New Insight Wealth Advisors Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$279.9M

Holdings

111

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (111 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	55,634	$38.1M	13.61%
2	FBNDFIDELITY MERRIMACK STR TR	386,777	$17.8M	6.36%
3	VOVANGUARD INDEX FDS	53,768	$15.6M	5.57%
4	VGTVANGUARD WORLD FD	15,307	$11.5M	4.12%
5	RSPINVESCO EXCHANGE TRADED FD T	51,898	$9.9M	3.55%
6	VIOOVANGUARD ADMIRAL FDS INC	86,732	$9.6M	3.44%
7	IXNISHARES TR	88,998	$9.3M	3.34%
8	SCHDSCHWAB STRATEGIC TR	312,677	$8.6M	3.06%
9	AMZNAMAZON COM INC	33,708	$7.8M	2.78%
10	FDVVFIDELITY COVINGTON TRUST	136,175	$7.7M	2.76%
11	TSLATESLA INC	16,002	$7.2M	2.57%
12	GOOGLALPHABET INC	21,340	$6.7M	2.39%
13	MSFTMICROSOFT CORP	12,422	$6.0M	2.15%
14	KMIDVIRTUS ETF TR II	241,694	$5.9M	2.10%
15	GLBEGLOBAL E ONLINE LTD	139,517	$5.5M	1.96%
16	VIGVANGUARD SPECIALIZED FUNDS	23,600	$5.2M	1.85%
17	AAPLAPPLE INC	18,882	$5.1M	1.83%
18	TSMTAIWAN SEMICONDUCTOR MFG LTD	14,892	$4.5M	1.62%
19	PFEPFIZER INC	153,224	$3.8M	1.36%
20	METAMETA PLATFORMS INC	5,775	$3.8M	1.36%
21	SPGSIMON PPTY GROUP INC NEW	19,523	$3.6M	1.29%
22	SPYMSPDR SERIES TRUST	42,135	$3.4M	1.21%
23	NVDANVIDIA CORPORATION	17,210	$3.2M	1.15%
24	VIGIVANGUARD WHITEHALL FDS	34,658	$3.2M	1.13%
25	FRTFEDERAL RLTY INVT TR NEW	30,736	$3.1M	1.11%
26	XMHQINVESCO EXCHANGE TRADED FD T	28,757	$2.9M	1.05%
27	INTFISHARES TR	75,672	$2.9M	1.02%
28	GSGOLDMAN SACHS GROUP INC	3,044	$2.7M	0.96%
29	JMUBJ P MORGAN EXCHANGE TRADED F	48,175	$2.4M	0.87%
30	AVGOBROADCOM INC	6,777	$2.3M	0.84%
31	SHYISHARES TR	28,227	$2.3M	0.83%
32	BABAALIBABA GROUP HLDG LTD	15,717	$2.3M	0.82%
33	XSMOINVESCO EXCHANGE TRADED FD T	27,896	$2.0M	0.72%
34	BNDXVANGUARD CHARLOTTE FDS	39,817	$1.9M	0.69%
35	VYMVANGUARD WHITEHALL FDS	12,870	$1.8M	0.66%
36	OREALTY INCOME CORP	31,707	$1.8M	0.64%
37	ROSTROSS STORES INC	9,773	$1.8M	0.63%
38	SMHVANECK ETF TRUST	4,874	$1.8M	0.63%
39	WPCWP CAREY INC	25,590	$1.6M	0.59%
40	USMVISHARES TR	16,057	$1.5M	0.54%
41	RIVNRIVIAN AUTOMOTIVE INC	76,164	$1.5M	0.54%
42	MINVMATTHEWS ASIA FDS	42,025	$1.5M	0.53%
43	DIALCOLUMBIA ETF TR I	78,489	$1.4M	0.51%
44	MRVLMARVELL TECHNOLOGY INC	16,265	$1.4M	0.49%
45	HYMBSPDR SERIES TRUST	51,526	$1.3M	0.46%
46	UNHUNITEDHEALTH GROUP INC	3,852	$1.3M	0.45%
47	VCSHVANGUARD SCOTTSDALE FDS	15,315	$1.2M	0.44%
