New Insight Wealth Advisors: 13F holdings
CIK 20223282026Q2
| Positions | 120 |
|---|---|
| Reported value | $339.2m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 55,827 | $41.8m | 12.3% |
| FBND FIDELITY MERRIMACK STR TR | 416,538 | $18.9m | 5.6% |
| VO VANGUARD INDEX FDS | 213,327 | $17.2m | 5.1% |
| VGT VANGUARD WORLD FD | 122,345 | $14.6m | 4.3% |
| IXN ISHARES TR | 88,111 | $12.7m | 3.8% |
| SCHD SCHWAB STRATEGIC TR | 308,724 | $9.8m | 2.9% |
| VIOO VANGUARD ADMIRAL FDS INC | 69,874 | $9.6m | 2.8% |
| RSP INVESCO EXCHANGE TRADED FD T | 44,235 | $9.4m | 2.8% |
| FDVV FIDELITY COVINGTON TRUST | 147,453 | $8.9m | 2.6% |
| AMZN AMAZON COM INC | 36,896 | $8.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022328")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.