§ 13F · FUND PROFILE
New Insight Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $243.0T (13F)Positions · 106Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 56K | $38.1T | 13.6% | +10% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 387K | $17.8T | 6.4% | +5% |
| 3 | VO | VANGUARD INDEX FDS | 54K | $15.6T | 5.6% | +4% |
| 4 | VGT | VANGUARD WORLD FD | 15K | $11.5T | 4.1% | +5% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 52K | $9.9T | 3.6% | −6% |
| 6 | VIOO | VANGUARD ADMIRAL FDS INC | 87K | $9.6T | 3.4% | −9% |
| 7 | IXN | ISHARES TR | 89K | $9.3T | 3.3% | +3% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 313K | $8.6T | 3.1% | −21% |
| 9 | AMZN | AMAZON COM INC | 34K | $7.8T | 2.8% | +2% |
| 10 | FDVV | FIDELITY COVINGTON TRUST | 136K | $7.7T | 2.8% | +32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New Insight Wealth Advisors is a Other fund managing $243027.7 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed