Titelia

Holdings of New Insight Wealth Advisors

88 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54 % of the equity sleeve

Sector breakdown

  • Funds 21.6 %
  • Technology 10.1 %
  • Consumer discretionary 7.4 %
  • Communication 4.9 %
  • Health care 3.0 %
  • Real estate 2.3 %
  • Financials 1.7 %
  • Industrials 0.2 %
  • Consumer staples 0.1 %
  • Unattributed 48.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.7 %
  • TW 2.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US87234.4M $97.67 %
2TW15.6M $2.33 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 56,97637.2M $
2Fidelity Total Bond ETF 395,78518.1M $
3Vanguard Mid-Cap ETF 53,14215.3M $
4Vanguard Information Technology ETF 15,30010.7M $
5Invesco S&P 500 Equal Weight ETF 48,0089.2M $
6iShares Trust 88,6988.9M $
7Schwab US Dividend Equity ETF 273,1298.4M $
8Fidelity Covington Trust 143,6207.9M $
9Amazon.com Inc 35,9507.5M $
10Alphabet Inc 22,8556.6M $
11Tesla Inc 16,0206M $
12Taiwan Semiconductor Manufacturing Co Ltd 16,5295.6M $
13iShares International Equity Factor ETF 137,7635.4M $
14Microsoft Corp 13,8145.1M $
15VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 22,7634.9M $
16Apple Inc 18,2984.6M $
17Pfizer Inc 145,9414.1M $
18Meta Platforms Inc 6,6443.8M $
19Federal Realty Investment Trust 34,0803.6M $
20SPDR Series Trust 43,3323.3M $
21Simon Property Group Inc 17,7683.3M $
22NVIDIA Corp 17,3743M $
23Goldman Sachs Group Inc/The 2,9422.5M $
24Vanguard International Dividend Appreciation ETF 27,5982.4M $
25Rivian Automotive Inc 146,5642.2M $
26Invesco Exchange-Traded Fund Trust 27,8962.1M $
27Ross Stores Inc 9,7732.1M $
28Realty Income Corp 34,5562.1M $
29Broadcom Inc 6,6262.1M $
30Alibaba Group Holding Ltd 15,9122M $
31VanEck Semiconductor ETF 4,8541.9M $
32Vanguard Charlotte Funds 38,6041.9M $
33Vanguard High Dividend Yield E 11,9611.8M $
34UnitedHealth Group Inc 6,2441.7M $
35Marvell Technology Inc 16,0621.6M $
36COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF 85,0431.5M $
37iShares Trust 18,3991.5M $
38iShares National Muni Bond ETF 14,1471.5M $
39WP Carey Inc 21,8671.5M $
40iShares MSCI USA Min Vol Factor ETF 15,5571.4M $
41State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 53,4531.3M $
42Alphabet Inc 4,4571.3M $
43Nuveen California Quality Muni 99,7351.2M $
44VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 14,4301.1M $
45J P Morgan Exchange Traded Fund Trust 19,6611.1M $
46JPMorgan Ultra-Short Income ETF 16,222821K $
47State Street SPDR Portfolio High Yield Bond ETF 34,785811.2K $
48Lululemon Athletica Inc 5,203796.6K $
49AbbVie Inc 3,401739.7K $
50JPMorgan Chase & Co 2,503736.3K $
51iShares Core S&P Mid-Cap ETF 10,384701.2K $
52WisdomTree Trust 11,903625.4K $
53Schwab Strategic Trust 21,118615.2K $
54Vanguard Total Stock Market ETF 1,912613.4K $
55Visa Inc 1,906576.1K $
56Vanguard Tax-Exempt Bond Index ETF 10,143506K $
57Healthpeak Properties Inc 30,769505.5K $
58iShares U.S. Financial Services ETF 5,834483.3K $
59Vanguard S&P 500 ETF 792473.5K $
60ServiceNow Inc 4,500470.5K $
61Vanguard Small-Cap ETF 1,579413.6K $
62iShares U.S. Technology ETF 2,237405.8K $
63Uber Technologies Inc 5,642405.8K $
64Salesforce Inc 2,169405K $
65Moderna Inc 7,777395.1K $
66Fidelity Covington Trust 7,853393.6K $
67Cisco Systems, Inc. 5,030390.2K $
68Pinterest Inc 20,475375.5K $
69iShares Morningstar Growth ETF 3,902372.6K $
70Eli Lilly & Co 374343.9K $
71WisdomTree US SmallCap Dividen 8,758314.8K $
72AppLovin Corp 766304.9K $
73iShares Core S&P Small-Cap ETF 2,327289.3K $
74Costco Wholesale Corp 286284.5K $
75Vanguard Total Bond Market ETF 3,841282.9K $
76Applied Materials Inc 820280.3K $
77Vanguard Growth ETF 641280K $
78iShares Trust 5,405275.4K $
79Palantir Technologies Inc 1,785261.1K $
80VanEck Morningstar Wide Moat ETF 2,635254.8K $
81Invesco QQQ Trust Series 1 415239.7K $
82iShares S&P Mid-Cap 400 Growth ETF 2,355237K $
83iShares S&P Small-Cap 600 Growth ETF 1,503217.5K $
84Berkshire Hathaway Inc 448214.7K $
85DoorDash Inc 1,427214.3K $
86Vanguard Mid-Cap Growth ETF 798205.4K $
87Under Armour Inc 23,857138.1K $
88Blend Labs Inc 45,35577.1K $