§ 13F · FUND PROFILE
New Insight Wealth Advisors.
AUM · $339M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 56K | $42M | 12.3% | −2% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 417K | $19M | 5.6% | +5% |
| 3 | VO | VANGUARD INDEX FDS | 213K | $17M | 5.1% | +301% |
| 4 | VGT | VANGUARD WORLD FD | 122K | $15M | 4.3% | +700% |
| 5 | IXN | ISHARES TR | 88K | $13M | 3.8% | −1% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 309K | $10M | 2.9% | +13% |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | 70K | $10M | 2.8% | −9% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 44K | $9M | 2.8% | −8% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 147K | $9M | 2.6% | +3% |
| 10 | AMZN | AMAZON COM INC | 37K | $9M | 2.6% | +3% |
§ 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 $339 million in assets. The fund runs a portfolio of 120 positions.
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