Investment Insight Wealth Management, LLC
Q3 2026 13F filing
Updated 6 days ago44 disclosed positions worth $120.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $33.2M | 145.2K | 27.45% | — |
| 2 | A BROADCOM INC | $15.4M | 44.0K | 12.78% | — |
| 3 | V VANGUARD WORLD FD | $13.9M | 150.5K | 11.53% | — |
| 4 | G ALPHABET INC | $5.2M | 15.0K | 4.27% | — |
| 5 | A APPLE INC | $4.9M | 14.7K | 4.05% | — |
| 6 | S STATE STR SPDR S&P 500 ETF T | $4.7M | 6.2K | 3.92% | — |
| 7 | M MASTERCARD INCORPORATED | $3.7M | 6.7K | 3.05% | — |
| 8 | M MICROSOFT CORP | $3.5M | 6.8K | 2.89% | — |
| 9 | S SHOPIFY INC | $3.4M | 22.8K | 2.80% | — |
| 10 | M MICRON TECHNOLOGY INC | $2.7M | 2.6K | 2.27% | — |
| 11 | V VISA INC | $2.5M | 6.9K | 2.04% | — |
| 12 | I INVESCO EXCH TRADED FD TR II | $2.3M | 15.1K | 1.89% | — |
| 13 | C CAPITAL GROUP DIVIDEND VALUE | $2.1M | 43.4K | 1.75% | — |
| 14 | V VANGUARD ADMIRAL FDS INC | $1.9M | 22.6K | 1.60% | — |
| 15 | N SERVICENOW INC | $1.9M | 13.9K | 1.54% | — |
| 16 | A AMAZON COM INC | $1.7M | 7.0K | 1.45% | — |
| 17 | M MARVELL TECHNOLOGY INC | $1.6M | 6.2K | 1.35% | — |
| 18 | H VANECK ETF TRUST | $1.6M | 2.6K | 1.29% | — |
| 19 | A ASML HLDG NV | $1.3M | 731 | 1.09% | — |
| 20 | M MCDONALDS CORP | $1.3M | 5.4K | 1.04% | — |
| 21 | G BNY MELLON ETF TRUST II | $1.1M | 32.1K | 0.89% | — |
| 22 | C SALESFORCE INC | $1.1M | 4.6K | 0.87% | — |
| 23 | A ACCENTURE PLC IRELAND | $934K | 5.1K | 0.77% | — |
| 24 | ? N/A PRECIGEN INC | $905K | 105.7K | 0.75% | — |
| 25 | J JPMORGAN CHASE & CO | $835K | 2.5K | 0.69% | — |
| 26 | A ABBVIE INC | $772K | 3.0K | 0.64% | — |
| 27 | ? N/A VANECK ETF TRUST | $528K | 8.2K | 0.44% | — |
| 28 | ? N/A FIRST TR EXCHANGE TRADED FD | $525K | 2.1K | 0.43% | — |
| 29 | C CANADIAN IMPERIAL BANK OF CO | $515K | 4.7K | 0.43% | — |
| 30 | Q INVESCO QQQ TR | $478K | 647 | 0.40% | — |
| 31 | V VANGUARD INDEX FDS | $449K | 1.9K | 0.37% | — |
| 32 | C CAPITAL GROUP INTERNATIONAL | $444K | 12.3K | 0.37% | — |
| 33 | J JOHNSON & JOHNSON | $437K | 1.7K | 0.36% | — |
| 34 | L ELI LILLY & CO | $420K | 363 | 0.35% | — |
| 35 | V VANGUARD WORLD FD | $314K | 2.0K | 0.26% | — |
| 36 | S SELECT SECTOR SPDR TR | $312K | 1.6K | 0.26% | — |
| 37 | I ICON PUB LTD CO | $290K | 1.7K | 0.24% | — |
| 38 | A AMGEN INC | $287K | 682 | 0.24% | — |
| 39 | T TAIWAN SEMICONDUCTOR MANUFAC | $287K | 629 | 0.24% | — |
| 40 | V VALERO ENERGY CORP | $278K | 716 | 0.23% | — |
| 41 | A ADVANCED MICRO DEVICES INC | $237K | 387 | 0.20% | — |
| 42 | S SELECT SECTOR SPDR TR | $225K | 1.3K | 0.19% | — |
| 43 | S SELECT SECTOR SPDR TR | $207K | 3.9K | 0.17% | — |
| 44 | C CITIGROUP INC | $201K | 1.6K | 0.17% | — |