Investment Insight Wealth Management as of Dec. 31, 2025
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 | |
| Broadcom (AVGO) | 14.9 | $15M | 44k | 346.10 | |
| Vanguard World Mega Grwth Ind (MGK) | 12.0 | $12M | 30k | 412.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $4.6M | 15k | 313.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $4.2M | 6.2k | 682.17 | |
| Apple (AAPL) | 4.0 | $4.1M | 15k | 271.86 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $3.9M | 6.7k | 570.91 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.6 | $3.6M | 23k | 160.97 | |
| Microsoft Corporation (MSFT) | 3.3 | $3.3M | 6.9k | 483.63 | |
| Visa Com Cl A (V) | 2.4 | $2.5M | 7.1k | 350.69 | |
| Servicenow (NOW) | 2.1 | $2.2M | 14k | 153.19 | |
| Amazon (AMZN) | 1.8 | $1.9M | 8.0k | 230.82 | |
| McDonald's Corporation (MCD) | 1.6 | $1.7M | 5.5k | 305.63 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.6 | $1.6M | 37k | 43.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $1.4M | 5.2k | 268.30 | |
| salesforce (CRM) | 1.3 | $1.3M | 5.1k | 265.20 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $1.3M | 2.9k | 444.57 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $818k | 2.5k | 322.17 | |
| Micron Technology (MU) | 0.7 | $758k | 2.7k | 285.44 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $750k | 701.00 | 1069.86 | |
| Abbvie (ABBV) | 0.7 | $665k | 2.9k | 228.46 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $630k | 5.3k | 119.32 | |
| Icon SHS (ICLR) | 0.6 | $574k | 3.2k | 182.22 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $534k | 1.5k | 360.14 | |
| Marvell Technology (MRVL) | 0.5 | $500k | 5.9k | 84.98 | |
| Precigen (PGEN) | 0.4 | $443k | 106k | 4.18 | |
| Eli Lilly & Co. (LLY) | 0.4 | $436k | 406.00 | 1074.68 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $410k | 1.9k | 211.81 | |
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.4 | $389k | 13k | 29.03 | |
| Johnson & Johnson (JNJ) | 0.3 | $345k | 1.7k | 206.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $307k | 499.00 | 614.91 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $234k | 1.6k | 143.98 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $227k | 1.5k | 155.14 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $226k | 4.1k | 54.76 | |
| Flex Ord (FLEX) | 0.2 | $212k | 3.5k | 60.42 | |
| Amgen (AMGN) | 0.2 | $205k | 626.00 | 327.29 |
