New Insight Wealth Advisors
New Insight Wealth Advisors reported 120 holdings worth US$339M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
New Insight Wealth Advisors reported 120 holdings worth US$339M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$339M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 29,092 | US$10.4M | 3.1% |
| Amazon.com, Inc. | 36,896 | US$8.79M | 2.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 17,624 | US$8.42M | 2.5% |
| Microsoft Corp. | 17,083 | US$6.37M | 1.9% |
| Tesla, Inc. | 14,972 | US$6.3M | 1.9% |
| Apple Inc | 19,427 | US$5.62M | 1.7% |
| Marvell Technology, Inc. | 14,511 | US$4.32M | 1.3% |
| Federal Realty Investment Trust | 33,641 | US$4.15M | 1.2% |
| Rivian Automotive, Inc. | 230K | US$3.99M | 1.2% |
| Meta Platforms, Inc. | 6,737 | US$3.79M | 1.1% |
| Healthpeak Properties, Inc. | 176K | US$3.77M | 1.1% |
| Nvidia Corporation | 18,393 | US$3.68M | 1.1% |
| Pfizer, Inc. | 150K | US$3.61M | 1.1% |
| Simon Property Group, Inc. | 16,025 | US$3.58M | 1.1% |
| Broadcom Inc. | 7,059 | US$2.67M | 0.79% |
| Unitedhealth Group Incorporated | 6,309 | US$2.62M | 0.77% |
| Goldman Sachs Group, Inc. (the) | 2,570 | US$2.6M | 0.77% |
| Realty Income Corporation | 35,602 | US$2.21M | 0.65% |
| Ross Stores, Inc. | 9,773 | US$2.08M | 0.61% |
| W. P. Carey Inc. Reit | 18,054 | US$1.29M | 0.38% |
| Jp Morgan Chase & Co. | 2,437 | US$798K | 0.24% |
| Lululemon Athletica Inc. | 6,548 | US$748K | 0.22% |
| Visa Inc. | 1,817 | US$623K | 0.18% |
| Abbvie Inc. | 2,407 | US$606K | 0.18% |
| Applied Materials, Inc. | 817 | US$591K | 0.17% |
| Cisco Systems, Inc. | 4,830 | US$567K | 0.17% |
| Moderna, Inc. | 7,566 | US$530K | 0.16% |
| Eli Lilly And Company | 369 | US$443K | 0.13% |
| Advanced Micro Devices Inc | 717 | US$417K | 0.12% |
| Pinterest, Inc. | 17,693 | US$372K | 0.11% |
| Space Exploration Technologies Corp | 2,152 | US$368K | 0.11% |
| Shopify Inc. | 3,169 | US$362K | 0.11% |
| Crowdstrike Holdings, Inc. | 473 | US$361K | 0.11% |
| Applovin Corporation | 677 | US$349K | 0.10% |
| Salesforce, Inc. | 1,947 | US$305K | 0.09% |
| Servicenow, Inc. | 3,015 | US$299K | 0.09% |
| Berkshire Hathaway Inc. | 568 | US$284K | 0.08% |
| Uber Technologies, Inc. | 3,917 | US$283K | 0.08% |
| Palo Alto Networks, Inc. | 828 | US$282K | 0.08% |
| Doordash, Inc. | 1,423 | US$263K | 0.08% |
| Costco Wholesale Corporation | 247 | US$231K | 0.07% |
| Nnn Reit, Inc. | 4,351 | US$202K | 0.06% |
| Under Armour, Inc. | 16,946 | US$108K | 0.03% |
| Blend Labs, Inc. | 45,355 | US$77,557 | 0.02% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related