Q1 2026 · 13F-HR
New Insight Wealth Advisorsholdings as filed
Filed 2026-05-08 · accession 0002022328-26-000002
$278.9M
Reported value
107
Positions
2026-03-31
Period end
The Brief · New Insight Wealth Advisors · Q1 2026
AI · grounded in 13F
New Insight Wealth Advisors increased its position in JSCP by 219.916%. The fund also accumulated shares in RIVN by 92.4321% and FDEM by 91.7377%. Conversely, the manager trimmed its holding in SHY by 34.8177%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $37.2M | 13.3% | 56,976 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $18.1M | 6.47% | 395,785 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $15.3M | 5.47% | 53,142 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $10.7M | 3.83% | 15,300 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $9.2M | 3.30% | 48,008 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $8.9M | 3.18% | 88,698 | Common | NONE |
| 921932828 | VIOO | VANGUARD ADMIRAL FDS INC | $8.8M | 3.17% | 76,908 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $8.4M | 3.00% | 273,129 | Common | NONE |
| 316092840 | FDVV | FIDELITY COVINGTON TRUST | $7.9M | 2.84% | 143,620 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.5M | 2.68% | 35,950 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $6.6M | 2.36% | 22,855 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $6.0M | 2.14% | 16,020 | Common | NONE |
| 92790A868 | KMID | VIRTUS ETF TR II | $5.7M | 2.06% | 240,487 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.6M | 2.00% | 16,529 | Common | NONE |
| 46434V274 | INTF | ISHARES TR | $5.4M | 1.92% | 137,763 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.1M | 1.83% | 13,814 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $4.9M | 1.76% | 22,763 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $4.6M | 1.67% | 18,298 | Common | NONE |
| 46641Q647 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.57% | 87,844 | Common | NONE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $4.3M | 1.54% | 139,517 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $4.1M | 1.47% | 145,941 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $3.8M | 1.36% | 6,644 | Common | NONE |
| 313745101 | FRT | FEDERAL RLTY INVT TR NEW | $3.6M | 1.30% | 34,080 | Common | NONE |
| 46641Q274 | JSCP | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.27% | 74,646 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $3.3M | 1.19% | 43,332 | Common | NONE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $3.3M | 1.19% | 17,768 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.0M | 1.09% | 17,374 | Common | NONE |
| 46137V472 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.0M | 1.06% | 28,677 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.89% | 2,942 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $2.4M | 0.88% | 27,598 | Common | NONE |
| 316092543 | FDEM | FIDELITY COVINGTON TRUST | $2.3M | 0.81% | 71,800 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $2.2M | 0.79% | 146,564 | Common | NONE |
| 46137V498 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.76% | 27,896 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $2.1M | 0.76% | 9,773 | Common | NONE |
| 756109104 | O | REALTY INCOME CORP | $2.1M | 0.76% | 34,556 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.1M | 0.74% | 6,626 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $2.0M | 0.72% | 15,912 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $1.9M | 0.67% | 4,854 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $1.9M | 0.67% | 38,604 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $1.8M | 0.64% | 11,961 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.61% | 6,244 | Common | NONE |
| 577125826 | MINV | MATTHEWS ASIA FDS | $1.6M | 0.58% | 42,464 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.6M | 0.57% | 16,062 | Common | NONE |
| 19761L508 | DIAL | COLUMBIA ETF TR I | $1.5M | 0.55% | 85,043 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $1.5M | 0.54% | 18,399 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $1.5M | 0.54% | 14,147 | Common | NONE |
| 92936U109 | WPC | WP CAREY INC | $1.5M | 0.53% | 21,867 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $1.4M | 0.52% | 15,557 | Common | NONE |
| 78464A284 | HYMB | SPDR SERIES TRUST | $1.3M | 0.48% | 53,453 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.3M | 0.46% | 4,457 | Common | NONE |
