Institutions / New Insight Wealth Advisors
New Insight Wealth Advisors
CIK 2022328 · Institution · as of Dec 31, 2025
Portfolio value
$279.94M
Positions
111
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 111 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $38.11M | 13.6% |
| Fidelity Merrimack Str Tr | $17.81M | 6.4% |
| Vanguard Index Fds | $15.60M | 5.6% |
| Vanguard World Fd | $11.54M | 4.1% |
| Invesco Exchange Traded Fd T | $9.94M | 3.6% |
| Vanguard Admiral Fds Inc | $9.62M | 3.4% |
| iShares Tr | $9.34M | 3.3% |
| Schwab Strategic Tr | $8.58M | 3.1% |
| Amazon.com Inc | $7.78M | 2.8% |
| Fidelity Covington Trust | $7.72M | 2.8% |
| Tesla Inc | $7.20M | 2.6% |
| Alphabet Inc. | $6.68M | 2.4% |
| Microsoft Corp | $6.01M | 2.1% |
| Virtus ETF Tr II | $5.89M | 2.1% |
| Global E Online Ltd | $5.48M | 2.0% |
| Vanguard Specialized Funds | $5.19M | 1.9% |
| Apple Inc. | $5.13M | 1.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $4.53M | 1.6% |
| Pfizer Inc | $3.82M | 1.4% |
| Meta Platforms Inc | $3.81M | 1.4% |
| Simon Property Group Inc | $3.61M | 1.3% |
| SPDR Series Trust | $3.38M | 1.2% |
| NVIDIA Corp | $3.21M | 1.1% |
| Vanguard Whitehall Fds | $3.17M | 1.1% |
| Federal Realty Investment Trust | $3.10M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.