New Insight Wealth Advisors Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$279.9B
Holdings
111
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 55,634 | $38.1B | 13.61% | |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 386,777 | $17.8B | 6.36% | |
| 3 | VOVANGUARD INDEX FDS | 53,768 | $15.6B | 5.57% | |
| 4 | VGTVANGUARD WORLD FD | 15,307 | $11.5B | 4.12% | |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 51,898 | $9.9B | 3.55% | |
| 6 | VIOOVANGUARD ADMIRAL FDS INC | 86,732 | $9.6B | 3.44% | |
| 7 | IXNISHARES TR | 88,998 | $9.3B | 3.34% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 312,677 | $8.6B | 3.06% | |
| 9 | AMZNAMAZON COM INC | 33,708 | $7.8B | 2.78% | |
| 10 | FDVVFIDELITY COVINGTON TRUST | 136,175 | $7.7B | 2.76% | |
| 11 | TSLATESLA INC | 16,002 | $7.2B | 2.57% | |
| 12 | GOOGLALPHABET INC | 21,340 | $6.7B | 2.39% | |
| 13 | MSFTMICROSOFT CORP | 12,422 | $6.0B | 2.15% | |
| 14 | KMIDVIRTUS ETF TR II | 241,694 | $5.9B | 2.10% | |
| 15 | GLBEGLOBAL E ONLINE LTD | 139,517 | $5.5B | 1.96% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 23,600 | $5.2B | 1.85% | |
| 17 | AAPLAPPLE INC | 18,882 | $5.1B | 1.83% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,892 | $4.5B | 1.62% | |
| 19 | PFEPFIZER INC | 153,224 | $3.8B | 1.36% | |
| 20 | METAMETA PLATFORMS INC | 5,775 | $3.8B | 1.36% | |
| 21 | SPGSIMON PPTY GROUP INC NEW | 19,523 | $3.6B | 1.29% | |
| 22 | SPYMSPDR SERIES TRUST | 42,135 | $3.4B | 1.21% | |
| 23 | NVDANVIDIA CORPORATION | 17,210 | $3.2B | 1.15% | |
| 24 | VIGIVANGUARD WHITEHALL FDS | 34,658 | $3.2B | 1.13% | |
| 25 | FRTFEDERAL RLTY INVT TR NEW | 30,736 | $3.1B | 1.11% | |
| 26 | XMHQINVESCO EXCHANGE TRADED FD T | 28,757 | $2.9B | 1.05% | |
| 27 | INTFISHARES TR | 75,672 | $2.9B | 1.02% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 3,044 | $2.7B | 0.96% | |
| 29 | JMUBJ P MORGAN EXCHANGE TRADED F | 48,175 | $2.4B | 0.87% | |
| 30 | AVGOBROADCOM INC | 6,777 | $2.3B | 0.84% | |
| 31 | SHYISHARES TR | 28,227 | $2.3B | 0.83% | |
| 32 | BABAALIBABA GROUP HLDG LTD | 15,717 | $2.3B | 0.82% | |
| 33 | XSMOINVESCO EXCHANGE TRADED FD T | 27,896 | $2.0B | 0.72% | |
| 34 | BNDXVANGUARD CHARLOTTE FDS | 39,817 | $1.9B | 0.69% | |
| 35 | VYMVANGUARD WHITEHALL FDS | 12,870 | $1.8B | 0.66% | |
| 36 | OREALTY INCOME CORP | 31,707 | $1.8B | 0.64% | |
| 37 | ROSTROSS STORES INC | 9,773 | $1.8B | 0.63% | |
| 38 | SMHVANECK ETF TRUST | 4,874 | $1.8B | 0.63% | |
| 39 | WPCWP CAREY INC | 25,590 | $1.6B | 0.59% | |
| 40 | USMVISHARES TR | 16,057 | $1.5B | 0.54% | |
| 41 | RIVNRIVIAN AUTOMOTIVE INC | 76,164 | $1.5B | 0.54% | |
| 42 | MINVMATTHEWS ASIA FDS | 42,025 | $1.5B | 0.53% | |
| 43 | DIALCOLUMBIA ETF TR I | 78,489 | $1.4B | 0.51% | |
| 44 | MRVLMARVELL TECHNOLOGY INC | 16,265 | $1.4B | 0.49% | |
| 45 | HYMBSPDR SERIES TRUST | 51,526 | $1.3B | 0.46% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 3,852 | $1.3B | 0.45% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 15,315 | $1.2B | 0.44% | |
| 48 | FDEMFIDELITY COVINGTON TRUST | 37,447 | $1.2B | 0.41% | |
| 49 | MUBISHARES TR | 10,400 | $1.1B | 0.40% | |
