Q2 2026 13F · SEC CIK 2022328

New Insight Wealth Advisors

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $339.2M
Reported positions: 120
Top holdings a year, 3 yrs: +16.3%
Assets under management: $396.9M

New Insight Wealth Advisors is a wealth manager that reported 120 positions worth $339.2M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Ishares Tr (IVV, 12.3%), Fidelity Merrimack Str Tr (FBND, 5.6%), Vanguard Index Fds (VO, 5.1%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 18.4% for the S&P 500.

New Insight Wealth Advisors holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

New Insight Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	12.3%	13.3%	55,827	-2.0%	$41.8M
FBNDFidelity Merrimack Str Tr	5.6%	6.5%	416,538	+5.2%	$18.9M
VOVanguard Index Fds	5.1%	5.5%	213,327	+301.4%	$17.2M
VGTVanguard World Fd	4.3%	3.8%	122,345	+699.6%	$14.6M
IXNIshares Tr	3.8%	3.2%	88,111	-0.7%	$12.7M
SCHDSchwab Strategic Tr	2.9%	3.0%	308,724	+13.0%	$9.8M
VIOOVanguard Admiral Fds Inc	2.8%	3.2%	69,874	-9.1%	$9.6M
RSPInvesco Exchange Traded Fd T	2.8%	3.3%	44,235	-7.9%	$9.4M
FDVVFidelity Covington Trust	2.6%	2.8%	147,453	+2.7%	$8.9M
AMZNAmazon Com Inc	2.6%	2.7%	36,896	+2.6%	$8.8M
GOOGLAlphabet Inc	2.5%	2.4%	24,029	+5.1%	$8.6M
TSMTaiwan Semiconductor Manufac	2.5%	2.0%	17,624	+6.6%	$8.4M
INTFIshares Tr	2.1%	1.9%	172,164	+25.0%	$7.1M
MSFTMicrosoft Corp	1.9%	1.8%	17,083	+23.7%	$6.4M
TSLATesla Inc	1.9%	2.1%	14,972	-6.5%	$6.3M
JMUBJ P Morgan Exchange Traded F	1.8%	1.6%	123,269	+40.3%	$6.2M
AAPLApple Inc	1.7%	1.7%	19,427	+6.2%	$5.6M
JSCPJpmorgan Short Duration Core Plus ETF	1.4%	1.3%	103,714	+38.9%	$4.9M
GLBEGlobal E Online Ltd	1.4%	1.5%	139,517	+0.0%	$4.8M
VIGVanguard Specialized Funds	1.4%	1.8%	19,806	-13.0%	$4.7M
KMIDVirtus ETF Tr II	1.3%	2.1%	175,559	-27.0%	$4.4M
MRVLMarvell Technology Inc	1.3%	0.6%	14,511	-9.7%	$4.3M
FRTFederal Rlty Invt Tr New	1.2%	1.3%	33,641	-1.3%	$4.2M
SMHVaneck ETF Trust	1.2%	0.7%	6,166	+27.0%	$4.0M
MINVMatthews Asia Fds	1.2%	0.6%	69,282	+63.2%	$4.0M
RIVNRivian Automotive Inc	1.2%	0.8%	230,225	+57.1%	$4.0M
SPLGSpdr Series Trust	1.2%	1.2%	45,219	+4.4%	$4.0M
XMHQInvesco Exchange Traded Fd T	1.2%	1.1%	34,786	+21.3%	$3.9M
METAMeta Platforms Inc	1.1%	1.4%	6,737	+1.4%	$3.8M
PEAKHealthpeak Properties Inc	1.1%	—	176,051	—	$3.8M
NVDANvidia Corporation	1.1%	1.1%	18,393	+5.9%	$3.7M
PFEPfizer Inc	1.1%	1.5%	150,050	+2.8%	$3.6M
FDEMFidelity Covington Trust	1.1%	0.8%	98,842	+37.7%	$3.6M
SPGSimon Ppty Group Inc New	1.1%	1.2%	16,025	-9.8%	$3.6M
BINCBlackrock ETF Trust II	0.9%	—	60,052	—	$3.1M
XSMOInvesco Exchange Traded Fd T	0.8%	0.8%	30,300	+8.6%	$2.8M
AVGOBroadcom Inc	0.8%	0.7%	7,059	+6.5%	$2.7M
UNHUnitedhealth Group Inc	0.8%	0.6%	6,309	+1.0%	$2.6M
GSGoldman Sachs Group Inc	0.8%	0.9%	2,570	-12.6%	$2.6M
QQQMInvesco Exch Traded Fd Tr II	0.7%	—	7,504	—	$2.3M
ORealty Income Corp.	0.7%	0.8%	35,602	+3.0%	$2.2M
VIGIVanguard Whitehall Fds	0.6%	0.9%	22,444	-18.7%	$2.1M
ROSTRoss Stores Inc	0.6%	0.8%	9,773	+0.0%	$2.1M
HYMBSpdr Series Trust	0.6%	0.5%	80,474	+50.6%	$2.0M
GOOGAlphabet Inc	0.5%	0.5%	5,121	+14.9%	$1.8M
VYMVanguard Whitehall Fds	0.5%	0.6%	10,782	-9.9%	$1.7M
JEPIJ P Morgan Exchange Traded F	0.5%	—	28,229	—	$1.6M
BABAAlibaba Group Hldg Ltd	0.4%	0.7%	15,669	-1.5%	$1.5M
USMVIshares Tr	0.4%	0.5%	15,421	-0.9%	$1.5M
DIALColumbia ETF Tr I	0.4%	0.6%	79,842	-6.1%	$1.5M

