New Insight Wealth Advisors Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$243.0M

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	48,889	$30.4M	12.49%
2	FBNDFIDELITY MERRIMACK STR TR	339,668	$15.5M	6.39%
3	SCHDSCHWAB STRATEGIC TR	580,869	$15.4M	6.33%
4	VOVANGUARD INDEX FDS	48,282	$13.5M	5.56%
5	RSPINVESCO EXCHANGE TRADED FD T	63,717	$11.6M	4.76%
6	VIOOVANGUARD ADMIRAL FDS INC	106,209	$10.8M	4.42%
7	VGTVANGUARD WORLD FD	14,738	$9.8M	4.02%
8	IXNISHARES TR	87,066	$8.0M	3.31%
9	AMZNAMAZON COM INC	32,332	$7.1M	2.92%
10	TSLATESLA INC	20,997	$6.7M	2.74%
11	KMIDVIRTUS ETF TR II	227,144	$5.7M	2.34%
12	MSFTMICROSOFT CORP	10,721	$5.3M	2.19%
13	VIGVANGUARD SPECIALIZED FUNDS	25,337	$5.2M	2.13%
14	VIGIVANGUARD WHITEHALL FDS	56,033	$5.0M	2.08%
15	SPGSIMON PPTY GROUP INC NEW	29,558	$4.8M	1.96%
16	METAMETA PLATFORMS INC	5,668	$4.2M	1.72%
17	PFEPFIZER INC	167,834	$4.1M	1.67%
18	GLBEGLOBAL E ONLINE LTD	120,000	$4.0M	1.66%
19	AAPLAPPLE INC	17,674	$3.6M	1.49%
20	GOOGLALPHABET INC	19,049	$3.4M	1.38%
21	SHYISHARES TR	36,044	$3.0M	1.23%
22	PEYINVESCO EXCHANGE TRADED FD T	140,618	$2.9M	1.18%
23	NVDANVIDIA CORPORATION	16,931	$2.7M	1.10%
24	WPCWP CAREY INC	38,295	$2.4M	0.98%
25	XMHQINVESCO EXCHANGE TRADED FD T	23,345	$2.3M	0.94%
26	TSMTAIWAN SEMICONDUCTOR MFG LTD	9,852	$2.2M	0.92%
27	ACLSAXCELIS TECHNOLOGIES INC	31,847	$2.2M	0.91%
28	GSGOLDMAN SACHS GROUP INC	3,011	$2.1M	0.88%
29	AVGOBROADCOM INC	7,360	$2.0M	0.83%
30	VYMVANGUARD WHITEHALL FDS	15,168	$2.0M	0.83%
31	XSMOINVESCO EXCHANGE TRADED FD T	27,812	$1.9M	0.78%
32	BABAALIBABA GROUP HLDG LTD	15,516	$1.8M	0.72%
33	SPYMSPDR SERIES TRUST	23,970	$1.7M	0.72%
34	SMHVANECK ETF TRUST	5,401	$1.5M	0.62%
35	MINVMATTHEWS ASIA FDS	43,804	$1.4M	0.56%
36	USMVISHARES TR	14,213	$1.3M	0.55%
37	ROSTROSS STORES INC	9,773	$1.2M	0.51%
38	RIVNRIVIAN AUTOMOTIVE INC	85,334	$1.2M	0.48%
39	VCSHVANGUARD SCOTTSDALE FDS	14,265	$1.1M	0.47%
40	FDVVFIDELITY COVINGTON TRUST	20,598	$1.1M	0.44%
41	SPHYSPDR SERIES TRUST	41,765	$994K	0.41%
42	CRMSALESFORCE INC	3,607	$984K	0.40%
43	MRVLMARVELL TECHNOLOGY INC	10,760	$833K	0.34%
44	OREALTY INCOME CORP	14,389	$829K	0.34%
45	JPMJPMORGAN CHASE & CO.	2,790	$809K	0.33%
46	BNDXVANGUARD CHARLOTTE FDS	15,922	$788K	0.32%
47	ABBVABBVIE INC	4,128	$766K	0.32%