| 50 | JSCPJ P MORGAN EXCHANGE TRADED F | 23,333 | $1.1B | 0.40% | |
| 51 | GOOGALPHABET INC | 3,151 | $988.0M | 0.35% | |
| 52 | PEYINVESCO EXCHANGE TRADED FD T | 48,187 | $982.0M | 0.35% | |
| 53 | NOWSERVICENOW INC | 5,995 | $918.0M | 0.33% | |
| 54 | FCALFIRST TR EXCH TRADED FD III | 18,162 | $895.0M | 0.32% | |
| 55 | ABBVABBVIE INC | 3,890 | $888.0M | 0.32% | |
| 56 | SPHYSPDR SERIES TRUST | 35,895 | $849.0M | 0.30% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,615 | $842.0M | 0.30% | |
| 58 | NACNUVEEN CA QUALTY MUN INCOME | 69,785 | $824.0M | 0.29% | |
| 59 | JPSTJ P MORGAN EXCHANGE TRADED F | 16,043 | $811.0M | 0.29% | |
| 60 | CRMSALESFORCE INC | 2,714 | $718.0M | 0.26% | |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,252 | $701.0M | 0.25% | |
| 62 | IJHISHARES TR | 10,531 | $695.0M | 0.25% | |
| 63 | SCHGSCHWAB STRATEGIC TR | 21,118 | $688.0M | 0.25% | |
| 64 | VVISA INC | 1,956 | $685.0M | 0.24% | |
| 65 | IYKISHARES TR | 10,040 | $671.0M | 0.24% | |
| 66 | VTIVANGUARD INDEX FDS | 1,912 | $641.0M | 0.23% | |
| 67 | IDHQINVESCO EXCH TRADED FD TR II | 17,357 | $610.0M | 0.22% | |
| 68 | DONWISDOMTREE TR | 11,489 | $592.0M | 0.21% | |
| 69 | SHOPSHOPIFY INC | 3,576 | $575.0M | 0.21% | |
| 70 | UBERUBER TECHNOLOGIES INC | 6,919 | $565.0M | 0.20% | |
| 71 | IYGISHARES TR | 5,873 | $541.0M | 0.19% | |
| 72 | PINSPINTEREST INC | 20,475 | $530.0M | 0.19% | |
| 73 | VOOVANGUARD INDEX FDS | 823 | $516.0M | 0.18% | |
| 74 | VTEBVANGUARD MUN BD FDS | 10,000 | $502.0M | 0.18% | |
| 75 | RWJINVESCO EXCH TRADED FD TR II | 9,615 | $468.0M | 0.17% | |
| 76 | ILCGISHARES TR | 4,428 | $460.0M | 0.16% | |
| 77 | IYWISHARES TR | 2,237 | $446.0M | 0.16% | |
| 78 | FLOTISHARES TR | 8,426 | $428.0M | 0.15% | |
| 79 | FBCGFIDELITY COVINGTON TRUST | 7,792 | $427.0M | 0.15% | |
| 80 | VBVANGUARD INDEX FDS | 1,644 | $424.0M | 0.15% | |
| 81 | LLYELI LILLY & CO | 384 | $412.0M | 0.15% | |
| 82 | LULULULULEMON ATHLETICA INC | 1,957 | $406.0M | 0.15% | |
| 83 | VBILVANGUARD INSTL INDEX FD | 5,350 | $403.0M | 0.14% | |
| 84 | CSCOCISCO SYS INC | 5,029 | $387.0M | 0.14% | |
| 85 | ISCBISHARES TR | 5,783 | $375.0M | 0.13% | |
| 86 | NUSCNUSHARES ETF TR | 8,384 | $374.0M | 0.13% | |
| 87 | APPAPPLOVIN CORP | 520 | $350.0M | 0.13% | |
| 88 | PLTRPALANTIR TECHNOLOGIES INC | 1,960 | $348.0M | 0.12% | |
| 89 | MOATVANECK ETF TRUST | 3,310 | $342.0M | 0.12% | |
| 90 | IJRISHARES TR | 2,762 | $331.0M | 0.12% | |
| 91 | DASHDOORDASH INC | 1,427 | $323.0M | 0.12% | |
| 92 | RWKINVESCO EXCH TRADED FD TR II | 2,422 | $306.0M | 0.11% | |
| 93 | VUGVANGUARD INDEX FDS | 619 | $301.0M | 0.11% | |
| 94 | DESWISDOMTREE TR | 8,898 | $297.0M | 0.11% | |
| 95 | BNDVANGUARD BD INDEX FDS | 3,841 | $284.0M | 0.10% | |
| 96 | IMCVISHARES TR | 3,392 | $279.0M | 0.10% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 319 | $274.0M | 0.10% | |
| 98 | NDQINVESCO QQQ TR | 396 | $243.0M | 0.09% | |
| 99 | PFFISHARES TR | 7,645 | $236.0M | 0.08% | |
| 100 | MRNAMODERNA INC | 7,852 | $231.0M | 0.08% |
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