13F Insight
DOSSIER · 13F-HR · Q2 2026

New Insight Wealth Advisors

$339M in tracked AUM across 120 positions as of Q2 2026.

NI
CIK 0002022328 · last filed Jun 30, 2026
Total AUM
$339M
as of Q2 2026
Holdings
120
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

New Insight Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M56K12.3%02
FBND
FIDELITY MERRIMACK STR TR
$19M417K5.6%03
VO
VANGUARD INDEX FDS
$17M213K5.1%04
VGT
VANGUARD WORLD FD
$15M122K4.3%05
IXN
ISHARES TR
$13M88K3.8%06
SCHD
SCHWAB STRATEGIC TR
$10M309K2.9%07
VIOO
VANGUARD ADMIRAL FDS INC
$10M70K2.8%08
RSP
INVESCO EXCHANGE TRADED FD T
$9M44K2.8%09
FDVV
FIDELITY COVINGTON TRUST
$9M147K2.6%10
AMZN
AMAZON COM INC
$9M37K2.6%

Filing history

2026Q2Jun 30
$339M▲ 21.6%
120 positionsView →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