New Insight Wealth Advisors
Q2 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
106
- Value ($000)
$243,028
- Date Filed07/16/2025
- Form type13F-HR
- CIK0002022328
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.36M | 13 % | 48,889 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $15.54M | 6 % | 339,668 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.39M | 6 % | 580,869 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.51M | 6 % | 48,282 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.58M | 5 % | 63,717 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $10.75M | 4 % | 106,209 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $9.78M | 4 % | 14,738 | ||
IXN ISHARES TR | GLOBAL TECH ETF | 464287291 | $8.04M | 3 % | 87,066 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.09M | 3 % | 32,332 | ||
TSLA TESLA INC | COM | 88160R101 | $6.67M | 3 % | 20,997 |
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