New Insight Wealth Advisors
New Insight Wealth Advisors reported 120 stocks worth $339M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are IVV (12.3%), FBND (5.6%) and VO (5.1%). Compared with Q1 2026, the fund opened new positions in BINC, QQQM and VTEC, added to FBND, VO and VGT, trimmed IVV, IXN and VIOO and sold out of PLTR and MDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $41.8M | 12.3% | 56K | −1,149 (−2%) | 8 of 8 | |
| 2 |  FBND Fidelity Total Bond ETF | $18.9M | 5.6% | 417K | +21K (+5%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $17.2M | 5.1% | 213K | +160K (+301%) | 8 of 8 | |
| 4 |  VGT Vanguard World FD | $14.6M | 4.3% | 122K | +107K (+700%) | 8 of 8 | |
| 5 |  IXN Ishares TR | $12.7M | 3.8% | 88K | −587 (−1%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $9.8M | 2.9% | 309K | +36K (+13%) | 8 of 8 | |
| 7 |  VIOO Vanguard S&P Small Cap | $9.6M | 2.8% | 70K | −7,034 (−9%) | 8 of 8 | |
| 8 |  RSP Invesco Exchange Traded FD T | $9.4M | 2.8% | 44K | −3,773 (−8%) | 8 of 8 | |
| 9 |  FDVV Fidelity Covington Trust | $8.9M | 2.6% | 147K | +3,833 (+3%) | 5 of 8 | |
| 10 |  AMZN Amazon Com Inc | $8.8M | 2.6% | 37K | +946 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New Insight Wealth Advisors 13F FAQ
What does New Insight Wealth Advisors own?
New Insight Wealth Advisors reported 120 stocks worth $339M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are IVV (12.3%), FBND (5.6%) and VO (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did New Insight Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 43 added to, 56 trimmed and 2 sold out. New positions include BINC, QQQM and VTEC. It sold all of PLTR and MDT.
When will New Insight Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is New Insight Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $339M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.