New Insight Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, New Insight Wealth Advisors held in its portfolio 109 assets valued at $279,940,004 (i.e. $279.94M).
The most valuable assets in the portfolio included: ISHARES TR ($38.11M), FIDELITY MERRIMACK STR TR ($17.81M), and VANGUARD INDEX FDS ($15.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
New Insight Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 55634 | 38106135 | CORE S&P500 ETF |
| FIDELITY MERRIMACK STR TR | 386777 | 17807232 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 53768 | 15604573 | MID CAP ETF |
| VANGUARD WORLD FD | 15307 | 11537852 | INF TECH ETF |
| INVESCO EXCHANGE TRADED FD T | 51898 | 9941581 | S&P500 EQL WGT |
| VANGUARD ADMIRAL FDS INC | 86732 | 9623761 | SMLLCP 600 IDX |
| ISHARES TR | 88998 | 9344813 | GLOBAL TECH ETF |
| SCHWAB STRATEGIC TR | 312677 | 8576717 | US DIVIDEND EQ |
| AMAZON COM INC | 33708 | 7780471 | COM |
| FIDELITY COVINGTON TRUST | 136175 | 7719776 | HIGH DIVID ETF |
| TESLA INC | 16002 | 7196419 | COM |
| ALPHABET INC | 21340 | 6679386 | CAP STK CL A |
| MICROSOFT CORP | 12422 | 6007407 | COM |
| VIRTUS ETF TR II | 241694 | 5892505 | KAR MID-CAP ETF |
| SPDR SERIES TRUST | 129556 | 5514737 | STATE STREET SPD |
| GLOBAL E ONLINE LTD | 139517 | 5484413 | SHS |
| VANGUARD SPECIALIZED FUNDS | 23600 | 5186808 | DIV APP ETF |
| APPLE INC | 18882 | 5133383 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 14892 | 4525530 | SPONSORED ADS |
| PFIZER INC | 153224 | 3815268 | COM |
| META PLATFORMS INC | 5775 | 3811842 | CL A |
| SIMON PPTY GROUP INC NEW | 19523 | 3613856 | COM |
| NVIDIA CORPORATION | 17210 | 3209730 | COM |
| VANGUARD WHITEHALL FDS | 34658 | 3169474 | INTL DVD ETF |
| FEDERAL RLTY INVT TR NEW | 30736 | 3098189 | SH BEN INT NEW |
| INVESCO EXCHANGE TRADED FD T | 28757 | 2945292 | S&P MDCP QUALITY |
| ISHARES TR | 75672 | 2856618 | INTL EQTY FACTOR |
| GOLDMAN SACHS GROUP INC | 3044 | 2675749 | COM |
| J P MORGAN EXCHANGE TRADED F | 48175 | 2432838 | MUNICIPAL ETF |
| BROADCOM INC | 6777 | 2345579 | COM |
| ISHARES TR | 28227 | 2337760 | 1 3 YR TREAS BD |
| ALIBABA GROUP HLDG LTD | 15717 | 2303798 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 27896 | 2008791 | S&P SMLCP MOMENT |
| VANGUARD CHARLOTTE FDS | 39817 | 1923964 | TOTAL INT BD ETF |
| VANGUARD WHITEHALL FDS | 12870 | 1847048 | HIGH DIV YLD |
| REALTY INCOME CORP | 31707 | 1787324 | COM |
| ROSS STORES INC | 9773 | 1760508 | COM |
| VANECK ETF TRUST | 4874 | 1755274 | SEMICONDUCTR ETF |
| WP CAREY INC | 25590 | 1646998 | COM |
| ISHARES TR | 16057 | 1511927 | MSCI USA MIN VOL |
| RIVIAN AUTOMOTIVE INC | 76164 | 1501192 | COM CL A |
| MATTHEWS ASIA FDS | 42025 | 1483693 | ASIA INNOV ACTIV |
| COLUMBIA ETF TR I | 78489 | 1440666 | DIVERSIFID FXD |
| MARVELL TECHNOLOGY INC | 16265 | 1382233 | COM |
| UNITEDHEALTH GROUP INC | 3852 | 1271444 | COM |
| VANGUARD SCOTTSDALE FDS | 15315 | 1221065 | SHRT TRM CORP BD |
| FIDELITY COVINGTON TRUST | 37447 | 1156363 | EMERG MKTS MLTFT |
| ISHARES TR | 10400 | 1113944 | NATIONAL MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 23333 | 1109647 | SHORT DURA CORE |
