Filed: 4/29/2026ACC: 0001172661-26-001561
📋 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 $92.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$92.74M
Total AUM (reported)
564.23K
Total Shares
Allocation by class
COM$56.46M60.9%
MEGA GRWTH IND$10.00M10.8%
CAP STK CL A$4.20M4.5%
TR UNIT$4.02M4.3%
CL A$3.37M3.6%
CL A SUB VTG SHS$2.69M2.9%
COM CL A$2.12M2.3%
Portfolio Concentration
Top 3$50.26M54.2%
4–10$22.74M24.5%
11–25$16.46M17.7%
Rest$3.28M3.5%
Top 3 weight
54.2%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 564.23K
Sole
Full voting authority
564.23K
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
SOLEShares152.45K
TypeSH
Market value$26.59M
28.67%
Sole
152.45K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares44.18K
TypeSH
Market value$13.67M
14.74%
Sole
44.18K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares27.21K
TypeSH
Market value$10.00M
10.78%
Sole
27.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.59K
TypeSH
Market value$4.20M
4.52%
Sole
14.59K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.18K
TypeSH
Market value$4.02M
4.33%
Sole
6.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.82K
TypeSH
Market value$3.76M
4.06%
Sole
14.82K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares6.75K
TypeSH
Market value$3.37M
3.64%
Sole
6.75K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares22.67K
TypeSH
Market value$2.69M
2.90%
Sole
22.67K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.96K
TypeSH
Market value$2.58M
2.78%
Sole
6.96K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.03K
TypeSH
Market value$2.12M
2.29%
Sole
7.03K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares16.88K
TypeSH
Market value$1.89M
2.04%
Sole
16.88K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares5.46K
TypeSH
Market value$1.70M
1.83%
Sole
5.46K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares38.21K
TypeSH
Market value$1.63M
1.75%
Sole
38.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.15K
TypeSH
Market value$1.49M
1.61%
Sole
7.15K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares13.94K
TypeSH
Market value$1.46M
1.57%
Sole
13.94K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares2.91K
TypeSH
Market value$1.18M
1.28%
Sole
2.91K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares4.89K
TypeSH
Market value$969.0K
1.04%
Sole
4.89K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares5.08K
TypeSH
Market value$947.3K
1.02%
Sole
5.08K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares705.00
TypeSH
Market value$931.2K
1.00%
Sole
705.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares2.66K
TypeSH
Market value$899.5K
0.97%
Sole
2.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares2.54K
TypeSH
Market value$746.8K
0.81%
Sole
2.54K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.93K
TypeSH
Market value$740.8K
0.80%
Sole
1.93K
Shared
0.00
None
0.00
BNY MELLON ETF TRUST II
SOLEShares21.88K
TypeSH
Market value$648.9K
0.70%
Sole
21.88K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares2.92K
TypeSH
Market value$636.2K
0.69%
Sole
2.92K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares5.97K
TypeSH
Market value$591.2K
0.64%
Sole
5.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 152.45K | SH | $26.59M 28.67% | 152.45K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 44.18K | SH | $13.67M 14.74% | 44.18K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 27.21K | SH | $10.00M 10.78% | 27.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.59K | SH | $4.20M 4.52% | 14.59K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.18K | SH | $4.02M 4.33% | 6.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.82K | SH | $3.76M 4.06% | 14.82K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 6.75K | SH | $3.37M 3.64% | 6.75K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 22.67K | SH | $2.69M 2.90% | 22.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.96K | SH | $2.58M 2.78% | 6.96K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.03K | SH | $2.12M 2.29% | 7.03K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 16.88K | SH | $1.89M 2.04% | 16.88K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 5.46K | SH | $1.70M 1.83% | 5.46K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 38.21K | SH | $1.63M 1.75% | 38.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.15K | SH | $1.49M 1.61% | 7.15K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 13.94K | SH | $1.46M 1.57% | 13.94K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.91K | SH | $1.18M 1.28% | 2.91K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 4.89K | SH | $969.0K 1.04% | 4.89K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 5.08K | SH | $947.3K 1.02% | 5.08K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 705.00 | SH | $931.2K 1.00% | 705.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 2.66K | SH | $899.5K 0.97% | 2.66K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.54K | SH | $746.8K 0.81% | 2.54K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 1.93K | SH | $740.8K 0.80% | 1.93K | 0.00 | 0.00 |
BNY MELLON ETF TRUST IISOLE | DYNAMIC VALUE | 21.88K | SH | $648.9K 0.70% | 21.88K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 2.92K | SH | $636.2K 0.69% | 2.92K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 5.97K | SH | $591.2K 0.64% | 5.97K | 0.00 | 0.00 |
Page 1 of 2