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Investment Insight Wealth Management, LLC
Updated 6 days agoManaged by Investment Insight Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$120.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $101.9M |
| Q1 2026 | $92.7M |
| Q2 2026 | $115.4M |
| Q3 2026 | $120.9M |
Top holdings
44 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $33.2M | 145.2K | 27.45% | — | |
| 2 | $15.4M | 44.0K | 12.78% | — | |
| 3 | $13.9M | 150.5K | 11.53% | — | |
| 4 | $5.2M | 15.0K | 4.27% | — | |
| 5 | $4.9M | 14.7K | 4.05% | — | |
| 6 | $4.7M | 6.2K | 3.92% | — | |
| 7 | $3.7M | 6.7K | 3.05% | — | |
| 8 | $3.5M | 6.8K | 2.89% | — | |
| 9 | $3.4M | 22.8K | 2.80% | — | |
| 10 | $2.7M | 2.6K | 2.27% | — | |
| 11 | $2.5M | 6.9K | 2.04% | — | |
| 12 | $2.3M | 15.1K | 1.89% | — | |
| 13 | $2.1M | 43.4K | 1.75% | — | |
| 14 | $1.9M | 22.6K | 1.60% | — | |
| 15 | $1.9M | 13.9K | 1.54% | — | |
| 16 | $1.7M | 7.0K | 1.45% | — | |
| 17 | $1.6M | 6.2K | 1.35% | — | |
| 18 | $1.6M | 2.6K | 1.29% | — | |
| 19 | $1.3M | 731 | 1.09% | — | |
| 20 | $1.3M | 5.4K | 1.04% | — |