Sponsored

The Analysis of New Insight Wealth Advisors's Holdings & P&L

Currently, New Insight Wealth Advisors holds 120 types of securities in its portfolio with a total value $339.2M. In the most recent quarter, they have increased their positions in VO (+160.2K shares, valued at $12.9M), VGT (+107.0K shares, valued at $12.8M), BINC (+60.1K shares, valued at $3.1M); decreased their positions in KMID (-64.9K shares, valued at $1.6M), VIOO (-7.0K shares, valued at $967.5K), N/A (-1.1K shares, valued at $860.5K); initiated new positions in BINC (+60.1K shares, valued at $3.1M), QQQM (+7.5K shares, valued at $2.3M), VTEC (+5.7K shares, valued at $577.1K).

1M P&L

+13.4M+5.25%

3M P&L

+6.3M+2.40%

HY P&L

-101.6M-27.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A186.5M

68.3%

2Semiconductors16.8M

6.2%

3Internet Retail13.6M

5.0%

Top Industries by Stock Count

1N/A69 stocks

68.3%

2Semiconductors4 stocks

4.0%

3Internet Content & Information4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR55.8K shares-2.02%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR416.5K shares5.24%2026-06-302026-07-28

VO VANGUARD INDEX FDS213.3K shares301.43%2026-06-302026-07-28

VGT VANGUARD WORLD FD122.3K shares699.64%2026-06-302026-07-28

IXN ISHARES TR88.1K shares-0.66%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR308.7K shares13.03%2026-06-302026-07-28

VIOO VANGUARD ADMIRAL FDS INC69.9K shares-9.15%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T44.2K shares-7.86%2026-06-302026-07-28

Sponsored

FDVV FIDELITY COVINGTON TRUST147.5K shares2.67%2026-06-302026-07-28

AMZN AMAZON COM INC36.9K shares2.63%2026-06-302026-07-28

GOOGL ALPHABET INC24.0K shares5.14%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC17.6K shares6.62%2026-06-302026-07-28

INTF ISHARES TR172.2K shares24.97%2026-06-302026-07-28

MSFT MICROSOFT CORP17.1K shares23.66%2026-06-302026-07-28

TSLA TESLA INC15.0K shares-6.54%2026-06-302026-07-28

JMUB J P MORGAN EXCHANGE TRADED F123.3K shares40.33%2026-06-302026-07-28

Sponsored

AAPL APPLE INC19.4K shares6.17%2026-06-302026-07-28

JSCP J P MORGAN EXCHANGE TRADED F103.7K shares38.94%2026-06-302026-07-28

GLBE GLOBAL E ONLINE LTD139.5K shares0.00%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS19.8K shares-12.99%2026-06-302026-07-28

KMID VIRTUS ETF TR II175.6K shares-27.00%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC14.5K shares-9.66%2026-06-302026-07-28

FRT FEDERAL RLTY INVT TR NEW33.6K shares-1.29%2026-06-302026-07-28

SMH VANECK ETF TRUST6.2K shares27.03%2026-06-302026-07-28

Sponsored

MINV MATTHEWS ASIA FDS69.3K shares63.15%2026-06-302026-07-28

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC230.2K shares57.08%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST45.2K shares4.35%2026-06-302026-07-28

XMHQ INVESCO EXCHANGE TRADED FD T34.8K shares21.30%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC6.7K shares1.40%2026-06-302026-07-28

DOC HEALTHPEAK PROPERTIES INC176.1K shares472.17%2026-06-302026-07-28

NVDA NVIDIA CORPORATION18.4K shares5.87%2026-06-302026-07-28

PFE PFIZER INC150.1K shares2.82%2026-06-302026-07-28

Sponsored

FDEM FIDELITY COVINGTON TRUST98.8K shares37.66%2026-06-302026-07-28

SPG SIMON PPTY GROUP INC NEW16.0K shares-9.81%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II60.1K sharesnew addition2026-06-302026-07-28

XSMO INVESCO EXCHANGE TRADED FD T30.3K shares8.62%2026-06-302026-07-28

BROADCOM INC BROADCOM INC7.1K shares6.53%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.3K shares1.04%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC2.6K shares-12.64%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II7.5K sharesnew addition2026-06-302026-07-28

Sponsored

O REALTY INCOME CORP35.6K shares3.03%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS22.4K shares-18.68%2026-06-302026-07-28

ROST ROSS STORES INC9.8K shares0.00%2026-06-302026-07-28

HYMB SPDR SERIES TRUST80.5K shares50.55%2026-06-302026-07-28

GOOG ALPHABET INC5.1K shares14.90%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS10.8K shares-9.86%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F28.2K shares43.58%2026-06-302026-07-28

