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

  1. IVV ISHARES TR — $41.8M (12.3%)
  2. FBND FIDELITY MERRIMACK STR TR — $18.9M (5.6%)
  3. VO VANGUARD INDEX FDS — $17.2M (5.1%)
  4. VGT VANGUARD WORLD FD — $14.6M (4.3%)
  5. IXN ISHARES TR — $12.7M (3.8%)
  6. SCHD SCHWAB STRATEGIC TR — $9.79M (2.9%)
  7. VIOO VANGUARD ADMIRAL FDS INC — $9.61M (2.8%)
  8. RSP INVESCO EXCHANGE TRADED FD T — $9.41M (2.8%)
  9. FDVV FIDELITY COVINGTON TRUST — $8.89M (2.6%)
  10. AMZN AMAZON COM INC — $8.79M (2.6%)