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 60.68% of Investment Insight Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$10M), VOOG, FTXL, SPMO, CM, IBOT, SMH, TSM, MGV, AMD.
- Started 8 new stock positions in VRT, AMD, FTXL, TSM, MGV, C, IBOT, CM.
- Reduced shares in these 10 stocks: MU, MSFT, XLF, V, CRM, MA, AMZN, AAPL, ICLR, MCD.
- Investment Insight Wealth Management was a net buyer of stock by $16M.
- Investment Insight Wealth Management has $115M in assets under management (AUM), dropping by 24.44%.
- Central Index Key (CIK): 0001737917
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Portfolio Holdings for Investment Insight Wealth Management
Investment Insight Wealth Management holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 26.4 | $31M | 153k | 200.09 |
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| Broadcom (AVGO) | 14.6 | $17M | 45k | 377.75 |
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| Vanguard World Mega Grwth Ind (MGK) | 11.1 | $13M | +434% | 145k | 87.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $5.3M | 15k | 357.37 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.0 | $4.6M | 6.2k | 746.98 |
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| Apple (AAPL) | 3.7 | $4.3M | 15k | 289.36 |
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| Mastercard Incorporated Cl A (MA) | 3.0 | $3.4M | 6.7k | 513.57 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.9 | $3.3M | +21% | 21k | 161.54 |
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| Micron Technology (MU) | 2.6 | $3.0M | 2.6k | 1154.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 2.3 | $2.6M | 23k | 114.18 |
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| Microsoft Corporation (MSFT) | 2.2 | $2.5M | -2% | 6.8k | 373.03 |
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| Visa Com Cl A (V) | 2.0 | $2.4M | -2% | 6.9k | 343.11 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 1.8 | $2.0M | +8% | 41k | 49.29 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.6 | $1.8M | +667% | 22k | 82.62 |
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| Marvell Technology (MRVL) | 1.6 | $1.8M | +2% | 6.1k | 297.88 |
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| Amazon (AMZN) | 1.5 | $1.7M | 7.0k | 238.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.4 | $1.6M | +30% | 2.5k | 655.91 |
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| McDonald's Corporation (MCD) | 1.3 | $1.5M | 5.4k | 270.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.3 | $1.5M | +3% | 730.00 | 1989.44 |
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| Servicenow (NOW) | 1.2 | $1.4M | 14k | 99.28 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $829k | 2.5k | 327.35 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.7 | $775k | +5% | 23k | 33.49 |
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| salesforce (CRM) | 0.6 | $746k | -6% | 4.8k | 156.97 |
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| Abbvie (ABBV) | 0.6 | $740k | 2.9k | 251.61 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $643k | +5% | 5.2k | 124.44 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.5 | $603k | NEW | 2.1k | 284.90 |
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| Precigen (PGEN) | 0.5 | $603k | 106k | 5.70 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $472k | 1.9k | 243.01 |
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| Cibc Cad (CM) | 0.4 | $461k | NEW | 4.0k | 115.19 |
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| Vaneck Etf Trust Robotics Etf (IBOT) | 0.4 | $460k | NEW | 6.7k | 68.77 |
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| Eli Lilly & Co. (LLY) | 0.4 | $457k | 381.00 | 1199.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $425k | +14% | 577.00 | 735.91 |
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| Johnson & Johnson (JNJ) | 0.4 | $424k | 1.7k | 254.00 |
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| Icon Pub SHS (ICLR) | 0.3 | $390k | -2% | 2.2k | 173.71 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $306k | 1.6k | 190.53 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $292k | NEW | 612.00 | 477.57 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $272k | 1.5k | 185.28 |
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| Capital Group International SHS (CGIC) | 0.2 | $247k | 6.8k | 36.39 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $246k | NEW | 1.5k | 163.45 |
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| Amgen (AMGN) | 0.2 | $228k | 629.00 | 362.22 |
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| Advanced Micro Devices (AMD) | 0.2 | $225k | NEW | 387.00 | 580.91 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $217k | -19% | 4.0k | 53.62 |
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| Citigroup Com New (C) | 0.2 | $216k | NEW | 1.5k | 139.92 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $212k | NEW | 632.00 | 334.82 |
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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 Q2 filed July 27, 2026
- Investment Insight Wealth Management 2026 Q1 filed April 29, 2026
- Investment Insight Wealth Management 2025 Q4 filed Feb. 24, 2026