Investment Insight Wealth Management as of March 31, 2026
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 | |
| Broadcom (AVGO) | 14.7 | $14M | 44k | 309.51 | |
| Vanguard World Mega Grwth Ind (MGK) | 10.8 | $10M | 27k | 367.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $4.2M | 15k | 287.56 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.3 | $4.0M | 6.2k | 650.60 | |
| Apple (AAPL) | 4.1 | $3.8M | 15k | 253.78 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $3.4M | 6.8k | 499.66 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.9 | $2.7M | 23k | 118.62 | |
| Microsoft Corporation (MSFT) | 2.8 | $2.6M | 7.0k | 370.17 | |
| Visa Com Cl A (V) | 2.3 | $2.1M | 7.0k | 302.23 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.0 | $1.9M | 17k | 112.11 | |
| McDonald's Corporation (MCD) | 1.8 | $1.7M | 5.5k | 310.82 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.8 | $1.6M | 38k | 42.55 | |
| Amazon (AMZN) | 1.6 | $1.5M | 7.2k | 208.27 | |
| Servicenow (NOW) | 1.6 | $1.5M | 14k | 104.55 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $1.2M | 2.9k | 407.63 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $969k | 4.9k | 198.29 | |
| salesforce (CRM) | 1.0 | $947k | 5.1k | 186.67 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $931k | 705.00 | 1320.83 | |
| Micron Technology (MU) | 1.0 | $900k | 2.7k | 337.89 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $747k | 2.5k | 294.14 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $741k | 1.9k | 383.41 | |
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.7 | $649k | 22k | 29.66 | |
| Abbvie (ABBV) | 0.7 | $636k | 2.9k | 217.51 | |
| Marvell Technology (MRVL) | 0.6 | $591k | 6.0k | 99.06 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $421k | 1.9k | 217.30 | |
| Precigen (PGEN) | 0.4 | $410k | 106k | 3.87 | |
| Johnson & Johnson (JNJ) | 0.4 | $408k | 1.7k | 244.50 | |
| Eli Lilly & Co. (LLY) | 0.4 | $352k | 383.00 | 919.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $290k | 502.00 | 576.74 | |
| Icon SHS (ICLR) | 0.3 | $256k | 2.3k | 110.66 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $249k | 5.0k | 49.37 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $237k | 1.5k | 161.78 | |
| Capital Group International SHS (CGIC) | 0.2 | $225k | 6.8k | 33.11 | |
| Amgen (AMGN) | 0.2 | $221k | 628.00 | 351.58 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $216k | 1.6k | 132.91 |
