Investment Insight Wealth Management
Latest statistics and disclosures from Investment Insight Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001737917
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Positions held by Investment Insight Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Investment Insight Wealth Management
Investment Insight Wealth Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 27.8 | $28M | 152k | 186.50 |
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| Broadcom (AVGO) | 14.9 | $15M | 44k | 346.10 |
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| Vanguard World Mega Grwth Ind (MGK) | 12.0 | $12M | 30k | 412.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $4.6M | 15k | 313.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $4.2M | 6.2k | 682.17 |
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| Apple (AAPL) | 4.0 | $4.1M | 15k | 271.86 |
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| Mastercard Incorporated Cl A (MA) | 3.8 | $3.9M | 6.7k | 570.91 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 3.6 | $3.6M | 23k | 160.97 |
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| Microsoft Corporation (MSFT) | 3.3 | $3.3M | 6.9k | 483.63 |
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| Visa Com Cl A (V) | 2.4 | $2.5M | 7.1k | 350.69 |
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| Servicenow (NOW) | 2.1 | $2.2M | 14k | 153.19 |
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| Amazon (AMZN) | 1.8 | $1.9M | 8.0k | 230.82 |
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| McDonald's Corporation (MCD) | 1.6 | $1.7M | 5.5k | 305.63 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.6 | $1.6M | 37k | 43.64 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $1.4M | 5.2k | 268.30 |
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| salesforce (CRM) | 1.3 | $1.3M | 5.1k | 265.20 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $1.3M | 2.9k | 444.57 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $818k | 2.5k | 322.17 |
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| Micron Technology (MU) | 0.7 | $758k | 2.7k | 285.44 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $750k | 701.00 | 1069.86 |
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| Abbvie (ABBV) | 0.7 | $665k | 2.9k | 228.46 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $630k | 5.3k | 119.32 |
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| Icon SHS (ICLR) | 0.6 | $574k | 3.2k | 182.22 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $534k | 1.5k | 360.14 |
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| Marvell Technology (MRVL) | 0.5 | $500k | 5.9k | 84.98 |
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| Precigen (PGEN) | 0.4 | $443k | 106k | 4.18 |
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| Eli Lilly & Co. (LLY) | 0.4 | $436k | 406.00 | 1074.68 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $410k | 1.9k | 211.81 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.4 | $389k | 13k | 29.03 |
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| Johnson & Johnson (JNJ) | 0.3 | $345k | 1.7k | 206.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $307k | 499.00 | 614.91 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $234k | 1.6k | 143.98 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $227k | 1.5k | 155.14 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $226k | 4.1k | 54.76 |
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| Flex Ord (FLEX) | 0.2 | $212k | 3.5k | 60.42 |
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| Amgen (AMGN) | 0.2 | $205k | 626.00 | 327.29 |
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Past Filings by Investment Insight Wealth Management
SEC 13F filings are viewable for Investment Insight Wealth Management going back to 2025
- Investment Insight Wealth Management 2025 Q4 filed Feb. 24, 2026