Investment Insight Wealth Management, LLC
CIK 1737917 · View on SEC EDGAR ↗
- Portfolio value
- $115.4M
- Positions
- 44
- As of
- June 30, 2026
#8,115 of 9,443 by 13F value · top 85.9%
Portfolio value QoQ: +24.4% 13F does not disclose cash
- Top 10 holdings weight
- 75.11%
- Top 25 holdings weight
- 94.15%
- Positions above 1%
- 20
- Effective number of positions
- 8.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.37% Est. buys $16,325,286 · sells $380,088
- New positions
- 8
- Increased
- 20
- Decreased
- 15
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
57.5%
Financial Services
5.0%
Communication Services
4.6%
Consumer Discretionary
2.7%
Healthcare
2.5%
Retail
1.5%
Financials
1.3%
Industrials
0.2%
Other/Unmapped
24.8%
Full portfolio 44 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $30,513,052 | 26.44% | 152,497 | $3,924,325 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $16,822,632 | 14.58% | 44,534 | $3,147,938 | Up ×2 | ||
| MGK | $12,786,139 | 11.08% | 145,446 | $2,787,801 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,277,612 | 4.57% | 14,768 | $1,081,233 | Up ×2 | ||
| SPY SPY | $4,629,022 | 4.01% | 6,197 | $610,934 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $4,269,828 | 3.70% | 14,756 | $508,013 | Down ×2 | ||
| MA Mastercard Incorporated Common Stock | $3,435,275 | 2.98% | 6,689 | $62,096 | Down ×1 | ||
| SPMO | $3,319,562 | 2.88% | 20,549 | $1,427,389 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $3,011,808 | 2.61% | 2,609 | $2,112,344 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $2,616,435 | 2.27% | 22,915 | $-73,155 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,544,037 | 2.20% | 6,820 | $-34,226 | Down ×1 | ||
| V Visa Inc. | $2,357,866 | 2.04% | 6,872 | $233,819 | Down ×2 | ||
| CGDV | $2,042,217 | 1.77% | 41,430 | $416,496 | Up ×2 | ||
| VOOG | $1,842,499 | 1.60% | 22,301 | $657,514 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1,824,222 | 1.58% | 6,124 | $1,233,048 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,674,577 | 1.45% | 7,026 | $185,030 | Down ×2 | ||
| SMH SMH | $1,647,634 | 1.43% | 2,512 | $906,883 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $1,470,619 | 1.27% | 5,440 | $-224,885 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,452,291 | 1.26% | 730 | $521,106 | Up ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $1,381,580 | 1.20% | 13,916 | $-75,324 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $828,840 | 0.72% | 2,532 | $82,011 | Down ×1 | ||
| BKDV | $774,976 | 0.67% | 23,141 | $126,030 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $745,780 | 0.65% | 4,751 | $-201,547 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $739,991 | 0.64% | 2,941 | $103,760 | Up ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $642,856 | 0.56% | 5,166 | $-326,185 | Up ×1 | ||
| FTXL First Trust Nasdaq Semiconductor ETF | $603,422 | 0.52% | 2,118 | Up ×1 | |||
| PGEN Precigen, Inc. - Common Stock | $603,009 | 0.52% | 105,791 | $193,153 | Down ×1 | ||
| VBR | $471,688 | 0.41% | 1,941 | $50,344 | Up ×2 | ||
| CM Canadian Imperial Bank of Commerce Common Stock | $460,763 | 0.40% | 4,000 | Up ×1 | |||
| IBOT VanEck Robotics ETF | $460,357 | 0.40% | 6,694 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $456,983 | 0.40% | 381 | $104,711 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $424,619 | 0.37% | 577 | $135,097 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $423,673 | 0.37% | 1,668 | $16,094 | Up ×1 | ||
| ICLR ICON plc - Ordinary Shares | $390,326 | 0.34% | 2,247 | $134,369 | Down ×2 | ||
| XLK XLK | $306,380 | 0.27% | 1,608 | $90,669 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $292,273 | 0.25% | 612 | Up ×1 | |||
| XLI XLI | $272,172 | 0.24% | 1,469 | $35,004 | Up ×2 | ||
| CGIC | $247,416 | 0.21% | 6,799 | $22,301 | |||
| MGV | $245,665 | 0.21% | 1,503 | Up ×1 | |||
| AMGN Amgen Inc. - Common Stock | $227,834 | 0.20% | 629 | $7,039 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $224,812 | 0.19% | 387 | Up ×1 | |||
| XLF XLF | $216,874 | 0.19% | 4,045 | $-32,168 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $216,322 | 0.19% | 1,546 | Up ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $211,606 | 0.18% | 632 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| NVDA | Bought more | +43 | +$3.9M |
| AVGO | Bought more | +352 | +$3.1M |
| MGK | Bought more | +118K | +$2.8M |
| MU | Trimmed | -53 | +$2.1M |
| SPMO | Bought more | +4K | +$1.4M |
| MRVL | Bought more | +156 | +$1.2M |
| GOOGL | Bought more | +175 | +$1.1M |
| SMH | Bought more | +580 | +$907K |
| VOOG | Bought more | +19K | +$658K |
| SPY | Bought more | +21 | +$611K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FLEX | March 31, 2026 | 3,500 | $211,470 | 70.3% |