§ 13F · FUND PROFILE
New Insight Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $266M (13F)Positions · 106Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$727K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $37M | 13.3% | +2% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 396K | $18M | 6.5% | +2% |
| 3 | VO | VANGUARD INDEX FDS | 53K | $15M | 5.5% | −1% |
| 4 | VGT | VANGUARD WORLD FD | 15K | $11M | 3.8% | ±0% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 48K | $9M | 3.3% | −7% |
| 6 | IXN | ISHARES TR | 89K | $9M | 3.2% | ±0% |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | 77K | $9M | 3.2% | −11% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 273K | $8M | 3.0% | −13% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 144K | $8M | 2.8% | +5% |
| 10 | AMZN | AMAZON COM INC | 36K | $7M | 2.7% | +7% |
§ 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 $266 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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