New Insight Wealth Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$278.9M
Q ending 2026-03-31
Prior quarter
$279.9M
Q ending 2025-12-31
Change
-0.4% QoQ · +26.6% YoY
Positions
107
reported holdings
Largest positions
Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $37.2M | 57K |
| Fidelity Merrimack Str Tr | FBND | Shares | $18.1M | 396K |
| Vanguard Index Fds | VO | Shares | $15.3M | 53K |
| Vanguard World Fd | VGT | Shares | $10.7M | 15K |
| Invesco Exchange Traded Fd T | RSP | Shares | $9.2M | 48K |
| Ishares Tr | IXN | Shares | $8.9M | 89K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $8.8M | 77K |
| Schwab Strategic Tr | SCHD | Shares | $8.4M | 273K |
| Fidelity Covington Trust | FDVV | Shares | $7.9M | 144K |
| Amazon Com Inc | AMZN | Shares | $7.5M | 36K |
| Alphabet Inc | GOOGL | Shares | $6.6M | 23K |
| Tesla Inc | TSLA | Shares | $6.0M | 16K |
| Virtus Etf Tr Ii | KMID | Shares | $5.7M | 240K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.6M | 17K |
| Ishares Tr | INTF | Shares | $5.4M | 138K |
| Microsoft Corp | MSFT | Shares | $5.1M | 14K |
| Vanguard Specialized Funds | VIG | Shares | $4.9M | 23K |
| Apple Inc | AAPL | Shares | $4.6M | 18K |
| J P Morgan Exchange Traded F | JMUB | Shares | $4.4M | 88K |
| Global E Online Ltd | Shares | $4.3M | 140K | |
| Pfizer Inc | PFE | Shares | $4.1M | 146K |
| Meta Platforms Inc | META | Shares | $3.8M | 7K |
| Federal Rlty Invt Tr New | FRT | Shares | $3.6M | 34K |
| J P Morgan Exchange Traded F | JSCP | Shares | $3.5M | 75K |
| Spdr Series Trust | SPYM | Shares | $3.3M | 43K |
| Simon Ppty Group Inc New | SPG | Shares | $3.3M | 18K |
| Nvidia Corporation | NVDA | Shares | $3.0M | 17K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $3.0M | 29K |
| Goldman Sachs Group Inc | GS | Shares | $2.5M | 3K |
| Vanguard Whitehall Fds | VIGI | Shares | $2.4M | 28K |
| Fidelity Covington Trust | FDEM | Shares | $2.3M | 72K |
| Rivian Automotive Inc | RIVN | Shares | $2.2M | 147K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $2.1M | 28K |
| Ross Stores Inc | ROST | Shares | $2.1M | 10K |
| Realty Income Corp | O | Shares | $2.1M | 35K |
| Broadcom Inc | AVGO | Shares | $2.1M | 7K |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.0M | 16K |
| Vaneck Etf Trust | SMH | Shares | $1.9M | 5K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.9M | 39K |
| Vanguard Whitehall Fds | VYM | Shares | $1.8M | 12K |
| Unitedhealth Group Inc | UNH | Shares | $1.7M | 6K |
| Matthews Asia Fds | MINV | Shares | $1.6M | 42K |
| Marvell Technology Inc | MRVL | Shares | $1.6M | 16K |
| Columbia Etf Tr I | DIAL | Shares | $1.5M | 85K |
| Ishares Tr | SHY | Shares | $1.5M | 18K |
| Ishares Tr | MUB | Shares | $1.5M | 14K |
| Wp Carey Inc | WPC | Shares | $1.5M | 22K |
| Ishares Tr | USMV | Shares | $1.4M | 16K |
| Spdr Series Trust | HYMB | Shares | $1.3M | 53K |
| Alphabet Inc | GOOG | Shares | $1.3M | 4K |
| Nuveen Ca Divi Adv Mun | NAC | Shares | $1.2M | 100K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.1M | 14K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.1M | 20K |
| First Tr Exch Traded Fd Iii | FCAL | Shares | $1.0M | 21K |
| J P Morgan Exchange Traded F | JPST | Shares | $821K | 16K |
| Spdr Series Trust | SPHY | Shares | $811K | 35K |
| Lululemon Athletica Inc | LULU | Shares | $797K | 5K |
| Abbvie Inc | ABBV | Shares | $740K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $736K | 3K |
| Invesco Exchange Traded Fd T | PEY | Shares | $713K | 33K |
| Ishares Tr | IJH | Shares | $701K | 10K |
| Ishares Tr | IYK | Shares | $640K | 9K |
| Wisdomtree Tr | DON | Shares | $625K | 12K |
| Schwab Strategic Tr | SCHG | Shares | $615K | 21K |
| Invesco Exch Traded Fd Tr Ii | IDHQ | Shares | $614K | 17K |
| Vanguard Index Fds | VTI | Shares | $613K | 2K |
| Visa Inc | V | Shares | $576K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $506K | 10K |
| Healthpeak Properties Inc | DOC | Shares | $506K | 31K |
| Ishares Tr | IYG | Shares | $483K | 6K |
| Vanguard Index Fds | VOO | Shares | $474K | 792 |
| Servicenow Inc | NOW | Shares | $470K | 5K |
| Vanguard Index Fds | VB | Shares | $414K | 2K |
| Ishares Tr | IYW | Shares | $406K | 2K |
| Uber Technologies Inc | UBER | Shares | $406K | 6K |
| Salesforce Inc | CRM | Shares | $405K | 2K |
| Moderna Inc | MRNA | Shares | $395K | 8K |
| Fidelity Covington Trust | FBCG | Shares | $394K | 8K |
| Cisco Sys Inc | CSCO | Shares | $390K | 5K |
| Invesco Exch Traded Fd Tr Ii | RWJ | Shares | $382K | 8K |
| Shopify Inc | SHOP | Shares | $379K | 3K |
| Pinterest Inc | PINS | Shares | $376K | 20K |
| Ishares Tr | ILCG | Shares | $373K | 4K |
| Ishares Tr | ISCB | Shares | $361K | 6K |
| Nushares Etf Tr | NUSC | Shares | $345K | 8K |
| Eli Lilly & Co | LLY | Shares | $344K | 374 |
| Wisdomtree Tr | DES | Shares | $315K | 9K |
| Applovin Corp | APP | Shares | $305K | 766 |
| Invesco Exch Traded Fd Tr Ii | RWK | Shares | $301K | 2K |
| Ishares Tr | IJR | Shares | $289K | 2K |
| Ishares Tr | IMCV | Shares | $288K | 3K |
| Costco Wholesale Corporation | COST | Shares | $285K | 286 |
| Vanguard Bd Index Fds | BND | Shares | $283K | 4K |
| Applied Matls Inc | AMAT | Shares | $280K | 820 |
| Vanguard Index Fds | VUG | Shares | $280K | 641 |
| Ishares Tr | FLOT | Shares | $275K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $261K | 2K |
| Vaneck Etf Trust | MOAT | Shares | $255K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $240K | 415 |
| Ishares Tr | IJK | Shares | $237K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.