AMZNAmazon Com Inc
What New Insight Wealth Advisors reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2022328 · Filed Jul 28, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P500 ETF | 55.8K | −2.0% | $41.8M | 12.3% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 416.5K | +5.2% | $18.9M | 5.6% |
VANGUARD INDEX FDSMID CAP ETF | 213.3K | +301.4% | $17.2M | 5.1% |
VANGUARD WORLD FDINF TECH ETF | 122.3K |
| +699.6% |
| $14.6M |
| 4.3% |
ISHARES TRGLOBAL TECH ETF | 88.1K | −0.7% | $12.7M | 3.8% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 308.7K | +13.0% | $9.8M | 2.9% |
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX | 69.9K | −9.1% | $9.6M | 2.8% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 44.2K | −7.9% | $9.4M | 2.8% |
FIDELITY COVINGTON TRUSTHIGH DIVID ETF | 147.5K | +2.7% | $8.9M | 2.6% |
AMZNAmazon Com Inc | 36.9K | +2.6% | $8.8M | 2.6% |
GOOGLAlphabet Inc. | 24K | +5.1% | $8.6M | 2.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 17.6K | +6.6% | $8.4M | 2.5% |
ISHARES TRINTL EQTY FACTOR | 172.2K | +25.0% | $7.1M | 2.1% |
MSFTMicrosoft Corp | 17.1K | +23.7% | $6.4M | 1.9% |
TSLATesla, Inc. | 15K | −6.5% | $6.3M | 1.9% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 123.3K | +40.3% | $6.2M | 1.8% |
AAPLApple Inc. | 19.4K | +6.2% | $5.6M | 1.7% |
J P MORGAN EXCHANGE TRADED FSHORT DURA CORE | 103.7K | +38.9% | $4.9M | 1.4% |
GLBEGlobal-E Online Ltd. | 139.5K | ±0% | $4.8M | 1.4% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 19.8K | −13.0% | $4.7M | 1.4% |
VIRTUS ETF TR IIKAR MID-CAP ETF | 175.6K | −27.0% | $4.4M | 1.3% |
MRVLMarvell Technology, Inc. | 14.5K | −9.7% | $4.3M | 1.3% |
FRTFederal Realty Investment Trust | 33.6K | −1.3% | $4.2M | 1.2% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 6.2K | +27.0% | $4M | 1.2% |
MATTHEWS ASIA FDSASIA INNOV ACTIV | 69.3K | +63.2% | $4M | 1.2% |
RIVNRivian Automotive, Inc. | 230.2K | +57.1% | $4M | 1.2% |
SPDR SERIES TRUSTST STR P500ETF | 45.2K | New | $4M | 1.2% |
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | 34.8K | +21.3% | $3.9M | 1.2% |
METAMeta Platforms, Inc. | 6.7K | +1.4% | $3.8M | 1.1% |
DOCHealthpeak Properties, Inc. | 176.1K | +472.2% | $3.8M | 1.1% |
NVDANVIDIA Corp | 18.4K | +5.9% | $3.7M | 1.1% |
PFEPfizer Inc | 150.1K | +2.8% | $3.6M | 1.1% |
FIDELITY COVINGTON TRUSTEMERG MKTS MLTFT | 98.8K | +37.7% | $3.6M | 1.1% |
SPGSimon Property Group Inc. | 16K | −9.8% | $3.6M | 1.1% |
BLACKROCK ETF TRUST IIISHA FLEX IN ETF | 60.1K | New | $3.1M | 0.9% |
INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT | 30.3K | +8.6% | $2.8M | 0.8% |
AVGOBroadcom Inc. | 7.1K | +6.5% | $2.7M | 0.8% |
UNHUnitedHealth Group Inc | 6.3K | +1.0% | $2.6M | 0.8% |
GSGoldman Sachs Group Inc | 2.6K | −12.6% | $2.6M | 0.8% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 7.5K | New | $2.3M | 0.7% |
ORealty Income Corp | 35.6K | +3.0% | $2.2M | 0.7% |
VANGUARD WHITEHALL FDSINTL DVD ETF | 22.4K | −18.7% | $2.1M | 0.6% |
ROSTRoss Stores, Inc. | 9.8K | ±0% | $2.1M | 0.6% |
SPDR SERIES TRUSTST NUVE HIGH ETF | 80.5K | New | $2M | 0.6% |
GOOGAlphabet Inc. | 5.1K | +14.9% | $1.8M | 0.5% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 10.8K | −9.9% | $1.7M | 0.5% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 28.2K | +43.6% | $1.6M | 0.5% |
BABAAlibaba Group Holding Ltd | 15.7K | −1.5% | $1.5M | 0.4% |
ISHARES TRMSCI USA MIN ETF | 15.4K | New | $1.5M | 0.4% |
COLUMBIA ETF TR IDIVERSIFID FXD | 79.8K | −6.1% | $1.5M | 0.4% |
WPCW. P. Carey Inc. | 18.1K | −17.4% | $1.3M | 0.4% |
ISHARES TRNATIONAL MUN ETF | 11.7K | −17.1% | $1.3M | 0.4% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 25.5K | −33.9% | $1.2M | 0.4% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 15.1K | +4.9% | $1.2M | 0.4% |
NACNuveen California Quality Municipal Income Fund | 94.2K | −5.6% | $1.1M | 0.3% |
INVESCO EXCHANGE TRADED FD THIG YLD EQ DIV | 46.6K | +40.0% | $1.1M | 0.3% |
ISHARES TR1 3 YR TREAS BD | 12.8K | −30.5% | $1M | 0.3% |
FIRST TR EXCH TRADED FD IIICALIF MUN INCM | 19.9K | −6.0% | $987.9K | 0.3% |
