New Insight Wealth Advisors - Portfolio Stock Holdings
New Insight Wealth Advisors disclosed 122 stock positions in a recent SEC 13F filing. $338,917,881 of stock holdings were filed, with the largest holdings including IVV, FBND, and VO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $396,853,806 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$338,917,881Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - New Insight Wealth Advisors
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...