New Insight Wealth Advisors
CIK: 0002022328Latest portfolio: $279.9M · Q4 2025
Holdings
111
Total Value
$279.9M
New Positions
111
Closed Positions
0
Top Holdings
View All 111 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 55,634 | $38.1M | 13.61% | NEW | |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 386,777 | $17.8M | 6.36% | NEW | |
| 3 | VOVANGUARD INDEX FDS | 53,768 | $15.6M | 5.57% | NEW | |
| 4 | VGTVANGUARD WORLD FD | 15,307 | $11.5M | 4.12% | NEW | |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 51,898 | $9.9M | 3.55% | NEW | |
| 6 | VIOOVANGUARD ADMIRAL FDS INC | 86,732 | $9.6M | 3.44% | NEW | |
| 7 | IXNISHARES TR | 88,998 | $9.3M | 3.34% | NEW | |
| 8 | SCHDSCHWAB STRATEGIC TR | 312,677 | $8.6M | 3.06% | NEW | |
| 9 | AMZNAMAZON COM INC | 33,708 | $7.8M | 2.78% | NEW | |
| 10 | FDVVFIDELITY COVINGTON TRUST | 136,175 | $7.7M | 2.76% | NEW | |
| 11 | TSLATESLA INC | 16,002 | $7.2M | 2.57% | NEW | |
| 12 | GOOGLALPHABET INC | 21,340 | $6.7M | 2.39% | NEW | |
| 13 | MSFTMICROSOFT CORP | 12,422 | $6.0M | 2.15% | NEW | |
| 14 | KMIDVIRTUS ETF TR II | 241,694 | $5.9M | 2.10% | NEW | |
| 15 | GLBEGLOBAL E ONLINE LTD | 139,517 | $5.5M | 1.96% | NEW | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 23,600 | $5.2M | 1.85% | NEW | |
| 17 | AAPLAPPLE INC | 18,882 | $5.1M | 1.83% | NEW | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,892 | $4.5M | 1.62% | NEW | |
| 19 | PFEPFIZER INC | 153,224 | $3.8M | 1.36% | NEW | |
| 20 | METAMETA PLATFORMS INC | 5,775 | $3.8M | 1.36% | NEW | |
| 21 | SPGSIMON PPTY GROUP INC NEW | 19,523 | $3.6M | 1.29% | NEW | |
| 22 | SPYMSPDR SERIES TRUST | 42,135 | $3.4M | 1.21% | NEW | |
| 23 | NVDANVIDIA CORPORATION | 17,210 | $3.2M | 1.15% | NEW | |
| 24 | VIGIVANGUARD WHITEHALL FDS | 34,658 | $3.2M | 1.13% | NEW | |
| 25 | FRTFEDERAL RLTY INVT TR NEW | 30,736 | $3.1M | 1.11% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.8106178071560415e+231T)
Technology0.0% ($6.007513345253209e+47T)
Consumer Cyclical0.0% ($778071965484230377472.0T)
Communication Services0.0% ($66793812.0T)
Healthcare0.0% ($38151271.9T)
Real Estate0.0% ($3613309.8T)
Unknown0.0% ($243.2M)
Consumer Defensive0.0% ($274K)
Filing History
Fund Information
New Insight Wealth Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $279.9M across 111 holdings. The largest position is ISHARES TR (IVV), representing 13.6% of the portfolio. Compared to the previous quarter, the fund opened 111 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.