New Insight Wealth Advisors holds a focused book of 120 reported positions worth $339.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishares Flex I A ETF-Usd Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
New Insight Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning New Insight Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as New Insight Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| BlueSpruce Investments, LP | 8 / 80 | $639.3M |
| Swiss Re Ltd | 22 / 80 | $1.0B |
| Ketron Financial | 16 / 80 | $282.6M |
| GR Financial Group, LLC | 13 / 80 | $628.3M |
| MKP Capital Management, L.L.C. | 10 / 80 | $3.1B |
| Copos Capital B.V. | 12 / 80 | $614.2M |
Ranked by the share of each fund's own book sitting in the names it shares with New Insight Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $41.8M | 55.8K | 12.3% | ▼−2.0% Reduced · −1K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $18.9M | 416.5K | 5.6% | ▲+5.2% Added · +21K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $17.2M | 213.3K | 5.1% | ▲+301% Added · +160K sh | |
| 4 | Vanguard World FD INF TECH ETF | $14.6M | 122.3K | 4.3% | ▲+700% Added · +107K sh | |
| 5 | Ishares TR GLOBAL TECH ETF | $12.7M | 88.1K | 3.8% | ▼−0.7% Reduced · −587 sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $9.8M | 308.7K | 2.9% | ▲+13% Added · +36K sh | |
| 7 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $9.6M | 69.9K | 2.8% | ▼−9.1% Reduced · −7K sh | |
| 8 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.4M | 44.2K | 2.8% | ▼−7.8% Reduced · −4K sh | |
| 9 | Fidelity Covington Trust HIGH DIVID ETF | $8.9M | 147.5K | 2.6% | ▲+2.7% Added · +4K sh | |
| 10 | Amazon Com Inc COM | $8.8M | 36.9K | 2.6% | ▲+2.6% Added · +946 sh | |
| 11 | Alphabet Inc CAP STK CL A | $8.6M | 24.0K | 2.5% | ▲+5.1% Added · +1K sh | |
| 12 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.4M | 17.6K | 2.5% | ▲+6.6% Added · +1K sh | |
| 13 | Ishares TR INTL EQTY FACTOR | $7.1M | 172.2K | 2.1% | ▲+25% Added · +34K sh | |
| 14 | Microsoft Corp COM | $6.4M | 17.1K | 1.9% | ▲+24% Added · +3K sh | |
| 15 | Tesla Inc COM | $6.3M | 15.0K | 1.9% | ▼−6.5% Reduced · −1K sh | |
| 16 | J P Morgan Exchange Traded F MUNICIPAL ETF | $6.2M | 123.3K | 1.8% | ▲+40% Added · +35K sh | |
| 17 | Apple Inc COM | $5.6M | 19.4K | 1.7% | ▲+6.2% Added · +1K sh | |
| 18 | J P Morgan Exchange Traded F SHORT DURA CORE | $4.9M | 103.7K | 1.4% | ▲+39% Added · +29K sh | |
| 19 | Global E Online Ltd SHS | $4.8M | 139.5K | 1.4% | —Held | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $4.7M | 19.8K | 1.4% | ▼−13% Reduced · −3K sh | |
| 21 | Virtus ETF TR II KAR MID-CAP ETF | $4.4M | 175.6K | 1.3% | ▼−27% Reduced · −65K sh | |
| 22 | Marvell Technology Inc COM | $4.3M | 14.5K | 1.3% | ▼−9.7% Reduced · −2K sh | |
| 23 | Federal Rlty Invt TR New SH BEN INT NEW | $4.2M | 33.6K | 1.2% | ▼−1.3% Reduced · −439 sh | |
| 24 | Vaneck ETF Trust SEMICONDUCTR ETF | $4.0M | 6.2K | 1.2% | ▲+27% Added · +1K sh | |
| 25 | Matthews Asia FDS ASIA INNOV ACTIV | $4.0M | 69.3K | 1.2% | ▲+63% Added · +27K sh | |
| 26 | Rivian Automotive Inc COM CL A | $4.0M | 230.2K | 1.2% | ▲+57% Added · +84K sh | |
| 27 | SPDR Series Trust ST STR P500ETF | $4.0M | 45.2K | 1.2% | ▲+4.3% Added · +2K sh | |
| 28 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $3.9M | 34.8K | 1.2% | ▲+21% Added · +6K sh | |
| 29 | Meta Platforms Inc CL A | $3.8M | 6.7K | 1.1% | ▲+1.4% Added · +93 sh | |
| 30 | Healthpeak Properties Inc COM | $3.8M | 176.1K | 1.1% | ▲+472% Added · +145K sh | |
| 31 | Nvidia Corporation COM | $3.7M | 18.4K | 1.1% | ▲+5.9% Added · +1K sh | |
| 32 | Pfizer Inc COM | $3.6M | 150.1K | 1.1% | ▲+2.8% Added · +4K sh | |
| 33 | Fidelity Covington Trust EMERG MKTS MLTFT | $3.6M | 98.8K | 1.1% | ▲+38% Added · +27K sh | |
| 34 | Simon Ppty Group Inc New COM | $3.6M | 16.0K | 1.1% | ▼−9.8% Reduced · −2K sh | |
| 35 | BlackRock ETF Trust II ISHA FLEX IN ETF | $3.1M | 60.1K | 0.9% | ▲New New position | |
| 36 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $2.8M | 30.3K | 0.8% | ▲+8.6% Added · +2K sh | |
| 37 | Broadcom Inc COM | $2.7M | 7.1K | 0.8% | ▲+6.5% Added · +433 sh | |
| 38 | Unitedhealth Group Inc COM | $2.6M | 6.3K | 0.8% | ▲+1.0% Added · +65 sh | |
| 39 | Goldman Sachs Group Inc COM | $2.6M | 2.6K | 0.8% | ▼−13% Reduced · −372 sh | |
| 40 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.3M | 7.5K | 0.7% | ▲New New position | |
| 41 | Realty Income Corp COM | $2.2M | 35.6K | 0.7% | ▲+3.0% Added · +1K sh | |
| 42 | Vanguard Whitehall FDS INTL DVD ETF | $2.1M | 22.4K | 0.6% | ▼−19% Reduced · −5K sh | |
| 43 | Ross Stores Inc COM | $2.1M | 9.8K | 0.6% | —Held | |
| 44 | SPDR Series Trust ST NUVE HIGH ETF | $2.0M | 80.5K | 0.6% | ▲+51% Added · +27K sh | |
| 45 | Alphabet Inc CAP STK CL C | $1.8M | 5.1K | 0.5% | ▲+15% Added · +664 sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $1.7M | 10.8K | 0.5% | ▼−9.8% Reduced · −1K sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.6M | 28.2K | 0.5% | ▲+44% Added · +9K sh | |
| 48 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.5M | 15.7K | 0.4% | ▼−1.5% Reduced · −243 sh | |
| 49 | Ishares TR MSCI USA MIN ETF | $1.5M | 15.4K | 0.4% | ▼−0.9% Reduced · −136 sh | |
| 50 | Columbia ETF TR I DIVERSIFID FXD | $1.5M | 79.8K | 0.4% | ▼−6.1% Reduced · −5K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.