Filed: 5/8/2026ACC: 0002022328-26-000002
📋 What this filing means
NEW INSIGHT WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $278.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$278.88M
Total AUM (reported)
3.52M
Total Shares
Allocation by class
COM$54.10M19.4%
CORE S&P500 ETF$37.22M13.3%
TOTAL BD ETF$18.06M6.5%
MID CAP ETF$15.26M5.5%
INF TECH ETF$10.68M3.8%
S&P500 EQL WGT$9.21M3.3%
GLOBAL TECH ETF$8.87M3.2%
Portfolio Concentration
Top 3$70.53M25.3%
4–10$61.39M22.0%
11–25$70.93M25.4%
Rest$76.03M27.3%
Top 3 weight
25.3%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 3.52M
Sole
Full voting authority
363.27K
shares
% of voting shares10.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.15M
shares
% of voting shares89.7%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeNone · 89.7% of voting shares
Institutional Holdings107
Rows:
ISHARES TR
SOLEShares56.98K
TypeSH
Market value$37.22M
13.35%
Sole
2.15K
Shared
0.00
None
54.83K
FIDELITY MERRIMACK STR TR
SOLEShares395.79K
TypeSH
Market value$18.06M
6.47%
Sole
28.92K
Shared
0.00
None
366.87K
VANGUARD INDEX FDS
SOLEShares53.14K
TypeSH
Market value$15.26M
5.47%
Sole
3.75K
Shared
0.00
None
49.39K
VANGUARD WORLD FD
SOLEShares15.30K
TypeSH
Market value$10.68M
3.83%
Sole
1.67K
Shared
0.00
None
13.63K
INVESCO EXCHANGE TRADED FD T
SOLEShares48.01K
TypeSH
Market value$9.21M
3.30%
Sole
6.27K
Shared
0.00
None
41.73K
ISHARES TR
SOLEShares88.70K
TypeSH
Market value$8.87M
3.18%
Sole
7.14K
Shared
0.00
None
81.55K
VANGUARD ADMIRAL FDS INC
SOLEShares76.91K
TypeSH
Market value$8.83M
3.17%
Sole
2.97K
Shared
0.00
None
73.94K
SCHWAB STRATEGIC TR
SOLEShares273.13K
TypeSH
Market value$8.38M
3.00%
Sole
23.85K
Shared
0.00
None
249.28K
FIDELITY COVINGTON TRUST
SOLEShares143.62K
TypeSH
Market value$7.93M
2.84%
Sole
14.80K
Shared
0.00
None
128.82K
AMAZON COM INC
SOLEShares35.95K
TypeSH
Market value$7.49M
2.68%
Sole
1.33K
Shared
0.00
None
34.62K
ALPHABET INC
SOLEShares22.86K
TypeSH
Market value$6.57M
2.36%
Sole
1.30K
Shared
0.00
None
21.55K
TESLA INC
SOLEShares16.02K
TypeSH
Market value$5.96M
2.14%
Sole
90.00
Shared
0.00
None
15.93K
VIRTUS ETF TR II
SOLEShares240.49K
TypeSH
Market value$5.73M
2.06%
Sole
18.84K
Shared
0.00
None
221.65K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares16.53K
TypeSH
Market value$5.59M
2.00%
Sole
1.07K
Shared
0.00
None
15.46K
ISHARES TR
SOLEShares137.76K
TypeSH
Market value$5.37M
1.92%
Sole
12.14K
Shared
0.00
None
125.62K
MICROSOFT CORP
SOLEShares13.81K
TypeSH
Market value$5.11M
1.83%
Sole
647.00
Shared
0.00
None
13.17K
VANGUARD SPECIALIZED FUNDS
SOLEShares22.76K
TypeSH
Market value$4.90M
1.76%
Sole
139.00
Shared
0.00
None
22.62K
APPLE INC
SOLEShares18.30K
TypeSH
Market value$4.64M
1.67%
Sole
391.00
Shared
0.00
None
17.91K
J P MORGAN EXCHANGE TRADED F
SOLEShares87.84K
TypeSH
Market value$4.39M
1.57%
Sole
6.92K
Shared
0.00
None
80.93K
GLOBAL E ONLINE LTD
SOLEShares139.52K
TypeSH
Market value$4.30M
1.54%
Sole
139.52K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares145.94K
