§ 13F · FUND PROFILE
Investment Insight Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 36Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 152K | $28.4T | 27.8% | NEW |
| 2 | AVGO | BROADCOM INC | 44K | $15.1T | 14.9% | NEW |
| 3 | MGK | VANGUARD WORLD FD | 30K | $12.2T | 12.0% | NEW |
| 4 | GOOGL | ALPHABET INC | 15K | $4.6T | 4.5% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 6K | $4.2T | 4.1% | NEW |
| 6 | AAPL | APPLE INC | 15K | $4.1T | 4.0% | NEW |
| 7 | MA | MASTERCARD INCORPORATED | 7K | $3.9T | 3.8% | NEW |
| 8 | SHOP | SHOPIFY INC | 23K | $3.6T | 3.6% | NEW |
| 9 | MSFT | MICROSOFT CORP | 7K | $3.3T | 3.3% | NEW |
| 10 | V | VISA INC | 7K | $2.5T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Insight Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed