Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC reported 44 holdings worth US$115M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Investment Insight Wealth Management, LLC reported 44 holdings worth US$115M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$115M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 152K | US$30.5M | 26.4% |
| Broadcom Inc. | 44,534 | US$16.8M | 14.6% |
| Alphabet Inc (google) Class C | 14,768 | US$5.28M | 4.6% |
| Apple Inc | 14,756 | US$4.27M | 3.7% |
| Mastercard Incorporated | 6,689 | US$3.44M | 3.0% |
| Micron Technology, Inc. | 2,609 | US$3.01M | 2.6% |
| Shopify Inc. | 22,915 | US$2.62M | 2.3% |
| Microsoft Corp. | 6,820 | US$2.54M | 2.2% |
| Visa Inc. | 6,872 | US$2.36M | 2.0% |
| Marvell Technology, Inc. | 6,124 | US$1.82M | 1.6% |
| Amazon.com, Inc. | 7,026 | US$1.67M | 1.5% |
| Mcdonald's Corporation | 5,440 | US$1.47M | 1.3% |
| Asml Holding Nv | 730 | US$1.45M | 1.3% |
| Servicenow, Inc. | 13,916 | US$1.38M | 1.2% |
| Jp Morgan Chase & Co. | 2,532 | US$829K | 0.72% |
| Salesforce, Inc. | 4,751 | US$746K | 0.65% |
| Abbvie Inc. | 2,941 | US$740K | 0.64% |
| Precigen, Inc. | 106K | US$603K | 0.52% |
| Canadian Imperial Bank Of Commerce | 4,000 | US$461K | 0.40% |
| Eli Lilly And Company | 381 | US$457K | 0.40% |
| Johnson & Johnson | 1,668 | US$424K | 0.37% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 612 | US$292K | 0.25% |
| Amgen Inc. | 629 | US$228K | 0.20% |
| Advanced Micro Devices Inc | 387 | US$225K | 0.19% |
| Citigroup, Inc. | 1,546 | US$216K | 0.19% |
| Vertiv Holdings, Llc | 632 | US$212K | 0.18% |