New Insight Wealth Advisors — 13F holdings
New Insight Wealth Advisors reported 120 holdings worth $339M in its 13F filing for Q2 2026, filed July 28, 2026.
Largest positions
- IVV ISHARES TR — $41.8M (12.3%)
- FBND FIDELITY MERRIMACK STR TR — $18.9M (5.6%)
- VO VANGUARD INDEX FDS — $17.2M (5.1%)
- VGT VANGUARD WORLD FD — $14.6M (4.3%)
- IXN ISHARES TR — $12.7M (3.8%)
- SCHD SCHWAB STRATEGIC TR — $9.79M (2.9%)
- VIOO VANGUARD ADMIRAL FDS INC — $9.61M (2.8%)
- RSP INVESCO EXCHANGE TRADED FD T — $9.41M (2.8%)
- FDVV FIDELITY COVINGTON TRUST — $8.89M (2.6%)
- AMZN AMAZON COM INC — $8.79M (2.6%)