account_balance
Investment manager · 13F filer · SEC CIK 2022328
New Insight Wealth Advisors
Reported value$339Mas of Jun 30, 2026
Positions120 15 new, 2 sold out
Top 10 weight44.8%IVV alone is 12%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.3%Trimmed −2%
FBNDFidelity Merrimack STR Tr
5.6%Added +5%
VOVanguard Index FDS
5.1%
VGTVanguard World Fd
4.3%
IXNiShares Tr
3.8%
SCHDSchwab Strategic Tr
2.9%Added +13%
VIOOVanguard Admiral FDS Inc
2.8%Trimmed −9%
RSPInvesco Exchange Traded Fd T
2.8%Trimmed −8%
FDVVFidelity Covington Trust
2.6%Added +3%
AMZNAmazon.com Inc
2.6%Added +3%
GOOGLAlphabet Inc.
2.5%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.5%Added +7%
IVViShares Tr
12.3%Trimmed −2%
FBNDFidelity Merrimack STR Tr
5.6%
VOVanguard Index FDS
5.1%
VGTVanguard World Fd
4.3%
IXNiShares Tr
3.8%
SCHDSchwab Strategic Tr
2.9%
VIOOVanguard Admiral FDS Inc
2.8%
RSPInvesco Exchange Traded Fd T
2.8%
FDVV2.6%
AMZN2.6%GOOGLTSM2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.3% Trimmed −2%
FBND Fidelity Merrimack STR Tr 5.6% Added +5%
VO Vanguard Index FDS 5.1% Held
VGT Vanguard World Fd 4.3% Held
IXN iShares Tr 3.8% Held
SCHD Schwab Strategic Tr 2.9% Added +13%
VIOO Vanguard Admiral FDS Inc 2.8% Trimmed −9%
RSP Invesco Exchange Traded Fd T 2.8% Trimmed −8%
FDVV Fidelity Covington Trust 2.6% Added +3%
AMZN Amazon.com Inc 2.6% Added +3%GOOGL Alphabet Inc. 2.5% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.5% Added +7%What changed
Biggest moves since Mar 31, 2026
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