Investment Insight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Investment Insight Wealth Management, LLC held in its portfolio 36 assets valued at $101,870,676 (i.e. $101.87M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($28.37M), BROADCOM INC ($15.14M), and VANGUARD WORLD FD ($12.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investment Insight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 152116 | 28369574 | COM |
| BROADCOM INC | 43741 | 15138902 | COM |
| VANGUARD WORLD FD | 29656 | 12241294 | MEGA GRWTH IND |
| ALPHABET INC | 14569 | 4560111 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 6169 | 4208281 | TR UNIT |
| APPLE INC | 14905 | 4052045 | COM |
| MASTERCARD INCORPORATED | 6748 | 3852476 | CL A |
| SHOPIFY INC | 22634 | 3643395 | CL A SUB VTG SHS |
| MICROSOFT CORP | 6902 | 3338012 | COM |
| VISA INC | 7100 | 2489877 | COM CL A |
| SERVICENOW INC | 14085 | 2157681 | COM |
| AMAZON COM INC | 8017 | 1850484 | COM |
| MCDONALDS CORP | 5452 | 1666287 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 36655 | 1599645 | SHS CREATION UNI |
| ACCENTURE PLC IRELAND | 5221 | 1400792 | SHS CLASS A |
| SALESFORCE INC | 5086 | 1348813 | COM |
| VANGUARD ADMIRAL FDS INC | 2906 | 1291919 | 500 GRTH IDX F |
| JPMORGAN CHASE & CO. | 2538 | 817655 | COM |
| MICRON TECHNOLOGY INC | 2654 | 757546 | COM |
| ASML HOLDING N V | 701 | 749972 | N Y REGISTRY SHS |
| ABBVIE INC | 2912 | 665267 | COM |
| INVESCO EXCH TRADED FD TR II | 5278 | 629769 | S&P 500 MOMNTM |
| ICON PLC | 3152 | 574357 | SHS |
| VANECK ETF TRUST | 1483 | 534094 | SEMICONDUCTR ETF |
| MARVELL TECHNOLOGY INC | 5883 | 499935 | COM |
| PRECIGEN INC | 105906 | 442687 | COM |
| ELI LILLY & CO | 406 | 436320 | COM |
| VANGUARD INDEX FDS | 1935 | 409861 | SM CP VAL ETF |
| BNY MELLON ETF TRUST II | 13407 | 389250 | DYNAMIC VALUE |
| JOHNSON & JOHNSON | 1667 | 344913 | COM |
| INVESCO QQQ TR | 499 | 306840 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 1623 | 233675 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 1463 | 226969 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 4120 | 225625 | STATE STREET FIN |
| FLEX LTD | 3500 | 211470 | ORD |
| AMGEN INC | 626 | 204883 | COM |
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