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Investment Insight Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1737917 · latest 13F-HR filed 2026-04-29

Backtest portfolio

Investment Insight Wealth Management, LLC manages $92.7M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (28.67%), AVGO (14.74%), MGK (10.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 9, and trimmed 20.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$92.7M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+1 / −1 / ↑9 / ↓20

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$1.3M +200.5%
  • BNY MELLON ETF TRUST II$259.7K +66.7%
  • VANECK ETF TRUST$206.7K +38.7%
  • ASML HLDG NV$181.2K +24.2%
  • MICRON TECHNOLOGY INC$141.9K +18.7%
Show all 9 →

Top Trims

  • VANGUARD WORLD FD-$2.2M -18.3%
  • NVIDIA CORPORATION-$1.8M -6.3%
  • BROADCOM INC-$1.5M -9.7%
  • SHOPIFY INC-$953.8K -26.2%
  • MICROSOFT CORP-$759.7K -22.8%
Show all 20 →

New Positions

  • CAPITAL GROUP INTERNATIONAL$225.1K
Show all 1 →

Exited Positions

  • FLEX LTD$211.5K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $26.6M 28.67% 152,454 SH
2 BROADCOM INC AVGO 11135F101 $13.7M 14.74% 44,182 SH
3 VANGUARD WORLD FD MGK 921910816 $10.0M 10.78% 27,211 SH
4 ALPHABET INC GOOGL 02079K305 $4.2M 4.52% 14,593 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 4.33% 6,176 SH
6 APPLE INC AAPL 037833100 $3.8M 4.06% 14,823 SH
7 MASTERCARD INCORPORATED MA 57636Q104 $3.4M 3.64% 6,751 SH
8 SHOPIFY INC SHOP 82509L107 $2.7M 2.90% 22,674 SH
9 MICROSOFT CORP MSFT 594918104 $2.6M 2.78% 6,965 SH
10 VISA INC V 92826C839 $2.1M 2.29% 7,028 SH
11 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.9M 2.04% 16,878 SH
12 MCDONALDS CORP MCD 580135101 $1.7M 1.83% 5,455 SH
13 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $1.6M 1.75% 38,206 SH
14 AMAZON COM INC AMZN 023135106 $1.5M 1.61% 7,152 SH
15 SERVICENOW INC NOW 81762P102 $1.5M 1.57% 13,935 SH
16 VANGUARD ADMIRAL FDS INC VOOG 921932505 $1.2M 1.28% 2,907 SH
17 ACCENTURE PLC IRELAND ACN G1151C101 $969.0K 1.04% 4,887 SH
18 SALESFORCE INC CRM 79466L302 $947.3K 1.02% 5,075 SH
19 ASML HLDG NV ASML N07059210 $931.2K 1.00% 705 SH
20 MICRON TECHNOLOGY INC MU 595112103 $899.5K 0.97% 2,662 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $746.8K 0.81% 2,539 SH
22 VANECK ETF TRUST SMH 92189F676 $740.8K 0.80% 1,932 SH
23 BNY MELLON ETF TRUST II BKDV 05613H100 $648.9K 0.70% 21,880 SH
24 ABBVIE INC ABBV 00287Y109 $636.2K 0.69% 2,925 SH
25 MARVELL TECHNOLOGY INC MRVL 573874104 $591.2K 0.64% 5,968 SH
26 VANGUARD INDEX FDS VBR 922908611 $421.3K 0.45% 1,939 SH
27 PRECIGEN INC PGEN 74017N105 $409.9K 0.44% 105,906 SH
28 JOHNSON & JOHNSON JNJ 478160104 $407.6K 0.44% 1,667 SH
29 ELI LILLY & CO LLY 532457108 $352.3K 0.38% 383 SH
30 INVESCO QQQ TR QQQ 46090E103 $289.5K 0.31% 502 SH
31 ICON PLC ICLR G4705A100 $256.0K 0.28% 2,313 SH
32 SELECT SECTOR SPDR TR XLF 81369Y605 $249.0K 0.27% 5,044 SH
33 SELECT SECTOR SPDR TR XLI 81369Y704 $237.2K 0.26% 1,466 SH
34 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $225.1K 0.24% 6,799 SH
35 AMGEN INC AMGN 031162100 $220.8K 0.24% 628 SH
36 SELECT SECTOR SPDR TR XLK 81369Y803 $215.7K 0.23% 1,623 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $92.7M 36 0001172661-26-001561
2025-12-31 2026-02-24 $101.9M 36 0001172661-26-001322