| ALPHABET INC | 3151 | 988786 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 48187 | 982321 | HIG YLD EQ DIV |
| SERVICENOW INC | 5995 | 918374 | COM |
| FIRST TR EXCH TRADED FD III | 18162 | 895516 | CALIF MUN INCM |
| ABBVIE INC | 3890 | 888826 | COM |
| JPMORGAN CHASE & CO. | 2615 | 842605 | COM |
| NUVEEN CA QUALTY MUN INCOME | 69785 | 824161 | COM |
| J P MORGAN EXCHANGE TRADED F | 16043 | 811615 | ULTRA SHRT ETF |
| SALESFORCE INC | 2714 | 718974 | COM |
| J P MORGAN EXCHANGE TRADED F | 12252 | 701304 | EQUITY PREMIUM |
| ISHARES TR | 10531 | 695046 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 21118 | 688869 | US LCAP GR ETF |
| VISA INC | 1956 | 685989 | COM CL A |
| ISHARES TR | 10040 | 671877 | US CONSM STAPLES |
| VANGUARD INDEX FDS | 1912 | 641036 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 17357 | 610099 | S&P INTL QULTY |
| WISDOMTREE TR | 11489 | 592832 | US MIDCAP DIVID |
| SHOPIFY INC | 3576 | 575629 | CL A SUB VTG SHS |
| UBER TECHNOLOGIES INC | 6919 | 565351 | COM |
| ISHARES TR | 5873 | 541792 | U.S. FIN SVC ETF |
| PINTEREST INC | 20475 | 530098 | CL A |
| VANGUARD INDEX FDS | 823 | 516327 | S&P 500 ETF SHS |
| VANGUARD MUN BD FDS | 10000 | 502900 | TAX EXEMPT BD |
| INVESCO EXCH TRADED FD TR II | 9615 | 468443 | S&P SMALLCAP 600 |
| ISHARES TR | 4428 | 460689 | MORNINGSTAR GRWT |
| ISHARES TR | 2237 | 446684 | U.S. TECH ETF |
| ISHARES TR | 8426 | 428546 | FLTG RATE NT ETF |
| FIDELITY COVINGTON TRUST | 7792 | 427313 | BLUE CHIP GRWTH |
| VANGUARD INDEX FDS | 1644 | 424070 | SMALL CP ETF |
| ELI LILLY & CO | 384 | 412296 | COM |
| LULULEMON ATHLETICA INC | 1957 | 406684 | COM |
| VANGUARD INSTL INDEX FD | 5350 | 403551 | 0-3 MO TREAS BIL |
| CISCO SYS INC | 5029 | 387399 | COM |
| ISHARES TR | 5783 | 375970 | MRGSTR SM CP ETF |
| NUSHARES ETF TR | 8384 | 374346 | NUVEEN ESG SMLCP |
| APPLOVIN CORP | 520 | 350386 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 1960 | 348390 | CL A |
| VANECK ETF TRUST | 3310 | 342784 | MRNGSTR WDE MOAT |
| ISHARES TR | 2762 | 331937 | CORE S&P SCP ETF |
| DOORDASH INC | 1427 | 323187 | CL A |
| INVESCO EXCH TRADED FD TR II | 2422 | 306286 | S&P MDCP 400 REV |
| VANGUARD INDEX FDS | 619 | 301985 | GROWTH ETF |
| WISDOMTREE TR | 8898 | 297638 | US SMALLCAP DIVD |
| VANGUARD BD INDEX FDS | 3841 | 284503 | TOTAL BND MRKT |
| ISHARES TR | 3392 | 279291 | MRGSTR MD CP VAL |
| COSTCO WHSL CORP NEW | 319 | 274683 | COM |
| INVESCO QQQ TR | 396 | 243267 | UNIT SER 1 |
| ISHARES TR | 7645 | 236689 | PFD AND INCM SEC |
| MODERNA INC | 7852 | 231555 | COM |
| ISHARES TR | 2380 | 230574 | S&P MC 400GR ETF |
| VANGUARD INDEX FDS | 791 | 220800 | MCAP GR IDXVIP |
| MICRON TECHNOLOGY INC | 773 | 220622 | COM |
| BERKSHIRE HATHAWAY INC DEL | 433 | 217647 | CL B NEW |
| ISHARES TR | 1503 | 212163 | S&P SML 600 GWT |
| ISHARES TR | 2172 | 211553 | GLOB HLTHCRE ETF |
| APPLIED MATLS INC | 820 | 210732 | COM |
| ISHARES TR | 2023 | 202057 | CORE US AGGBD ET |
| AUTODESK INC | 679 | 200991 | COM |
| BLEND LABS INC | 45355 | 137879 | CL A |
| UNDER ARMOUR INC | 23857 | 114514 | CL C |
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