New Insight Wealth Advisors
CIK: 0002022328SEC EDGAR →
Portfolio Value
$279.9B
Holdings
111
As of
Q4 2025
New Positions
111
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 55,634 | $38.1B | 13.61% |
| 2 | FIDELITY MERRIMACK STR TR | 386,777 | $17.8B | 6.36% |
| 3 | VANGUARD INDEX FDS | 53,768 | $15.6B | 5.57% |
| 4 | VANGUARD WORLD FD | 15,307 | $11.5B | 4.12% |
| 5 | INVESCO EXCHANGE TRADED FD T | 51,898 | $9.9B | 3.55% |
| 6 | VANGUARD ADMIRAL FDS INC | 86,732 | $9.6B | 3.44% |
| 7 | ISHARES TR | 88,998 | $9.3B | 3.34% |
| 8 | SCHWAB STRATEGIC TR | 312,677 | $8.6B | 3.06% |
| 9 | AMAZON COM INC | 33,708 | $7.8B | 2.78% |
| 10 | FIDELITY COVINGTON TRUST | 136,175 | $7.7B | 2.76% |
Quarterly Changes
New Positions (111)
$38.1B · 56K shares
$17.8B · 387K shares
$15.6B · 54K shares
$11.5B · 15K shares
$9.9B · 52K shares
$9.6B · 87K shares
$9.3B · 89K shares
$8.6B · 313K shares
$7.8B · 34K shares
$7.7B · 136K shares
$7.2B · 16K shares
$6.7B · 21K shares
$6.0B · 12K shares
$5.9B · 242K shares
$5.5B · 140K shares
$5.2B · 24K shares
$5.1B · 19K shares
$4.5B · 15K shares
$3.8B · 153K shares
$3.8B · 6K shares
$3.6B · 20K shares
$3.4B · 42K shares
$3.2B · 17K shares
$3.2B · 35K shares
$3.1B · 31K shares
$2.9B · 29K shares
$2.9B · 76K shares
$2.7B · 3K shares
$2.4B · 48K shares
$2.3B · 7K shares
$2.3B · 28K shares
$2.3B · 16K shares
$2.0B · 28K shares
$1.9B · 40K shares
$1.8B · 13K shares
$1.8B · 32K shares
$1.8B · 10K shares
$1.8B · 5K shares
$1.6B · 26K shares
$1.5B · 16K shares
$1.5B · 76K shares
$1.5B · 42K shares
$1.4B · 78K shares
$1.4B · 16K shares
$1.3B · 52K shares
$1.3B · 4K shares
$1.2B · 15K shares
$1.2B · 37K shares
$1.1B · 10K shares
$1.1B · 23K shares
$988.0M · 3K shares
$982.0M · 48K shares
$918.0M · 6K shares
$895.0M · 18K shares
$888.0M · 4K shares
$849.0M · 36K shares
$842.0M · 3K shares
$824.0M · 70K shares
$811.0M · 16K shares
$718.0M · 3K shares
$701.0M · 12K shares
$695.0M · 11K shares
$688.0M · 21K shares
$685.0M · 2K shares
$671.0M · 10K shares
$641.0M · 2K shares
$610.0M · 17K shares
$592.0M · 11K shares
$575.0M · 4K shares
$565.0M · 7K shares
$541.0M · 6K shares
$530.0M · 20K shares
$516.0M · 823 shares
$502.0M · 10K shares
$468.0M · 10K shares
$460.0M · 4K shares
$446.0M · 2K shares
$428.0M · 8K shares
$427.0M · 8K shares
$424.0M · 2K shares
$412.0M · 384 shares
$406.0M · 2K shares
$403.0M · 5K shares
$387.0M · 5K shares
$375.0M · 6K shares
$374.0M · 8K shares
$350.0M · 520 shares
$348.0M · 2K shares
$342.0M · 3K shares
$331.0M · 3K shares
$323.0M · 1K shares
$306.0M · 2K shares
$301.0M · 619 shares
$297.0M · 9K shares
$284.0M · 4K shares
$279.0M · 3K shares
$274.0M · 319 shares
$243.0M · 396 shares
$236.0M · 8K shares
$231.0M · 8K shares
$230.0M · 2K shares
$220.0M · 773 shares
$220.0M · 791 shares
$217.0M · 433 shares
$212.0M · 2K shares
$211.0M · 2K shares
$210.0M · 820 shares
$202.0M · 2K shares
$200.0M · 679 shares
$137.0M · 45K shares
$114.0M · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $196.3B | 70.1% |
| Technology | 17 | $27.2B | 9.7% |
| Consumer Cyclical | 8 | $26.5B | 9.5% |
| Communication Services | 5 | $12.3B | 4.4% |
| Real Estate | 4 | $10.1B | 3.6% |
| Healthcare | 5 | $6.6B | 2.4% |
| Unknown | 2 | $460.0M | 0.2% |
| Consumer Defensive | 1 | $274.0M | 0.1% |