What New Insight Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+699.6% shares
VO Vanguard Index Fds+301.4% shares
MINV Matthews Asia Fds+63.2% shares
RIVN Rivian Automotive Inc+57.1% shares
HYMB Spdr Series Trust+50.6% shares
JMUB J P Morgan Exchange Traded F+40.3% shares
JSCP Jpmorgan Short Duration Core Plus ETF+38.9% shares
FDEM Fidelity Covington Trust+37.7% shares

Reduced

KMID Virtus ETF Tr II-27.0% shares
VIGI Vanguard Whitehall Fds-18.7% shares
VIG Vanguard Specialized Funds-13.0% shares
GS Goldman Sachs Group Inc-12.6% shares
VYM Vanguard Whitehall Fds-9.9% shares
SPG Simon Ppty Group Inc New-9.8% shares
MRVL Marvell Technology Inc-9.7% shares
VIOO Vanguard Admiral Fds Inc-9.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$339.2M	120
Q1 2026	$278.9M	107
Q4 2025	$279.9M	111
Q3 2025	$265.8M	106
Q2 2025	$243.0M	106
Q1 2025	$220.2M	94
Q4 2024	$199.7M	90
Q3 2024	$190.0M	91
Q2 2024	$169.9M	83
Q1 2024	$160.2M	84
Q4 2023	$148.5M	78

Questions about New Insight Wealth Advisors's portfolio

What stocks does New Insight Wealth Advisors own?

New Insight Wealth Advisors's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 120 positions worth $339.2M. The largest are Ishares Tr (IVV) at 12.3%, Fidelity Merrimack Str Tr (FBND) at 5.6%, Vanguard Index Fds (VO) at 5.1%, Vanguard World Fd (VGT) at 4.3% and Ishares Tr (IXN) at 3.8%.

What did New Insight Wealth Advisors buy last quarter?

In Q2 2026, New Insight Wealth Advisors added Vanguard World Fd (VGT) (+699.6% shares), Vanguard Index Fds (VO) (+301.4% shares) and Matthews Asia Fds (MINV) (+63.2% shares), compared with its Q1 2026 filing.

What did New Insight Wealth Advisors sell last quarter?

In Q2 2026, New Insight Wealth Advisors cut from its top 50 Vanguard Charlotte Fds (BNDX), cut from its top 50 Ishares Tr (SHY), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Wp Carey Inc (WPC), Virtus ETF Tr II (KMID) (-27.0% shares), Vanguard Whitehall Fds (VIGI) (-18.7% shares) and Vanguard Specialized Funds (VIG) (-13.0% shares), compared with its Q1 2026 filing.

How has New Insight Wealth Advisors's portfolio performed?

A portfolio copying New Insight Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +18.9% against +20.1%.

When is New Insight Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. New Insight Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does New Insight Wealth Advisors manage?

New Insight Wealth Advisors reported $396.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $339.2M.