New Insight Wealth Advisors
107 holdingsFiling period: 2026-03-31Current AUM: $315.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57.0K | $37.2M | $42.7M | 13.57% | +1.3K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 395.8K | $18.1M | $17.7M | 5.62% | +9.0K | 2026-03-31 |
| 3 | VO | VANGUARD INDEX FDS | 53.1K | $15.3M | $17.2M | 5.46% | -626 | 2026-03-31 |
| 4 | VGT | VANGUARD WORLD FD | 15.3K | $10.7M | $13.8M | 4.40% | -7 | 2026-03-31 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 48.0K | $9.2M | $10.3M | 3.28% | -3,890 | 2026-03-31 |
| 6 | IXN | ISHARES TR | 88.7K | $8.9M | $11.8M | 3.74% | -300 | 2026-03-31 |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | 76.9K | $8.8M | $10.4M | 3.29% | -9,824 | 2026-03-31 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 273.1K | $8.4M | $9.1M | 2.90% | -39,548 | 2026-03-31 |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 143.6K | $7.9M | $9.0M | 2.85% | +7.4K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 36.0K | $7.5M | $9.8M | 3.10% | +2.2K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 22.9K | $6.6M | $8.1M | 2.58% | +1.5K | 2026-03-31 |
| 12 | TSLA | TESLA INC | 16.0K | $6.0M | $5.0M | 1.58% | +18 | 2026-03-31 |
| 13 | KMID | VIRTUS ETF TR II | 240.5K | $5.7M | $6.0M | 1.91% | -1,207 | 2026-03-31 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.5K | $5.6M | $6.7M | 2.12% | +1.6K | 2026-03-31 |
| 15 | INTF | ISHARES TR | 137.8K | $5.4M | $5.8M | 1.83% | +62.1K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 13.8K | $5.1M | $6.4M | 2.04% | +1.4K | 2026-03-31 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 22.8K | $4.9M | $5.4M | 1.73% | -837 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 18.3K | $4.6M | $5.7M | 1.79% | -584 | 2026-03-31 |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | 87.8K | $4.4M | $4.4M | 1.39% | +39.7K | 2026-03-31 |
| 20 | — | GLOBAL E ONLINE LTD | 139.5K | $4.3M | $4.3M | 1.37% | -- | 2026-03-31 |
| 21 | PFE | PFIZER INC | 145.9K | $4.1M | $3.6M | 1.16% | -7,283 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 6.6K | $3.8M | $3.7M | 1.17% | +869 | 2026-03-31 |
| 23 | FRT | FEDERAL RLTY INVT TR NEW | 34.1K | $3.6M | $4.2M | 1.34% | +3.3K | 2026-03-31 |
| 24 | JSCP | J P MORGAN EXCHANGE TRADED F | 74.6K | $3.5M | $3.5M | 1.11% | +51.3K | 2026-03-31 |
| 25 | SPYM | SPDR SERIES TRUST | 43.3K | $3.3M | $3.8M | 1.21% | +1.2K | 2026-03-31 |
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