New Insight Wealth Advisors
Q4 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
111
- Value ($000)
$279,940
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002022328
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $38.11M | 14 % | 55,634 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $17.81M | 6 % | 386,777 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.6M | 6 % | 53,768 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $11.54M | 4 % | 15,307 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $9.94M | 4 % | 51,898 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $9.62M | 3 % | 86,732 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | $9.34M | 3 % | 88,998 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.58M | 3 % | 312,677 | ||
AMAZON COM INC | COM | 023135106 | $7.78M | 3 % | 33,708 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $7.72M | 3 % | 136,175 |
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