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Disclosed positions
New Insight Wealth Advisors: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $41,808,368
- Reported amount
- 55,827
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002022328-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $41,808,368 | 55,827 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $18,948,335 | 416,538 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $17,187,765 | 213,327 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $14,622,726 | 122,345 | SH | None |
| ISHARES TR | IXN | GLOBAL TECH ETF | $12,730,234 | 88,111 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,789,630 | 308,724 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $9,610,442 | 69,874 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $9,411,881 | 44,235 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $8,889,943 | 147,453 | SH | None |
| AMAZON COM INC | AMZN | COM | $8,793,783 | 36,896 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,587,173 | 24,029 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,416,694 | 17,624 | SH | None |
| ISHARES TR | INTF | INTL EQTY FACTOR | $7,051,836 | 172,164 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,372,289 | 17,083 | SH | None |
| TESLA INC | TSLA | COM | $6,297,223 | 14,972 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $6,244,191 | 123,269 | SH | None |
| APPLE INC | AAPL | COM | $5,621,307 | 19,427 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JSCP | SHORT DURA CORE | $4,889,609 | 103,714 | SH | None |
| GLOBAL E ONLINE LTD | GLBE | SHS | $4,845,425 | 139,517 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $4,686,496 | 19,806 | SH | None |
| VIRTUS ETF TR II | KMID | KAR MID-CAP ETF | $4,404,038 | 175,559 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $4,322,682 | 14,511 | SH | None |
| FEDERAL RLTY INVT TR NEW | FRT | SH BEN INT NEW | $4,152,645 | 33,641 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $4,044,218 | 6,166 | SH | None |
| MATTHEWS ASIA FDS | MINV | ASIA INNOV ACTIV | $4,007,292 | 69,282 | SH | None |
| RIVIAN AUTOMOTIVE INC | RIVN | COM CL A | $3,994,398 | 230,225 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,973,843 | 45,219 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $3,926,644 | 34,786 | SH | None |
| META PLATFORMS INC | META | CL A | $3,794,684 | 6,737 | SH | None |
| HEALTHPEAK PROPERTIES INC | DOC | COM | $3,767,498 | 176,051 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,680,232 | 18,393 | SH | None |
| PFIZER INC | PFE | COM | $3,613,192 | 150,050 | SH | None |
| FIDELITY COVINGTON TRUST | FDEM | EMERG MKTS MLTFT | $3,590,947 | 98,842 | SH | None |
| SIMON PPTY GROUP INC NEW | SPG | COM | $3,584,071 | 16,025 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $3,143,122 | 60,052 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XSMO | S&P SMLCP MOMENT | $2,836,989 | 30,300 | SH | None |
| BROADCOM INC | AVGO | COM | $2,666,420 | 7,059 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $2,622,111 | 6,309 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $2,599,367 | 2,570 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $2,273,474 | 7,504 | SH | None |
| REALTY INCOME CORP | O | COM | $2,205,910 | 35,602 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $2,095,821 | 22,444 | SH | None |
| ROSS STORES INC | ROST | COM | $2,080,183 | 9,773 | SH | None |
| SPDR SERIES TRUST | HYMB | ST NUVE HIGH ETF | $2,047,247 | 80,474 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,809,477 | 5,121 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,703,865 | 10,782 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $1,594,374 | 28,229 | SH | None |
| ALIBABA GROUP HLDG LTD | BABA | SPONSORED ADS | $1,503,911 | 15,669 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $1,487,510 | 15,421 | SH | None |
| COLUMBIA ETF TR I | DIAL | DIVERSIFID FXD | $1,450,729 | 79,842 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.