New Insight Wealth Advisors 13F Holdings · Q2 2026
New Insight Wealth Advisors reported 120 securities worth $339.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (12.33%), FBND (5.59%), VO (5.07%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $41.8M | 12.33% | 55,827 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $18.9M | 5.59% | 416,538 | Added |
| 3 | VO | VANGUARD INDEX FDS | $17.2M | 5.07% | 213,327 | Added |
| 4 | VGT | VANGUARD WORLD FD | $14.6M | 4.31% | 122,345 | Added |
| 5 | IXN | ISHARES TR | $12.7M | 3.75% | 88,111 | Trimmed |
| 6 | SCHD | SCHWAB STRATEGIC TR | $9.8M | 2.89% | 308,724 | Added |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | $9.6M | 2.83% | 69,874 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $9.4M | 2.77% | 44,235 | Trimmed |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $8.9M | 2.62% | 147,453 | Added |
| 10 | AMZN | AMAZON COM INC | $8.8M | 2.59% | 36,896 | Added |
| 11 | GOOGL | ALPHABET INC | $8.6M | 2.53% | 24,029 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 2.48% | 17,624 | Added |
| 13 | INTF | ISHARES TR | $7.1M | 2.08% | 172,164 | Added |
| 14 | MSFT | MICROSOFT CORP | $6.4M | 1.88% | 17,083 | Added |
| 15 | TSLA | TESLA INC | $6.3M | 1.86% | 14,972 | Trimmed |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $6.2M | 1.84% | 123,269 | Added |
| 17 | AAPL | APPLE INC | $5.6M | 1.66% | 19,427 | Added |
| 18 | JSCP | J P MORGAN EXCHANGE TRADED F | $4.9M | 1.44% | 103,714 | Added |
| 19 | GLBE | GLOBAL E ONLINE LTD | $4.8M | 1.43% | 139,517 | Hold |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.38% | 19,806 | Trimmed |
| 21 | KMID | VIRTUS ETF TR II | $4.4M | 1.30% | 175,559 | Trimmed |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 1.27% | 14,511 | Trimmed |
| 23 | FRT | FEDERAL RLTY INVT TR NEW | $4.2M | 1.22% | 33,641 | Trimmed |
| 24 | SMH | VANECK ETF TRUST | $4.0M | 1.19% | 6,166 | Added |
| 25 | MINV | MATTHEWS ASIA FDS | $4.0M | 1.18% | 69,282 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR