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Josephine Lee

New Insight Wealth Advisors

Assets Managed
$278.884M
Holdings
107
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-0.37%(2Q avg: 2.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in New Insight Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of New Insight Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.884M in assets, with a quarterly growth rate of -0.37% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by Josephine Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.42%
13.35%
$37.217M
56,976 shares@ $653.22 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 2.33%
6.48%
$18.056M
395,785 shares@ $45.63 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -1.16%
5.48%
$15.261M
53,142 shares@ $287.18 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -0.04%
3.83%
$10.675M
15,300 shares@ $697.73 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -7.49%
3.31%
$9.214M
48,008 shares@ $191.92 avg price
IXN
Ishares Global Tech Etf
Recent Activity
Decreased -0.33%
3.18%
$8.867M
88,698 shares@ $99.98 avg price
VIOO
Vanguard S&p Small-cap 600 E
Recent Activity
Decreased -11.32%
3.17%
$8.831M
76,908 shares@ $114.83 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -12.64%
3.01%
$8.38M
273,129 shares@ $30.68 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 5.47%
2.85%
$7.934M
143,620 shares@ $55.25 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.66%
2.69%
$7.487M
35,950 shares@ $208.27 avg price

1-10 of 107