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New Insight Wealth Advisors
Period ended Jun 30, 2026 · Latest filing Jul 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $339,188,120
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $41,808,368
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $18,948,335
- VANGUARD INDEX FDS · MID CAP ETF · 922908629 · shares: $17,187,765
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $14,622,726
- ISHARES TR · GLOBAL TECH ETF · 464287291 · shares: $12,730,234
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $9,789,630
- VANGUARD ADMIRAL FDS INC · SMLLCP 600 IDX · 921932828 · shares: $9,610,442
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $9,411,881
- FIDELITY COVINGTON TRUST · HIGH DIVID ETF · 316092840 · shares: $8,889,943
- AMAZON COM INC · COM · 023135106 · shares: $8,793,783
Reported holdings
120 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 2,852 shares | $296,494 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 1,428 shares | $288,313 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 568 shares | $284,222 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 3,917 shares | $282,651 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 828 shares | $282,365 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,355 shares | $276,713 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 46137V506 | — | 4,942 shares | $274,056 |
| DOORDASH INC | CL A | 25809K105 | — | 1,423 shares | $262,586 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 3,541 shares | $259,945 |
| PGIM ETF TR | ACTV HY BD ETF | 69344A206 | — | 7,352 shares | $256,438 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 2,191 shares | $256,391 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 247 shares | $230,792 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 743 shares | $227,581 |
| MATTHEWS INTL FDS | INDIA ACTIVE ETF | 577130610 | — | 7,621 shares | $225,464 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 1,165 shares | $208,069 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 3,995 shares | $203,945 |
| NNN REIT INC | COM | 637417106 | — | 4,351 shares | $202,452 |
| EA SERIES TRUST | STAN SU BETA ETF | 02072L151 | — | 6,073 shares | $201,667 |
| UNDER ARMOUR INC | CL C | 904311206 | — | 17,409 shares | $108,284 |
| BLEND LABS INC | CL A | 09352U108 | — | 45,355 shares | $77,557 |