§ 13F · FUND PROFILE
Investment Insight Wealth Management, LLC.
AUM · $115M (13F)Positions · 44Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 152K | $31M | 26.4% | ±0% |
| 2 | AVGO | BROADCOM INC | 45K | $17M | 14.6% | +1% |
| 3 | MGK | VANGUARD WORLD FD | 145K | $13M | 11.1% | +435% |
| 4 | GOOGL | ALPHABET INC | 15K | $5M | 4.6% | +1% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $5M | 4.0% | ±0% |
| 6 | AAPL | APPLE INC | 15K | $4M | 3.7% | ±0% |
| 7 | MA | MASTERCARD INCORPORATED | 7K | $3M | 3.0% | −1% |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | 21K | $3M | 2.9% | +22% |
| 9 | MU | MICRON TECHNOLOGY INC | 3K | $3M | 2.6% | −2% |
| 10 | SHOP | SHOPIFY INC | 23K | $3M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Insight Wealth Management, LLC is a Other fund managing $115 million in assets. The fund runs a portfolio of 44 positions.
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