New Insight Wealth Advisors
122 holdingsFiling period: 2026-06-30Current AUM: $340.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55.8K | $41.8M | $42.9M | 12.59% | -1,149 | 2026-06-30 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 416.5K | $18.9M | $18.4M | 5.41% | +20.8K | 2026-06-30 |
| 3 | VO | VANGUARD INDEX FDS | 213.3K | $17.2M | $17.3M | 5.08% | +160.2K | 2026-06-30 |
| 4 | VGT | VANGUARD WORLD FD | 122.3K | $14.6M | $14.8M | 4.35% | +107.0K | 2026-06-30 |
| 5 | IXN | ISHARES TR | 88.1K | $12.7M | $12.6M | 3.69% | -587 | 2026-06-30 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 308.7K | $9.8M | $10.5M | 3.09% | +35.6K | 2026-06-30 |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | 69.9K | $9.6M | $9.2M | 2.70% | -7,034 | 2026-06-30 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 44.2K | $9.4M | $9.5M | 2.79% | -3,773 | 2026-06-30 |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 147.5K | $8.9M | $9.3M | 2.74% | +3.8K | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 36.9K | $8.8M | $9.5M | 2.78% | +946 | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 24.0K | $8.6M | $8.1M | 2.39% | +1.2K | 2026-06-30 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.6K | $8.4M | $7.6M | 2.24% | +1.1K | 2026-06-30 |
| 13 | INTF | ISHARES TR | 172.2K | $7.1M | $7.4M | 2.16% | +34.4K | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 17.1K | $6.4M | $8.5M | 2.49% | +3.3K | 2026-06-30 |
| 15 | TSLA | TESLA INC | 15.0K | $6.3M | $5.5M | 1.61% | -1,048 | 2026-06-30 |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | 123.3K | $6.2M | $6.0M | 1.76% | +35.4K | 2026-06-30 |
| 17 | AAPL | APPLE INC | 19.4K | $5.6M | $6.5M | 1.90% | +1.1K | 2026-06-30 |
| 18 | JSCP | J P MORGAN EXCHANGE TRADED F | 103.7K | $4.9M | $4.8M | 1.41% | +29.1K | 2026-06-30 |
| 19 | — | GLOBAL E ONLINE LTD | 139.5K | $4.8M | $4.8M | 1.42% | -- | 2026-06-30 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | 19.8K | $4.7M | $4.7M | 1.39% | -2,957 | 2026-06-30 |
| 21 | KMID | VIRTUS ETF TR II | 175.6K | $4.4M | $4.2M | 1.22% | -64,928 | 2026-06-30 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | 14.5K | $4.3M | $3.4M | 1.01% | -1,551 | 2026-06-30 |
| 23 | FRT | FEDERAL RLTY INVT TR NEW | 33.6K | $4.2M | $3.8M | 1.13% | -439 | 2026-06-30 |
| 24 | SMH | VANECK ETF TRUST | 6.2K | $4.0M | $3.5M | 1.03% | +1.3K | 2026-06-30 |
| 25 | MINV | MATTHEWS ASIA FDS | 69.3K | $4.0M | $3.4M | 0.99% | +26.8K | 2026-06-30 |
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