Holders — by stockHoldings — by fund
New Insight Wealth Advisors
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2022328
$339.2M
disclosed book value
120
positions
12.3%
largest position share
Positions, as of 2026-06-30
top 100 of 120 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 55,827 | $41.8M | 12.3% |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 416,538 | $18.9M | 5.6% |
| 3 | VOVANGUARD INDEX FDS | 213,327 | $17.2M | 5.1% |
| 4 | VGTVANGUARD WORLD FD | 122,345 | $14.6M | 4.3% |
| 5 | IXNISHARES TR | 88,111 | $12.7M | 3.8% |
| 6 | SCHDSCHWAB STRATEGIC TR | 308,724 | $9.8M | 2.9% |
| 7 | VIOOVANGUARD ADMIRAL FDS INC | 69,874 | $9.6M | 2.8% |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 44,235 | $9.4M | 2.8% |
| 9 | FDVVFIDELITY COVINGTON TRUST | 147,453 | $8.9M | 2.6% |
| 10 | AMZNAMAZON COM INC | 36,896 | $8.8M | 2.6% |
| 11 | GOOGLALPHABET INC | 24,029 | $8.6M | 2.5% |
| 12 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 17,624 | $8.4M | 2.5% |
| 13 | INTFISHARES TR | 172,164 | $7.1M | 2.1% |
| 14 | MSFTMICROSOFT CORP | 17,083 | $6.4M | 1.9% |
| 15 | TSLATESLA INC | 14,972 | $6.3M | 1.9% |
| 16 | JMUBJ P MORGAN EXCHANGE TRADED F | 123,269 | $6.2M | 1.8% |
| 17 | AAPLAPPLE INC | 19,427 | $5.6M | 1.7% |
| 18 | JSCPJ P MORGAN EXCHANGE TRADED F | 103,714 | $4.9M | 1.4% |
| 19 | GLOBAL E ONLINE LTD | 139,517 | $4.8M | 1.4% |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 19,806 | $4.7M | 1.4% |
| 21 | VIRTUS ETF TR II | 175,559 | $4.4M | 1.3% |
| 22 | MRVLMARVELL TECHNOLOGY INC | 14,511 | $4.3M | 1.3% |
| 23 | FRTFEDERAL RLTY INVT TR NEW | 33,641 | $4.2M | 1.2% |
| 24 | SMHVANECK ETF TRUST | 6,166 | $4.0M | 1.2% |
| 25 | MATTHEWS ASIA FDS | 69,282 | $4.0M | 1.2% |
| 26 | RIVNRIVIAN AUTOMOTIVE INC | 230,225 | $4.0M | 1.2% |
| 27 | SPYMSPDR SERIES TRUST | 45,219 | $4.0M | 1.2% |
| 28 | XMHQINVESCO EXCHANGE TRADED FD T | 34,786 | $3.9M | 1.2% |
| 29 | METAMETA PLATFORMS INC | 6,737 | $3.8M | 1.1% |
| 30 | DOCHEALTHPEAK PROPERTIES INC | 176,051 | $3.8M | 1.1% |
| 31 | NVDANVIDIA CORPORATION | 18,393 | $3.7M | 1.1% |
| 32 | PFEPFIZER INC | 150,050 | $3.6M | 1.1% |
| 33 | FIDELITY COVINGTON TRUST | 98,842 | $3.6M | 1.1% |
| 34 | SPGSIMON PPTY GROUP INC NEW | 16,025 | $3.6M | 1.1% |
| 35 | BINCBLACKROCK ETF TRUST II | 60,052 | $3.1M | 0.9% |
| 36 | XSMOINVESCO EXCHANGE TRADED FD T | 30,300 | $2.8M | 0.8% |
| 37 | AVGOBROADCOM INC | 7,059 | $2.7M | 0.8% |
| 38 | UNHUNITEDHEALTH GROUP INC | 6,309 | $2.6M | 0.8% |
| 39 | GSGOLDMAN SACHS GROUP INC | 2,570 | $2.6M | 0.8% |
| 40 | QQQMINVESCO EXCH TRADED FD TR II | 7,504 | $2.3M | 0.7% |
| 41 | OREALTY INCOME CORP | 35,602 | $2.2M | 0.7% |
| 42 | VIGIVANGUARD WHITEHALL FDS | 22,444 | $2.1M | 0.6% |
| 43 | ROSTROSS STORES INC | 9,773 | $2.1M | 0.6% |
| 44 | HYMBSPDR SERIES TRUST | 80,474 | $2.0M | 0.6% |
| 45 | GOOGALPHABET INC | 5,121 | $1.8M | 0.5% |
| 46 | VYMVANGUARD WHITEHALL FDS | 10,782 | $1.7M | 0.5% |
| 47 | JEPIJ P MORGAN EXCHANGE TRADED F | 28,229 | $1.6M | 0.5% |
