Investment Insight Wealth Management, LLC Top Holdings and 13F Report (2026) About Investment Insight Wealth Management, LLCInvestment ActivityInvestment Insight Wealth Management, LLC has $115.41 million in total holdings as of June 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 14.15% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Investment Insight Wealth Management, LLC has purchased 36 new stocks and bought additional shares in 20 stocks.Investment Insight Wealth Management, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $30,513,052Broadcom $16,822,632Vanguard Mega Cap Growth ETF $12,786,139Alphabet $5,277,612SPDR S&P 500 ETF Trust $4,629,022 Largest New Holdings this Quarter 33738R811 - First Trust Nasdaq Semiconductor ETF $603,422 Holding136069101 - Canadian Imperial Bank of Commerce $460,763 Holding92189Y402 - VanEck Robotics ETF $460,357 Holding874039100 - Taiwan Semiconductor Manufacturing $292,273 Holding921910840 - Vanguard Mega Cap Value ETF $245,665 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 118,235 shares (about $10.39M)Vanguard S&P 500 Growth ETF 19,394 shares (about $1.60M)First Trust Nasdaq Semiconductor ETF 2,118 shares (about $603.42K)Invesco S&P 500 Momentum ETF 3,671 shares (about $593.03K)Canadian Imperial Bank of Commerce 4,000 shares (about $460.76K) Largest Sales this Quarter Micron Technology 53 shares (about $61.18K)Microsoft 145 shares (about $54.09K)Financial Select Sector SPDR Fund 999 shares (about $53.56K)Visa 156 shares (about $53.53K)Salesforce 324 shares (about $50.86K) 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$30,513,052$8,604 â–²0.0%152,49726.4%TechnologyAVGOBroadcom$16,822,632$132,967 â–²0.8%44,53414.6%TechnologyMGKVanguard Mega Cap Growth ETF$12,786,139$10,394,024 â–²434.5%145,44611.1%ETFGOOGLAlphabet$5,277,612$62,539 â–²1.2%14,7684.6%Communication ServicesSPYSPDR S&P 500 ETF Trust$4,629,022$15,687 â–²0.3%6,1974.0%ETFAAPLApple$4,269,828$19,387 â–¼-0.5%14,7563.7%TechnologyMAMastercard$3,435,275$31,841 â–¼-0.9%6,6893.0%FinanceSPMOInvesco S&P 500 Momentum ETF$3,319,562$593,027 â–²21.8%20,5492.9%ETFMUMicron Technology$3,011,808$61,183 â–¼-2.0%2,6092.6%TechnologySHOPIFY INC$2,616,435$27,517 â–²1.1%22,9152.3%CL A SUB VTG SHSMSFTMicrosoft$2,544,037$54,089 â–¼-2.1%6,8202.2%TechnologyVVisa$2,357,866$53,525 â–¼-2.2%6,8722.0%FinanceCGDVCapital Group Dividend Value ETF$2,042,217$158,921 â–²8.4%41,4301.8%ETFVOOGVanguard S&P 500 Growth ETF$1,842,499$1,602,324 â–²667.1%22,3011.6%ETFMRVLMarvell Technology$1,824,222$46,469 â–²2.6%6,1241.6%TechnologyAMZNAmazon.com$1,674,577$30,031 â–¼-1.8%7,0261.5%Consumer DiscretionarySMHVanEck Semiconductor ETF$1,647,634$380,425 â–²30.0%2,5121.4%ETFMCDMcDonald's$1,470,619$4,055 â–¼-0.3%5,4401.3%Consumer DiscretionaryASMLASML$1,452,291$49,736 â–²3.5%7301.3%TechnologyNOWServiceNow$1,381,580$1,886 â–¼-0.1%13,9161.2%TechnologyJPMJPMorgan Chase & Co.$828,840$2,291 â–¼-0.3%2,5320.7%FinanceBNY MELLON ETF TRUST II$774,976$42,230 â–²5.8%23,1410.7%DYNAMIC VALUECRMSalesforce$745,780$50,859 â–¼-6.4%4,7510.6%TechnologyABBVAbbVie$739,991$4,026 â–²0.5%2,9410.6%HealthcareACNAccenture$642,856$34,719 â–²5.7%5,1660.6%TechnologyFTXLFirst Trust Nasdaq Semiconductor ETF$603,422$603,422 â–²New Holding2,1180.5%ETFPGENPrecigen$603,009$656 â–¼-0.1%105,7910.5%HealthcareVBRVanguard Small-Cap Value ETF$471,688$486 â–²0.1%1,9410.4%ETFCMCanadian Imperial Bank of Commerce$460,763$460,763 â–²New Holding4,0000.4%FinanceIBOTVanEck Robotics ETF$460,357$460,357 â–²New Holding6,6940.4%ETFLLYEli Lilly and Company$456,983$2,399 â–¼-0.5%3810.4%HealthcareQQQInvesco QQQ$424,619$55,193 â–²14.9%5770.4%ETFJNJJohnson & Johnson$423,673$254 â–²0.1%1,6680.4%HealthcareICLRIcon$390,326$11,465 â–¼-2.9%2,2470.3%HealthcareXLKTechnology Select Sector SPDR Fund$306,380$2,858 â–¼-0.9%1,6080.3%ETFTSMTaiwan Semiconductor Manufacturing$292,273$292,273 â–²New Holding6120.3%TechnologyXLIIndustrial Select Sector SPDR Fund$272,172$556 â–²0.2%1,4690.2%ETFCAPITAL GROUP INTERNATIONAL$247,4160.0%6,7990.2%SHSMGVVanguard Mega Cap Value ETF$245,665$245,665 â–²New Holding1,5030.2%ETFAMGNAmgen$227,834$362 â–²0.2%6290.2%HealthcareAMDAdvanced Micro Devices$224,812$224,812 â–²New Holding3870.2%TechnologyXLFFinancial Select Sector SPDR Fund$216,874$53,562 â–¼-19.8%4,0450.2%ETFCCitigroup$216,322$216,322 â–²New Holding1,5460.2%FinanceVRTVertiv$211,606$211,606 â–²New Holding6320.2%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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