Investment Insight Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1737917 · latest 13F-HR filed 2026-07-27
Investment Insight Wealth Management, LLC manages $115.4M in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (26.44%), AVGO (14.58%), MGK (11.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 0, added to 26, and trimmed 5.
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.
NORTH MASSAPEQUA, NY 11758
$115.4M
Long-equity book
44
Distinct positions
2026-06-30
Filed 2026-07-27
+8 / −0 / ↑26 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$3.9M +14.8%
- BROADCOM INC$3.1M +23.0%
- VANGUARD WORLD FD$2.8M +27.9%
- MICRON TECHNOLOGY INC$2.1M +234.8%
- INVESCO EXCH TRADED FD TR II$1.4M +75.4%
Top Trims
- ACCENTURE PLC IRELAND-$326.2K -33.7%
- MCDONALDS CORP-$224.9K -13.3%
- SALESFORCE INC-$201.5K -21.3%
- SERVICENOW INC-$75.3K -5.2%
- SELECT SECTOR SPDR TR-$32.2K -12.9%
New Positions
- FIRST TR EXCHANGE TRADED FD$603.4K
- CANADIAN IMPERIAL BANK OF CO$460.8K
- VANECK ETF TRUST$460.4K
- TAIWAN SEMICONDUCTOR MANUFAC$292.3K
- VANGUARD WORLD FD$245.7K
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 | $30.5M | 26.44% | 152,497 | SH |
| 2 | BROADCOM INC | AVGO | 11135F101 | $16.8M | 14.58% | 44,534 | SH |
| 3 | VANGUARD WORLD FD | MGK | 921910816 | $12.8M | 11.08% | 145,446 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $5.3M | 4.57% | 14,768 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.6M | 4.01% | 6,197 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $4.3M | 3.70% | 14,756 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.4M | 2.98% | 6,689 | SH |
| 8 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $3.3M | 2.88% | 20,549 | SH |
| 9 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.0M | 2.61% | 2,609 | SH |
| 10 | SHOPIFY INC | SHOP | 82509L107 | $2.6M | 2.27% | 22,915 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $2.5M | 2.20% | 6,820 | SH |
| 12 | VISA INC | V | 92826C839 | $2.4M | 2.04% | 6,872 | SH |
| 13 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $2.0M | 1.77% | 41,430 | SH |
| 14 | VANGUARD ADMIRAL FDS INC | VOOG | 921932505 | $1.8M | 1.60% | 22,301 | SH |
| 15 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.8M | 1.58% | 6,124 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 1.45% | 7,026 | SH |
| 17 | VANECK ETF TRUST | SMH | 92189F676 | $1.6M | 1.43% | 2,512 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $1.5M | 1.27% | 5,440 | SH |
| 19 | ASML HLDG NV | ASML | N07059210 | $1.5M | 1.26% | 730 | SH |
| 20 | SERVICENOW INC | NOW | 81762P102 | $1.4M | 1.20% | 13,916 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $828.8K | 0.72% | 2,532 | SH |
| 22 | BNY MELLON ETF TRUST II | BKDV | 05613H100 | $775.0K | 0.67% | 23,141 | SH |
| 23 | SALESFORCE INC | CRM | 79466L302 | $745.8K | 0.65% | 4,751 | SH |
| 24 | ABBVIE INC | ABBV | 00287Y109 | $740.0K | 0.64% | 2,941 | SH |
| 25 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $642.9K | 0.56% | 5,166 | SH |
| 26 | FIRST TR EXCHANGE TRADED FD | FTXL | 33738R811 | $603.4K | 0.52% | 2,118 | SH |
| 27 | PRECIGEN INC | PGEN | 74017N105 | $603.0K | 0.52% | 105,791 | SH |
| 28 | VANGUARD INDEX FDS | VBR | 922908611 | $471.7K | 0.41% | 1,941 | SH |
| 29 | CANADIAN IMPERIAL BANK OF CO | CM | 136069101 | $460.8K | 0.40% | 4,000 | SH |
| 30 | VANECK ETF TRUST | IBOT | 92189Y402 | $460.4K | 0.40% | 6,694 | SH |
| 31 | ELI LILLY & CO | LLY | 532457108 | $457.0K | 0.40% | 381 | SH |
| 32 | INVESCO QQQ TR | QQQ | 46090E103 | $424.6K | 0.37% | 577 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $423.7K | 0.37% | 1,668 | SH |
| 34 | ICON PUB LTD CO | ICLR | G4705A100 | $390.3K | 0.34% | 2,247 | SH |
| 35 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $306.4K | 0.27% | 1,608 | SH |
| 36 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $292.3K | 0.25% | 612 | SH |
| 37 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $272.2K | 0.24% | 1,469 | SH |
| 38 | CAPITAL GROUP INTERNATIONAL | CGIC | 14021T102 | $247.4K | 0.21% | 6,799 | SH |
| 39 | VANGUARD WORLD FD | MGV | 921910840 | $245.7K | 0.21% | 1,503 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $227.8K | 0.20% | 629 | SH |
| 41 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $224.8K | 0.19% | 387 | SH |
| 42 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $216.9K | 0.19% | 4,045 | SH |
| 43 | CITIGROUP INC | C | 172967424 | $216.3K | 0.19% | 1,546 | SH |
| 44 | VERTIV HOLDINGS CO | VRT | 92537N108 | $211.6K | 0.18% | 632 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-27 | $115.4M | 44 | 0001172661-26-002799 |
| 2026-03-31 | 2026-04-29 | $92.7M | 36 | 0001172661-26-001561 |
| 2025-12-31 | 2026-02-24 | $101.9M | 36 | 0001172661-26-001322 |