13F HOLDINGS REPORT

New Insight Wealth Advisors

Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0002085853-25-000189

Total Value

$265.8M

Positions

106

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (106)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	50,714	$33.9M	12.77%
2	FIDELITY MERRIMACK STR TR	316188309	367,003	$17.0M	6.38%
3	VANGUARD INDEX FDS	922908629	51,461	$15.1M	5.69%
4	VANGUARD WORLD FD	92204A702	14,633	$10.9M	4.11%
5	SCHWAB STRATEGIC TR	808524797	394,799	$10.8M	4.05%
6	VANGUARD ADMIRAL FDS INC	921932828	95,558	$10.6M	3.97%
7	INVESCO EXCHANGE TRADED FD T	IVZ	55,250	$10.5M	3.94%
8	ISHARES TR	464287291	86,242	$8.9M	3.35%
9	TESLA INC	TSLA	19,737	$8.8M	3.30%
10	AMAZON COM INC	AMZN	33,192	$7.3M	2.74%
11	VIRTUS ETF TR II	92790A868	237,737	$5.9M	2.21%
12	MICROSOFT CORP	MSFT	11,291	$5.8M	2.20%
13	FIDELITY COVINGTON TRUST	316092840	102,862	$5.7M	2.16%
14	VANGUARD SPECIALIZED FUNDS	921908844	23,823	$5.1M	1.93%
15	GLOBAL E ONLINE LTD	GLBE	139,517	$5.0M	1.88%
16	ALPHABET INC	GOOG	19,335	$4.7M	1.77%
17	SIMON PPTY GROUP INC NEW	828806109	23,255	$4.4M	1.64%
18	VANGUARD WHITEHALL FDS	921946810	48,516	$4.3M	1.63%
19	META PLATFORMS INC	META	5,450	$4.0M	1.51%
20	APPLE INC	AAPL	15,414	$3.9M	1.48%
21	PFIZER INC	PFE	153,163	$3.9M	1.47%
22	TAIWAN SEMICONDUCTOR MFG LTD	874039100	12,241	$3.4M	1.29%
23	NVIDIA CORPORATION	NVDA	16,519	$3.1M	1.16%
24	ISHARES TR	464287457	34,932	$2.9M	1.09%
25	SPDR SERIES TRUST	78464A854	36,840	$2.9M	1.09%
26	ALIBABA GROUP HLDG LTD	BBAAY	15,516	$2.8M	1.04%
27	INVESCO EXCHANGE TRADED FD T	IVZ	25,792	$2.7M	1.02%
28	AXCELIS TECHNOLOGIES INC	ACLS	27,013	$2.6M	0.99%
29	GOLDMAN SACHS GROUP INC	GSCE	3,006	$2.4M	0.90%
30	BROADCOM INC	AVGO	7,120	$2.3M	0.88%
31	INVESCO EXCHANGE TRADED FD T	IVZ	27,935	$2.1M	0.77%
32	WP CAREY INC	92936U109	29,762	$2.0M	0.76%
33	VANGUARD WHITEHALL FDS	921946406	13,812	$1.9M	0.73%
34	VANECK ETF TRUST	92189F676	5,107	$1.7M	0.63%
35	VANGUARD CHARLOTTE FDS	92203J407	32,652	$1.6M	0.61%
36	MATTHEWS ASIA FDS	577125826	42,697	$1.6M	0.60%
37	ROSS STORES INC	ROST	9,773	$1.5M	0.56%
38	FEDERAL RLTY INVT TR NEW	313745101	14,611	$1.5M	0.56%
39	ISHARES TR	46429B697	13,900	$1.3M	0.50%
40	MARVELL TECHNOLOGY INC	MRVL	15,583	$1.3M	0.49%
41	REALTY INCOME CORP	O	20,124	$1.2M	0.46%
42	RIVIAN AUTOMOTIVE INC	RIVN	80,454	$1.2M	0.44%
43	VANGUARD SCOTTSDALE FDS	92206C409	14,720	$1.2M	0.44%
44	J P MORGAN EXCHANGE TRADED F	46641Q647	23,168	$1.2M	0.44%
45	UNITEDHEALTH GROUP INC	UNH	3,339	$1.2M	0.43%
46	ISHARES TR	464288414	10,529	$1.1M	0.42%
47	SERVICENOW INC	NOW	1,191	$1.1M	0.41%
48	INVESCO EXCHANGE TRADED FD T	IVZ	51,686	$1.1M	0.41%
49	ISHARES TR	46434V274	30,026	$1.1M	0.41%
50	ABBVIE INC	ABBV	4,091	$947,230	0.36%
