New Insight Wealth Advisors Portfolio Holdings - 13F Filings | 13F Fund Database
New Insight Wealth Advisors 13F Holdings
CIK 0002022328 · San Ramon, CA
As of Sep 30, 2025, New Insight Wealth Advisors reported
106 positions worth $265.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 50,714 | $33.9M | 12.77% |
| FIDELITY TOTAL BOND ETF | FBND | — | 367,003 |
|
7.0M6.38% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 51,461 |
5.1M | 5.69% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 14,633 |
0.9M | 4.11% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 394,799 |
0.8M | 4.05% |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | VIOO | — | 95,558 |
0.6M | 3.97% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 55,250 |
0.5M | 3.94% |
| ISHARES GLOBAL TECH ETF | IXN | — | 86,242 | $8.9M | 3.35% |
| TESLA INC | TSLA | Consumer Cyclical | 19,737 | $8.8M | 3.30% |
| AMAZON.COM INC | AMZN | Equity | 33,192 | $7.3M | 2.74% |
| VIRTUS ETF TR II | — | — | 237,737 | $5.9M | 2.21% |
| MICROSOFT CORP | MSFT | Technology | 11,291 | $5.8M | 2.20% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 102,862 | $5.7M | 2.16% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 23,823 | $5.1M | 1.93% |
| GLOBAL-E ONLINE LTD | GLBE | Consumer Cyclical | 139,517 | $5.0M | 1.88% |
| ALPHABET INC | GOOGL | Equity | 19,335 | $4.7M | 1.77% |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 23,255 | $4.4M | 1.64% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 48,516 | $4.3M | 1.63% |
| META PLATFORMS INC | META | Communication Services | 5,450 | $4.0M | 1.51% |
| APPLE INC | AAPL | Technology | 15,414 | $3.9M | 1.48% |
| PFIZER INC | PFE | Healthcare | 153,163 | $3.9M | 1.47% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 12,241 | $3.4M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 16,519 | $3.1M | 1.16% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 34,932 | $2.9M | 1.09% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 36,840 | $2.9M | 1.09% |