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD15.7K shares-1.53%2026-06-302026-07-28

Sponsored

USMV ISHARES TR15.4K shares-0.87%2026-06-302026-07-28

DIAL COLUMBIA ETF TR I79.8K shares-6.12%2026-06-302026-07-28

WPC WP CAREY INC18.1K shares-17.44%2026-06-302026-07-28

MUB ISHARES TR11.7K shares-17.08%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS25.5K shares-33.87%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS15.1K shares4.92%2026-06-302026-07-28

NAC NUVEEN CA DIVI ADV MUN94.2K shares-5.59%2026-06-302026-07-28

PEY INVESCO EXCHANGE TRADED FD T46.6K shares40.00%2026-06-302026-07-28

Sponsored

SHY ISHARES TR12.8K shares-30.51%2026-06-302026-07-28

FCAL FIRST TR EXCH TRADED FD III19.9K shares-6.02%2026-06-302026-07-28

FLOT ISHARES TR18.1K shares234.32%2026-06-302026-07-28

IJH ISHARES TR10.7K shares3.30%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F16.1K shares-0.74%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.4K shares-2.64%2026-06-302026-07-28

IDHQ INVESCO EXCH TRADED FD TR II17.1K shares-1.44%2026-06-302026-07-28

LULU LULULEMON ATHLETICA INC6.5K shares25.85%2026-06-302026-07-28

Sponsored

SPHY SPDR SERIES TRUST29.8K shares-14.27%2026-06-302026-07-28

DON WISDOMTREE TR12.1K shares1.55%2026-06-302026-07-28

VISA INC VISA INC1.8K shares-4.67%2026-06-302026-07-28

ABBVIE INC ABBVIE INC2.4K shares-29.23%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC817 shares-0.37%2026-06-302026-07-28

VTEC VANGUARD CALIF TAX FREE FDS5.7K sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-19.04%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC4.8K shares-3.98%2026-06-302026-07-28

Sponsored

IYW ISHARES TR2.2K shares0.00%2026-06-302026-07-28

VOO VANGUARD INDEX FDS791 shares-0.13%2026-06-302026-07-28

MRNA MODERNA INC7.6K shares-2.71%2026-06-302026-07-28

IYK ISHARES TR7.3K shares-20.50%2026-06-302026-07-28

QQQ INVESCO QQQ TR713 shares71.81%2026-06-302026-07-28

VB VANGUARD INDEX FDS1.7K shares5.26%2026-06-302026-07-28

IYG ISHARES TR5.4K shares-7.52%2026-06-302026-07-28

FBCG FIDELITY COVINGTON TRUST7.6K shares-2.60%2026-06-302026-07-28

Sponsored

VTEB VANGUARD MUN BD FDS9.0K shares-10.99%2026-06-302026-07-28

LLY ELI LILLY & CO369 shares-1.34%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR12.9K shares-38.97%2026-06-302026-07-28

RWJ INVESCO EXCH TRADED FD TR II7.2K shares-4.45%2026-06-302026-07-28

SOXX ISHARES TR670 sharesnew addition2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC717 sharesnew addition2026-06-302026-07-28

NUSC NUSHARES ETF TR7.6K shares-0.26%2026-06-302026-07-28

DES WISDOMTREE TR9.7K shares10.23%2026-06-302026-07-28

Sponsored

PINS PINTEREST INC17.7K shares-13.59%2026-06-302026-07-28

ISCB ISHARES TR4.9K shares-11.96%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.2K sharesnew addition2026-06-302026-07-28

SHOP SHOPIFY INC3.2K shares-0.94%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC473 sharesnew addition2026-06-302026-07-28

IJR ISHARES TR2.4K shares4.30%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP677 shares-11.62%2026-06-302026-07-28

VUG VANGUARD INDEX FDS3.9K shares504.84%2026-06-302026-07-28

Sponsored

RWK INVESCO EXCH TRADED FD TR II2.3K shares-3.96%2026-06-302026-07-28

IMCV ISHARES TR3.4K shares0.00%2026-06-302026-07-28

CRM SALESFORCE INC1.9K shares-10.24%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC3.0K shares-33.00%2026-06-302026-07-28

MOAT VANECK ETF TRUST2.9K shares8.24%2026-06-302026-07-28

EWY ISHARES INC1.4K sharesnew addition2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL568 shares26.79%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC3.9K shares-30.57%2026-06-302026-07-28

