New Insight Wealth Advisors - Portfolio overview

New Insight Wealth Advisors has 116 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.98%
2. FBND - FIDELITY MERRIMACK STR TR, 6.30%
3. VO - VANGUARD INDEX FDS, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.