Investment Insight Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Investment Insight Wealth Management, LLC reported 36 stock positions worth $92.7 million. Its top holding was Nvidia (NVDA) at 28.7% of the portfolio, followed by Broadcom (AVGO, 14.7%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 10.8%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 23 and reduced 9. The biggest buy was Invesco S&P 500 Momentum ETF (SPMO, shares +220%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- North Massapequa, NY
- CIK
- 0001737917
- Portfolio Value
- $92.7M (Q1 2026)
- SEC Filing
- 0001172661-26-001561 ↗ filed Apr 29, 2026
Holdings Value
Holdings 36 stocks · $92.7M
| NVDA Nvidia Corp. | 28.67% | 152,454 | $26.6M | Add +0.2% |
| AVGO Broadcom Inc. | 14.74% | 44,182 | $13.7M | Add +1.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 10.78% | 27,211 | $10.0M | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 4.52% | 14,593 | $4.2M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.33% | 6,176 | $4.0M | Add +0.1% |
| AAPL Apple Inc. | 4.06% | 14,823 | $3.8M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 3.64% | 6,751 | $3.4M | Add +0.0% |
| SHOP Shopify Inc. Class A | 2.90% | 22,674 | $2.7M | Add +0.2% |
| MSFT Microsoft Corp. | 2.78% | 6,965 | $2.6M | Add +0.9% |
| V Visa Inc. Class A | 2.29% | 7,028 | $2.1M | Reduce -1.0% |
| SPMO Invesco S&P 500 Momentum ETF | 2.04% | 16,878 | $1.9M | Add +219.8% |
| MCD McDonald's Corp. | 1.83% | 5,455 | $1.7M | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.75% | 38,206 | $1.6M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.61% | 7,152 | $1.5M | Reduce -10.8% |
| NOW ServiceNow Inc. | 1.57% | 13,935 | $1.5M | Reduce -1.1% |
| VOOG Vanguard S&P 500 Growth ETF | 1.28% | 2,907 | $1.2M | Add +0.0% |
| ACN Accenture PLC Class A | 1.04% | 4,887 | $969K | Reduce -6.4% |
| CRM Salesforce Inc. | 1.02% | 5,075 | $947K | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.00% | 705 | $931K | Add +0.6% |
| MU Micron Technology Inc. | 0.97% | 2,662 | $899K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 2,539 | $747K | Add +0.0% |
| SMH Vaneck Semiconductor ETF | 0.80% | 1,932 | $741K | Add +30.3% |
| BKDV BNY Mellon Dynamic Value | 0.70% | 21,880 | $649K | Add +63.2% |
| ABBV Abbvie Inc. | 0.69% | 2,925 | $636K | Add +0.5% |
| MRVL Marvell Technology Inc. | 0.64% | 5,968 | $591K | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 1,939 | $421K | Add +0.2% |
| PGEN Precigen Inc. | 0.44% | 105,906 | $410K | No change |
| JNJ Johnson & Johnson | 0.44% | 1,667 | $408K | No change |
| LLY Eli Lilly & Co. | 0.38% | 383 | $352K | Reduce -5.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 502 | $290K | Add +0.6% |
| ICLR Icon PLC | 0.28% | 2,313 | $256K | Reduce -26.6% |
| XLF SS Financial Select Sector | 0.27% | 5,044 | $249K | Add +22.4% |
| XLI SS Industrial Select Sector | 0.26% | 1,466 | $237K | Add +0.2% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.24% | 6,799 | $225K | New |
| AMGN Amgen Inc. | 0.24% | 628 | $221K | Add +0.3% |
| XLK SS Technology Select Sector | 0.23% | 1,623 | $216K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -8.2% | 10.78% | −1.24 |
| NOW ServiceNow Inc. | Reduce -1.1% | 1.57% | −0.55 |
| ACN Accenture PLC Class A | Reduce -6.4% | 1.04% | −0.33 |
| CRM Salesforce Inc. | Reduce -0.2% | 1.02% | −0.30 |
| ICLR Icon PLC | Reduce -26.6% | 0.28% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -10.8% | 1.61% | −0.21 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.21 |
| V Visa Inc. Class A | Reduce -1.0% | 2.29% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -5.7% | 0.38% | −0.05 |
| AAPL Apple Inc. | Reduce -0.6% | 4.06% | +0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| SPMO Invesco S&P 500 Momentum ETF | Add +219.8% | 2.04% | +1.42 |
| NVDA Nvidia Corp. | Add +0.2% | 28.67% | +0.82 |
| BKDV BNY Mellon Dynamic Value | Add +63.2% | 0.70% | +0.32 |
| SMH Vaneck Semiconductor ETF | Add +30.3% | 0.80% | +0.27 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.6% | 1.00% | +0.27 |
| CGIC Cap Group Intl Core Eq | New | 0.24% | +0.24 |
| MU Micron Technology Inc. | Add +0.3% | 0.97% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 4.33% | +0.20 |
| MCD McDonald's Corp. | Add +0.1% | 1.83% | +0.19 |
| CGDV Cap Group Dividend Value | Add +4.2% | 1.75% | +0.18 |
| MRVL Marvell Technology Inc. | Add +1.4% | 0.64% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 0.45% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 4.52% | +0.05 |
| XLF SS Financial Select Sector | Add +22.4% | 0.27% | +0.05 |
| AMGN Amgen Inc. | Add +0.3% | 0.24% | +0.04 |
| ABBV Abbvie Inc. | Add +0.5% | 0.69% | +0.03 |
| XLI SS Industrial Select Sector | Add +0.2% | 0.26% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 0.31% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +0.0% | 1.28% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.81% | +0.00 |
| AVGO Broadcom Inc. | Add +1.0% | 14.74% | −0.12 |
| MA Mastercard Inc. Class A | Add +0.0% | 3.64% | −0.14 |
| MSFT Microsoft Corp. | Add +0.9% | 2.78% | −0.50 |
| SHOP Shopify Inc. Class A | Add +0.2% | 2.90% | −0.68 |