Sponsored

PANW PALO ALTO NETWORKS INC828 sharesnew addition2026-06-302026-07-28

IJK ISHARES TR2.4K shares0.00%2026-06-302026-07-28

PFM INVESCO EXCHANGE TRADED FD T4.9K sharesnew addition2026-06-302026-07-28

DASH DOORDASH INC1.4K shares-0.28%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS3.5K shares-7.81%2026-06-302026-07-28

PHYL PGIM ETF TR7.4K sharesnew addition2026-06-302026-07-28

ILCG ISHARES TR2.2K shares-43.85%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION247 shares-13.64%2026-06-302026-07-28

Sponsored

VOT VANGUARD INDEX FDS743 shares-6.89%2026-06-302026-07-28

MATTHEWS INTL FDS MATTHEWS INTL FDS7.6K sharesnew addition2026-06-302026-07-28

IJT ISHARES TR1.2K shares-22.49%2026-06-302026-07-28

FBTC FIDELITY WISE ORIGIN BITCOIN4.0K sharesnew addition2026-06-302026-07-28

NNN NNN REIT INC4.4K sharesnew addition2026-06-302026-07-28

CHGX1 EA SERIES TRUST6.1K sharesnew addition2026-06-302026-07-28

UA UNDER ARMOUR INC17.4K shares-27.03%2026-06-302026-07-28

BLND BLEND LABS INC45.4K shares0.00%2026-06-302026-07-28

Sponsored

ISHARES TR

-2.02%

Shares55.8K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

5.24%

Shares416.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

301.43%

Shares213.3K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

699.64%

Shares122.3K

Event2026-06-30

Filed2026-07-28

IXN

ISHARES TR

-0.66%

Shares88.1K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

13.03%

Shares308.7K

Event2026-06-30

Filed2026-07-28

VIOO

VANGUARD ADMIRAL FDS INC

-9.15%

Shares69.9K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-7.86%

Shares44.2K

Event2026-06-30

Filed2026-07-28

FDVV

FIDELITY COVINGTON TRUST

2.67%

Shares147.5K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

2.63%

Shares36.9K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

5.14%

Shares24.0K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.62%

Shares17.6K

Event2026-06-30

Filed2026-07-28

INTF

ISHARES TR

24.97%

Shares172.2K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

23.66%

Shares17.1K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-6.54%

Shares15.0K

Event2026-06-30

Filed2026-07-28

JMUB

J P MORGAN EXCHANGE TRADED F

40.33%

Shares123.3K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

6.17%

Shares19.4K

Event2026-06-30

Filed2026-07-28

JSCP

J P MORGAN EXCHANGE TRADED F

38.94%

Shares103.7K

Event2026-06-30

Filed2026-07-28

GLBE

GLOBAL E ONLINE LTD

0.00%

Shares139.5K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-12.99%

Shares19.8K

Event2026-06-30

Filed2026-07-28

KMID

VIRTUS ETF TR II

-27.00%

Shares175.6K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-9.66%

Shares14.5K

Event2026-06-30

Filed2026-07-28

FRT

FEDERAL RLTY INVT TR NEW

-1.29%

Shares33.6K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

27.03%

Shares6.2K

Event2026-06-30

Filed2026-07-28

MINV

MATTHEWS ASIA FDS

63.15%

Shares69.3K

Event2026-06-30

Filed2026-07-28

RIVIAN AUTOMOTIVE INC

57.08%

Shares230.2K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

4.35%

Shares45.2K

Event2026-06-30

Filed2026-07-28

XMHQ

INVESCO EXCHANGE TRADED FD T

21.30%

Shares34.8K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

1.40%

Shares6.7K

Event2026-06-30

Filed2026-07-28

DOC

HEALTHPEAK PROPERTIES INC

472.17%

Shares176.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

5.87%

Shares18.4K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

2.82%

Shares150.1K

Event2026-06-30

Filed2026-07-28

FDEM

FIDELITY COVINGTON TRUST

37.66%

Shares98.8K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY GROUP INC NEW

-9.81%

Shares16.0K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

New

Shares60.1K

Event2026-06-30

Filed2026-07-28

XSMO

INVESCO EXCHANGE TRADED FD T

8.62%

Shares30.3K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

6.53%

Shares7.1K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

1.04%

Shares6.3K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-12.64%

Shares2.6K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares7.5K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

