New Insight Wealth Advisors

New Insight Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.8 $34M 51k 669.31
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $17M 367k 46.24
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $15M 52k 293.74
Vanguard World Inf Tech Etf (VGT) 4.1 $11M 15k 746.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $11M 395k 27.30
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 4.0 $11M 96k 110.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $11M 55k 189.70
Ishares Tr Global Tech Etf (IXN) 3.3 $8.9M 86k 103.21
Tesla Motors (TSLA) 3.3 $8.8M 20k 444.72
Amazon (AMZN) 2.7 $7.3M 33k 219.57
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 2.2 $5.9M 238k 24.67
Microsoft Corporation (MSFT) 2.2 $5.8M 11k 517.94
Fidelity Covington Trust High Divid Etf (FDVV) 2.2 $5.7M 103k 55.71
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $5.1M 24k 215.79
Global E Online SHS (GLBE) 1.9 $5.0M 140k 35.76
Alphabet Cap Stk Cl A (GOOGL) 1.8 $4.7M 19k 243.10
Simon Property (SPG) 1.6 $4.4M 23k 187.67
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.6 $4.3M 49k 89.57
Meta Platforms Cl A (META) 1.5 $4.0M 5.5k 734.34
Apple (AAPL) 1.5 $3.9M 15k 254.64
Pfizer (PFE) 1.5 $3.9M 153k 25.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $3.4M 12k 279.29
NVIDIA Corporation (NVDA) 1.2 $3.1M 17k 186.58
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.9M 35k 82.96
Spdr Series Trust Portfolio S&p500 (SPYM) 1.1 $2.9M 37k 78.34
Alibaba Group Hldg Sponsored Ads (BABA) 1.0 $2.8M 16k 178.73
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.0 $2.7M 26k 104.96
Axcelis Technologies Com New (ACLS) 1.0 $2.6M 27k 97.64
Goldman Sachs (GS) 0.9 $2.4M 3.0k 796.36
Broadcom (AVGO) 0.9 $2.3M 7.1k 329.93
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $2.1M 28k 73.57
Wp Carey (WPC) 0.8 $2.0M 30k 67.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.9M 14k 140.95
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.7M 5.1k 326.36
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.6M 33k 49.46
Matthews Asia Fds Asia Innov Activ (MINV) 0.6 $1.6M 43k 37.12
Ross Stores (ROST) 0.6 $1.5M 9.8k 152.39
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.6 $1.5M 15k 101.31
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 14k 95.14
Marvell Technology (MRVL) 0.5 $1.3M 16k 84.07
Realty Income (O) 0.5 $1.2M 20k 60.79
Rivian Automotive Com Cl A (RIVN) 0.4 $1.2M 81k 14.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.2M 15k 79.93
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $1.2M 23k 50.47
UnitedHealth (UNH) 0.4 $1.2M 3.3k 345.30
Ishares Tr National Mun Etf (MUB) 0.4 $1.1M 11k 106.49
Servicenow (NOW) 0.4 $1.1M 1.2k 920.28
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.4 $1.1M 52k 21.07
Ishares Tr Intl Eqty Factor (INTF) 0.4 $1.1M 30k 35.91
Abbvie (ABBV) 0.4 $947k 4.1k 231.54
Spdr Series Trust Portfli High Yld (SPHY) 0.3 $847k 35k 23.94
JPMorgan Chase & Co. (JPM) 0.3 $832k 2.6k 315.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $805k 3.3k 243.57
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $804k 32k 24.93
salesforce (CRM) 0.3 $725k 3.1k 236.97
Uber Technologies (UBER) 0.3 $722k 7.4k 97.97
Ishares Tr Us Consm Staples (IYK) 0.3 $718k 11k 68.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $717k 11k 65.26
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.3 $709k 24k 30.08
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $698k 14k 51.09
Pinterest Cl A (PINS) 0.2 $658k 20k 32.17
Visa Com Cl A (V) 0.2 $649k 1.9k 341.38
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.2 $638k 13k 48.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $626k 20k 31.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $623k 1.9k 328.17
Roblox Corp Cl A (RBLX) 0.2 $596k 4.3k 138.52
Applovin Corp Com Cl A (APP) 0.2 $587k 817.00 718.54
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $583k 12k 50.73
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $578k 11k 52.30
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $573k 6.4k 89.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $572k 3.9k 148.61
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $568k 17k 33.65
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $563k 31k 18.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $520k 10k 50.07
Ishares Tr Morningstar Grwt (ILCG) 0.2 $502k 4.8k 104.30
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $485k 10k 48.30
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $474k 41k 11.50
Palantir Technologies Cl A (PLTR) 0.2 $460k 2.5k 182.42
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $458k 6.1k 75.61
Ishares Tr U.s. Tech Etf (IYW) 0.2 $438k 2.2k 195.86
Vanguard Index Fds Small Cp Etf (VB) 0.2 $432k 1.7k 254.28
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $419k 6.6k 63.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $416k 679.00 612.63
Doordash Cl A (DASH) 0.1 $397k 1.5k 271.99
Columbia Etf Tr I Multi Sec Muni (MUST) 0.1 $390k 19k 20.53
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $388k 8.8k 44.10
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $350k 3.5k 99.11
Cisco Systems (CSCO) 0.1 $344k 5.0k 68.42
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $343k 6.0k 57.10
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $311k 9.2k 33.68
Costco Wholesale Corporation (COST) 0.1 $303k 328.00 924.51
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $303k 2.4k 125.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $286k 972.00 293.79
Eli Lilly & Co. (LLY) 0.1 $285k 373.00 763.95
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $273k 3.4k 80.35
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $267k 2.2k 118.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $260k 3.5k 74.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $251k 418.00 600.37
Moderna (MRNA) 0.1 $244k 9.5k 25.83
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $242k 7.6k 31.62
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $225k 2.2k 100.25
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $221k 2.3k 95.89
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $220k 2.5k 88.62
Autodesk (ADSK) 0.1 $216k 679.00 317.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $203k 424.00 479.61
Under Armour CL C (UA) 0.0 $115k 24k 4.83