New Insight Wealth Advisors

New Insight Wealth Advisors as of March 31, 2026

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.3 $37M 57k 653.21
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.5 $18M 396k 45.62
Vanguard Index Fds Mid Cap Etf (VO) 5.5 $15M 53k 287.18
Vanguard World Inf Tech Etf (VGT) 3.8 $11M 15k 697.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $9.2M 48k 191.92
Ishares Tr Global Tech Etf (IXN) 3.2 $8.9M 89k 99.97
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.2 $8.8M 77k 114.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $8.4M 273k 30.68
Fidelity Covington Trust High Divid Etf (FDVV) 2.8 $7.9M 144k 55.24
Amazon (AMZN) 2.7 $7.5M 36k 208.27
Alphabet Cap Stk Cl A (GOOGL) 2.4 $6.6M 23k 287.56
Tesla Motors (TSLA) 2.1 $6.0M 16k 371.75
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 2.1 $5.7M 241k 23.84
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.0 $5.6M 17k 337.95
Ishares Tr Intl Eqty Factor (INTF) 1.9 $5.4M 138k 38.96
Microsoft Corporation (MSFT) 1.8 $5.1M 14k 370.16
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $4.9M 23k 215.06
Apple (AAPL) 1.7 $4.6M 18k 253.78
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.6 $4.4M 88k 49.99
Global E Online SHS (GLBE) 1.5 $4.3M 140k 30.85
Pfizer (PFE) 1.5 $4.1M 146k 28.08
Meta Platforms Cl A (META) 1.4 $3.8M 6.6k 572.16
Federal Rlty Invt Tr Sh Ben Int New (FRT) 1.3 $3.6M 34k 106.21
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.3 $3.5M 75k 47.30
Spdr Series Trust State Street Spd (SPYM) 1.2 $3.3M 43k 76.54
Simon Property (SPG) 1.2 $3.3M 18k 186.53
NVIDIA Corporation (NVDA) 1.1 $3.0M 17k 174.40
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.1 $3.0M 29k 103.37
Goldman Sachs (GS) 0.9 $2.5M 2.9k 846.02
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $2.4M 28k 88.46
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.8 $2.3M 72k 31.58
Rivian Automotive Com Cl A (RIVN) 0.8 $2.2M 147k 15.05
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $2.1M 28k 76.02
Ross Stores (ROST) 0.8 $2.1M 9.8k 216.63
Realty Income (O) 0.8 $2.1M 35k 61.18
Broadcom (AVGO) 0.7 $2.1M 6.6k 309.51
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $2.0M 16k 125.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $1.9M 4.9k 383.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.9M 39k 48.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.8M 12k 148.10
UnitedHealth (UNH) 0.6 $1.7M 6.2k 270.60
Matthews Asia Fds Asia Innov Activ (MINV) 0.6 $1.6M 43k 38.04
Marvell Technology (MRVL) 0.6 $1.6M 16k 99.05
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.6 $1.5M 85k 18.08
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.5M 18k 82.57
Ishares Tr National Mun Etf (MUB) 0.5 $1.5M 14k 106.15
Wp Carey (WPC) 0.5 $1.5M 22k 67.96
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.4M 16k 92.74
Spdr Series Trust State Street Spd (HYMB) 0.5 $1.3M 54k 24.80
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 4.5k 286.86
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.4 $1.2M 100k 11.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.1M 14k 79.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.1M 20k 56.68
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.4 $1.0M 21k 48.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $821k 16k 50.61
Spdr Series Trust State Street Spd (SPHY) 0.3 $811k 35k 23.32
Lululemon Athletica (LULU) 0.3 $797k 5.2k 153.10
Abbvie (ABBV) 0.3 $740k 3.4k 217.49
JPMorgan Chase & Co. (JPM) 0.3 $736k 2.5k 294.16
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.3 $713k 33k 21.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $701k 10k 67.53
Ishares Tr Us Consm Staples (IYK) 0.2 $640k 9.1k 70.03
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $625k 12k 52.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $615k 21k 29.13
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $614k 17k 35.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $613k 1.9k 320.81
Visa Com Cl A (V) 0.2 $576k 1.9k 302.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $506k 10k 49.89
Peak (DOC) 0.2 $506k 31k 16.43
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $483k 5.8k 82.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $474k 792.00 597.91
Servicenow (NOW) 0.2 $471k 4.5k 104.55
Vanguard Index Fds Small Cp Etf (VB) 0.1 $414k 1.6k 261.92
Ishares Tr U.s. Tech Etf (IYW) 0.1 $406k 2.2k 181.42
Uber Technologies (UBER) 0.1 $406k 5.6k 71.93
salesforce (CRM) 0.1 $405k 2.2k 186.70
Moderna (MRNA) 0.1 $395k 7.8k 50.80
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $394k 7.9k 50.12
Cisco Systems (CSCO) 0.1 $390k 5.0k 77.58
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $382k 7.6k 50.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $380k 3.2k 118.62
Pinterest Cl A (PINS) 0.1 $376k 21k 18.34
Ishares Tr Morningstar Grwt (ILCG) 0.1 $373k 3.9k 95.48
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $361k 5.5k 65.09
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $345k 7.7k 45.06
Eli Lilly & Co. (LLY) 0.1 $344k 374.00 919.40
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $315k 8.8k 35.94
Applovin Corp Com Cl A (APP) 0.1 $305k 766.00 398.00
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $301k 2.3k 128.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $289k 2.3k 124.31
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $288k 3.4k 84.79
Costco Wholesale Corporation (COST) 0.1 $285k 286.00 994.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $283k 3.8k 73.64
Applied Materials (AMAT) 0.1 $280k 820.00 341.79
Vanguard Index Fds Growth Etf (VUG) 0.1 $280k 641.00 436.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $275k 5.4k 50.95
Palantir Technologies Cl A (PLTR) 0.1 $261k 1.8k 146.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $255k 2.6k 96.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $240k 415.00 577.54
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $237k 2.4k 100.62
Medtronic SHS (MDT) 0.1 $221k 2.6k 86.65
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $218k 1.5k 144.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $215k 448.00 479.20
Doordash Cl A (DASH) 0.1 $214k 1.4k 150.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $205k 798.00 257.35
Under Armour CL C (UA) 0.0 $138k 24k 5.79
Blend Labs Cl A (BLND) 0.0 $77k 45k 1.70