TypeSH
Market value$4.10M
1.47%
Sole
9.62K
Shared
0.00
None
136.33K
META PLATFORMS INC
SOLEShares6.64K
TypeSH
Market value$3.80M
1.36%
Sole
732.00
Shared
0.00
None
5.91K
FEDERAL RLTY INVT TR NEW
SOLEShares34.08K
TypeSH
Market value$3.62M
1.30%
Sole
2.25K
Shared
0.00
None
31.83K
J P MORGAN EXCHANGE TRADED F
SOLEShares74.65K
TypeSH
Market value$3.53M
1.27%
Sole
7.17K
Shared
0.00
None
67.47K
SPDR SERIES TRUST
SOLEShares43.33K
TypeSH
Market value$3.32M
1.19%
Sole
12.31K
Shared
0.00
None
31.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 56.98K | SH | $37.22M 13.35% | 2.15K | 0.00 | 54.83K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 395.79K | SH | $18.06M 6.47% | 28.92K | 0.00 | 366.87K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 53.14K | SH | $15.26M 5.47% | 3.75K | 0.00 | 49.39K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 15.30K | SH | $10.68M 3.83% | 1.67K | 0.00 | 13.63K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 48.01K | SH | $9.21M 3.30% | 6.27K | 0.00 | 41.73K |
ISHARES TRSOLE | GLOBAL TECH ETF | 88.70K | SH | $8.87M 3.18% | 7.14K | 0.00 | 81.55K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 76.91K | SH | $8.83M 3.17% | 2.97K | 0.00 | 73.94K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 273.13K | SH | $8.38M 3.00% | 23.85K | 0.00 | 249.28K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 143.62K | SH | $7.93M 2.84% | 14.80K | 0.00 | 128.82K |
AMAZON COM INCSOLE | COM | 35.95K | SH | $7.49M 2.68% | 1.33K | 0.00 | 34.62K |
ALPHABET INCSOLE | CAP STK CL A | 22.86K | SH | $6.57M 2.36% | 1.30K | 0.00 | 21.55K |
TESLA INCSOLE | COM | 16.02K | SH | $5.96M 2.14% | 90.00 | 0.00 | 15.93K |
VIRTUS ETF TR IISOLE | KAR MID-CAP ETF | 240.49K | SH | $5.73M 2.06% | 18.84K | 0.00 | 221.65K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 16.53K | SH | $5.59M 2.00% | 1.07K | 0.00 | 15.46K |
ISHARES TRSOLE | INTL EQTY FACTOR | 137.76K | SH | $5.37M 1.92% | 12.14K | 0.00 | 125.62K |
MICROSOFT CORPSOLE | COM | 13.81K | SH | $5.11M 1.83% | 647.00 | 0.00 | 13.17K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.76K | SH | $4.90M 1.76% | 139.00 | 0.00 | 22.62K |
APPLE INCSOLE | COM | 18.30K | SH | $4.64M 1.67% | 391.00 | 0.00 | 17.91K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 87.84K | SH | $4.39M 1.57% | 6.92K | 0.00 | 80.93K |
GLOBAL E ONLINE LTDSOLE | SHS | 139.52K | SH | $4.30M 1.54% | 139.52K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 145.94K | SH | $4.10M 1.47% | 9.62K | 0.00 | 136.33K |
META PLATFORMS INCSOLE | CL A | 6.64K | SH | $3.80M 1.36% | 732.00 | 0.00 | 5.91K |
FEDERAL RLTY INVT TR NEWSOLE | SH BEN INT NEW | 34.08K | SH | $3.62M 1.30% | 2.25K | 0.00 | 31.83K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 74.65K | SH | $3.53M 1.27% | 7.17K | 0.00 | 67.47K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 43.33K | SH | $3.32M 1.19% | 12.31K | 0.00 | 31.02K |
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