New Insight Wealth Advisors
Q1 2026 13F Holdings
- Locationsan ramon, CA
- Num holdings
107
- Value ($000)
$278,884
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0002022328
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $37.22M | 13 % | 56,976 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $18.06M | 7 % | 395,785 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.26M | 6 % | 53,142 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.68M | 4 % | 15,300 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $9.21M | 3 % | 48,008 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | $8.87M | 3 % | 88,698 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $8.83M | 3 % | 76,908 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.38M | 3 % | 273,129 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $7.93M | 3 % | 143,620 | ||
AMAZON COM INC | COM | 023135106 | $7.49M | 3 % | 35,950 |
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