NEW INSIGHT WEALTH ADVISORS

Filed: 10/29/2025ACC: 0002085853-25-000189

📋 What this filing means

NEW INSIGHT WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $265.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

106

Positions

$265.84M

Total AUM (reported)

3.06M

Total Shares

Allocation by class

COM$55.31M20.8%

CORE S&P500 ETF$33.94M12.8%

TOTAL BD ETF$16.97M6.4%

MID CAP ETF$15.12M5.7%

INF TECH ETF$10.93M4.1%

US DIVIDEND EQ$10.78M4.1%

SMLLCP 600 IDX$10.56M4.0%

Portfolio Concentration

Top 3$66.03M24.8%

4–10$67.71M25.5%

11–25$65.10M24.5%

Rest$67.00M25.2%

Top 3 weight

24.8%

Top 10 weight

50.3%

Voting Authority Distribution

Total shares with voting rights: 3.06M

Sole

Full voting authority

402.27K

% of voting shares13.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.66M

% of voting shares86.9%

Investment Discretion (by position count)

Sole106

Shared0

Other0

Dominant voting typeNone · 86.9% of voting shares

Institutional Holdings106

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares50.71K

TypeSH

Market value$33.94M

12.77%

Sole

2.14K

Shared

0.00

None

48.57K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares367K

TypeSH

Market value$16.97M

6.38%

Sole

37.30K

Shared

0.00

None

329.71K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares51.46K

TypeSH

Market value$15.12M

5.69%

Sole

4.14K

Shared

0.00

None

47.32K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares14.63K

TypeSH

Market value$10.93M

4.11%

Sole

1.69K

Shared

0.00

None

12.94K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares394.80K

TypeSH

Market value$10.78M

4.05%

Sole

28.81K

Shared

0.00

None

365.99K

VANGUARD ADMIRAL FDS INC

SOLE

SMLLCP 600 IDX

Shares95.56K

TypeSH

Market value$10.56M

3.97%

Sole

4.01K

Shared

0.00

None

91.55K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares55.25K

TypeSH

Market value$10.48M

3.94%

Sole

8.46K

Shared

0.00

None

46.78K

ISHARES TR

SOLE

GLOBAL TECH ETF

Shares86.24K

TypeSH

Market value$8.90M

3.35%

Sole

7.26K

Shared

0.00

None

78.98K

TESLA INC

SOLE

COM

Shares19.74K

TypeSH

Market value$8.78M

3.30%

Sole

100.00

Shared

0.00

None

19.64K

AMAZON COM INC

SOLE

COM

Shares33.19K

TypeSH

Market value$7.29M

2.74%

Sole

1.32K

Shared

0.00

None

31.88K

VIRTUS ETF TR II

SOLE

KAR MID-CAP ETF

Shares237.74K

TypeSH

Market value$5.86M

2.21%

Sole

19.20K

Shared

0.00

None

218.54K

MICROSOFT CORP

SOLE

COM

Shares11.29K

TypeSH

Market value$5.85M

2.20%

Sole

540.00

Shared

0.00

None

10.75K

FIDELITY COVINGTON TRUST

SOLE

HIGH DIVID ETF

Shares102.86K

TypeSH

Market value$5.73M

2.16%

Sole

15.27K

Shared

0.00

None

87.59K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares23.82K

TypeSH

Market value$5.14M

1.93%

Sole

199.00

Shared

0.00

None

23.62K

GLOBAL E ONLINE LTD

SOLE

SHS

Shares139.52K

TypeSH

Market value$4.99M

1.88%

Sole

139.52K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares19.34K

