Investment Insight Wealth Management, LLC Top Holdings and 13F Report (2026) About Investment Insight Wealth Management, LLCInvestment ActivityInvestment Insight Wealth Management, LLC has $92.74 million in total holdings as of March 31, 2026.Investment Insight Wealth Management, LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Investment Insight Wealth Management, LLC has purchased 36 new stocks and bought additional shares in 23 stocks.Investment Insight Wealth Management, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $26,588,727Broadcom $13,674,694Vanguard Mega Cap Growth ETF $9,998,338Alphabet $4,196,379SPDR S&P 500 ETF Trust $4,018,088 Largest New Holdings this Quarter 14021T102 - CAPITAL GROUP INTERNATIONAL $225,115 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 11,600 shares (about $1.30M)BNY MELLON ETF TRUST II 8,473 shares (about $251.30K)CAPITAL GROUP INTERNATIONAL 6,799 shares (about $225.12K)VanEck Semiconductor ETF 449 shares (about $172.15K)Broadcom 441 shares (about $136.49K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 2,445 shares (about $898.38K)Amazon.com 865 shares (about $180.15K)Icon 839 shares (about $92.84K)Accenture 334 shares (about $66.23K)Visa 72 shares (about $21.76K) 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$26,588,727$58,949 ▲0.2%152,45428.7%Computer and TechnologyAVGOBroadcom$13,674,694$136,493 ▲1.0%44,18214.7%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$9,998,338$898,384 ▼-8.2%27,21110.8%ETFGOOGLAlphabet$4,196,379$6,901 ▲0.2%14,5934.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,018,088$4,554 ▲0.1%6,1764.3%FinanceAAPLApple$3,761,815$20,810 ▼-0.6%14,8234.1%Computer and TechnologyMAMastercard$3,373,179$1,499 ▲0.0%6,7513.6%Business ServicesSHOPIFY INC$2,689,590$4,745 ▲0.2%22,6742.9%CL A SUB VTG SHSMSFTMicrosoft$2,578,263$23,321 ▲0.9%6,9652.8%Computer and TechnologyVVisa$2,124,047$21,760 ▼-1.0%7,0282.3%Business ServicesSPMOInvesco S&P 500 Momentum ETF$1,892,173$1,300,463 ▲219.8%16,8782.0%ETFMCDMcDonald's$1,695,504$932 ▲0.1%5,4551.8%Retail/WholesaleCGDVCapital Group Dividend Value ETF$1,625,721$65,997 ▲4.2%38,2061.8%ETFAMZNAmazon.com$1,489,547$180,154 ▼-10.8%7,1521.6%Retail/WholesaleNOWServiceNow$1,456,904$15,682 ▼-1.1%13,9351.6%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$1,184,985$408 ▲0.0%2,9071.3%ETFACNAccenture$969,041$66,229 ▼-6.4%4,8871.0%Computer and TechnologyCRMSalesforce$947,327$2,053 ▼-0.2%5,0751.0%Computer and TechnologyASMLASML$931,185$5,283 ▲0.6%7051.0%Computer and TechnologyMUMicron Technology$899,464$2,703 ▲0.3%2,6621.0%Computer and TechnologyJPMJPMorgan Chase & Co.$746,829$294 ▲0.0%2,5390.8%FinanceSMHVanEck Semiconductor ETF$740,751$172,152 ▲30.3%1,9320.8%ManufacturingBNY MELLON ETF TRUST II$648,946$251,303 ▲63.2%21,8800.7%DYNAMIC VALUEABBVAbbVie$636,231$2,828 ▲0.4%2,9250.7%MedicalMRVLMarvell Technology$591,174$8,420 ▲1.4%5,9680.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$421,344$869 ▲0.2%1,9390.5%ETFPGENPrecigen$409,8560.0%105,9060.4%MedicalJNJJohnson & Johnson$407,5790.0%1,6670.4%MedicalLLYEli Lilly and Company$352,272$21,155 ▼-5.7%3830.4%MedicalQQQInvesco QQQ$289,522$1,730 ▲0.6%5020.3%FinanceICLRIcon$255,957$92,844 ▼-26.6%2,3130.3%MedicalXLFFinancial Select Sector SPDR Fund$249,042$45,621 ▲22.4%5,0440.3%ETFXLIIndustrial Select Sector SPDR Fund$237,168$485 ▲0.2%1,4660.3%ETFCAPITAL GROUP INTERNATIONAL$225,115$225,115 ▲New Holding6,7990.2%SHSAMGNAmgen$220,795$703 ▲0.3%6280.2%MedicalXLKTechnology Select Sector SPDR Fund$215,7110.0%1,6230.2%ETFFLEXFlex$0$211,470 ▼-100.0%00.0%Computer and TechnologyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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