Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New Insight Wealth Advisors (CIK 2022328) reported $278.9M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($37.2M, 13.35%), FBND ($18.1M, 6.47%), VO ($15.3M, 5.47%), VGT ($10.7M, 3.83%), RSP ($9.2M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $37.2M | 13.35% | 56,976 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $18.1M | 6.47% | 395,785 | Added |
| 3 | VO | VANGUARD INDEX FDS | $15.3M | 5.47% | 53,142 | Trimmed |
| 4 | VGT | VANGUARD WORLD FD | $10.7M | 3.83% | 15,300 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $9.2M | 3.30% | 48,008 | Trimmed |
| 6 | IXN | ISHARES TR | $8.9M | 3.18% | 88,698 | Trimmed |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | $8.8M | 3.17% | 76,908 | Trimmed |
| 8 | SCHD | SCHWAB STRATEGIC TR | $8.4M | 3.00% | 273,129 | Trimmed |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $7.9M | 2.84% | 143,620 | Added |
| 10 | AMZN | AMAZON COM INC | $7.5M | 2.68% | 35,950 | Added |
| 11 | GOOGL | ALPHABET INC | $6.6M | 2.36% | 22,855 | Added |
| 12 | TSLA | TESLA INC | $6.0M | 2.14% | 16,020 | Added |
| 13 | KMID | VIRTUS ETF TR II | $5.7M | 2.06% | 240,487 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.6M | 2.00% | 16,529 | Added |
| 15 | INTF | ISHARES TR | $5.4M | 1.92% | 137,763 | Added |
| 16 | MSFT | MICROSOFT CORP | $5.1M | 1.83% | 13,814 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $4.9M | 1.76% | 22,763 | Trimmed |
| 18 | AAPL | APPLE INC | $4.6M | 1.67% | 18,298 | Trimmed |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.57% | 87,844 | Added |
| 20 | GLBE | GLOBAL E ONLINE LTD | $4.3M | 1.54% | 139,517 | Hold |
| 21 | PFE | PFIZER INC | $4.1M | 1.47% | 145,941 | Trimmed |
| 22 | META | META PLATFORMS INC | $3.8M | 1.36% | 6,644 | Added |
| 23 | FRT | FEDERAL RLTY INVT TR NEW | $3.6M | 1.30% | 34,080 | Added |
| 24 | JSCP | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.27% | 74,646 | Added |
| 25 | SPG | SIMON PPTY GROUP INC NEW | $3.3M | 1.19% | 17,768 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31