| 48 | BABAALIBABA GROUP HLDG LTD | 15,669 | $1.5M | 0.4% |
| 49 | USMVISHARES TR | 15,421 | $1.5M | 0.4% |
| 50 | COLUMBIA ETF TR I | 79,842 | $1.5M | 0.4% |
| 51 | WPCWP CAREY INC | 18,054 | $1.3M | 0.4% |
| 52 | MUBISHARES TR | 11,731 | $1.3M | 0.4% |
| 53 | BNDXVANGUARD CHARLOTTE FDS | 25,530 | $1.2M | 0.4% |
| 54 | VCSHVANGUARD SCOTTSDALE FDS | 15,140 | $1.2M | 0.4% |
| 55 | NUVEEN CA DIVI ADV MUN | 94,160 | $1.1M | 0.3% |
| 56 | INVESCO EXCHANGE TRADED FD T | 46,622 | $1.1M | 0.3% |
| 57 | SHYISHARES TR | 12,786 | $1.0M | 0.3% |
| 58 | FIRST TR EXCH TRADED FD III | 19,897 | $987,930 | 0.3% |
| 59 | FLOTISHARES TR | 18,070 | $922,474 | 0.3% |
| 60 | IJHISHARES TR | 10,727 | $827,159 | 0.2% |
| 61 | JPSTJ P MORGAN EXCHANGE TRADED F | 16,102 | $814,278 | 0.2% |
| 62 | JPMJPMORGAN CHASE & CO | 2,437 | $797,703 | 0.2% |
| 63 | INVESCO EXCH TRADED FD TR II | 17,107 | $747,747 | 0.2% |
| 64 | LULULULULEMON ATHLETICA INC | 6,548 | $747,651 | 0.2% |
| 65 | SPHYSPDR SERIES TRUST | 29,820 | $698,981 | 0.2% |
| 66 | DONWISDOMTREE TR | 12,088 | $683,214 | 0.2% |
| 67 | VVISA INC | 1,817 | $623,395 | 0.2% |
| 68 | ABBVABBVIE INC | 2,407 | $605,697 | 0.2% |
| 69 | AMATAPPLIED MATLS INC | 817 | $590,691 | 0.2% |
| 70 | VTECVANGUARD CALIF TAX FREE FDS | 5,737 | $577,142 | 0.2% |
| 71 | VTIVANGUARD INDEX FDS | 1,548 | $572,869 | 0.2% |
| 72 | CSCOCISCO SYS INC | 4,830 | $567,309 | 0.2% |
| 73 | IYWISHARES TR | 2,237 | $564,239 | 0.2% |
| 74 | VOOVANGUARD INDEX FDS | 791 | $543,057 | 0.2% |
| 75 | MRNAMODERNA INC | 7,566 | $529,847 | 0.2% |
| 76 | IYKISHARES TR | 7,270 | $528,238 | 0.2% |
| 77 | QQQINVESCO QQQ TR | 713 | $525,247 | 0.2% |
| 78 | VBVANGUARD INDEX FDS | 1,662 | $503,785 | 0.1% |
| 79 | IYGISHARES TR | 5,395 | $488,056 | 0.1% |
| 80 | FBCGFIDELITY COVINGTON TRUST | 7,649 | $475,079 | 0.1% |
| 81 | VTEBVANGUARD MUN BD FDS | 9,028 | $456,636 | 0.1% |
| 82 | LLYELI LILLY & CO | 369 | $442,627 | 0.1% |
| 83 | SCHGSCHWAB STRATEGIC TR | 12,889 | $436,164 | 0.1% |
| 84 | RWJINVESCO EXCH TRADED FD TR II | 7,230 | $430,185 | 0.1% |
| 85 | SOXXISHARES TR | 670 | $429,315 | 0.1% |
| 86 | AMDADVANCED MICRO DEVICES INC | 717 | $416,512 | 0.1% |
| 87 | NUSCNUSHARES ETF TR | 7,636 | $397,988 | 0.1% |
| 88 | DESWISDOMTREE TR | 9,654 | $392,725 | 0.1% |
| 89 | PINSPINTEREST INC | 17,693 | $372,084 | 0.1% |
| 90 | ISHARES TR | 4,880 | $368,476 | 0.1% |
| 91 | SPCXSPACE EXPLORATION TECHN CORP | 2,152 | $367,691 | 0.1% |
| 92 | SHOPSHOPIFY INC | 3,169 | $361,836 | 0.1% |
| 93 | CRWDCROWDSTRIKE HLDGS INC | 473 | $360,965 | 0.1% |
| 94 | IJRISHARES TR | 2,427 | $359,948 | 0.1% |
| 95 | APPAPPLOVIN CORP | 677 | $348,811 | 0.1% |
| 96 | VUGVANGUARD INDEX FDS | 3,877 | $333,965 | 0.1% |
| 97 | RWKINVESCO EXCH TRADED FD TR II | 2,255 | $329,813 | 0.1% |
| 98 | IMCVISHARES TR | 3,392 | $309,952 | 0.1% |
| 99 | CRMSALESFORCE INC | 1,947 | $304,995 | 0.1% |
| 100 | NOWSERVICENOW INC | 3,015 | $299,329 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.