New Insight Wealth Advisors
122 holdingsFiling period: 2026-06-30Current AUM: $338.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 55.8K | $41.8M | $42.9M | 12.68% | -1,149 | 2026-06-30 |
| 2 | FBND | Fidelity Merrimack Str TR | 416.5K | $18.9M | $18.4M | 5.43% | +20.8K | 2026-06-30 |
| 3 | VO | Vanguard Index Fds | 213.3K | $17.2M | $17.3M | 5.12% | +160.2K | 2026-06-30 |
| 4 | VGT | Vanguard World FD | 122.3K | $14.6M | $14.8M | 4.37% | +107.0K | 2026-06-30 |
| 5 | IXN | iShares TR | 88.1K | $12.7M | $12.3M | 3.62% | -587 | 2026-06-30 |
| 6 | SCHD | Schwab Strategic TR | 308.7K | $9.8M | $10.9M | 3.22% | +35.6K | 2026-06-30 |
| 7 | VIOO | Vanguard Admiral Fds Inc | 69.9K | $9.6M | $9.0M | 2.67% | -7,034 | 2026-06-30 |
| 8 | RSP | Invesco Exchange Traded FD T | 44.2K | $9.4M | $9.6M | 2.84% | -3,773 | 2026-06-30 |
| 9 | FDVV | Fidelity Covington Trust | 147.5K | $8.9M | $9.2M | 2.71% | +3.8K | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 36.9K | $8.8M | $9.2M | 2.72% | +946 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 24.0K | $8.6M | $7.6M | 2.25% | +1.2K | 2026-06-30 |
| 12 | TSM | Taiwan Semiconductor Manufac | 17.6K | $8.4M | $7.5M | 2.21% | +1.1K | 2026-06-30 |
| 13 | INTF | iShares TR | 172.2K | $7.1M | $7.1M | 2.09% | +34.4K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 17.1K | $6.4M | $9.1M | 2.69% | +3.3K | 2026-06-30 |
| 15 | TSLA | Tesla Inc | 15.0K | $6.3M | $5.9M | 1.73% | -1,048 | 2026-06-30 |
| 16 | JMUB | J P Morgan Exchange Traded F | 123.3K | $6.2M | $6.0M | 1.78% | +35.4K | 2026-06-30 |
| 17 | AAPL | Apple Inc | 19.4K | $5.6M | $6.7M | 1.97% | +1.1K | 2026-06-30 |
| 18 | JSCP | J P Morgan Exchange Traded F | 103.7K | $4.9M | $4.8M | 1.42% | +29.1K | 2026-06-30 |
| 19 | — | Global E Online Ltd | 139.5K | $4.8M | $4.8M | 1.43% | -- | 2026-06-30 |
| 20 | VIG | Vanguard Specialized Funds | 19.8K | $4.7M | $4.8M | 1.43% | -2,957 | 2026-06-30 |
| 21 | KMID | Virtus ETF TR II | 175.6K | $4.4M | $4.3M | 1.26% | -64,928 | 2026-06-30 |
| 22 | MRVL | Marvell Technology Inc | 14.5K | $4.3M | $3.4M | 1.00% | -1,551 | 2026-06-30 |
| 23 | FRT | Federal Rlty Invt TR New | 33.6K | $4.2M | $3.7M | 1.09% | -439 | 2026-06-30 |
| 24 | SMH | VanEck ETF Trust | 6.2K | $4.0M | $3.3M | 0.99% | +1.3K | 2026-06-30 |
| 25 | MINV | Matthews Asia Fds | 69.3K | $4.0M | $3.0M | 0.89% | +26.8K | 2026-06-30 |
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