New Insight Wealth Advisors
13F Portfolio Filings
Most recent 13F Q3 2025Location san ramon, CACIK 0002022328All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
106 | $265.84M | IVV, FBND, VO, VANGUARD WORLD FDS | 13F-HR | Oct 29, 2025 | 000208585325000189 | ||
106 | $243.03M | IVV, FBND, SCHD, VO | 13F-HR | Jul 16, 2025 | 000166773125000846 | ||
94 | $220.22M | IVV, SCHD, FBND, VO | 13F-HR | Apr 30, 2025 | 000166773125000559 | ||
90 | $199.66M | IVV, SCHD, VIOO, FBND | 13F-HR | Feb 7, 2025 | 000166773125000218 | ||
91 | $190.02M | IVV, SCHD, VIOO, VO | 13F-HR | Nov 13, 2024 | 000202232824000002 | ||
83 | $169.88M | IVV, SCHD, VIOO, VO | 13F-HR | Aug 15, 2024 | 000202232824000001 | ||
84 | $160.16M | IVV, VIOO, SCHD, VO | 13F-HR | May 8, 2024 | 000117266124002086 | ||
78 | $148.47M | IVV, SCHD, VIOO, TSLA | 13F-HR | May 8, 2024 | 000117266124002085 |