Institutional Manager · CIK 0002022328
New Insight Wealth Advisors
San Ramon, CA · File #028-24111
Latest AUM
$279.9M
Positions
111
Top-10 Concentration
54.1%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025111 pos · $279.9M
- 13F HOLDINGS REPORTQ/E Sep 2025106 pos · $265.8M
- 13F HOLDINGS REPORTQ/E Jun 2025106 pos · $243.0M
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $220.2M
- 13F HOLDINGS REPORTQ/E Dec 202490 pos · $199.7M
- 13F HOLDINGS REPORTQ/E Sep 202491 pos · $190.0M
- 13F HOLDINGS REPORTQ/E Jun 202483 pos · $169.9M
- 13F HOLDINGS REPORTQ/E Mar 202484 pos · $160.2M
- 13F HOLDINGS REPORTQ/E Mar 202478 pos · $148.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 55,634 | $38.1M | 15.16% |
| 2 | FIDELITY MERRIMACK STR TR | 316188309 | 386,777 | $17.8M | 7.08% |
| 3 | VANGUARD INDEX FDS | 922908629 | 53,768 | $15.6M | 6.21% |
| 4 | VANGUARD WORLD FD | 92204A702 | 15,307 | $11.5M | 4.59% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 51,898 | $9.9M | 3.96% |
| 6 | VANGUARD ADMIRAL FDS INC | 921932828 | 86,732 | $9.6M | 3.83% |
| 7 | ISHARES TR | 464287291 | 88,998 | $9.3M | 3.72% |
| 8 | SCHWAB STRATEGIC TR | 808524797 | 312,677 | $8.6M | 3.41% |
| 9 | AMAZON COM INC | AMZN | 33,708 | $7.8M | 3.10% |
| 10 | FIDELITY COVINGTON TRUST | 316092840 | 136,175 | $7.7M | 3.07% |
| 11 | TESLA INC | TSLA | 16,002 | $7.2M | 2.86% |
| 12 | ALPHABET INC | GOOG | 21,340 | $6.7M | 2.66% |
| 13 | MICROSOFT CORP | MSFT | 12,422 | $6.0M | 2.39% |
| 14 | VIRTUS ETF TR II | 92790A868 | 241,694 | $5.9M | 2.34% |
| 15 | GLOBAL E ONLINE LTD | GLBE | 139,517 | $5.5M | 2.18% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 23,600 | $5.2M | 2.06% |
| 17 | APPLE INC | AAPL | 18,882 | $5.1M | 2.04% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,892 | $4.5M | 1.80% |
| 19 | PFIZER INC | PFE | 153,224 | $3.8M | 1.52% |
| 20 | META PLATFORMS INC | META | 5,775 | $3.8M | 1.52% |