New Insight Wealth Advisors

New Insight Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.6 $38M 56k 684.94
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $18M 387k 46.04
Vanguard Index Fds Mid Cap Etf (VO) 5.6 $16M 54k 290.22
Vanguard World Inf Tech Etf (VGT) 4.1 $12M 15k 753.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.6 $9.9M 52k 191.56
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.4 $9.6M 87k 110.96
Ishares Tr Global Tech Etf (IXN) 3.3 $9.3M 89k 105.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $8.6M 313k 27.43
Amazon (AMZN) 2.8 $7.8M 34k 230.82
Fidelity Covington Trust High Divid Etf (FDVV) 2.8 $7.7M 136k 56.69
Tesla Motors (TSLA) 2.6 $7.2M 16k 449.72
Alphabet Cap Stk Cl A (GOOGL) 2.4 $6.7M 21k 313.00
Microsoft Corporation (MSFT) 2.1 $6.0M 12k 483.61
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 2.1 $5.9M 242k 24.38
Global E Online SHS (GLBE) 2.0 $5.5M 140k 39.31
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $5.2M 24k 219.78
Apple (AAPL) 1.8 $5.1M 19k 271.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $4.5M 15k 303.89
Pfizer (PFE) 1.4 $3.8M 153k 24.90
Meta Platforms Cl A (META) 1.4 $3.8M 5.8k 660.06
Simon Property (SPG) 1.3 $3.6M 20k 185.11
Spdr Series Trust State Street Spd (SPYM) 1.2 $3.4M 42k 80.22
NVIDIA Corporation (NVDA) 1.1 $3.2M 17k 186.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $3.2M 35k 91.45
Federal Rlty Invt Tr Sh Ben Int New (FRT) 1.1 $3.1M 31k 100.80
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.1 $2.9M 29k 102.42
Ishares Tr Intl Eqty Factor (INTF) 1.0 $2.9M 76k 37.75
Goldman Sachs (GS) 1.0 $2.7M 3.0k 879.02
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $2.4M 48k 50.50
Broadcom (AVGO) 0.8 $2.3M 6.8k 346.11
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $2.3M 28k 82.82
Alibaba Group Hldg Sponsored Ads (BABA) 0.8 $2.3M 16k 146.58
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $2.0M 28k 72.01
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.9M 40k 48.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.8M 13k 143.52
Realty Income (O) 0.6 $1.8M 32k 56.37
Ross Stores (ROST) 0.6 $1.8M 9.8k 180.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.8M 4.9k 360.13
Wp Carey (WPC) 0.6 $1.6M 26k 64.36
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.5M 16k 94.16
Rivian Automotive Com Cl A (RIVN) 0.5 $1.5M 76k 19.71
Matthews Asia Fds Asia Innov Activ (MINV) 0.5 $1.5M 42k 35.30
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.5 $1.4M 79k 18.36
Marvell Technology (MRVL) 0.5 $1.4M 16k 84.98
Spdr Series Trust State Street Spd (HYMB) 0.5 $1.3M 52k 24.94
UnitedHealth (UNH) 0.5 $1.3M 3.9k 330.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.2M 15k 79.73
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.4 $1.2M 37k 30.88
Ishares Tr National Mun Etf (MUB) 0.4 $1.1M 10k 107.11
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.4 $1.1M 23k 47.56
Alphabet Cap Stk Cl C (GOOG) 0.4 $989k 3.2k 313.80
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.4 $982k 48k 20.39
Servicenow (NOW) 0.3 $918k 6.0k 153.19
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.3 $896k 18k 49.31
Abbvie (ABBV) 0.3 $889k 3.9k 228.49
Spdr Series Trust State Street Spd (SPHY) 0.3 $850k 36k 23.67
JPMorgan Chase & Co. (JPM) 0.3 $843k 2.6k 322.22
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.3 $824k 70k 11.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $812k 16k 50.59
salesforce (CRM) 0.3 $719k 2.7k 264.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $701k 12k 57.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $695k 11k 66.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $689k 21k 32.62
Visa Com Cl A (V) 0.2 $686k 2.0k 350.71
Ishares Tr Us Consm Staples (IYK) 0.2 $672k 10k 66.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $641k 1.9k 335.27
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $610k 17k 35.15
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $593k 12k 51.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $576k 3.6k 160.97
Uber Technologies (UBER) 0.2 $565k 6.9k 81.71
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $542k 5.9k 92.25
Pinterest Cl A (PINS) 0.2 $530k 21k 25.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $516k 823.00 627.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $503k 10k 50.29
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $468k 9.6k 48.72
Ishares Tr Morningstar Grwt (ILCG) 0.2 $461k 4.4k 104.04
Ishares Tr U.s. Tech Etf (IYW) 0.2 $447k 2.2k 199.68
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $429k 8.4k 50.86
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $427k 7.8k 54.84
Vanguard Index Fds Small Cp Etf (VB) 0.2 $424k 1.6k 257.95
Eli Lilly & Co. (LLY) 0.1 $412k 384.00 1073.69
Lululemon Athletica (LULU) 0.1 $407k 2.0k 207.81
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $404k 5.4k 75.43
Cisco Systems (CSCO) 0.1 $387k 5.0k 77.03
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $376k 5.8k 65.01
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $374k 8.4k 44.65
Applovin Corp Com Cl A (APP) 0.1 $350k 520.00 673.82
Palantir Technologies Cl A (PLTR) 0.1 $348k 2.0k 177.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $343k 3.3k 103.56
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $332k 2.8k 120.18
Doordash Cl A (DASH) 0.1 $323k 1.4k 226.48
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $306k 2.4k 126.46
Vanguard Index Fds Growth Etf (VUG) 0.1 $302k 619.00 487.86
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $298k 8.9k 33.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $285k 3.8k 74.07
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $279k 3.4k 82.34
Costco Wholesale Corporation (COST) 0.1 $275k 319.00 861.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $243k 396.00 614.31
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $237k 7.6k 30.96
Moderna (MRNA) 0.1 $232k 7.9k 29.49
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $231k 2.4k 96.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $221k 791.00 279.14
Micron Technology (MU) 0.1 $221k 773.00 285.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $218k 433.00 502.65
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $212k 1.5k 141.16
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $212k 2.2k 97.40
Applied Materials (AMAT) 0.1 $211k 820.00 256.99
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $202k 2.0k 99.88
Autodesk (ADSK) 0.1 $201k 679.00 296.01
Blend Labs Cl A (BLND) 0.0 $138k 45k 3.04
Under Armour CL C (UA) 0.0 $115k 24k 4.80