New Insight Wealth Advisors
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$278.9M
Holdings
107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 80.9% (1.9k → 365 shares)
13.3%
02
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 367.0k shares)
6.5%
03
$VO
VANGUARD INDEX FDS
Q4 2025: Exited (was 51.5k shares)
5.5%
04
$VGT
VANGUARD WORLD FD
Q4 2025: Exited (was 14.6k shares)
3.8%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 6.1k shares)
3.3%
06
$IXN
ISHARES TR
Q4 2025: Exited (was 86.2k shares)
3.2%
07
$VIOO
VANGUARD ADMIRAL FDS INC
Q4 2025: Exited (was 95.6k shares)
3.2%
08
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 394.8k shares)
3.0%
09
$FDVV
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 102.9k shares)
2.8%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 11.7% (6.9k → 6.1k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.