StockDriftsStockDriftsTop 50 New Insight Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.33% | 55.8K | $41.8M | -2.02%(-1.15K) | $510.05(+52.41%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.59% | 416.5K | $18.9M | +5.24%(+20.75K) | $45.38(-1.00%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.07% | 213.3K | $17.2M | +0.36%(+759) | $60.21(+37.90%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.31% | 122.3K | $14.6M | -0.04%(-55) | $62.62(+92.39%) | 2026-06-30 | |
| IXN | ISHARES TR | 3.75% | 88.1K | $12.7M | -0.66%(-587) | $72.54(+93.33%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.89% | 308.7K | $9.8M | +13.03%(+35.59K) | $25.83(+32.74%) | 2026-06-30 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 2.83% | 69.9K | $9.6M | -9.15%(-7.03K) | $94.25(+46.33%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.77% | 44.2K | $9.4M | -7.86%(-3.77K) | $165.70(+33.26%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.62% | 147.5K | $8.9M | +2.67%(+3.83K) | $54.12(+17.90%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.59% | 36.9K | $8.8M | +2.63%(+946) | $157.30(+74.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.98% |
New Insight Wealth Advisors reports $339.19M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.3%), FBND (5.6%) and VO (5.1%). The top 20 holdings account for 63.33% of reported assets. Its disclosed equity book has returned +42.45% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Insight Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022328). View New Insight Wealth Advisors’s 13F filings on SEC