Investment Insight Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Investment Insight Wealth Management, Llc disclosed 44 stock positions valued at approximately $115.41M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, BROADCOM INC, and VANGUARD WORLD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 44
- Portfolio Value
- $115.41M
Holdings by Sector
Investment Insight Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 26.44% | 152,497 | +43 | +0.03% | $30,513,052 |
| BROADCOM INC | AVGO | Technology | 14.58% | 44,534 | +352 | +0.80% | $16,822,632 |
| VANGUARD WORLD FD | MGK | Other | 11.08% | 145,446 | +118,235 | +434.51% | $12,786,139 |
| ALPHABET INC | GOOGL | Communication Services | 4.57% | 14,768 | +175 | +1.20% | $5,277,612 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.01% | 6,197 | +21 | +0.34% | $4,629,022 |
| APPLE INC | AAPL | Technology | 3.70% | 14,756 | -67 | -0.45% | $4,269,828 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.98% | 6,689 | -62 | -0.92% | $3,435,275 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.88% | 20,549 | +3,671 | +21.75% | $3,319,562 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.61% | 2,609 | -53 | -1.99% | $3,011,808 |
| SHOPIFY INC | SHOP | Technology | 2.27% | 22,915 | +241 | +1.06% | $2,616,435 |
| MICROSOFT CORP | MSFT | Technology | 2.20% | 6,820 | -145 | -2.08% | $2,544,037 |
| VISA INC | V | Financial Services | 2.04% | 6,872 | -156 | -2.22% | $2,357,866 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.77% | 41,430 | +3,224 | +8.44% | $2,042,217 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 1.60% | 22,301 | +19,394 | +667.15% | $1,842,499 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.58% | 6,124 | +156 | +2.61% | $1,824,222 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.45% | 7,026 | -126 | -1.76% | $1,674,577 |
| VANECK ETF TRUST | SMH | Other | 1.43% | 2,512 | +580 | +30.02% | $1,647,634 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.27% | 5,440 | -15 | -0.27% | $1,470,619 |
| ASML HLDG NV | ASML | Technology | 1.26% | 730 | +25 | +3.55% | $1,452,291 |
| SERVICENOW INC | NOW | Technology | 1.20% | 13,916 | -19 | -0.14% | $1,381,580 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.72% | 2,532 | -7 | -0.28% | $828,840 |
| BNY MELLON ETF TRUST II | BKDV | Other | 0.67% | 23,141 | +1,261 | +5.76% | $774,976 |
| SALESFORCE INC | CRM | Technology | 0.65% | 4,751 | -324 | -6.38% | $745,780 |
| ABBVIE INC | ABBV | Healthcare | 0.64% | 2,941 | +16 | +0.55% | $739,991 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.56% | 5,166 | +279 | +5.71% | $642,856 |
| FIRST TR EXCHANGE TRADED FD | FTXL | Other | 0.52% | 2,118 | +2,118 | +100.00% | $603,422 |
| PRECIGEN INC | PGEN | Healthcare | 0.52% | 105,791 | -115 | -0.11% | $603,009 |
| VANGUARD INDEX FDS | VBR | Other | 0.41% | 1,941 | +2 | +0.10% | $471,688 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 0.40% | 4,000 | +4,000 | +100.00% | $460,763 |
| VANECK ETF TRUST | IBOT | Other | 0.40% | 6,694 | +6,694 | +100.00% | $460,357 |
Showing 30 of 44 holdings in the latest reporting period.