48	PINSPINTEREST INC	21,193	$760K	0.31%
49	IYKISHARES TR	10,747	$757K	0.31%
50	UBERUBER TECHNOLOGIES INC	7,820	$730K	0.30%
51	FCALFIRST TR EXCH TRADED FD III	15,162	$727K	0.30%
52	MUBISHARES TR	6,855	$716K	0.29%
53	INTFISHARES TR	19,982	$684K	0.28%
54	VVISA INC	1,901	$675K	0.28%
55	IJHISHARES TR	10,753	$667K	0.27%
56	FLOTISHARES TR	12,737	$650K	0.27%
57	SCHGSCHWAB STRATEGIC TR	21,727	$635K	0.26%
58	DONWISDOMTREE TR	12,140	$608K	0.25%
59	FDEMFIDELITY COVINGTON TRUST	21,497	$602K	0.25%
60	IYGISHARES TR	6,985	$598K	0.25%
61	GOOGALPHABET INC	3,368	$597K	0.25%
62	NOWSERVICENOW INC	565	$581K	0.24%
63	VBILVANGUARD INSTL INDEX FD	7,663	$579K	0.24%
64	VTIVANGUARD INDEX FDS	1,904	$579K	0.24%
65	IDHQINVESCO EXCH TRADED FD TR II	17,370	$573K	0.24%
66	DIALCOLUMBIA ETF TR I	28,934	$527K	0.22%
67	ILCGISHARES TR	5,339	$517K	0.21%
68	RWJINVESCO EXCH TRADED FD TR II	11,686	$506K	0.21%
69	SHOPSHOPIFY INC	4,062	$469K	0.19%
70	NACNUVEEN CA QUALTY MUN INCOME	41,135	$459K	0.19%
71	ISCBISHARES TR	7,105	$414K	0.17%
72	VOOVANGUARD INDEX FDS	704	$400K	0.16%
73	NUSCNUSHARES ETF TR	9,678	$394K	0.16%
74	IYWISHARES TR	2,237	$388K	0.16%
75	DASHDOORDASH INC	1,563	$385K	0.16%
76	MUSTCOLUMBIA ETF TR I	18,976	$382K	0.16%
77	PLTRPALANTIR TECHNOLOGIES INC	2,769	$377K	0.16%
78	RBLXROBLOX CORP	3,563	$375K	0.15%
79	CSCOCISCO SYS INC	5,358	$372K	0.15%
80	DESWISDOMTREE TR	11,644	$370K	0.15%
81	BNDVANGUARD BD INDEX FDS	4,891	$360K	0.15%
82	APPAPPLOVIN CORP	986	$345K	0.14%
83	MOATVANECK ETF TRUST	3,680	$345K	0.14%
84	VBVANGUARD INDEX FDS	1,437	$341K	0.14%
85	COSTCOSTCO WHSL CORP NEW	334	$330K	0.14%
86	LLYELI LILLY & CO	394	$307K	0.13%
87	VOTVANGUARD INDEX FDS	1,069	$304K	0.13%
88	IXJISHARES TR	3,484	$300K	0.12%
89	RWKINVESCO EXCH TRADED FD TR II	2,422	$283K	0.12%
90	VTEBVANGUARD MUN BD FDS	5,773	$283K	0.12%
91	MRNAMODERNA INC	9,813	$271K	0.11%
92	PFFISHARES TR	8,765	$269K	0.11%
93	AGGISHARES TR	2,686	$266K	0.11%
94	JEPIJ P MORGAN EXCHANGE TRADED F	4,567	$260K	0.11%
95	IMCVISHARES TR	3,392	$258K	0.11%
96	UNHUNITEDHEALTH GROUP INC	814	$254K	0.10%
97	IJRISHARES TR	2,286	$250K	0.10%
98	QCOMQUALCOMM INC	1,422	$226K	0.09%
99	EMHYISHARES INC	5,804	$226K	0.09%
100	HYMBSPDR SERIES TRUST	9,071	$225K	0.09%

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