Investment Insight Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$92.7M
Q ending 2026-03-31
Prior quarter
$101.9M
Q ending 2025-12-31
Change
-9.0% QoQ
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $26.6M | 152K |
| Broadcom Inc | AVGO | Shares | $13.7M | 44K |
| Vanguard World Fd | MGK | Shares | $10.0M | 27K |
| Alphabet Inc | GOOGL | Shares | $4.2M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.0M | 6K |
| Apple Inc | AAPL | Shares | $3.8M | 15K |
| Mastercard Incorporated | MA | Shares | $3.4M | 7K |
| Shopify Inc | SHOP | Shares | $2.7M | 23K |
| Microsoft Corp | MSFT | Shares | $2.6M | 7K |
| Visa Inc | V | Shares | $2.1M | 7K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.9M | 17K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 5K |
| Capital Group Dividend Value | CGDV | Shares | $1.6M | 38K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Servicenow Inc | NOW | Shares | $1.5M | 14K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $1.2M | 3K |
| Accenture Plc Ireland | Shares | $969K | 5K | |
| Salesforce Inc | CRM | Shares | $947K | 5K |
| Asml Hldg Nv | Shares | $931K | 705 | |
| Micron Technology Inc | MU | Shares | $899K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $747K | 3K |
| Vaneck Etf Trust | SMH | Shares | $741K | 2K |
| Bny Mellon Etf Trust Ii | BKDV | Shares | $649K | 22K |
| Abbvie Inc | ABBV | Shares | $636K | 3K |
| Marvell Technology Inc | MRVL | Shares | $591K | 6K |
| Vanguard Index Fds | VBR | Shares | $421K | 2K |
| Precigen Inc | PGEN | Shares | $410K | 106K |
| Johnson & Johnson | JNJ | Shares | $408K | 2K |
| Eli Lilly & Co | LLY | Shares | $352K | 383 |
| Invesco Qqq Tr | QQQ | Shares | $290K | 502 |
| Icon Plc | Shares | $256K | 2K | |
| Select Sector Spdr Tr | XLF | Shares | $249K | 5K |
| Select Sector Spdr Tr | XLI | Shares | $237K | 1K |
| Capital Group International | CGIC | Shares | $225K | 7K |
| Amgen Inc | AMGN | Shares | $221K | 628 |
| Select Sector Spdr Tr | XLK | Shares | $216K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.