Filed: 2/24/2026ACC: 0001172661-26-001322
📋 What this filing means
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $101.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$101.87M
Total AUM (reported)
541.72K
Total Shares
Allocation by class
COM$62.09M61.0%
MEGA GRWTH IND$12.24M12.0%
CAP STK CL A$4.56M4.5%
TR UNIT$4.21M4.1%
CL A$3.85M3.8%
CL A SUB VTG SHS$3.64M3.6%
COM CL A$2.49M2.4%
Portfolio Concentration
Top 3$55.75M54.7%
4–10$26.14M25.7%
11–25$16.54M16.2%
Rest$3.43M3.4%
Top 3 weight
54.7%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 541.72K
Sole
Full voting authority
541.72K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
NVIDIA CORPORATION
SOLEShares152.12K
TypeSH
Market value$28.37M
27.85%
Sole
152.12K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares43.74K
TypeSH
Market value$15.14M
14.86%
Sole
43.74K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares29.66K
TypeSH
Market value$12.24M
12.02%
Sole
29.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.57K
TypeSH
Market value$4.56M
4.48%
Sole
14.57K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.17K
TypeSH
Market value$4.21M
4.13%
Sole
6.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.90K
TypeSH
Market value$4.05M
3.98%
Sole
14.90K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares6.75K
TypeSH
Market value$3.85M
3.78%
Sole
6.75K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares22.63K
TypeSH
Market value$3.64M
3.58%
Sole
22.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.90K
TypeSH
Market value$3.34M
3.28%
Sole
6.90K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.10K
TypeSH
Market value$2.49M
2.44%
Sole
7.10K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares14.09K
TypeSH
Market value$2.16M
2.12%
Sole
14.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.02K
TypeSH
Market value$1.85M
1.82%
Sole
8.02K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares5.45K
TypeSH
Market value$1.67M
1.64%
Sole
5.45K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares36.66K
TypeSH
Market value$1.60M
1.57%
Sole
36.66K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares5.22K
TypeSH
Market value$1.40M
1.38%
Sole
5.22K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares5.09K
TypeSH
Market value$1.35M
1.32%
Sole
5.09K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares2.91K
TypeSH
Market value$1.29M
1.27%
Sole
2.91K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.54K
TypeSH
Market value$817.7K
0.80%
Sole
2.54K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares2.65K
TypeSH
Market value$757.5K
0.74%
Sole
2.65K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares701.00
TypeSH
Market value$750.0K
0.74%
Sole
701.00
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares2.91K
TypeSH
Market value$665.3K
0.65%
Sole
2.91K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares5.28K
TypeSH
Market value$629.8K
0.62%
Sole
5.28K
Shared
0.00
None
0.00
ICON PLC
SOLEShares3.15K
TypeSH
Market value$574.4K
0.56%
Sole
3.15K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.48K
TypeSH
Market value$534.1K
0.52%
Sole
1.48K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares5.88K
TypeSH
Market value$499.9K
0.49%
Sole
5.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 152.12K | SH | $28.37M 27.85% | 152.12K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 43.74K | SH | $15.14M 14.86% | 43.74K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 29.66K | SH | $12.24M 12.02% | 29.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.57K | SH | $4.56M 4.48% | 14.57K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.17K | SH | $4.21M 4.13% | 6.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.90K | SH | $4.05M 3.98% | 14.90K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 6.75K | SH | $3.85M 3.78% | 6.75K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 22.63K | SH | $3.64M 3.58% | 22.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.90K | SH | $3.34M 3.28% | 6.90K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.10K | SH | $2.49M 2.44% | 7.10K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 14.09K | SH | $2.16M 2.12% | 14.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.02K | SH | $1.85M 1.82% | 8.02K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 5.45K | SH | $1.67M 1.64% | 5.45K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 36.66K | SH | $1.60M 1.57% | 36.66K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 5.22K | SH | $1.40M 1.38% | 5.22K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 5.09K | SH | $1.35M 1.32% | 5.09K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.91K | SH | $1.29M 1.27% | 2.91K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.54K | SH | $817.7K 0.80% | 2.54K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 2.65K | SH | $757.5K 0.74% | 2.65K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 701.00 | SH | $750.0K 0.74% | 701.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 2.91K | SH | $665.3K 0.65% | 2.91K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 5.28K | SH | $629.8K 0.62% | 5.28K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 3.15K | SH | $574.4K 0.56% | 3.15K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 1.48K | SH | $534.1K 0.52% | 1.48K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 5.88K | SH | $499.9K 0.49% | 5.88K | 0.00 | 0.00 |
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