New Insight Wealth Advisors

Est. AUM

$278.9M

13F long equity, this entity only

Positions

107

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$37.2M	56976	13.35%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.1M	395785	6.47%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$15.3M	53142	5.47%	SOLE
4	VANGUARD WORLD FD	INF TECH ETF	$10.7M	15300	3.83%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.2M	48008	3.30%	SOLE
6	ISHARES TR	GLOBAL TECH ETF	$8.9M	88698	3.18%	SOLE
7	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$8.8M	76908	3.17%	SOLE
8	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.4M	273129	3.00%	SOLE
9	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$7.9M	143620	2.84%	SOLE
10	AMAZON COM INC	COM	$7.5M	35950	2.68%	SOLE
11	ALPHABET INC	CAP STK CL A	$6.6M	22855	2.36%	SOLE
12	TESLA INC	COM	$6.0M	16020	2.14%	SOLE
13	VIRTUS ETF TR II	KAR MID-CAP ETF	$5.7M	240487	2.06%	SOLE
14	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.6M	16529	2.00%	SOLE
15	ISHARES TR	INTL EQTY FACTOR	$5.4M	137763	1.92%	SOLE
16	MICROSOFT CORP	COM	$5.1M	13814	1.83%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.9M	22763	1.76%	SOLE
18	APPLE INC	COM	$4.6M	18298	1.67%	SOLE
19	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.4M	87844	1.57%	SOLE
20	GLOBAL E ONLINE LTD	SHS	$4.3M	139517	1.54%	SOLE
21	PFIZER INC	COM	$4.1M	145941	1.47%	SOLE
22	META PLATFORMS INC	CL A	$3.8M	6644	1.36%	SOLE
23	FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$3.6M	34080	1.30%	SOLE
24	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$3.5M	74646	1.27%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	43332	1.19%	SOLE
26	SIMON PPTY GROUP INC NEW	COM	$3.3M	17768	1.19%	SOLE
27	NVIDIA CORPORATION	COM	$3.0M	17374	1.09%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.0M	28677	1.06%	SOLE
29	GOLDMAN SACHS GROUP INC	COM	$2.5M	2942	0.89%	SOLE
30	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.4M	27598	0.88%	SOLE
31	FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$2.3M	71800	0.81%	SOLE
32	RIVIAN AUTOMOTIVE INC	COM CL A	$2.2M	146564	0.79%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.1M	27896	0.76%	SOLE
34	ROSS STORES INC	COM	$2.1M	9773	0.76%	SOLE
35	REALTY INCOME CORP	COM	$2.1M	34556	0.76%	SOLE
36	BROADCOM INC	COM	$2.1M	6626	0.74%	SOLE
37	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.0M	15912	0.72%	SOLE
38	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.9M	4854	0.67%	SOLE
39	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.9M	38604	0.67%	SOLE
40	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	11961	0.64%	SOLE
41	UNITEDHEALTH GROUP INC	COM	$1.7M	6244	0.61%	SOLE
42	MATTHEWS ASIA FDS	ASIA INNOV ACTIV	$1.6M	42464	0.58%	SOLE
43	MARVELL TECHNOLOGY INC	COM	$1.6M	16062	0.57%	SOLE
44	COLUMBIA ETF TR I	DIVERSIFID FXD	$1.5M	85043	0.55%	SOLE
45	ISHARES TR	1 3 YR TREAS BD	$1.5M	18399	0.54%	SOLE
46	ISHARES TR	NATIONAL MUN ETF	$1.5M	14147	0.54%	SOLE
47	WP CAREY INC	COM	$1.5M	21867	0.53%	SOLE
48	ISHARES TR	MSCI USA MIN VOL	$1.4M	15557	0.52%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	53453	0.48%	SOLE
50	ALPHABET INC	CAP STK CL C	$1.3M	4457	0.46%	SOLE

1–50 of 107

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.