New Insight Wealth Advisors Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$243.0B
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 48,889 | $30.4B | 12.49% | |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 339,668 | $15.5B | 6.39% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 580,869 | $15.4B | 6.33% | |
| 4 | VOVANGUARD INDEX FDS | 48,282 | $13.5B | 5.56% | |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 63,717 | $11.6B | 4.76% | |
| 6 | VIOOVANGUARD ADMIRAL FDS INC | 106,209 | $10.8B | 4.42% | |
| 7 | VGTVANGUARD WORLD FD | 14,738 | $9.8B | 4.02% | |
| 8 | IXNISHARES TR | 87,066 | $8.0B | 3.31% | |
| 9 | AMZNAMAZON COM INC | 32,332 | $7.1B | 2.92% | |
| 10 | TSLATESLA INC | 20,997 | $6.7B | 2.74% | |
| 11 | KMIDVIRTUS ETF TR II | 227,144 | $5.7B | 2.34% | |
| 12 | MSFTMICROSOFT CORP | 10,721 | $5.3B | 2.19% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 25,337 | $5.2B | 2.13% | |
| 14 | VIGIVANGUARD WHITEHALL FDS | 56,033 | $5.0B | 2.08% | |
| 15 | SPGSIMON PPTY GROUP INC NEW | 29,558 | $4.8B | 1.96% | |
| 16 | METAMETA PLATFORMS INC | 5,668 | $4.2B | 1.72% | |
| 17 | PFEPFIZER INC | 167,834 | $4.1B | 1.67% | |
| 18 | GLBEGLOBAL E ONLINE LTD | 120,000 | $4.0B | 1.66% | |
| 19 | AAPLAPPLE INC | 17,674 | $3.6B | 1.49% | |
| 20 | GOOGLALPHABET INC | 19,049 | $3.4B | 1.38% | |
| 21 | SHYISHARES TR | 36,044 | $3.0B | 1.23% | |
| 22 | PEYINVESCO EXCHANGE TRADED FD T | 140,618 | $2.9B | 1.18% | |
| 23 | NVDANVIDIA CORPORATION | 16,931 | $2.7B | 1.10% | |
| 24 | WPCWP CAREY INC | 38,295 | $2.4B | 0.98% | |
| 25 | XMHQINVESCO EXCHANGE TRADED FD T | 23,345 | $2.3B | 0.94% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,852 | $2.2B | 0.92% | |
| 27 | ACLSAXCELIS TECHNOLOGIES INC | 31,847 | $2.2B | 0.91% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 3,011 | $2.1B | 0.88% | |
| 29 | AVGOBROADCOM INC | 7,360 | $2.0B | 0.83% | |
| 30 | VYMVANGUARD WHITEHALL FDS | 15,168 | $2.0B | 0.83% | |
| 31 | XSMOINVESCO EXCHANGE TRADED FD T | 27,812 | $1.9B | 0.78% | |
| 32 | BABAALIBABA GROUP HLDG LTD | 15,516 | $1.8B | 0.72% | |
| 33 | SPYMSPDR SERIES TRUST | 23,970 | $1.7B | 0.72% | |
| 34 | SMHVANECK ETF TRUST | 5,401 | $1.5B | 0.62% | |
| 35 | MINVMATTHEWS ASIA FDS | 43,804 | $1.4B | 0.56% | |
| 36 | USMVISHARES TR | 14,213 | $1.3B | 0.55% | |
| 37 | ROSTROSS STORES INC | 9,773 | $1.2B | 0.51% | |
| 38 | RIVNRIVIAN AUTOMOTIVE INC | 85,334 | $1.2B | 0.48% | |
| 39 | VCSHVANGUARD SCOTTSDALE FDS | 14,265 | $1.1B | 0.47% | |
| 40 | FDVVFIDELITY COVINGTON TRUST | 20,598 | $1.1B | 0.44% | |
| 41 | SPHYSPDR SERIES TRUST | 41,765 | $994.0M | 0.41% | |
| 42 | CRMSALESFORCE INC | 3,607 | $983.6M | 0.40% | |
| 43 | MRVLMARVELL TECHNOLOGY INC | 10,760 | $832.8M | 0.34% | |
| 44 | OREALTY INCOME CORP | 14,389 | $829.0M | 0.34% | |
| 45 | JPMJPMORGAN CHASE & CO. | 2,790 | $809.0M | 0.33% | |
| 46 | BNDXVANGUARD CHARLOTTE FDS | 15,922 | $788.3M | 0.32% | |
| 47 | ABBVABBVIE INC | 4,128 | $766.2M | 0.32% | |
| 48 | PINSPINTEREST INC | 21,193 | $760.0M | 0.31% | |