TypeSH

Market value$4.70M

1.77%

Sole

797.00

Shared

0.00

None

18.54K

SIMON PPTY GROUP INC NEW

SOLE

COM

Shares23.25K

TypeSH

Market value$4.36M

1.64%

Sole

1.01K

Shared

0.00

None

22.25K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares48.52K

TypeSH

Market value$4.35M

1.63%

Sole

1.22K

Shared

0.00

None

47.30K

META PLATFORMS INC

SOLE

CL A

Shares5.45K

TypeSH

Market value$4.00M

1.51%

Sole

499.00

Shared

0.00

None

4.95K

APPLE INC

SOLE

COM

Shares15.41K

TypeSH

Market value$3.92M

1.48%

Sole

411.00

Shared

0.00

None

15K

PFIZER INC

SOLE

COM

Shares153.16K

TypeSH

Market value$3.90M

1.47%

Sole

14.50K

Shared

0.00

None

138.67K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

NVIDIA CORPORATION

SOLE

COM

Shares16.52K

TypeSH

Market value$3.08M

1.16%

Sole

768.00

Shared

0.00

None

15.75K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares34.93K

TypeSH

Market value$2.90M

1.09%

Sole

1.25K

Shared

0.00

None

33.68K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares36.84K

TypeSH

Market value$2.89M

1.09%

Sole

12.55K

Shared

0.00

None

24.29K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	50.71K	SH	$33.94M 12.77%	2.14K	48.57K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	367K	SH	$16.97M 6.38%	37.30K	329.71K
VANGUARD INDEX FDSSOLE	MID CAP ETF	51.46K	SH	$15.12M 5.69%	4.14K	47.32K
VANGUARD WORLD FDSOLE	INF TECH ETF	14.63K	SH	$10.93M 4.11%	1.69K	12.94K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	394.80K	SH	$10.78M 4.05%	28.81K	365.99K
VANGUARD ADMIRAL FDS INCSOLE	SMLLCP 600 IDX	95.56K	SH	$10.56M 3.97%	4.01K	91.55K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	55.25K	SH	$10.48M 3.94%	8.46K	46.78K
ISHARES TRSOLE	GLOBAL TECH ETF	86.24K	SH	$8.90M 3.35%	7.26K	78.98K
TESLA INCSOLE	COM	19.74K	SH	$8.78M 3.30%	100.00	19.64K
AMAZON COM INCSOLE	COM	33.19K	SH	$7.29M 2.74%	1.32K	31.88K
VIRTUS ETF TR IISOLE	KAR MID-CAP ETF	237.74K	SH	$5.86M 2.21%	19.20K	218.54K
MICROSOFT CORPSOLE	COM	11.29K	SH	$5.85M 2.20%	540.00	10.75K
FIDELITY COVINGTON TRUSTSOLE	HIGH DIVID ETF	102.86K	SH	$5.73M 2.16%	15.27K	87.59K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	23.82K	SH	$5.14M 1.93%	199.00	23.62K
GLOBAL E ONLINE LTDSOLE	SHS	139.52K	SH	$4.99M 1.88%	139.52K	0.00
ALPHABET INCSOLE	CAP STK CL A	19.34K	SH	$4.70M 1.77%	797.00	18.54K
SIMON PPTY GROUP INC NEWSOLE	COM	23.25K	SH	$4.36M 1.64%	1.01K	22.25K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	48.52K	SH	$4.35M 1.63%	1.22K	47.30K
META PLATFORMS INCSOLE	CL A	5.45K	SH	$4.00M 1.51%	499.00	4.95K
APPLE INCSOLE	COM	15.41K	SH	$3.92M 1.48%	411.00	15K
PFIZER INCSOLE	COM	153.16K	SH	$3.90M 1.47%	14.50K	138.67K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADS	12.24K	SH	$3.42M 1.29%	506.00	11.73K
NVIDIA CORPORATIONSOLE	COM	16.52K	SH	$3.08M 1.16%	768.00	15.75K
ISHARES TRSOLE	1 3 YR TREAS BD	34.93K	SH	$2.90M 1.09%	1.25K	33.68K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	36.84K	SH	$2.89M 1.09%	12.55K	24.29K

Page 1 of 5

…