New Insight Wealth Advisors holds a focused book of 120 stocks worth $339.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2025 would be +8% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022328/holdings"
Use Arkolith to show New Insight Wealth Advisors's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning New Insight Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as New Insight Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $484.0B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $140.9B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $92.8B |
| LPL Financial LLC | 78 / 80 | $82.1B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.4B |
| ROYAL BANK OF CANADA | 77 / 80 | $138.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $83.8B |
| Cetera Investment Advisers | 77 / 80 | $23.0B |
Ranked by how many of New Insight Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.