51	SPDR SERIES TRUST	78468R606	35,395	$847,356	0.32%
52	JPMORGAN CHASE & CO.	VYLD	2,637	$831,780	0.31%
53	ALPHABET INC	GOOG	3,305	$805,007	0.30%
54	SPDR SERIES TRUST	78464A284	32,247	$803,909	0.30%
55	SALESFORCE INC	CRM	3,058	$724,642	0.27%
56	UBER TECHNOLOGIES INC	UBER	7,371	$722,137	0.27%
57	ISHARES TR	464287812	10,497	$717,890	0.27%
58	ISHARES TR	464287507	10,990	$717,207	0.27%
59	FIDELITY COVINGTON TRUST	316092543	23,585	$709,437	0.27%
60	ISHARES TR	46429B655	13,670	$698,332	0.26%
61	PINTEREST INC	PINS	20,445	$657,716	0.25%
62	VISA INC	V	1,901	$648,963	0.24%
63	FIRST TR EXCH TRADED FD III	33739P863	13,072	$637,521	0.24%
64	SCHWAB STRATEGIC TR	808524300	19,630	$626,393	0.24%
65	VANGUARD INDEX FDS	922908769	1,899	$623,195	0.23%
66	ROBLOX CORP	RBLX	4,300	$595,636	0.22%
67	APPLOVIN CORP	APP	817	$587,047	0.22%
68	J P MORGAN EXCHANGE TRADED F	46641Q837	11,482	$582,482	0.22%
69	WISDOMTREE TR	WT	11,050	$577,915	0.22%
70	ISHARES TR	464287770	6,388	$572,602	0.22%
71	SHOPIFY INC	SHOP	3,852	$572,446	0.22%
72	INVESCO EXCH TRADED FD TR II	IVZ	16,870	$567,676	0.21%
73	COLUMBIA ETF TR I	19761L508	30,502	$562,762	0.21%
74	VANGUARD MUN BD FDS	922907746	10,386	$520,027	0.20%
75	ISHARES TR	464287119	4,813	$501,996	0.19%
76	INVESCO EXCH TRADED FD TR II	IVZ	10,043	$485,077	0.18%
77	NUVEEN CA QUALTY MUN INCOME	NU	41,235	$474,203	0.18%
78	PALANTIR TECHNOLOGIES INC	PLTR	2,519	$459,516	0.17%
79	VANGUARD INSTL INDEX FD	922040845	6,057	$458,000	0.17%
80	ISHARES TR	464287721	2,237	$438,139	0.16%
81	VANGUARD INDEX FDS	922908751	1,698	$431,767	0.16%
82	ISHARES TR	464288505	6,609	$419,196	0.16%
83	VANGUARD INDEX FDS	922908363	679	$415,974	0.16%
84	DOORDASH INC	DASH	1,460	$397,105	0.15%
85	COLUMBIA ETF TR I	19761L607	18,976	$389,577	0.15%
86	NUSHARES ETF TR	NU	8,802	$388,168	0.15%
87	VANECK ETF TRUST	92189F643	3,527	$349,561	0.13%
88	CISCO SYS INC	CSCO	5,029	$344,074	0.13%
89	J P MORGAN EXCHANGE TRADED F	46641Q332	6,002	$342,714	0.13%
90	WISDOMTREE TR	WT	9,229	$310,833	0.12%
91	COSTCO WHSL CORP NEW	22160K105	328	$303,238	0.11%
92	INVESCO EXCH TRADED FD TR II	IVZ	2,422	$302,774	0.11%
93	VANGUARD INDEX FDS	922908538	972	$285,564	0.11%
94	ELI LILLY & CO	LLY	373	$284,953	0.11%
95	ISHARES TR	464288406	3,392	$272,549	0.10%
96	ISHARES TR	464287804	2,243	$266,536	0.10%
97	VANGUARD BD INDEX FDS	921937835	3,491	$259,626	0.10%
98	INVESCO QQQ TR	IVZ	418	$250,955	0.09%
99	MODERNA INC	MRNA	9,463	$244,429	0.09%
100	ISHARES TR	464288687	7,645	$241,735	0.09%
101	ISHARES TR	464287226	2,240	$224,560	0.08%
102	ISHARES TR	464287606	2,300	$220,547	0.08%
103	ISHARES TR	464287325	2,479	$219,689	0.08%
104	AUTODESK INC	ADSK	679	$215,698	0.08%
105	VANGUARD INDEX FDS	922908736	424	$203,355	0.08%
106	UNDER ARMOUR INC	UA	23,857	$115,229	0.04%