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Size ($ in 1000's)
At 09/30/2025: $265,840
At 06/30/2025: $243,026New Insight Wealth Advisors AUM history
New Insight Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from New Insight Wealth Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the New Insight Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by New Insight Wealth Advisors.
In the New Insight Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by New Insight Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the New Insight Wealth Advisors top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
50,714 |
+1,825 |
$33,943 | | IVV | 50,714 | +1,825 | $33,943 | | FIDELITY MERRIMACK STR TR |
367,003 |
+27,335 |
$16,970 | | FBND | 367,003 | +27,335 | $16,970 | | VANGUARD INDEX FDS (VO) |
51,461 |
+3,179 |
$15,116 | | VO | 51,461 | +3,179 | $15,116 | | VANGUARD WORLD FD (VGT) |
14,633 |
-105 |
$10,925 | | VGT | 14,633 | -105 | $10,925 | | SCHWAB STRATEGIC TR |
394,799 |
-186,070 |
$10,778 | | SCHD | 394,799 | -186,070 | $10,778 | | VANGUARD ADMIRAL FDS INC (VIOO) |
95,558 |
-10,651 |
$10,556 | | VIOO | 95,558 | -10,651 | $10,556 | | INVESCO EXCHANGE TRADED FD T (RSP) |
55,250 |
-8,467 |
$10,481 | | RSP | 55,250 | -8,467 | $10,481 | | ISHARES TR (IXN) |
86,242 |
-824 |
$8,901 | | IXN | 86,242 | -824 | $8,901 | | TESLA INC |
19,737 |
-1,260 |
$8,777 | | TSLA | 19,737 | -1,260 | $8,777 | | AMAZON COM INC |
33,192 |
+860 |
$7,288 | | AMZN | 33,192 | +860 | $7,288 | | VIRTUS ETF TR II (KMID) |
237,737 |
+10,593 |
$5,865 | | KMID | 237,737 | +10,593 | $5,865 | | MICROSOFT CORP |
11,291 |
+570 |
$5,848 | | MSFT | 11,291 | +570 | $5,848 | | FIDELITY COVINGTON TRUST |
102,862 |
+82,264 |
$5,730 | | FDVV | 102,862 | +82,264 | $5,730 | | VANGUARD SPECIALIZED FUNDS (VIG) |
23,823 |
-1,514 |
$5,141 | | VIG | 23,823 | -1,514 | $5,141 | | GLOBAL E ONLINE LTD |
139,517 |
+19,517 |
$4,989 | | GLBE | 139,517 | +19,517 | $4,989 | | ALPHABET INC |
19,335 |
+286 |
$4,700 | | GOOGL | 19,335 | +286 | $4,700 | | SIMON PPTY GROUP INC NEW |
23,255 |
-6,303 |
$4,364 | | SPG | 23,255 | -6,303 | $4,364 | | VANGUARD WHITEHALL FDS (VIGI) |
48,516 |
-7,517 |
$4,346 | | VIGI | 48,516 | -7,517 | $4,346 | | META PLATFORMS INC |
5,450 |
-218 |
$4,002 | | META | 5,450 | -218 | $4,002 | | APPLE INC |
15,414 |
-2,260 |
$3,925 | | AAPL | 15,414 | -2,260 | $3,925 | | PFIZER INC |
153,163 |
-14,671 |
$3,903 | | PFE | 153,163 | -14,671 | $3,903 | | TAIWAN SEMICONDUCTOR MFG LTD |
12,241 |
+2,389 |
$3,419 | | TSM | 12,241 | +2,389 | $3,419 | | NVIDIA CORPORATION |
16,519 |
-412 |
$3,082 | | NVDA | 16,519 | -412 | $3,082 | | ISHARES TR (SHY) |
34,932 |
-1,112 |
$2,898 | | SHY | 34,932 | -1,112 | $2,898 | | SPDR SERIES TRUST (SPLG) |
36,840 |
+12,870 |
$2,886 | | SPLG | 36,840 | +12,870 | $2,886 | | ALIBABA GROUP HLDG LTD |
15,516 |
UNCH |
$2,773 | | BABA | 15,516 | UNCH | $2,773 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
25,792 |
+2,447 |
$2,707 | | XMHQ | 25,792 | +2,447 | $2,707 | | AXCELIS TECHNOLOGIES INC |
27,013 |
-4,834 |
$2,638 | | ACLS | 27,013 | -4,834 | $2,638 | | GOLDMAN SACHS GROUP INC |
3,006 |
-5 |
$2,394 | | GS | 3,006 | -5 | $2,394 | | BROADCOM INC |
7,120 |
-240 |
$2,349 | | AVGO | 7,120 | -240 | $2,349 | | INVESCO EXCHANGE TRADED FD T (XSMO) |
27,935 |
+123 |
$2,055 | | XSMO | 27,935 | +123 | $2,055 | | WP CAREY INC |
29,762 |
-8,533 |
$2,011 | | WPC | 29,762 | -8,533 | $2,011 | | VANGUARD WHITEHALL FDS (VYM) |
13,812 |
-1,356 |
$1,947 | | VYM | 13,812 | -1,356 | $1,947 | | VANECK ETF TRUST (SMH) |
5,107 |
-294 |
$1,667 | | SMH | 5,107 | -294 | $1,667 | | VANGUARD CHARLOTTE FDS (BNDX) |
32,652 |
+16,730 |
$1,615 | | BNDX | 32,652 | +16,730 | $1,615 | | MATTHEWS ASIA FDS |
42,697 |
-1,107 |
$1,585 | | MINV | 42,697 | -1,107 | $1,585 | | ROSS STORES INC |
9,773 |
UNCH |
$1,489 | | ROST | 9,773 | UNCH | $1,489 | | FEDERAL RLTY INVT TR NEW |
14,611 |
+14,611 |
$1,480 | | FRT | 14,611 | +14,611 | $1,480 | | ISHARES TR (USMV) |
13,900 |
-313 |
$1,322 | | USMV | 13,900 | -313 | $1,322 | | MARVELL TECHNOLOGY INC |
15,583 |
+4,823 |
$1,310 | | MRVL | 15,583 | +4,823 | $1,310 | | REALTY INCOME CORP |
20,124 |
+5,735 |
$1,223 | | O | 20,124 | +5,735 | $1,223 | | RIVIAN AUTOMOTIVE INC |
80,454 |
-4,880 |
$1,181 | | RIVN | 80,454 | -4,880 | $1,181 | | VANGUARD SCOTTSDALE FDS (VCSH) |
14,720 |
+455 |
$1,177 | | VCSH | 14,720 | +455 | $1,177 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
23,168 |
+23,168 |
$1,169 | | JMUB | 23,168 | +23,168 | $1,169 | | UNITEDHEALTH GROUP INC |
3,339 |
+2,525 |
$1,153 | | UNH | 3,339 | +2,525 | $1,153 | | ISHARES TR (MUB) |
10,529 |
+3,674 |
$1,121 | | MUB | 10,529 | +3,674 | $1,121 | | SERVICENOW INC |
1,191 |
+626 |
$1,096 | | NOW | 1,191 | +626 | $1,096 | | INVESCO EXCHANGE TRADED FD T (PEY) |
51,686 |
-88,932 |
$1,089 | | PEY | 51,686 | -88,932 | $1,089 | | ISHARES TR (INTF) |
30,026 |
+10,044 |
$1,078 | | INTF | 30,026 | +10,044 | $1,078 | | ABBVIE INC |
4,091 |
-37 |
$947 | | ABBV | 4,091 | -37 | $947 |
See Full List: All Stocks Held By New Insight Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By New Insight Wealth Advisors
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