New Insight Wealth Advisors — 13F Holdings & Portfolio
CIK 2022328 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$278.9M
Long-equity book
Holdings
107
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+2 / −6 / ↑27 / ↓45
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.5M +87.9%
- J P MORGAN EXCHANGE TRADED F$2.4M +218.2%
- J P MORGAN EXCHANGE TRADED F$2.0M +80.5%
- FIDELITY COVINGTON TRUST$1.1M +96.1%
- TAIWAN SEMICONDUCTOR MANUFAC$1.1M +23.4%
Top Trims
- TESLA INC-$1.2M -17.2%
- GLOBAL E ONLINE LTD-$1.2M -21.5%
- MICROSOFT CORP-$894.0K -14.9%
- VANGUARD WORLD FD-$862.6K -7.5%
- ISHARES TR-$818.6K -35.0%
Exited Positions
- VANGUARD INSTL INDEX FD$403.6K
- ISHARES TR$236.7K
- MICRON TECHNOLOGY INC$220.6K
- ISHARES TR$211.6K
- ISHARES TR$202.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $37.2M | 13.35% | 56,976 | SH |
| 2 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $18.1M | 6.47% | 395,785 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $15.3M | 5.47% | 53,142 | SH |
| 4 | VANGUARD WORLD FD | VGT | 92204A702 | $10.7M | 3.83% | 15,300 | SH |
| 5 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $9.2M | 3.30% | 48,008 | SH |
| 6 | ISHARES TR | IXN | 464287291 | $8.9M | 3.18% | 88,698 | SH |
| 7 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $8.8M | 3.17% | 76,908 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $8.4M | 3.00% | 273,129 | SH |
| 9 | FIDELITY COVINGTON TRUST | FDVV | 316092840 | $7.9M | 2.84% | 143,620 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $7.5M | 2.68% | 35,950 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $6.6M | 2.36% | 22,855 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $6.0M | 2.14% | 16,020 | SH |
| 13 | VIRTUS ETF TR II | KMID | 92790A868 | $5.7M | 2.06% | 240,487 | SH |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.6M | 2.00% | 16,529 | SH |
| 15 | ISHARES TR | INTF | 46434V274 | $5.4M | 1.92% | 137,763 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $5.1M | 1.83% | 13,814 | SH |
| 17 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.9M | 1.76% | 22,763 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $4.6M | 1.67% | 18,298 | SH |
| 19 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $4.4M | 1.57% | 87,844 | SH |
| 20 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $4.3M | 1.54% | 139,517 | SH |
| 21 | PFIZER INC | PFE | 717081103 | $4.1M | 1.47% | 145,941 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $3.8M | 1.36% | 6,644 | SH |
| 23 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $3.6M | 1.30% | 34,080 | SH |
| 24 | J P MORGAN EXCHANGE TRADED F | JSCP | 46641Q274 | $3.5M | 1.27% | 74,646 | SH |
| 25 | SPDR SERIES TRUST | SPYM | 78464A854 | $3.3M | 1.19% | 43,332 | SH |
| 26 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $3.3M | 1.19% | 17,768 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.0M | 1.09% | 17,374 | SH |
| 28 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $3.0M | 1.06% | 28,677 | SH |
| 29 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $2.5M | 0.89% | 2,942 | SH |
| 30 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $2.4M | 0.88% | 27,598 | SH |
| 31 | FIDELITY COVINGTON TRUST | FDEM | 316092543 | $2.3M | 0.81% | 71,800 | SH |
| 32 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $2.2M | 0.79% | 146,564 | SH |
| 33 | INVESCO EXCHANGE TRADED FD T | XSMO | 46137V498 | $2.1M | 0.76% | 27,896 | SH |
| 34 | ROSS STORES INC | ROST | 778296103 | $2.1M | 0.76% | 9,773 | SH |
| 35 | REALTY INCOME CORP | O | 756109104 | $2.1M | 0.76% | 34,556 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $2.1M | 0.74% | 6,626 | SH |
| 37 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $2.0M | 0.72% | 15,912 | SH |
| 38 | VANECK ETF TRUST | SMH | 92189F676 | $1.9M | 0.67% | 4,854 | SH |
| 39 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $1.9M | 0.67% | 38,604 | SH |
| 40 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.8M | 0.64% | 11,961 | SH |
| 41 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.7M | 0.61% | 6,244 | SH |
| 42 | MATTHEWS ASIA FDS | MINV | 577125826 | $1.6M | 0.58% | 42,464 | SH |
| 43 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.6M | 0.57% | 16,062 | SH |
| 44 | COLUMBIA ETF TR I | DIAL | 19761L508 | $1.5M | 0.55% | 85,043 | SH |
| 45 | ISHARES TR | SHY | 464287457 | $1.5M | 0.54% | 18,399 | SH |
| 46 | ISHARES TR | MUB | 464288414 | $1.5M | 0.54% | 14,147 | SH |
| 47 | WP CAREY INC | WPC | 92936U109 | $1.5M | 0.53% | 21,867 | SH |
| 48 | ISHARES TR | USMV | 46429B697 | $1.4M | 0.52% | 15,557 | SH |
| 49 | SPDR SERIES TRUST | HYMB | 78464A284 | $1.3M | 0.48% | 53,453 | SH |
| 50 | ALPHABET INC | GOOG | 02079K107 | $1.3M | 0.46% | 4,457 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $278.9M | 107 | 0002022328-26-000002 |
| 2025-12-31 | 2026-02-17 | $279.9M | 111 | 0002022328-26-000001 |