New Insight Wealth Advisors

New Insight Wealth Advisors as of June 30, 2026

Portfolio Holdings for New Insight Wealth Advisors

New Insight Wealth Advisors holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.3 $42M 56k 748.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.6 $19M 417k 45.49
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $17M 213k 80.57
Vanguard World Inf Tech Etf (VGT) 4.3 $15M 122k 119.52
Ishares Tr Global Tech Etf (IXN) 3.8 $13M 88k 144.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $9.8M 309k 31.71
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 2.8 $9.6M 70k 137.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $9.4M 44k 212.77
Fidelity Covington Trust High Divid Etf (FDVV) 2.6 $8.9M 148k 60.29
Amazon (AMZN) 2.6 $8.8M 37k 238.34
Alphabet Cap Stk Cl A (GOOGL) 2.5 $8.6M 24k 357.37
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.5 $8.4M 18k 477.57
Ishares Tr Intl Eqty Factor (INTF) 2.1 $7.1M 172k 40.96
Microsoft Corporation (MSFT) 1.9 $6.4M 17k 373.02
Tesla Motors (TSLA) 1.9 $6.3M 15k 420.60
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.8 $6.2M 123k 50.66
Apple (AAPL) 1.7 $5.6M 19k 289.36
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.4 $4.9M 104k 47.15
Global E Online SHS (GLBE) 1.4 $4.8M 140k 34.73
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $4.7M 20k 236.62
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 1.3 $4.4M 176k 25.09
Marvell Technology (MRVL) 1.3 $4.3M 15k 297.89
Federal Rlty Invt Tr Sh Ben Int New (FRT) 1.2 $4.2M 34k 123.44
Vaneck Etf Trust Semiconductr Etf (SMH) 1.2 $4.0M 6.2k 655.89
Matthews Asia Fds Asia Innov Activ (MINV) 1.2 $4.0M 69k 57.84
Rivian Automotive Com Cl A (RIVN) 1.2 $4.0M 230k 17.35
Spdr Series Trust St Str P500etf (SPYM) 1.2 $4.0M 45k 87.88
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $3.9M 35k 112.88
Meta Platforms Cl A (META) 1.1 $3.8M 6.7k 563.26
Peak (DOC) 1.1 $3.8M 176k 21.40
NVIDIA Corporation (NVDA) 1.1 $3.7M 18k 200.09
Pfizer (PFE) 1.1 $3.6M 150k 24.08
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 1.1 $3.6M 99k 36.33
Simon Property (SPG) 1.1 $3.6M 16k 223.66
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.9 $3.1M 60k 52.34
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $2.8M 30k 93.63
Broadcom (AVGO) 0.8 $2.7M 7.1k 377.73
UnitedHealth (UNH) 0.8 $2.6M 6.3k 415.61
Goldman Sachs (GS) 0.8 $2.6M 2.6k 1011.43
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $2.3M 7.5k 302.97
Realty Income (O) 0.7 $2.2M 36k 61.96
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $2.1M 22k 93.38
Ross Stores (ROST) 0.6 $2.1M 9.8k 212.85
Spdr Series Trust St Nuve High Etf (HYMB) 0.6 $2.0M 81k 25.44
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 5.1k 353.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.7M 11k 158.03
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.6M 28k 56.48
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.5M 16k 95.98
Ishares Tr Msci Usa Min Etf (USMV) 0.4 $1.5M 15k 96.46
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.4 $1.5M 80k 18.17
Wp Carey (WPC) 0.4 $1.3M 18k 71.50
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 107.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.2M 26k 48.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.2M 15k 79.03
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.3 $1.1M 94k 12.12
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.3 $1.1M 47k 23.18
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.0M 13k 82.11
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.3 $988k 20k 49.65
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $923k 18k 51.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $827k 11k 77.11
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $814k 16k 50.57
JPMorgan Chase & Co. (JPM) 0.2 $798k 2.4k 327.33
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $748k 17k 43.71
Lululemon Athletica (LULU) 0.2 $748k 6.5k 114.18
Spdr Series Trust St Port High Etf (SPHY) 0.2 $699k 30k 23.44
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $683k 12k 56.52
Visa Com Cl A (V) 0.2 $623k 1.8k 343.09
Abbvie (ABBV) 0.2 $606k 2.4k 251.64
Applied Materials (AMAT) 0.2 $591k 817.00 723.00
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $577k 5.7k 100.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $573k 1.5k 370.07
Cisco Systems (CSCO) 0.2 $567k 4.8k 117.46
Ishares Tr U.s. Tech Etf (IYW) 0.2 $564k 2.2k 252.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $543k 791.00 686.54
Moderna (MRNA) 0.2 $530k 7.6k 70.03
Ishares Tr Us Consm Staples (IYK) 0.2 $528k 7.3k 72.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $525k 713.00 736.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $504k 1.7k 303.12
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $488k 5.4k 90.46
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $475k 7.6k 62.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $457k 9.0k 50.58
Eli Lilly & Co. (LLY) 0.1 $443k 369.00 1199.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $436k 13k 33.84
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $430k 7.2k 59.50
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $429k 670.00 640.77
Advanced Micro Devices (AMD) 0.1 $417k 717.00 580.91
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $398k 7.6k 52.12
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $393k 9.7k 40.68
Pinterest Cl A (PINS) 0.1 $372k 18k 21.03
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $369k 4.9k 75.51
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $368k 2.2k 170.86
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $362k 3.2k 114.18
Crowdstrike Hldgs Cl A (CRWD) 0.1 $361k 473.00 763.14
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $360k 2.4k 148.31
Applovin Corp Com Cl A (APP) 0.1 $349k 677.00 515.23
Vanguard Index Fds Growth Etf (VUG) 0.1 $334k 3.9k 86.14
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $330k 2.3k 146.26
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $310k 3.4k 91.38
salesforce (CRM) 0.1 $305k 1.9k 156.65
Servicenow (NOW) 0.1 $299k 3.0k 99.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $297k 2.9k 103.96
Ishares Msci Sth Kor Etf (EWY) 0.1 $288k 1.4k 201.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $284k 568.00 500.39
Uber Technologies (UBER) 0.1 $283k 3.9k 72.16
Palo Alto Networks (PANW) 0.1 $282k 828.00 341.02
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $277k 2.4k 117.50
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $274k 4.9k 55.45
Doordash Cl A (DASH) 0.1 $263k 1.4k 184.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $260k 3.5k 73.41
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.1 $256k 7.4k 34.88
Ishares Tr Morningstar Grwt (ILCG) 0.1 $256k 2.2k 117.02
Costco Wholesale Corporation (COST) 0.1 $231k 247.00 934.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $228k 743.00 306.30
Matthews Intl Fds India Active Etf (INDE) 0.1 $226k 7.6k 29.58
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $208k 1.2k 178.60
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $204k 4.0k 51.05
National Retail Properties (NNN) 0.1 $203k 4.4k 46.53
Ea Series Trust Stan Su Beta Etf (CHGX) 0.1 $202k 6.1k 33.21
Under Armour CL C (UA) 0.0 $108k 17k 6.22
Blend Labs Cl A (BLND) 0.0 $78k 45k 1.71