DURA CORE | SHORT DURA CORE | $4.89M | 1.4% |
| Global E Online LtdSHS | SHS | $4.85M | 1.4% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $4.69M | 1.4% |
| Virtus ETF TR IIKAR MID-CAP ETF | KAR MID-CAP ETF | $4.4M | 1.3% |
| Marvell Technology Inc.COM | COM | $4.32M | 1.3% |
| Federal Rlty Invt TR NewSH BEN INT NEW | SH BEN INT NEW | $4.15M | 1.2% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $4.04M | 1.2% |
| Matthews Asia FdsASIA INNOV ACTIV | ASIA INNOV ACTIV | $4.01M | 1.2% |
| Rivian Automotive Inc.COM CL A | COM CL A | $3.99M | 1.2% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $3.97M | 1.2% |
| Invesco Exchange Traded FD TS&P MDCP QUALITY | S&P MDCP QUALITY | $3.93M | 1.2% |
| Meta Platforms Inc.CL A | CL A | $3.79M | 1.1% |
| Healthpeak Properties Inc.COM | COM | $3.77M | 1.1% |
| Nvidia CorporationCOM | COM | $3.68M | 1.1% |
| Pfizer Inc.COM | COM | $3.61M | 1.1% |
| Fidelity Covington TrustEMERG MKTS MLTFT | EMERG MKTS MLTFT | $3.59M | 1.1% |
| Simon Ppty Group Inc. NewCOM | COM | $3.58M | 1.1% |
| Blackrock ETF Trust IIISHA FLEX IN ETF | ISHA FLEX IN ETF | $3.14M | 0.9% |
| Invesco Exchange Traded FD TS&P SMLCP MOMENT | S&P SMLCP MOMENT | $2.84M | 0.8% |
| Broadcom Inc.COM | COM | $2.67M | 0.8% |
| Unitedhealth Group Inc.COM | COM | $2.62M | 0.8% |
| Goldman Sachs Group Inc.COM | COM | $2.6M | 0.8% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $2.27M | 0.7% |
| Realty Income Corp.COM | COM | $2.21M | 0.7% |
| Vanguard Whitehall FdsINTL DVD ETF | INTL DVD ETF | $2.1M | 0.6% |
| Ross Stores Inc.COM | COM | $2.08M | 0.6% |
| SPDR Series TrustST NUVE HIGH ETF | ST NUVE HIGH ETF | $2.05M | 0.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.81M | 0.5% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $1.7M | 0.5% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $1.59M | 0.5% |
| Alibaba Group Hldg LtdSPONSORED ADS | SPONSORED ADS | $1.5M | 0.4% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $1.49M | 0.4% |
| Columbia ETF TR IDIVERSIFID FXD | DIVERSIFID FXD | $1.45M | 0.4% |
iShares TRCORE S&P500 ETF$41.8M
- Class
- CORE S&P500 ETF
- Share
- 12.3%
Fidelity Merrimack Str TRTOTAL BD ETF$18.9M
- Class
- TOTAL BD ETF
- Share
- 5.6%
Vanguard Index FdsMID CAP ETF$17.2M
- Class
- MID CAP ETF
- Share
- 5.1%
Vanguard World FDINF TECH ETF$14.6M
- Class
- INF TECH ETF
- Share
- 4.3%
iShares TRGLOBAL TECH ETF$12.7M
- Class
- GLOBAL TECH ETF
- Share
- 3.8%
Schwab Strategic TRUS DIVIDEND EQ$9.79M
- Class
- US DIVIDEND EQ
- Share
- 2.9%
Vanguard Admiral Fds Inc.SMLLCP 600 IDX$9.61M
- Class
- SMLLCP 600 IDX
- Share
- 2.8%
Invesco Exchange Traded FD TS&P500 EQL WGT$9.41M
- Class
- S&P500 EQL WGT
- Share
- 2.8%
Fidelity Covington TrustHIGH DIVID ETF$8.89M
- Class
- HIGH DIVID ETF
- Share
- 2.6%
Amazon Com Inc.COM$8.79M
- Class
- COM
- Share
- 2.6%
Alphabet Inc.CAP STK CL A$8.59M
- Class
- CAP STK CL A
- Share
- 2.5%
Taiwan Semiconductor ManufacSPONSORED ADS$8.42M
- Class
- SPONSORED ADS
- Share
- 2.5%
iShares TRINTL EQTY FACTOR$7.05M
- Class
- INTL EQTY FACTOR
- Share
- 2.1%
Microsoft Corp.COM$6.37M
- Class
- COM
- Share
- 1.9%
Tesla Inc.COM$6.3M
- Class
- COM
- Share
- 1.9%
J P Morgan Exchange Traded FMUNICIPAL ETF$6.24M
- Class
- MUNICIPAL ETF
- Share
- 1.8%
Apple Inc.COM$5.62M
- Class
- COM
- Share
- 1.7%
J P Morgan Exchange Traded FSHORT DURA CORE$4.89M
- Class
- SHORT DURA CORE
