Q2 2026 13F · SEC CIK 1737917

Investment Insight Wealth Management, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $115.4M
Reported positions: 44
Holdings vs S&P 500, 3 yrs: —
Assets under management: $178.1M

Investment Insight Wealth Management, LLC is a wealth manager that reported 44 positions worth $115.4M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Nvidia Corporation Com (NVDA, 26.4%), Broadcom Inc (AVGO, 14.6%), Vanguard World Fd (MGK, 11.1%).

Investment Insight Wealth Management, LLC holdings all 44 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Insight Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	26.4%	28.7%	152,497	+0.0%	$30.5M
AVGOBroadcom Inc	14.6%	14.7%	44,534	+0.8%	$16.8M
MGKVanguard World Fd	11.1%	10.8%	145,446	+434.5%	$12.8M
GOOGLAlphabet Inc	4.6%	4.5%	14,768	+1.2%	$5.3M
SPYSpdr S&p 500 ETF Tr	4.0%	4.3%	6,197	+0.3%	$4.6M
AAPLApple Inc	3.7%	4.1%	14,756	-0.5%	$4.3M
MAMastercard Inc.	3.0%	3.6%	6,689	-0.9%	$3.4M
SPMOInvesco Exch Traded Fd Tr II	2.9%	2.0%	20,549	+21.8%	$3.3M
MUMicron Technology Inc	2.6%	1.0%	2,609	-2.0%	$3.0M
SHOPShopify Inc	2.3%	2.9%	22,915	+1.1%	$2.6M
MSFTMicrosoft Corp	2.2%	2.8%	6,820	-2.1%	$2.5M
VVisa Inc Com Cl A	2.0%	2.3%	6,872	-2.2%	$2.4M
CGDVCapital Group Dividend Value ETF	1.8%	1.8%	41,430	+8.4%	$2.0M
VOOGVanguard S&P 500 Growth ETF Total	1.6%	1.3%	22,301	+667.1%	$1.8M
MRVLMarvell Technology Inc	1.6%	0.6%	6,124	+2.6%	$1.8M
AMZNAmazon Com Inc Com	1.5%	1.6%	7,026	-1.8%	$1.7M
SMHVaneck Semiconductor ETF	1.4%	0.8%	2,512	+30.0%	$1.6M
MCDMcdonalds Corp Com	1.3%	1.8%	5,440	-0.3%	$1.5M
ASMLAsml Hldg NV	1.3%	1.0%	730	+3.5%	$1.5M
NOWServicenow Inc Com	1.2%	1.6%	13,916	-0.1%	$1.4M
JPMJpmorgan Chase & Co	0.7%	0.8%	2,532	-0.3%	$829K
BKDVBny Mellon Dynamic Value ETF	0.7%	0.7%	23,141	+5.8%	$775K
CRMSalesforce Inc Com	0.6%	1.0%	4,751	-6.4%	$746K
ABBVAbbvie Inc	0.6%	0.7%	2,941	+0.5%	$740K
ACNAccenture PLC Ireland Shs Class A	0.6%	1.0%	5,166	+5.7%	$643K
FTXLFirst Tr Exchange Traded Fd	0.5%	New	2,118	—	$603K
PGENPrecigen Inc	0.5%	0.4%	105,791	-0.1%	$603K
VBRVanguard Small Cap Value ETF	0.4%	0.5%	1,941	+0.1%	$472K
CMCanadian Imperial Bank of Co	0.4%	New	4,000	—	$461K
IBOTVaneck ETF Trust	0.4%	New	6,694	—	$460K
LLYLilly Eli & Co	0.4%	0.4%	381	-0.5%	$457K
QQQInvesco Qqq Tr	0.4%	0.3%	577	+14.9%	$425K
JNJJohnson & Johnson	0.4%	0.4%	1,668	+0.1%	$424K
ICLRIcon PLC	0.3%	0.3%	2,247	-2.9%	$390K
XLKState Street Technology Select Sector Sp	0.3%	0.2%	1,608	-0.9%	$306K
TSMTaiwan Semiconductor Manufac	0.3%	New	612	—	$292K
XLISelect Sector Spdr Tr	0.2%	0.3%	1,469	+0.2%	$272K
CGICCapital Group International	0.2%	0.2%	6,799	+0.0%	$247K
MGVVanguard Mega Cap Value ETF Total	0.2%	New	1,503	—	$246K
AMGNAmgen Inc Com	0.2%	0.2%	629	+0.2%	$228K
AMDAdvanced Micro Devices Inc	0.2%	New	387	—	$225K
XLFSelect Sector Spdr Tr	0.2%	0.3%	4,045	-19.8%	$217K
CCitigroup Inc Com New	0.2%	New	1,546	—	$216K
VRTVertiv Holdings Co	0.2%	New	632	—	$212K

What Investment Insight Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$115.4M	44
Q1 2026	$92.7M	36
Q4 2025	$101.9M	36

Questions about Investment Insight Wealth Management, LLC's portfolio

What stocks does Investment Insight Wealth Management, LLC own?

Investment Insight Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 44 positions worth $115.4M. The largest are Nvidia Corporation Com (NVDA) at 26.4%, Broadcom Inc (AVGO) at 14.6%, Vanguard World Fd (MGK) at 11.1%, Alphabet Inc (GOOGL) at 4.6% and Spdr S&p 500 ETF Tr (SPY) at 4.0%.

What did Investment Insight Wealth Management, LLC buy last quarter?

In Q2 2026, Investment Insight Wealth Management, LLC added a new position in First Tr Exchange Traded Fd (FTXL), a new position in Canadian Imperial Bank of Co (CM), a new position in Vaneck ETF Trust (IBOT), a new position in Taiwan Semiconductor Manufac (TSM), a new position in Vanguard Mega Cap Value ETF Total (MGV), Vanguard S&P 500 Growth ETF Total (VOOG) (+667.1% shares), Vanguard World Fd (MGK) (+434.5% shares) and Vaneck Semiconductor ETF (SMH) (+30.0% shares), compared with its Q1 2026 filing.

What did Investment Insight Wealth Management, LLC sell last quarter?

In Q2 2026, Investment Insight Wealth Management, LLC Select Sector Spdr Tr (XLF) (-19.8% shares) and Salesforce Inc Com (CRM) (-6.4% shares), compared with its Q1 2026 filing.

When is Investment Insight Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Insight Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment Insight Wealth Management, LLC manage?

Investment Insight Wealth Management, LLC reported $178.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $115.4M.