Investment Insight Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), Investment Insight Wealth Management, LLC reported 36 stock positions worth $101.9 million. Its top holding was Nvidia (NVDA) at 27.8% of the portfolio, followed by Broadcom (AVGO, 14.9%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 12.0%).
- Most Recent 13F
- Q2 2026
- Location
- North Massapequa, NY
- CIK
- 0001737917
- Portfolio Value
- $101.9M (Q4 2025)
- SEC Filing
- 0001172661-26-001322 ↗ filed Feb 24, 2026
Holdings Value
Holdings 36 stocks · $101.9M
| NVDA Nvidia Corp. | 27.85% | 152,116 | $28.4M | — |
| AVGO Broadcom Inc. | 14.86% | 43,741 | $15.1M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 12.02% | 29,656 | $12.2M | — |
| GOOGL Alphabet Inc. Class A | 4.48% | 14,569 | $4.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.13% | 6,169 | $4.2M | — |
| AAPL Apple Inc. | 3.98% | 14,905 | $4.1M | — |
| MA Mastercard Inc. Class A | 3.78% | 6,748 | $3.9M | — |
| SHOP Shopify Inc. Class A | 3.58% | 22,634 | $3.6M | — |
| MSFT Microsoft Corp. | 3.28% | 6,902 | $3.3M | — |
| V Visa Inc. Class A | 2.44% | 7,100 | $2.5M | — |
| NOW ServiceNow Inc. | 2.12% | 14,085 | $2.2M | — |
| AMZN Amazon.com Inc. | 1.82% | 8,017 | $1.9M | — |
| MCD McDonald's Corp. | 1.64% | 5,452 | $1.7M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.57% | 36,655 | $1.6M | — |
| ACN Accenture PLC Class A | 1.38% | 5,221 | $1.4M | — |
| CRM Salesforce Inc. | 1.32% | 5,086 | $1.3M | — |
| VOOG Vanguard S&P 500 Growth ETF | 1.27% | 2,906 | $1.3M | — |
| JPM JPMorgan Chase & Co. | 0.80% | 2,538 | $818K | — |
| MU Micron Technology Inc. | 0.74% | 2,654 | $758K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.74% | 701 | $750K | — |
| ABBV Abbvie Inc. | 0.65% | 2,912 | $665K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.62% | 5,278 | $630K | — |
| ICLR Icon PLC | 0.56% | 3,152 | $574K | — |
| SMH Vaneck Semiconductor ETF | 0.52% | 1,483 | $534K | — |
| MRVL Marvell Technology Inc. | 0.49% | 5,883 | $500K | — |
| PGEN Precigen Inc. | 0.43% | 105,906 | $443K | — |
| LLY Eli Lilly & Co. | 0.43% | 406 | $436K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 1,935 | $410K | — |
| BKDV BNY Mellon Dynamic Value | 0.38% | 13,407 | $389K | — |
| JNJ Johnson & Johnson | 0.34% | 1,667 | $345K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 499 | $307K | — |
| XLK SS Technology Select Sector | 0.23% | 1,623 | $234K | — |
| XLI SS Industrial Select Sector | 0.22% | 1,463 | $227K | — |
| XLF SS Financial Select Sector | 0.22% | 4,120 | $226K | — |
| FLEX Flex Ltd. | 0.21% | 3,500 | $211K | — |
| AMGN Amgen Inc. | 0.20% | 626 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.