13F Insight
DOSSIER · 13F-HR · Q1 2026

New Insight Wealth Advisors

$279M in tracked AUM across 107 positions as of Q1 2026.

NI
CIK 0002022328 · last filed Mar 31, 2026
Total AUM
$279M
as of Q1 2026
Holdings
107
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

New Insight Wealth Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$37M57K13.3%02
FBND
FIDELITY MERRIMACK STR TR
$18M396K6.5%03
VO
VANGUARD INDEX FDS
$15M53K5.5%04
VGT
VANGUARD WORLD FD
$11M15K3.8%05
RSP
INVESCO EXCHANGE TRADED FD T
$9M48K3.3%06
IXN
ISHARES TR
$9M89K3.2%07
VIOO
VANGUARD ADMIRAL FDS INC
$9M77K3.2%08
SCHD
SCHWAB STRATEGIC TR
$8M273K3.0%09
FDVV
FIDELITY COVINGTON TRUST
$8M144K2.8%10
AMZN
AMAZON COM INC
$7M36K2.7%

Filing history

2026Q1Mar 31
$279M▼ 0.4%
107 positionsView →2025Q4Dec 31
$280M▲ 5.3%
111 positionsView →2025Q3Sep 30
$266M▲ 9.4%
106 positionsView →2025Q2Jun 30
$243M▲ 10.4%
106 positionsLocked2025Q1Mar 31
$220M▲ 10.3%
94 positionsLocked2024Q4Dec 31
$200M▲ 5.1%
90 positionsLocked2024Q3Sep 30
$190M▲ 11.9%
91 positionsLocked2024Q2Jun 30
$170M▲ 6.1%
83 positionsLocked2024Q1Mar 31
$160M▲ 7.9%
84 positionsLocked2023Q4Dec 31
$148M—
78 positionsLocked