New Insight Wealth Advisors
Q3 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
106
- Value ($000)
$265,840
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $33.94 M | 13 % | 50,714 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.97 M | 6 % | 367,003 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.12 M | 6 % | 51,461 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.93 M | 4 % | 14,633 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.78 M | 4 % | 394,799 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $10.56 M | 4 % | 95,558 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $10.48 M | 4 % | 55,250 | ||
IXN ISHARES TR | GLOBAL TECH ETF | 464287291 | $8.90 M | 3 % | 86,242 | ||
TSLA TESLA INC | COM | 88160R101 | $8.78 M | 3 % | 19,737 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.29 M | 3 % | 33,192 |
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