Investment Insight Wealth Management, LLC Top Holdings and 13F Report (2026) About Investment Insight Wealth Management, LLCInvestment ActivityInvestment Insight Wealth Management, LLC has $120.92 million in total holdings as of September 30, 2026.Investment Insight Wealth Management, LLC owns shares of 44 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.53% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Investment Insight Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Investment Insight Wealth Management, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $33,186,566Broadcom $15,449,810Vanguard Mega Cap Growth ETF $13,943,822Alphabet $5,168,908Apple $4,900,263 Largest New Holdings this Quarter 91913Y100 - Valero Energy $277,577 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 5,054 shares (about $468.25K)BNY MELLON ETF TRUST II 8,921 shares (about $300.64K)Valero Energy 716 shares (about $277.58K)CAPITAL GROUP INTERNATIONAL 5,534 shares (about $199.19K)VanEck Robotics ETF 1,486 shares (about $95.95K) Largest Sales this Quarter NVIDIA 7,268 shares (about $1.66M)Invesco S&P 500 Momentum ETF 5,441 shares (about $824.76K)Broadcom 541 shares (about $189.99K)Icon 543 shares (about $92.29K)Salesforce 155 shares (about $35.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Insight Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$33,186,566$1,660,825 ▼-4.8%145,22927.4%TechnologyAVGOBroadcom$15,449,810$189,993 ▼-1.2%43,99312.8%TechnologyMGKVanguard Mega Cap Growth ETF$13,943,822$468,253 ▲3.5%150,50011.5%ETFGOOGLAlphabet$5,168,908$87,399 ▲1.7%15,0224.3%Communication ServicesAAPLApple$4,900,263$13,653 ▼-0.3%14,7154.1%TechnologySPYSPDR S&P 500 ETF Trust$4,740,409$12,969 ▲0.3%6,2143.9%ETFMAMastercard$3,687,662$1,103 ▼0.0%6,6873.0%FinanceMSFTMicrosoft$3,496,420$1,539 ▼0.0%6,8172.9%TechnologySHOPIFY INC$3,381,982$16,313 ▼-0.5%22,8052.8%CL A SUB VTG SHSMUMicron Technology$2,747,713$30,885 ▼-1.1%2,5802.3%TechnologyVVisa$2,468,305$1,078 ▼0.0%6,8692.0%FinanceSPMOInvesco S&P 500 Momentum ETF$2,290,096$824,756 ▼-26.5%15,1081.9%ETFCGDVCapital Group Dividend Value ETF$2,118,487$94,063 ▲4.6%43,3551.8%ETFVOOGVanguard S&P 500 Growth ETF$1,935,138$28,807 ▲1.5%22,6381.6%ETFNOWServiceNow$1,863,677$1,206 ▼-0.1%13,9071.5%TechnologyAMZNAmazon.com$1,747,289$3,239 ▼-0.2%7,0131.4%Consumer DiscretionaryMRVLMarvell Technology$1,630,299$12,155 ▲0.8%6,1701.3%TechnologySMHVanEck Semiconductor ETF$1,564,694$34,717 ▲2.3%2,5691.3%ETFASMLASML$1,323,763$1,811 ▲0.1%7311.1%TechnologyMCDMcDonald's$1,257,454$1,155 ▲0.1%5,4451.0%Consumer DiscretionaryBNY MELLON ETF TRUST II$1,080,491$300,638 ▲38.6%32,0620.9%DYNAMIC VALUECRMSalesforce$1,056,607$35,634 ▼-3.3%4,5960.9%TechnologyACNAccenture$933,535$13,753 ▼-1.5%5,0910.8%TechnologyPGENPrecigen$904,544$1,027 ▼-0.1%105,6710.7%HealthcareJPMJPMorgan Chase & Co.$835,433$2,316 ▼-0.3%2,5250.7%FinanceABBVAbbVie$772,211$2,877 ▲0.4%2,9520.6%HealthcareIBOTVanEck Robotics ETF$528,181$95,951 ▲22.2%8,1800.4%ETFFTXLFirst Trust Nasdaq Semiconductor ETF$524,959$11,137 ▼-2.1%2,0740.4%ETFCMCanadian Imperial Bank of Commerce$515,094$73,711 ▲16.7%4,6680.4%FinanceQQQInvesco QQQ$478,428$51,762 ▲12.1%6470.4%ETFVBRVanguard Small-Cap Value ETF$448,871$462 ▲0.1%1,9430.4%ETFCAPITAL GROUP INTERNATIONAL$443,920$199,193 ▲81.4%12,3330.4%SHSJNJJohnson & Johnson$436,959$4,499 ▼-1.0%1,6510.4%HealthcareLLYEli Lilly and Company$420,020$20,827 ▼-4.7%3630.3%HealthcareMGVVanguard Mega Cap Value ETF$314,448$72,329 ▲29.9%1,9520.3%ETFXLKTechnology Select Sector SPDR Fund$312,250$2,545 ▼-0.8%1,5950.3%ETFICLRIcon$289,618$92,290 ▼-24.2%1,7040.2%HealthcareAMGNAmgen$287,329$22,329 ▲8.4%6820.2%HealthcareTSMTaiwan Semiconductor Manufacturing$286,899$7,754 ▲2.8%6290.2%TechnologyVLOValero Energy$277,577$277,577 ▲New Holding7160.2%EnergyAMDAdvanced Micro Devices$236,7510.0%3870.2%TechnologyXLIIndustrial Select Sector SPDR Fund$225,171$20,212 ▼-8.2%1,3480.2%ETFXLFFinancial Select Sector SPDR Fund$206,788$9,239 ▼-4.3%3,8720.2%ETFCCitigroup$201,130$907 ▲0.5%1,5530.2%FinanceVRTVertiv$0$211,606 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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