Investment Insight Wealth Management, LLC
Sector Allocation
- Technology62.2%$71.8M
- Other23.4%$27.0M
- Financials9.2%$10.6M
- Consumer Discretionary2.7%$3.1M
- Healthcare2.5%$2.8M
AUM History
13fpro.ai/research/fund/investment-insight-wealth-management-llc-1737917
Conviction and streaks
Diversifying · top 10 = 75.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$30.5MAVGO
$16.8M- VANGUARD$12.8M
GOOGL
$5.3MSPY
$4.6MAAPL
$4.3MMA
$3.4MIVZ
$3.3MMU
$3.0MSHOP
$2.6MMSFT
$2.5MV
$2.4M- CAPITAL$2.0M
- VANGUARD$1.8M
MRVL
$1.8MAMZN
$1.7M- VANECK$1.6M
MCD
$1.5MASML
$1.5MNOW
$1.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investment-insight-wealth-management-llc-1737917
Investment Insight Wealth Management, LLC 13F holdings — Q2 2026
$115.4M portfolio (+24.4% QoQ) · 44 holdings · Q2 2026 13F · top 10 are 75% of the stock portfolio
$30.5M
26.4% of stocks
+0.0%This quarter+9.9%Since filed3+ qtrsHeld$16.8M
14.6% of stocks
+0.8%This quarter-14.1%Since filed3+ qtrsHeld- 3
VANGUARD WORLD FD - MEGA GRWTH IND
$12.8M
11.1% of stocks
+435%This quarter—Since filed—HeldAIQuality—Est. buy— $5.3M
4.6% of stocks
+1%This quarter-3.8%Since filed3+ qtrsHeld$4.6M
4.0% of stocks
+0.3%This quarter+3.6%Since filed3+ qtrsHeld$4.3M
3.7% of stocks
-0.5%This quarter+2.1%Since filed3+ qtrsHeld$3.4M
3.0% of stocks
-0.9%This quarter+11.2%Since filed3+ qtrsHeld$3.3M
2.9% of stocks
+22%This quarter-5.3%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.0M
2.6% of stocks
-2%This quarter+0.4%Since filed3+ qtrsHeld$2.6M
2.3% of stocks
+1%This quarter+32.5%Since filed3+ qtrsHeld
All holdings — Investment Insight Wealth Management, LLC (Q2 2026)
44 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $2.5M | 2.2% | 6,820 | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | VISA INC. | Financials | $2.4M | 2.0% | 6,872 | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $2.0M | 1.8% | 41K | +8% | — | — | 13F |
| 14 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX Fetf/fund | — | $1.8M | 1.6% | 22K | +667% | — | — | 13F |
| 15 | Marvell Technology, Inc. | Technology | $1.8M | 1.6% | 6,124 | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $1.7M | 1.4% | 7,026 | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $1.6M | 1.4% | 2,512 | +30% | — | — | 13F |
| 18 | MCDONALDS CORP | Consumer Discretionary | $1.5M | 1.3% | 5,440 | -0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ASML HOLDING NV | Technology | $1.5M | 1.3% | 730 | +4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ServiceNow, Inc. | Technology | $1.4M | 1.2% | 14K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $829K | 0.7% | 2,532 | -0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUEetf/fund | — | $775K | 0.7% | 23K | +6% | — | — | 13F |
| 23 | Salesforce, Inc. | Technology | $746K | 0.7% | 4,751 | -6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $740K | 0.6% | 2,941 | +0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Accenture plc | Technology | $643K | 0.6% | 5,166 | +6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $603K | 0.5% | 2,118 | New | |||
| 27 | $PGEN | PRECIGEN, INC. | Healthcare | $603K | 0.5% | 106K | -0.1% | |||
| 28 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $472K | 0.4% | 1,941 | +0.1% | |||
| 29 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $461K | 0.4% | 4,000 | New | |||
| 30 | — | VANECK ETF TRUST - ROBOTICS ETF | — | $460K | 0.4% | 6,694 | New | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $457K | 0.4% | 381 | -0.5% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $425K | 0.4% | 577 | +15% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $424K | 0.4% | 1,668 | +0.1% | |||
| 34 | $ICLR | ICON PLC | Healthcare | $390K | 0.3% | 2,247 | -3% | |||
| 35 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $306K | 0.3% | 1,608 | -0.9% | |||
| 36 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $292K | 0.3% | 612 | New | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $272K | 0.2% | 1,469 | +0.2% | |||
| 38 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $247K | 0.2% | 6,799 | — | |||
| 39 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $246K | 0.2% | 1,503 | New | |||
| 40 | $AMGN | AMGEN INC | Healthcare | $228K | 0.2% | 629 | +0.2% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $225K | 0.2% | 387 | New | |||
| 42 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $217K | 0.2% | 4,045 | -20% | |||
| 43 | $C | CITIGROUP INC | Financials | $216K | 0.2% | 1,546 | New | |||
| 44 | $VRT | Vertiv Holdings Co | Technology | $212K | 0.2% | 632 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 20 added to, 15 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR$603K
first bought this quarter
$CMCANADIAN IMPERIAL BANK OF COMMERCE /CAN/$461K
first bought this quarter
- VANECK ETF TRUST - ROBOTICS ETF$460K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$292K
first bought this quarter
- VANGUARD WORLD FD - MEGA CAP VAL ETF$246K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$225K
first bought this quarter
+2 more in the Excel export
Added to (20)
- VANGUARD WORLD FD - MEGA GRWTH IND+435%
now $12.8M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+667%
now $1.8M
now $3.3M · held 3+ qtrs, 2 adds in a row
- VANECK ETF TRUST - SEMICONDUCTR ETF+30%
now $1.6M
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+8%
now $2.0M
now $16.8M · held 3+ qtrs
+14 more in the Excel export
Trimmed (15)
now $3.0M · held 3+ qtrs
now $2.5M · held 3+ qtrs
- SELECT SECTOR SPDR TR - ST STR FINL ETF-20%
now $217K
now $2.4M · held 3+ qtrs, 2 trims in a row
$CRMSalesforce, Inc.-6%
now $746K · held 3+ qtrs
now $3.4M · held 3+ qtrs
+9 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Investment Insight Wealth Management, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Investment Insight Wealth Management?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Investment Insight Wealth Management's top 20 holdings: 82/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.6%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter
Top 10 weight
75%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Investment Insight Wealth Management, LLC disclosed 44 positions worth $115.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 26.4% of the equity portfolio, followed by $AVGO. During the quarter the fund opened 8 new positions and exited 0. The portfolio is most concentrated in Technology (62.2% 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.
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