ISHARES TRFLTG RATE NT ETF | 18.1K | +234.3% | $922.5K | 0.3% |
ISHARES TRCORE S&P MCP ETF | 10.7K | +3.3% | $827.2K | 0.2% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 16.1K | −0.7% | $814.3K | 0.2% |
JPMJPMorgan Chase & Co | 2.4K | −2.6% | $797.7K | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P INTL QULTY | 17.1K | −1.4% | $747.7K | 0.2% |
LULUlululemon athletica inc. | 6.5K | +25.9% | $747.7K | 0.2% |
SPDR SERIES TRUSTST PORT HIGH ETF | 29.8K | New | $699K | 0.2% |
WISDOMTREE TRUS MIDCAP DIVID | 12.1K | +1.6% | $683.2K | 0.2% |
VVisa Inc. | 1.8K | −4.7% | $623.4K | 0.2% |
ABBVAbbVie Inc. | 2.4K | −29.2% | $605.7K | 0.2% |
AMATApplied Materials Inc | 817 | −0.4% | $590.7K | 0.2% |
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD | 5.7K | New | $577.1K | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 1.5K | −19.0% | $572.9K | 0.2% |
CSCOCisco Systems, Inc. | 4.8K | −4.0% | $567.3K | 0.2% |
ISHARES TRU.S. TECH ETF | 2.2K | ±0% | $564.2K | 0.2% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 791 | −0.1% | $543.1K | 0.2% |
MRNAModerna, Inc. | 7.6K | −2.7% | $529.8K | 0.2% |
ISHARES TRUS CONSM STAPLES | 7.3K | −20.5% | $528.2K | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 713 | +71.8% | $525.2K | 0.2% |
VANGUARD INDEX FDSSMALL CP ETF | 1.7K | +5.3% | $503.8K | 0.1% |
ISHARES TRU.S. FIN SVC ETF | 5.4K | −7.5% | $488.1K | 0.1% |
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | 7.6K | −2.6% | $475.1K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 9K | −11.0% | $456.6K | 0.1% |
LLYELI LILLY & Co | 369 | −1.3% | $442.6K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 12.9K | −39.0% | $436.2K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P SMALLCAP 600 | 7.2K | −4.5% | $430.2K | 0.1% |
ISHARES TRISHARES SEMICDTR | 670 | New | $429.3K | 0.1% |
AMDAdvanced Micro Devices Inc | 717 | New | $416.5K | 0.1% |
NUSHARES ETF TRNUVEEN ESG SMLCP | 7.6K | −0.3% | $398K | 0.1% |
WISDOMTREE TRUS SMALLCAP DIVD | 9.7K | +10.2% | $392.7K | 0.1% |
PINSPinterest, Inc. | 17.7K | −13.6% | $372.1K | 0.1% |
ISHARES TRMRGSTR SM CP ETF | 4.9K | −12.0% | $368.5K | 0.1% |
SPCXSpace Exploration Technologies Corp | 2.2K | New | $367.7K | 0.1% |
SHOPShopify Inc. | 3.2K | −0.9% | $361.8K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 473 | New | $361K | 0.1% |
ISHARES TRCORE S&P SCP ETF | 2.4K | +4.3% | $359.9K | 0.1% |
APPAppLovin Corp | 677 | −11.6% | $348.8K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3.9K | +504.8% | $334K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P MDCP 400 REV | 2.3K | −4.0% | $329.8K | 0.1% |
ISHARES TRMRGSTR MD CP VAL | 3.4K | ±0% | $310K | 0.1% |
CRMSalesforce, Inc. | 1.9K | −10.2% | $305K | 0.1% |
NOWServiceNow, Inc. | 3K | −33.0% | $299.3K | 0.1% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 2.9K | +8.2% | $296.5K | 0.1% |
ISHARES INCMSCI STH KOR ETF | 1.4K | New | $288.3K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 568 | +26.8% | $284.2K | 0.1% |
UBERUber Technologies, Inc | 3.9K | −30.6% | $282.7K | 0.1% |
PANWPalo Alto Networks Inc | 828 | New | $282.4K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 2.4K | ±0% | $276.7K | 0.1% |
INVESCO EXCHANGE TRADED FD TDIVID ACHIEVEV | 4.9K | New | $274.1K | 0.1% |
DASHDoorDash, Inc. | 1.4K | −0.3% | $262.6K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 3.5K | −7.8% | $259.9K | 0.1% |
PGIM ETF TRACTV HY BD ETF | 7.4K | New | $256.4K | 0.1% |
ISHARES TRMORNINGSTAR GRWT | 2.2K | −43.8% | $256.4K | 0.1% |
COSTCostco Wholesale Corp | 247 | −13.6% | $230.8K | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 743 | −6.9% | $227.6K | 0.1% |
MATTHEWS INTL FDSINDIA ACTIVE ETF | 7.6K | New | $225.5K | 0.1% |
ISHARES TRS&P SML 600 GWT | 1.2K | −22.5% | $208.1K | 0.1% |
FBTCFidelity Wise Origin Bitcoin Fund | 4K | New | $203.9K | 0.1% |
NNNNNN Reit, Inc. | 4.4K | New | $202.5K | 0.1% |
EA SERIES TRUSTSTAN SU BETA ETF | 6.1K | New | $201.7K | 0.1% |
UAUnder Armour, Inc. | 17.4K | −27.0% | $108.3K | 0.1% |
BLNDBlend Labs, Inc. | 45.4K | ±0% | $77.6K | 0.1% |
