New Insight Wealth Advisors ETF holdings
San Ramon, CA
Reported $232.0M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$232.0M
ETFs held
72
Change from prior quarter
+20.4%
With price moves
ETFs as a share of its 13F
68.4%
of $339.2M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $41.8M | 55,827 | −1,149 shares |
| FBND | Fidelity Total Bond ETF | $18.9M | 416,538 | +20,753 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $17.2M | 213,327 | +160,185 shares |
| VGT | Vanguard Information Technology ETF | $14.6M | 122,345 | +107,045 shares |
| IXN | iShares Global Tech ETF | $12.7M | 88,111 | −587 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $9.8M | 308,724 | +35,595 shares |
| VIOO | Vanguard S&P Small-Cap 600 ETF | $9.6M | 69,874 | −7,034 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $9.4M | 44,235 | −3,773 shares |
| FDVV | Fidelity High Dividend ETF | $8.9M | 147,453 | +3,833 shares |
| INTF | iShares International Equity Factor ETF | $7.1M | 172,164 | +34,401 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002022328. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does New Insight Wealth Advisors own?
New Insight Wealth Advisors reported 72 ETF positions worth $232.0M in its Form 13F for June 30, 2026. The largest was IVV, at $41.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.