New Insight Wealth Advisors
CIK: 0002022328SEC EDGAR →
Portfolio Value
$279.9M
Holdings
111
As of
Q4 2025
New Positions
111
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 55,634 | $38.1M | 13.61% |
| 2 | FIDELITY MERRIMACK STR TR | 386,777 | $17.8M | 6.36% |
| 3 | VANGUARD INDEX FDS | 53,768 | $15.6M | 5.57% |
| 4 | VANGUARD WORLD FD | 15,307 | $11.5M | 4.12% |
| 5 | INVESCO EXCHANGE TRADED FD T | 51,898 | $9.9M | 3.55% |
| 6 | VANGUARD ADMIRAL FDS INC | 86,732 | $9.6M | 3.44% |
| 7 | ISHARES TR | 88,998 | $9.3M | 3.34% |
| 8 | SCHWAB STRATEGIC TR | 312,677 | $8.6M | 3.06% |
| 9 | AMAZON COM INC | 33,708 | $7.8M | 2.78% |
| 10 | FIDELITY COVINGTON TRUST | 136,175 | $7.7M | 2.76% |
Quarterly Changes
New Positions (111)
$38.1M · 56K shares
$17.8M · 387K shares
$15.6M · 54K shares
$11.5M · 15K shares
$9.9M · 52K shares
$9.6M · 87K shares
$9.3M · 89K shares
$8.6M · 313K shares
$7.8M · 34K shares
$7.7M · 136K shares
$7.2M · 16K shares
$6.7M · 21K shares
$6.0M · 12K shares
$5.9M · 242K shares
$5.5M · 140K shares
$5.2M · 24K shares
$5.1M · 19K shares
$4.5M · 15K shares
$3.8M · 153K shares
$3.8M · 6K shares
$3.6M · 20K shares
$3.4M · 42K shares
$3.2M · 17K shares
$3.2M · 35K shares
$3.1M · 31K shares
$2.9M · 29K shares
$2.9M · 76K shares
$2.7M · 3K shares
$2.4M · 48K shares
$2.3M · 7K shares
$2.3M · 28K shares
$2.3M · 16K shares
$2.0M · 28K shares
$1.9M · 40K shares
$1.8M · 13K shares
$1.8M · 32K shares
$1.8M · 10K shares
$1.8M · 5K shares
$1.6M · 26K shares
$1.5M · 16K shares
$1.5M · 76K shares
$1.5M · 42K shares
$1.4M · 78K shares
$1.4M · 16K shares
$1.3M · 52K shares
$1.3M · 4K shares
$1.2M · 15K shares
$1.2M · 37K shares
$1.1M · 10K shares
$1.1M · 23K shares
$988K · 3K shares
$982K · 48K shares
$918K · 6K shares
$895K · 18K shares
$888K · 4K shares
$849K · 36K shares
$842K · 3K shares
$824K · 70K shares
$811K · 16K shares
$718K · 3K shares
$701K · 12K shares
$695K · 11K shares
$688K · 21K shares
$685K · 2K shares
$671K · 10K shares
$641K · 2K shares
$610K · 17K shares
$592K · 11K shares
$575K · 4K shares
$565K · 7K shares
$541K · 6K shares
$530K · 20K shares
$516K · 823 shares
$502K · 10K shares
$468K · 10K shares
$460K · 4K shares
$446K · 2K shares
$428K · 8K shares
$427K · 8K shares
$424K · 2K shares
$412K · 384 shares
$406K · 2K shares
$403K · 5K shares
$387K · 5K shares
$375K · 6K shares
$374K · 8K shares
$350K · 520 shares
$348K · 2K shares
$342K · 3K shares
$331K · 3K shares
$323K · 1K shares
$306K · 2K shares
$301K · 619 shares
$297K · 9K shares
$284K · 4K shares
$279K · 3K shares
$274K · 319 shares
$243K · 396 shares
$236K · 8K shares
$231K · 8K shares
$230K · 2K shares
$220K · 773 shares
$220K · 791 shares
$217K · 433 shares
$212K · 2K shares
$211K · 2K shares
$210K · 820 shares
$202K · 2K shares
$200K · 679 shares
$137K · 45K shares
$114K · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $196.3M | 70.1% |
| Technology | 17 | $27.2M | 9.7% |
| Consumer Cyclical | 8 | $26.5M | 9.5% |
| Communication Services | 5 | $12.3M | 4.4% |
| Real Estate | 4 | $10.1M | 3.6% |
| Healthcare | 5 | $6.6M | 2.4% |
| Unknown | 2 | $460K | 0.2% |
| Consumer Defensive | 1 | $274K | 0.1% |