3.03%

Shares35.6K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

-18.68%

Shares22.4K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-28

HYMB

SPDR SERIES TRUST

50.55%

Shares80.5K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

14.90%

Shares5.1K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-9.86%

Shares10.8K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

43.58%

Shares28.2K

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HLDG LTD

-1.53%

Shares15.7K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

-0.87%

Shares15.4K

Event2026-06-30

Filed2026-07-28

DIAL

COLUMBIA ETF TR I

-6.12%

Shares79.8K

Event2026-06-30

Filed2026-07-28

WPC

WP CAREY INC

-17.44%

Shares18.1K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

-17.08%

Shares11.7K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

-33.87%

Shares25.5K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

4.92%

Shares15.1K

Event2026-06-30

Filed2026-07-28

NAC

NUVEEN CA DIVI ADV MUN

-5.59%

Shares94.2K

Event2026-06-30

Filed2026-07-28

PEY

INVESCO EXCHANGE TRADED FD T

40.00%

Shares46.6K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-30.51%

Shares12.8K

Event2026-06-30

Filed2026-07-28

FCAL

FIRST TR EXCH TRADED FD III

-6.02%

Shares19.9K

Event2026-06-30

Filed2026-07-28

FLOT

ISHARES TR

234.32%

Shares18.1K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

3.30%

Shares10.7K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

-0.74%

Shares16.1K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-2.64%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IDHQ

INVESCO EXCH TRADED FD TR II

-1.44%

Shares17.1K

Event2026-06-30

Filed2026-07-28

LULU

LULULEMON ATHLETICA INC

25.85%

Shares6.5K

Event2026-06-30

Filed2026-07-28

SPHY

SPDR SERIES TRUST

-14.27%

Shares29.8K

Event2026-06-30

Filed2026-07-28

DON

WISDOMTREE TR

1.55%

Shares12.1K

Event2026-06-30

Filed2026-07-28

VISA INC

-4.67%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-29.23%

Shares2.4K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

-0.37%

Shares817

Event2026-06-30

Filed2026-07-28

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares5.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-19.04%

Shares1.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-3.98%

Shares4.8K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-0.13%

Shares791

Event2026-06-30

Filed2026-07-28

MRNA

MODERNA INC

-2.71%

Shares7.6K

Event2026-06-30

Filed2026-07-28

IYK

ISHARES TR

-20.50%

Shares7.3K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

71.81%

Shares713

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

5.26%

Shares1.7K

Event2026-06-30

Filed2026-07-28

IYG

ISHARES TR

-7.52%

Shares5.4K

Event2026-06-30

Filed2026-07-28

FBCG

FIDELITY COVINGTON TRUST

-2.60%

Shares7.6K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

-10.99%

Shares9.0K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-1.34%

Shares369

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-38.97%

Shares12.9K

Event2026-06-30

Filed2026-07-28

RWJ

INVESCO EXCH TRADED FD TR II

-4.45%

Shares7.2K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

New

Shares670

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares717

Event2026-06-30

Filed2026-07-28

NUSC

NUSHARES ETF TR

-0.26%

Shares7.6K

Event2026-06-30

Filed2026-07-28

DES

WISDOMTREE TR

10.23%

Shares9.7K

Event2026-06-30

Filed2026-07-28

PINS

PINTEREST INC

-13.59%

Shares17.7K

Event2026-06-30

Filed2026-07-28

ISCB

ISHARES TR

-11.96%

Shares4.9K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-0.94%

Shares3.2K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares473

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

4.30%

Shares2.4K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

-11.62%

Shares677

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

504.84%

Shares3.9K

Event2026-06-30

Filed2026-07-28

RWK

INVESCO EXCH TRADED FD TR II

-3.96%

Shares2.3K

Event2026-06-30

Filed2026-07-28

IMCV

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-10.24%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

-33.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

MOAT

VANECK ETF TRUST

8.24%

Shares2.9K

Event2026-06-30

Filed2026-07-28

EWY

ISHARES INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

26.79%

Shares568

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

-30.57%

Shares3.9K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

New

Shares828

Event2026-06-30

Filed2026-07-28

IJK

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

PFM

INVESCO EXCHANGE TRADED FD T

New

Shares4.9K

Event2026-06-30

Filed2026-07-28

DASH

DOORDASH INC

-0.28%

Shares1.4K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

-7.81%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PHYL

PGIM ETF TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-28

ILCG

ISHARES TR

-43.85%

Shares2.2K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-13.64%

Shares247

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

-6.89%

Shares743

Event2026-06-30

Filed2026-07-28

MATTHEWS INTL FDS

New

Shares7.6K

Event2026-06-30

Filed2026-07-28

IJT

ISHARES TR

-22.49%

Shares1.2K

Event2026-06-30

Filed2026-07-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

NNN

NNN REIT INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

CHGX1

EA SERIES TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-28

UNDER ARMOUR INC

-27.03%

Shares17.4K

Event2026-06-30

Filed2026-07-28

BLND

BLEND LABS INC

0.00%

Shares45.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available