Investment Insight Wealth Management
Latest statistics and disclosures from Investment Insight Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, MGK, GOOGL, SPY, and represent 63.05% of Investment Insight Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMO, BKDV, CGIC, SMH, AVGO, CGDV, NVDA, XLF, MSFT, MRVL.
- Started 1 new stock position in CGIC.
- Reduced shares in these 10 stocks: MGK, , AMZN, ICLR, ACN, V, LLY, AAPL, NOW, CRM.
- Sold out of its position in FLEX.
- Investment Insight Wealth Management was a net buyer of stock by $791k.
- Investment Insight Wealth Management has $93M in assets under management (AUM), dropping by -8.96%.
- Central Index Key (CIK): 0001737917
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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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 28.7 | $27M | 153k | 174.40 |
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| Broadcom (AVGO) | 14.7 | $14M | 44k | 309.51 |
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| Vanguard World Mega Grwth Ind (MGK) | 10.8 | $10M | -8% | 27k | 367.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $4.2M | 15k | 287.56 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.3 | $4.0M | 6.2k | 650.60 |
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| Apple (AAPL) | 4.1 | $3.8M | 15k | 253.78 |
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| Mastercard Incorporated Cl A (MA) | 3.6 | $3.4M | 6.8k | 499.66 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 2.9 | $2.7M | 23k | 118.62 |
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| Microsoft Corporation (MSFT) | 2.8 | $2.6M | 7.0k | 370.17 |
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| Visa Com Cl A (V) | 2.3 | $2.1M | 7.0k | 302.23 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.0 | $1.9M | +219% | 17k | 112.11 |
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| McDonald's Corporation (MCD) | 1.8 | $1.7M | 5.5k | 310.82 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.8 | $1.6M | +4% | 38k | 42.55 |
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| Amazon (AMZN) | 1.6 | $1.5M | -10% | 7.2k | 208.27 |
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| Servicenow (NOW) | 1.6 | $1.5M | 14k | 104.55 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $1.2M | 2.9k | 407.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $969k | -6% | 4.9k | 198.29 |
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| salesforce (CRM) | 1.0 | $947k | 5.1k | 186.67 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $931k | 705.00 | 1320.83 |
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| Micron Technology (MU) | 1.0 | $900k | 2.7k | 337.89 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $747k | 2.5k | 294.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $741k | +30% | 1.9k | 383.41 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.7 | $649k | +63% | 22k | 29.66 |
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| Abbvie (ABBV) | 0.7 | $636k | 2.9k | 217.51 |
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| Marvell Technology (MRVL) | 0.6 | $591k | 6.0k | 99.06 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $421k | 1.9k | 217.30 |
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| Precigen (PGEN) | 0.4 | $410k | 106k | 3.87 |
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| Johnson & Johnson (JNJ) | 0.4 | $408k | 1.7k | 244.50 |
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| Eli Lilly & Co. (LLY) | 0.4 | $352k | -5% | 383.00 | 919.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $290k | 502.00 | 576.74 |
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| Icon SHS (ICLR) | 0.3 | $256k | -26% | 2.3k | 110.66 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $249k | +22% | 5.0k | 49.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $237k | 1.5k | 161.78 |
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| Capital Group International SHS (CGIC) | 0.2 | $225k | NEW | 6.8k | 33.11 |
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| Amgen (AMGN) | 0.2 | $221k | 628.00 | 351.58 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $216k | 1.6k | 132.91 |
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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 2026 Q1 filed April 29, 2026
- Investment Insight Wealth Management 2025 Q4 filed Feb. 24, 2026