Investment Insight Wealth Management, LLC 13F Holdings · Q2 2026
Investment Insight Wealth Management, LLC reported 44 securities worth $115.41M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (26.44%), AVGO (14.58%), MGK (11.08%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.5M | 26.44% | 152,497 | Added |
| 2 | AVGO | BROADCOM INC | $16.8M | 14.58% | 44,534 | Added |
| 3 | MGK | VANGUARD WORLD FD | $12.8M | 11.08% | 145,446 | Added |
| 4 | GOOGL | ALPHABET INC | $5.3M | 4.57% | 14,768 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 4.01% | 6,197 | Added |
| 6 | AAPL | APPLE INC | $4.3M | 3.70% | 14,756 | Trimmed |
| 7 | MA | MASTERCARD INCORPORATED | $3.4M | 2.98% | 6,689 | Trimmed |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $3.3M | 2.88% | 20,549 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $3.0M | 2.61% | 2,609 | Trimmed |
| 10 | SHOP | SHOPIFY INC | $2.6M | 2.27% | 22,915 | Added |
| 11 | MSFT | MICROSOFT CORP | $2.5M | 2.20% | 6,820 | Trimmed |
| 12 | V | VISA INC | $2.4M | 2.04% | 6,872 | Trimmed |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.0M | 1.77% | 41,430 | Added |
| 14 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.60% | 22,301 | Added |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $1.8M | 1.58% | 6,124 | Added |
| 16 | AMZN | AMAZON COM INC | $1.7M | 1.45% | 7,026 | Trimmed |
| 17 | SMH | VANECK ETF TRUST | $1.6M | 1.43% | 2,512 | Added |
| 18 | MCD | MCDONALDS CORP | $1.5M | 1.27% | 5,440 | Trimmed |
| 19 | ASML | ASML HLDG NV | $1.5M | 1.26% | 730 | Added |
| 20 | NOW | SERVICENOW INC | $1.4M | 1.20% | 13,916 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $828,840 | 0.72% | 2,532 | Trimmed |
| 22 | BKDV | BNY MELLON ETF TRUST II | $774,976 | 0.67% | 23,141 | Added |
| 23 | CRM | SALESFORCE INC | $745,780 | 0.65% | 4,751 | Trimmed |
| 24 | ABBV | ABBVIE INC | $739,991 | 0.64% | 2,941 | Added |
| 25 | ACN | ACCENTURE PLC IRELAND | $642,856 | 0.56% | 5,166 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR