Investment Insight Wealth Management as of June 30, 2026
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 | |
| Broadcom (AVGO) | 14.6 | $17M | 45k | 377.75 | |
| Vanguard World Mega Grwth Ind (MGK) | 11.1 | $13M | 145k | 87.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $5.3M | 15k | 357.37 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.0 | $4.6M | 6.2k | 746.98 | |
| Apple (AAPL) | 3.7 | $4.3M | 15k | 289.36 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $3.4M | 6.7k | 513.57 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.9 | $3.3M | 21k | 161.54 | |
| Micron Technology (MU) | 2.6 | $3.0M | 2.6k | 1154.39 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.3 | $2.6M | 23k | 114.18 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.5M | 6.8k | 373.03 | |
| Visa Com Cl A (V) | 2.0 | $2.4M | 6.9k | 343.11 | |
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 1.8 | $2.0M | 41k | 49.29 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.6 | $1.8M | 22k | 82.62 | |
| Marvell Technology (MRVL) | 1.6 | $1.8M | 6.1k | 297.88 | |
| Amazon (AMZN) | 1.5 | $1.7M | 7.0k | 238.34 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.4 | $1.6M | 2.5k | 655.91 | |
| McDonald's Corporation (MCD) | 1.3 | $1.5M | 5.4k | 270.33 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.3 | $1.5M | 730.00 | 1989.44 | |
| Servicenow (NOW) | 1.2 | $1.4M | 14k | 99.28 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $829k | 2.5k | 327.35 | |
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.7 | $775k | 23k | 33.49 | |
| salesforce (CRM) | 0.6 | $746k | 4.8k | 156.97 | |
| Abbvie (ABBV) | 0.6 | $740k | 2.9k | 251.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $643k | 5.2k | 124.44 | |
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.5 | $603k | 2.1k | 284.90 | |
| Precigen (PGEN) | 0.5 | $603k | 106k | 5.70 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $472k | 1.9k | 243.01 | |
| Cibc Cad (CM) | 0.4 | $461k | 4.0k | 115.19 | |
| Vaneck Etf Trust Robotics Etf (IBOT) | 0.4 | $460k | 6.7k | 68.77 | |
| Eli Lilly & Co. (LLY) | 0.4 | $457k | 381.00 | 1199.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $425k | 577.00 | 735.91 | |
| Johnson & Johnson (JNJ) | 0.4 | $424k | 1.7k | 254.00 | |
| Icon Pub SHS (ICLR) | 0.3 | $390k | 2.2k | 173.71 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $306k | 1.6k | 190.53 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $292k | 612.00 | 477.57 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $272k | 1.5k | 185.28 | |
| Capital Group International SHS (CGIC) | 0.2 | $247k | 6.8k | 36.39 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $246k | 1.5k | 163.45 | |
| Amgen (AMGN) | 0.2 | $228k | 629.00 | 362.22 | |
| Advanced Micro Devices (AMD) | 0.2 | $225k | 387.00 | 580.91 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $217k | 4.0k | 53.62 | |
| Citigroup Com New (C) | 0.2 | $216k | 1.5k | 139.92 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $212k | 632.00 | 334.82 |