| 67066Y105 | NAC | NUVEEN CA DIVI ADV MUN | $1.2M | 0.42% | 99,735 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1.1M | 0.41% | 14,430 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.40% | 19,661 | Common | NONE |
| 33739P863 | FCAL | FIRST TR EXCH TRADED FD III | $1.0M | 0.37% | 21,172 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $820,995 | 0.29% | 16,222 | Common | NONE |
| 78468R606 | SPHY | SPDR SERIES TRUST | $811,186 | 0.29% | 34,785 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $796,579 | 0.29% | 5,203 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $739,683 | 0.27% | 3,401 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $736,282 | 0.26% | 2,503 | Common | NONE |
| 46137V563 | PEY | INVESCO EXCHANGE TRADED FD T | $713,267 | 0.26% | 33,301 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $701,232 | 0.25% | 10,384 | Common | NONE |
| 464287812 | IYK | ISHARES TR | $640,424 | 0.23% | 9,145 | Common | NONE |
| 97717W505 | DON | WISDOMTREE TR | $625,384 | 0.22% | 11,903 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $615,167 | 0.22% | 21,118 | Common | NONE |
| 46138E214 | IDHQ | INVESCO EXCH TRADED FD TR II | $613,917 | 0.22% | 17,357 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $613,389 | 0.22% | 1,912 | Common | SOLE |
| 92826C839 | V | VISA INC | $576,069 | 0.21% | 1,906 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $506,034 | 0.18% | 10,143 | Common | NONE |
| 42250P103 | DOC | HEALTHPEAK PROPERTIES INC | $505,535 | 0.18% | 30,769 | Common | NONE |
| 464287770 | IYG | ISHARES TR | $483,323 | 0.17% | 5,834 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $473,545 | 0.17% | 792 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $470,475 | 0.17% | 4,500 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $413,572 | 0.15% | 1,579 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $405,837 | 0.15% | 2,237 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $405,829 | 0.15% | 5,642 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $404,953 | 0.15% | 2,169 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $395,072 | 0.14% | 7,777 | Common | NONE |
| 316092352 | FBCG | FIDELITY COVINGTON TRUST | $393,592 | 0.14% | 7,853 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $390,241 | 0.14% | 5,030 | Common | NONE |
| 46138G664 | RWJ | INVESCO EXCH TRADED FD TR II | $381,982 | 0.14% | 7,567 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $379,465 | 0.14% | 3,199 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $375,512 | 0.13% | 20,475 | Common | NONE |
| 464287119 | ILCG | ISHARES TR | $372,563 | 0.13% | 3,902 | Common | NONE |
| 464288505 | ISCB | ISHARES TR | $360,794 | 0.13% | 5,543 | Common | NONE |
| 67092P607 | NUSC | NUSHARES ETF TR | $344,979 | 0.12% | 7,656 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $343,857 | 0.12% | 374 | Common | NONE |
| 97717W604 | DES | WISDOMTREE TR | $314,763 | 0.11% | 8,758 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $304,868 | 0.11% | 766 | Common | NONE |
| 46138G672 | RWK | INVESCO EXCH TRADED FD TR II | $301,154 | 0.11% | 2,348 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $289,269 | 0.10% | 2,327 | Common | NONE |
| 464288406 | IMCV | ISHARES TR | $287,593 | 0.10% | 3,392 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $284,541 | 0.10% | 286 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $282,851 | 0.10% | 3,841 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $280,268 | 0.10% | 820 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $279,982 | 0.10% | 641 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $275,385 | 0.10% | 5,405 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $261,110 | 0.09% | 1,785 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $254,805 | 0.09% | 2,635 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $239,681 | 0.09% | 415 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $236,960 | 0.08% | 2,355 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $221,044 | 0.08% | 2,551 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $217,499 | 0.08% | 1,503 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $214,682 | 0.08% | 448 | Common | NONE |
| 25809K105 | DASH | DOORDASH INC | $214,264 | 0.08% | 1,427 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $205,365 | 0.07% | 798 | Common | NONE |
| 904311206 | UA | UNDER ARMOUR INC | $138,132 | 0.05% | 23,857 | Common | NONE |
| 09352U108 | BLND | BLEND LABS INC | $77,104 | 0.03% | 45,355 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.