- Share
- 1.4%
Global E Online LtdSHS$4.85M
- Class
- SHS
- Share
- 1.4%
Vanguard Specialized FundsDIV APP ETF$4.69M
- Class
- DIV APP ETF
- Share
- 1.4%
Virtus ETF TR IIKAR MID-CAP ETF$4.4M
- Class
- KAR MID-CAP ETF
- Share
- 1.3%
Marvell Technology Inc.COM$4.32M
- Class
- COM
- Share
- 1.3%
Federal Rlty Invt TR NewSH BEN INT NEW$4.15M
- Class
- SH BEN INT NEW
- Share
- 1.2%
Vaneck ETF TrustSEMICONDUCTR ETF$4.04M
- Class
- SEMICONDUCTR ETF
- Share
- 1.2%
Matthews Asia FdsASIA INNOV ACTIV$4.01M
- Class
- ASIA INNOV ACTIV
- Share
- 1.2%
Rivian Automotive Inc.COM CL A$3.99M
- Class
- COM CL A
- Share
- 1.2%
SPDR Series TrustST STR P500ETF$3.97M
- Class
- ST STR P500ETF
- Share
- 1.2%
Invesco Exchange Traded FD TS&P MDCP QUALITY$3.93M
- Class
- S&P MDCP QUALITY
- Share
- 1.2%
Meta Platforms Inc.CL A$3.79M
- Class
- CL A
- Share
- 1.1%
Healthpeak Properties Inc.COM$3.77M
- Class
- COM
- Share
- 1.1%
Nvidia CorporationCOM$3.68M
- Class
- COM
- Share
- 1.1%
Pfizer Inc.COM$3.61M
- Class
- COM
- Share
- 1.1%
Fidelity Covington TrustEMERG MKTS MLTFT$3.59M
- Class
- EMERG MKTS MLTFT
- Share
- 1.1%
Simon Ppty Group Inc. NewCOM$3.58M
- Class
- COM
- Share
- 1.1%
Blackrock ETF Trust IIISHA FLEX IN ETF$3.14M
- Class
- ISHA FLEX IN ETF
- Share
- 0.9%
Invesco Exchange Traded FD TS&P SMLCP MOMENT$2.84M
- Class
- S&P SMLCP MOMENT
- Share
- 0.8%
Broadcom Inc.COM$2.67M
- Class
- COM
- Share
- 0.8%
Unitedhealth Group Inc.COM$2.62M
- Class
- COM
- Share
- 0.8%
Goldman Sachs Group Inc.COM$2.6M
- Class
- COM
- Share
- 0.8%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$2.27M
- Class
- NASDAQ 100 ETF
- Share
- 0.7%
Realty Income Corp.COM$2.21M
- Class
- COM
- Share
- 0.7%
Vanguard Whitehall FdsINTL DVD ETF$2.1M
- Class
- INTL DVD ETF
- Share
- 0.6%
Ross Stores Inc.COM$2.08M
- Class
- COM
- Share
- 0.6%
SPDR Series TrustST NUVE HIGH ETF$2.05M
- Class
- ST NUVE HIGH ETF
- Share
- 0.6%
Alphabet Inc.CAP STK CL C$1.81M
- Class
- CAP STK CL C
- Share
- 0.5%
Vanguard Whitehall FdsHIGH DIV YLD$1.7M
- Class
- HIGH DIV YLD
- Share
- 0.5%
J P Morgan Exchange Traded FEQUITY PREMIUM$1.59M
- Class
- EQUITY PREMIUM
- Share
- 0.5%
Alibaba Group Hldg LtdSPONSORED ADS$1.5M
- Class
- SPONSORED ADS
- Share
- 0.4%
iShares TRMSCI USA MIN ETF$1.49M
- Class
- MSCI USA MIN ETF
- Share
- 0.4%
Columbia ETF TR IDIVERSIFID FXD$1.45M
- Class
- DIVERSIFID FXD
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 120 positions by value, with holdings of the same security combined. The 120 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2022328
- File number
- 028-24111
- Options
- 0 call, 0 put
- In the 25 largest
- 69.5%
- Prior quarter
- $279M at 31 March 2026
- Positions opened
- 15
- Positions closed
- 2
Common questions
What are New Insight Wealth Advisors’ 13F holdings worth?
$339 million across 120 positions for the quarter ended 30 June 2026.
What is New Insight Wealth Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $41.8 million, or 12.3% of reported 13F value, as of 30 June 2026.
How concentrated is New Insight Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 44.8% of reported value and the twenty-five largest for 69.5%, across 120 positions as of 30 June 2026.
Does Form 13F show everything New Insight Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does New Insight Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.