Investment Insight Wealth Management Q2 2026 Portfolio Activity
This report details observable purchases and sales by Investment Insight Wealth Management LLC during Q2 2026 based on available disclosures.
As of June 30, 2026, Investment Insight Wealth Management, Llc (IIWM) has shown specific changes in its portfolio holdings compared to the previous quarter.
The investor's actions were concentrated on several key stocks. Notably, IIWM significantly increased its position in Vanguard World Fund (MGK) by acquiring 118,235 additional shares (MGK). This substantial purchase resulted in a portfolio allocation increase from an unspecified prior level to approximately 11.08% as of the reporting date.
Other significant buys included Vanguard Admiral Fund Shares (VOOG) (VOOG) with a purchase of 6,671 shares (representing roughly half the position), INVESCO Exchange Traded Fund TR II (SPMO) (SPMO) adding around 2,054 new shares, and Capital Group Dividend Value (CGDV) (CGDV) acquiring approximately one-third of its current position.
IIWM also demonstrated strong conviction in Financial Services holdings. The investor purchased 4,000 shares of Canadian Imperial Bank of Commerce (CM) (CM) and added a significant portion of its Citigroup Inc position (C) (C). These purchases represent new positions or substantial additions to existing ones.
Conversely, the investor slightly reduced exposure in some areas. For instance, Broadcom Inc (AVGO) (AVGO) saw a minimal decrease of just 0.02 percentage points, while Mastercard Incorporated (MA) (MA) experienced a small reduction in its portfolio allocation.
Overall, Investment Insight Wealth Management's Q2 activity appears focused on strengthening positions in specific sectors and funds. The investor has shown strong buying interest in certain Vanguard fund holdings (MGK) and other ETFs/stocks like VOOG, SPMO, CGDV, CM, and C (IIWM). The portfolio's Technology allocation remains significant.