48	FDEMFIDELITY COVINGTON TRUST	37,447	$1.2M	0.41%
49	MUBISHARES TR	10,400	$1.1M	0.40%
50	JSCPJ P MORGAN EXCHANGE TRADED F	23,333	$1.1M	0.40%
51	GOOGALPHABET INC	3,151	$988K	0.35%
52	PEYINVESCO EXCHANGE TRADED FD T	48,187	$982K	0.35%
53	NOWSERVICENOW INC	5,995	$918K	0.33%
54	FCALFIRST TR EXCH TRADED FD III	18,162	$895K	0.32%
55	ABBVABBVIE INC	3,890	$888K	0.32%
56	SPHYSPDR SERIES TRUST	35,895	$849K	0.30%
57	JPMJPMORGAN CHASE & CO.	2,615	$842K	0.30%
58	NACNUVEEN CA QUALTY MUN INCOME	69,785	$824K	0.29%
59	JPSTJ P MORGAN EXCHANGE TRADED F	16,043	$811K	0.29%
60	CRMSALESFORCE INC	2,714	$718K	0.26%
61	JEPIJ P MORGAN EXCHANGE TRADED F	12,252	$701K	0.25%
62	IJHISHARES TR	10,531	$695K	0.25%
63	SCHGSCHWAB STRATEGIC TR	21,118	$688K	0.25%
64	VVISA INC	1,956	$685K	0.24%
65	IYKISHARES TR	10,040	$671K	0.24%
66	VTIVANGUARD INDEX FDS	1,912	$641K	0.23%
67	IDHQINVESCO EXCH TRADED FD TR II	17,357	$610K	0.22%
68	DONWISDOMTREE TR	11,489	$592K	0.21%
69	SHOPSHOPIFY INC	3,576	$575K	0.21%
70	UBERUBER TECHNOLOGIES INC	6,919	$565K	0.20%
71	IYGISHARES TR	5,873	$541K	0.19%
72	PINSPINTEREST INC	20,475	$530K	0.19%
73	VOOVANGUARD INDEX FDS	823	$516K	0.18%
74	VTEBVANGUARD MUN BD FDS	10,000	$502K	0.18%
75	RWJINVESCO EXCH TRADED FD TR II	9,615	$468K	0.17%
76	ILCGISHARES TR	4,428	$460K	0.16%
77	IYWISHARES TR	2,237	$446K	0.16%
78	FLOTISHARES TR	8,426	$428K	0.15%
79	FBCGFIDELITY COVINGTON TRUST	7,792	$427K	0.15%
80	VBVANGUARD INDEX FDS	1,644	$424K	0.15%
81	LLYELI LILLY & CO	384	$412K	0.15%
82	LULULULULEMON ATHLETICA INC	1,957	$406K	0.15%
83	VBILVANGUARD INSTL INDEX FD	5,350	$403K	0.14%
84	CSCOCISCO SYS INC	5,029	$387K	0.14%
85	ISCBISHARES TR	5,783	$375K	0.13%
86	NUSCNUSHARES ETF TR	8,384	$374K	0.13%
87	APPAPPLOVIN CORP	520	$350K	0.13%
88	PLTRPALANTIR TECHNOLOGIES INC	1,960	$348K	0.12%
89	MOATVANECK ETF TRUST	3,310	$342K	0.12%
90	IJRISHARES TR	2,762	$331K	0.12%
91	DASHDOORDASH INC	1,427	$323K	0.12%
92	RWKINVESCO EXCH TRADED FD TR II	2,422	$306K	0.11%
93	VUGVANGUARD INDEX FDS	619	$301K	0.11%
94	DESWISDOMTREE TR	8,898	$297K	0.11%
95	BNDVANGUARD BD INDEX FDS	3,841	$284K	0.10%
96	IMCVISHARES TR	3,392	$279K	0.10%
97	COSTCOSTCO WHSL CORP NEW	319	$274K	0.10%
98	NDQINVESCO QQQ TR	396	$243K	0.09%
99	PFFISHARES TR	7,645	$236K	0.08%
100	MRNAMODERNA INC	7,852	$231K	0.08%

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