Investment Insight Wealth Management, LLC
13F Reported Value
ⓘ$92.7M
Holdings
36
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Investment Insight Wealth Management, LLC disclosed 36 positions worth $92.7M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 28.7% of the equity portfolio, followed by $AVGO. During the quarter the fund opened 1 new position and exited 1 and a full exit from $FLEX. The portfolio is most concentrated in Technology (61.9% of disclosed assets). All figures are sourced directly from Investment Insight Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1737917.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$26.6M152,454 sh - 86.4#9
Quality
$13.7M44,182 sh VANGUARD WORLD FD
—Quality
$10.0M27,211 sh- 80.2
Quality
$4.2M14,593 sh - —
Quality
$4.0M6,176 sh - 76.1
Quality
$3.8M14,823 sh - 81.7
Quality
$3.4M6,751 sh - —
Quality
$2.7M22,674 sh - 83.7
Quality
$2.6M6,965 sh - 83.5
Quality
$2.1M7,028 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $26.6M | 152,454 |
 Broadcom Inc.$AVGO | 86.4#9 | $13.7M | 44,182 |
| VANGUARD WORLD FD | — | $10.0M | 27,211 |
 Alphabet Inc.$GOOG | 80.2 | $4.2M | 14,593 |
 SPDR S&P 500 ETF TRUST$SPY | — | $4.0M | 6,176 |
 Apple Inc.$AAPL | 76.1 | $3.8M | 14,823 |
 Mastercard Inc$MA | 81.7 | $3.4M | 6,751 |
 SHOPIFY INC.$SHOP | — | $2.7M | 22,674 |
 MICROSOFT CORP$MSFT | 83.7 | $2.6M | 6,965 |
 VISA INC.$V | 83.5 | $2.1M | 7,028 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investment Insight Wealth Management, LLC's 36 positions.
Showing top 10 of 36 holdings.
Sector Allocation
Technology
$57.4M
Other
$19.9M
Financials
$8.1M
Consumer Discretionary
$3.2M
Healthcare
$2.3M
Industrials
$1.9M
Full Holdings — Investment Insight Wealth Management, LLC (Q1 2026)
All 36 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $26.6M | 28.7% | +0% | 90.2 |
| 2 | $AVGO | Broadcom Inc. | $13.7M | 14.7% | +1% | 86.4 |
| 3 | — | VANGUARD WORLD FD | $10.0M | 10.8% | -8% | — |
| 4 | $GOOG | Alphabet Inc. | $4.2M | 4.5% | +0% | 80.2 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $4.0M | 4.3% | +0% | — |
| 6 | $AAPL | Apple Inc. | $3.8M | 4.1% | -1% | 76.1 |
| 7 | $MA | Mastercard Inc | $3.4M | 3.6% | +0% | 81.7 |
| 8 | $SHOP | SHOPIFY INC. | $2.7M | 2.9% | +0% | — |
| 9 | $MSFT | MICROSOFT CORP | $2.6M | 2.8% | +1% | 83.7 |
| 10 | $V | VISA INC. | $2.1M | 2.3% | -1% | 83.5 |
| 11 |  $IVZ | Invesco Ltd. | $1.9M | 2.0% | +220% | — |
| 12 |  $MCD | MCDONALDS CORP | $1.7M | 1.8% | +0% | 73.9 |
| 13 | — | CAPITAL GROUP DIVIDEND VALUE | $1.6M | 1.8% | +4% | — |
| 14 |  $AMZN | AMAZON COM INC | $1.5M | 1.6% | -11% | 74.6 |
| 15 |  $NOW | ServiceNow, Inc. | $1.5M | 1.6% | -1% | 76 |
| 16 | — | VANGUARD ADMIRAL FDS INC | $1.2M | 1.3% | +0% | — |
| 17 |  $ACN | Accenture plc | $969,041 | 1.0% | -6% | — |
| 18 |  $CRM | Salesforce, Inc. | $947,327 | 1.0% | -0% | 75.2 |
| 19 |  $ASML | ASML HOLDING NV | $931,185 | 1.0% | +1% | — |
| 20 |  $MU | MICRON TECHNOLOGY INC | $899,464 | 1.0% | +0% | 88.4 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $746,829 | 0.8% | +0% | 35.6 |
| 22 | — | VANECK ETF TRUST | $740,751 | 0.8% | +30% | — |
| 23 | — | BNY MELLON ETF TRUST II | $648,946 | 0.7% | +63% | — |
| 24 |  $ABBV | AbbVie Inc. | $636,231 | 0.7% | +0% | 59.3 |
| 25 |  $MRVL | Marvell Technology, Inc. | $591,174 | 0.6% | +1% | 77.3 |
| 26 | — | VANGUARD INDEX FDS | $421,344 | 0.5% | +0% | — |
| 27 |  $PGEN | PRECIGEN, INC. | $409,856 | 0.4% | +0% | 38.6 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $407,579 | 0.4% | +0% | 72.8 |
| 29 |  $LLY | ELI LILLY & Co | $352,272 | 0.4% | -6% | 89.3 |
| 30 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $289,522 | 0.3% | +1% | — |
| 31 |  $ICLR | ICON PLC | $255,957 | 0.3% | -27% | — |
| 32 | — | SELECT SECTOR SPDR TR | $249,042 | 0.3% | +22% | — |
| 33 | — | SELECT SECTOR SPDR TR | $237,168 | 0.3% | +0% | — |
| 34 | — | CAPITAL GROUP INTERNATIONAL | $225,115 | 0.2% | NEW | — |
| 35 |  $AMGN | AMGEN INC | $220,795 | 0.2% | +0% | 79.5 |
| 36 | — | SELECT SECTOR SPDR TR | $215,711 | 0.2% | +0% | — |
New Positions (1)
Exited Positions (1)
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