Investment Insight Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Investment Insight Wealth Management, LLC reported 44 stock positions worth $115.4 million. Its top holding was Nvidia (NVDA) at 26.4% of the portfolio, followed by Broadcom (AVGO, 14.6%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 11.1%). Compared with Q1 2026, it opened 8 new positions, added to 20 and reduced 15. The biggest buy was Marvell Technology (MRVL, shares +3%) and the biggest sale Mastercard Class A (MA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- North Massapequa, NY
- CIK
- 0001737917
- Portfolio Value
- $115.4M (Q2 2026)
- SEC Filing
- 0001172661-26-002799 ↗ filed Jul 27, 2026
Holdings Value
Holdings 44 stocks · $115.4M
| NVDA Nvidia Corp. | 26.44% | 152,497 | $30.5M | Add +0.0% |
| AVGO Broadcom Inc. | 14.58% | 44,534 | $16.8M | Add +0.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 11.08% | 145,446 | $12.8M | Add +6.9% |
| GOOGL Alphabet Inc. Class A | 4.57% | 14,768 | $5.3M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.01% | 6,197 | $4.6M | Add +0.3% |
| AAPL Apple Inc. | 3.70% | 14,756 | $4.3M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 2.98% | 6,689 | $3.4M | Reduce -0.9% |
| SPMO Invesco S&P 500 Momentum ETF | 2.88% | 20,549 | $3.3M | Add +21.8% |
| MU Micron Technology Inc. | 2.61% | 2,609 | $3.0M | Reduce -2.0% |
| SHOP Shopify Inc. Class A | 2.27% | 22,915 | $2.6M | Add +1.1% |
| MSFT Microsoft Corp. | 2.20% | 6,820 | $2.5M | Reduce -2.1% |
| V Visa Inc. Class A | 2.04% | 6,872 | $2.4M | Reduce -2.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.77% | 41,430 | $2.0M | Add +8.4% |
| VOOG Vanguard S&P 500 Growth ETF | 1.60% | 22,301 | $1.8M | Add +27.9% |
| MRVL Marvell Technology Inc. | 1.58% | 6,124 | $1.8M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.45% | 7,026 | $1.7M | Reduce -1.8% |
| SMH Vaneck Semiconductor ETF | 1.43% | 2,512 | $1.6M | Add +30.0% |
| MCD McDonald's Corp. | 1.27% | 5,440 | $1.5M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.26% | 730 | $1.5M | Add +3.5% |
| NOW ServiceNow Inc. | 1.20% | 13,916 | $1.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.72% | 2,532 | $829K | Reduce -0.3% |
| BKDV BNY Mellon Dynamic Value | 0.67% | 23,141 | $775K | Add +5.8% |
| CRM Salesforce Inc. | 0.65% | 4,751 | $746K | Reduce -6.4% |
| ABBV Abbvie Inc. | 0.64% | 2,941 | $740K | Add +0.6% |
| ACN Accenture PLC Class A | 0.56% | 5,166 | $643K | Add +5.7% |
| FTXL First Trust Nasdaq Semicondu | 0.52% | 2,118 | $603K | New |
| PGEN Precigen Inc. | 0.52% | 105,791 | $603K | Reduce -0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.41% | 1,941 | $472K | Add +0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.40% | 4,000 | $461K | New |
| IBOT Vaneck Robotics ETF | 0.40% | 6,694 | $460K | New |
| LLY Eli Lilly & Co. | 0.40% | 381 | $457K | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 577 | $425K | Add +14.9% |
| JNJ Johnson & Johnson | 0.37% | 1,668 | $424K | Add +0.1% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 0.34% | 2,247 | $390K | Reduce -2.9% |
| XLK SS Technology Select Sector | 0.27% | 1,608 | $306K | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 612 | $292K | New |
| XLI SS Industrial Select Sector | 0.24% | 1,469 | $272K | Add +0.2% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.21% | 6,799 | $247K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.21% | 1,503 | $246K | New |
| AMGN Amgen Inc. | 0.20% | 629 | $228K | Add +0.2% |
| AMD Advanced Micro Devices | 0.19% | 387 | $225K | New |
| XLF SS Financial Select Sector | 0.19% | 4,045 | $217K | Reduce -19.8% |
| C Citigroup Inc. | 0.19% | 1,546 | $216K | New |
| VRT Vertiv Holdings Co. Class A | 0.18% | 632 | $212K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MA Mastercard Inc. Class A | Reduce -0.9% | 2.98% | −0.66 |
| MSFT Microsoft Corp. | Reduce -2.1% | 2.20% | −0.58 |
| MCD McDonald's Corp. | Reduce -0.3% | 1.27% | −0.55 |
| CRM Salesforce Inc. | Reduce -6.4% | 0.65% | −0.38 |
| NOW ServiceNow Inc. | Reduce -0.1% | 1.20% | −0.37 |
| AAPL Apple Inc. | Reduce -0.5% | 3.70% | −0.36 |
| V Visa Inc. Class A | Reduce -2.2% | 2.04% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 1.45% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.72% | −0.09 |
| XLF SS Financial Select Sector | Reduce -19.8% | 0.19% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.40% | +0.02 |
| XLK SS Technology Select Sector | Reduce -0.9% | 0.27% | +0.03 |
| ICLR Icon PLC | Reduce -2.9% | 0.34% | +0.06 |
| PGEN Precigen Inc. | Reduce -0.1% | 0.52% | +0.08 |
| MU Micron Technology Inc. | Reduce -2.0% | 2.61% | +1.64 |
Portfolio Buys Q1 2026 → Q2 2026
| MRVL Marvell Technology Inc. | Add +2.6% | 1.58% | +0.94 |
| SPMO Invesco S&P 500 Momentum ETF | Add +21.8% | 2.88% | +0.84 |
| SMH Vaneck Semiconductor ETF | Add +30.0% | 1.43% | +0.63 |
| FTXL First Trust Nasdaq Semicondu | New | 0.52% | +0.52 |
| CM Can Imperial BK of Commerce | New | 0.40% | +0.40 |
| IBOT Vaneck Robotics ETF | New | 0.40% | +0.40 |
| VOOG Vanguard S&P 500 Growth ETF | Add +27.9% | 1.60% | +0.32 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +6.9% | 11.08% | +0.30 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.5% | 1.26% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.25% | +0.25 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.21% | +0.21 |
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| C Citigroup Inc. | New | 0.19% | +0.19 |
| VRT Vertiv Holdings Co. Class A | New | 0.18% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.9% | 0.37% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 4.57% | +0.05 |
| CGDV Cap Group Dividend Value | Add +8.4% | 1.77% | +0.02 |
| XLI SS Industrial Select Sector | Add +0.2% | 0.24% | −0.02 |
| BKDV BNY Mellon Dynamic Value | Add +5.8% | 0.67% | −0.03 |
| AMGN Amgen Inc. | Add +0.2% | 0.20% | −0.04 |
| ABBV Abbvie Inc. | Add +0.6% | 0.64% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.41% | −0.05 |
| JNJ Johnson & Johnson | Add +0.1% | 0.37% | −0.07 |
| AVGO Broadcom Inc. | Add +0.8% | 14.58% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 4.01% | −0.32 |
| ACN Accenture PLC Class A | Add +5.7% | 0.56% | −0.49 |
| SHOP Shopify Inc. Class A | Add +1.1% | 2.27% | −0.63 |
| NVDA Nvidia Corp. | Add +0.0% | 26.44% | −2.23 |