| 49 | IYKISHARES TR | 10,747 | $757.4M | 0.31% | |
| 50 | UBERUBER TECHNOLOGIES INC | 7,820 | $729.6M | 0.30% | |
| 51 | FCALFIRST TR EXCH TRADED FD III | 15,162 | $727.3M | 0.30% | |
| 52 | MUBISHARES TR | 6,855 | $716.2M | 0.29% | |
| 53 | INTFISHARES TR | 19,982 | $684.0M | 0.28% | |
| 54 | VVISA INC | 1,901 | $675.0M | 0.28% | |
| 55 | IJHISHARES TR | 10,753 | $666.9M | 0.27% | |
| 56 | FLOTISHARES TR | 12,737 | $649.8M | 0.27% | |
| 57 | SCHGSCHWAB STRATEGIC TR | 21,727 | $634.6M | 0.26% | |
| 58 | DONWISDOMTREE TR | 12,140 | $608.5M | 0.25% | |
| 59 | FDEMFIDELITY COVINGTON TRUST | 21,497 | $601.7M | 0.25% | |
| 60 | IYGISHARES TR | 6,985 | $597.9M | 0.25% | |
| 61 | GOOGALPHABET INC | 3,368 | $597.5M | 0.25% | |
| 62 | NOWSERVICENOW INC | 565 | $580.9M | 0.24% | |
| 63 | VBILVANGUARD INSTL INDEX FD | 7,663 | $578.9M | 0.24% | |
| 64 | VTIVANGUARD INDEX FDS | 1,904 | $578.7M | 0.24% | |
| 65 | IDHQINVESCO EXCH TRADED FD TR II | 17,370 | $572.9M | 0.24% | |
| 66 | DIALCOLUMBIA ETF TR I | 28,934 | $526.9M | 0.22% | |
| 67 | ILCGISHARES TR | 5,339 | $517.3M | 0.21% | |
| 68 | RWJINVESCO EXCH TRADED FD TR II | 11,686 | $505.9M | 0.21% | |
| 69 | SHOPSHOPIFY INC | 4,062 | $468.6M | 0.19% | |
| 70 | NACNUVEEN CA QUALTY MUN INCOME | 41,135 | $459.5M | 0.19% | |
| 71 | ISCBISHARES TR | 7,105 | $414.1M | 0.17% | |
| 72 | VOOVANGUARD INDEX FDS | 704 | $400.0M | 0.16% | |
| 73 | NUSCNUSHARES ETF TR | 9,678 | $394.3M | 0.16% | |
| 74 | IYWISHARES TR | 2,237 | $387.6M | 0.16% | |
| 75 | DASHDOORDASH INC | 1,563 | $385.3M | 0.16% | |
| 76 | MUSTCOLUMBIA ETF TR I | 18,976 | $381.8M | 0.16% | |
| 77 | PLTRPALANTIR TECHNOLOGIES INC | 2,769 | $377.5M | 0.16% | |
| 78 | RBLXROBLOX CORP | 3,563 | $374.8M | 0.15% | |
| 79 | CSCOCISCO SYS INC | 5,358 | $371.8M | 0.15% | |
| 80 | DESWISDOMTREE TR | 11,644 | $369.8M | 0.15% | |
| 81 | BNDVANGUARD BD INDEX FDS | 4,891 | $360.1M | 0.15% | |
| 82 | APPAPPLOVIN CORP | 986 | $345.2M | 0.14% | |
| 83 | MOATVANECK ETF TRUST | 3,680 | $345.1M | 0.14% | |
| 84 | VBVANGUARD INDEX FDS | 1,437 | $340.5M | 0.14% | |
| 85 | COSTCOSTCO WHSL CORP NEW | 334 | $330.2M | 0.14% | |
| 86 | LLYELI LILLY & CO | 394 | $307.3M | 0.13% | |
| 87 | VOTVANGUARD INDEX FDS | 1,069 | $304.0M | 0.13% | |
| 88 | IXJISHARES TR | 3,484 | $299.9M | 0.12% | |
| 89 | RWKINVESCO EXCH TRADED FD TR II | 2,422 | $283.1M | 0.12% | |
| 90 | VTEBVANGUARD MUN BD FDS | 5,773 | $283.1M | 0.12% | |
| 91 | MRNAMODERNA INC | 9,813 | $270.7M | 0.11% | |
| 92 | PFFISHARES TR | 8,765 | $268.9M | 0.11% | |
| 93 | AGGISHARES TR | 2,686 | $266.5M | 0.11% | |
| 94 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,567 | $259.6M | 0.11% | |
| 95 | IMCVISHARES TR | 3,392 | $257.7M | 0.11% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 814 | $253.9M | 0.10% | |
| 97 | IJRISHARES TR | 2,286 | $249.8M | 0.10% | |
| 98 | QCOMQUALCOMM INC | 1,422 | $226.5M | 0.09% | |
| 99 | EMHYISHARES INC | 5,804 | $226.2M | 0.09% | |
| 100 | HYMBSPDR SERIES TRUST | 9,071 | $224.8M | 0.09% |
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