Investment Insight Wealth Management, LLC
13F Reported Value
ⓘ$115.4M
Holdings
44
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (60.4% 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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$30.5M152,497 sh - 84.5#8
Quality
$16.8M44,534 sh VANGUARD WORLD FD - MEGA GRWTH IND
—Quality
$12.8M145,446 sh- 78.2
Quality
$5.3M14,768 sh - —
Quality
$4.6M6,197 sh - 76.4
Quality
$4.3M14,756 sh - 85.1
Quality
$3.4M6,689 sh - —
Quality
$3.3M20,549 sh - 86.2
Quality
$3.0M2,609 sh - 64.9
Quality
$2.6M22,915 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $30.5M | 152,497 |
 Broadcom Inc.$AVGO | 84.5#8 | $16.8M | 44,534 |
| VANGUARD WORLD FD - MEGA GRWTH IND | — | $12.8M | 145,446 |
 Alphabet Inc.$GOOG | 78.2 | $5.3M | 14,768 |
 SPDR S&P 500 ETF TRUST$SPY | — | $4.6M | 6,197 |
 Apple Inc.$AAPL | 76.4 | $4.3M | 14,756 |
 Mastercard Inc$MA | 85.1 | $3.4M | 6,689 |
 Invesco Ltd.$IVZ | — | $3.3M | 20,549 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $3.0M | 2,609 |
 SHOPIFY INC.$SHOP | 64.9 | $2.6M | 22,915 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investment Insight Wealth Management, LLC's 44 positions.
Showing top 10 of 44 holdings.
Sector Allocation
Technology
$69.7M
Other
$27.0M
Financials
$10.6M
Consumer Discretionary
$3.1M
Healthcare
$2.8M
Industrials
$2.1M
Full Holdings — Investment Insight Wealth Management, LLC (Q2 2026)
All 44 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 | $30.5M | 26.4% | +0% | 85.9 |
| 2 | $AVGO | Broadcom Inc. | $16.8M | 14.6% | +1% | 84.5 |
| 3 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $12.8M | 11.1% | +435% | — |
| 4 | $GOOG | Alphabet Inc. | $5.3M | 4.6% | +1% | 78.2 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 4.0% | +0% | — |
| 6 | $AAPL | Apple Inc. | $4.3M | 3.7% | -0% | 76.4 |
| 7 | $MA | Mastercard Inc | $3.4M | 3.0% | -1% | 85.1 |
| 8 | $IVZ | Invesco Ltd. | $3.3M | 2.9% | +22% | — |
| 9 | $MU | MICRON TECHNOLOGY INC | $3.0M | 2.6% | -2% | 86.2 |
| 10 | $SHOP | SHOPIFY INC. | $2.6M | 2.3% | +1% | 64.9 |
| 11 |  $MSFT | MICROSOFT CORP | $2.5M | 2.2% | -2% | 79.8 |
| 12 |  $V | VISA INC. | $2.4M | 2.0% | -2% | 82.9 |
| 13 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $2.0M | 1.8% | +8% | — |
| 14 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $1.8M | 1.6% | +667% | — |
| 15 |  $MRVL | Marvell Technology, Inc. | $1.8M | 1.6% | +3% | 76.5 |
| 16 |  $AMZN | AMAZON COM INC | $1.7M | 1.4% | -2% | 68.7 |
| 17 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.6M | 1.4% | +30% | — |
| 18 |  $MCD | MCDONALDS CORP | $1.5M | 1.3% | -0% | 69 |
| 19 |  $ASML | ASML HOLDING NV | $1.5M | 1.3% | +4% | — |
| 20 |  $NOW | ServiceNow, Inc. | $1.4M | 1.2% | -0% | 72.9 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $828,840 | 0.7% | -0% | 70.7 |
| 22 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | $774,976 | 0.7% | +6% | — |
| 23 |  $CRM | Salesforce, Inc. | $745,780 | 0.7% | -6% | 77 |
| 24 |  $ABBV | AbbVie Inc. | $739,991 | 0.6% | +1% | 72.6 |
| 25 |  $ACN | Accenture plc | $642,856 | 0.6% | +6% | — |
| 26 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $603,422 | 0.5% | NEW | — |
| 27 |  $PGEN | PRECIGEN, INC. | $603,009 | 0.5% | -0% | 29.6 |
| 28 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $471,688 | 0.4% | +0% | — |
| 29 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $460,763 | 0.4% | NEW | 76.4 |
| 30 | — | VANECK ETF TRUST - ROBOTICS ETF | $460,357 | 0.4% | NEW | — |
| 31 |  $LLY | ELI LILLY & Co | $456,983 | 0.4% | -1% | 87.5 |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $424,619 | 0.4% | +15% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $423,673 | 0.4% | +0% | 69 |
| 34 |  $ICLR | ICON PLC | $390,326 | 0.3% | -3% | — |
| 35 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $306,380 | 0.3% | -1% | — |
| 36 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $292,273 | 0.3% | NEW | — |
| 37 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $272,172 | 0.2% | +0% | — |
| 38 | — | CAPITAL GROUP INTERNATIONAL - SHS | $247,416 | 0.2% | +0% | — |
| 39 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $245,665 | 0.2% | NEW | — |
| 40 |  $AMGN | AMGEN INC | $227,834 | 0.2% | +0% | 79.2 |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $224,812 | 0.2% | NEW | 79.8 |
| 42 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $216,874 | 0.2% | -20% | — |
| 43 |  $C | CITIGROUP INC | $216,322 | 0.2% | NEW | 65 |
| 44 |  $VRT | Vertiv Holdings Co | $211,606 | 0.2% | NEW | 81 |
New Positions (8)
$CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/$460,763$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$292,273$AMD ADVANCED MICRO DEVICES INC$224,812$C CITIGROUP INC$216,322$VRT Vertiv Holdings Co$211,606Browse Top Institutional Investors
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