Investment Insight Wealth Management, LLC
Net buyer this quarter
$115M
31
+$1.9M
65.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $30.5M | 26.44% | 0.00% | 0.0% | Q4 2025 |
 AVGO | $16.8M | 14.58% | 0.00% | +0.8% | Q4 2025 |
 GOOGL | $5.28M | 4.57% | 0.00% | +1.2% | Q4 2025 |
 SPY | $4.63M | 4.01% | Not reported | +0.3% | Q4 2025 |
 AAPL | $4.27M | 3.70% | 0.00% | -0.5% | Q4 2025 |
 MA | $3.44M | 2.98% | 0.00% | -0.9% | Q4 2025 |
 MU | $3.01M | 2.61% | 0.00% | -2.0% | Q4 2025 |
 SHOP | $2.62M | 2.27% | 0.01% | +1.1% | Q4 2025 |
 MSFT | $2.54M | 2.20% | 0.00% | -2.1% | Q4 2025 |
 V | $2.36M | 2.04% | 0.00% | -2.2% | Q4 2025 |
 MRVL | $1.82M | 1.58% | 0.00% | +2.6% | Q4 2025 |
 AMZN | $1.67M | 1.45% | 0.00% | -1.8% | Q4 2025 |
 SMH | $1.65M | 1.43% | Not reported | +30.0% | Q4 2025 |
 MCD | $1.47M | 1.27% | 0.00% | -0.3% | Q4 2025 |
 ASML | $1.45M | 1.26% | 0.00% | +3.6% | Q4 2025 |
 NOW | $1.38M | 1.20% | 0.00% | -0.1% | Q4 2025 |
 JPM | $829K | 0.72% | 0.00% | -0.3% | Q4 2025 |
 CRM | $746K | 0.65% | 0.00% | -6.4% | Q4 2025 |
 ABBV | $740K | 0.64% | 0.00% | +0.6% | Q4 2025 |
 ACN | $643K | 0.56% | 0.00% | +5.7% | Q4 2025 |
 PGEN | $603K | 0.52% | 0.03% | -0.1% | Q4 2025 |
 CM | $461K | 0.40% | 0.00% | New | Q2 2026 |
 LLY | $457K | 0.40% | 0.00% | -0.5% | Q4 2025 |
 QQQ | $425K | 0.37% | Not reported | +14.9% | Q4 2025 |
 JNJ | $424K | 0.37% | 0.00% | +0.1% | Q4 2025 |
 ICLR | $390K | 0.34% | 0.00% | -2.9% | Q4 2025 |
 TSM | $292K | 0.25% | 0.00% | New | Q2 2026 |
 AMGN | $228K | 0.20% | 0.00% | +0.2% | Q4 2025 |
 AMD | $225K | 0.19% | 0.00% | New | Q2 2026 |
 C | $216K | 0.19% | 0.00% | New | Q2 2026 |
 VRT | $212K | 0.18% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $26.6M | 28.67% | 0.00% | +0.2% | Q4 2025 |
| AVGO | $13.7M | 14.74% | 0.00% | +1.0% | Q4 2025 |
| GOOGL | $4.2M | 4.52% | 0.00% | +0.2% | Q4 2025 |
| SPY | $4.02M | 4.33% | Not reported | +0.1% | Q4 2025 |
| AAPL | $3.76M | 4.06% | 0.00% | -0.6% | Q4 2025 |
| MA | $3.37M | 3.64% | 0.00% | 0.0% | Q4 2025 |
| SHOP | $2.69M | 2.90% | 0.01% | +0.2% | Q4 2025 |
| MSFT | $2.58M | 2.78% | 0.00% | +0.9% | Q4 2025 |
| V | $2.12M | 2.29% | 0.00% | -1.0% | Q4 2025 |
| MCD | $1.7M | 1.83% | 0.00% | +0.1% | Q4 2025 |
| AMZN | $1.49M | 1.61% | 0.00% | -10.8% | Q4 2025 |
| NOW | $1.46M | 1.57% | 0.00% | -1.1% | Q4 2025 |
| ACN | $969K | 1.04% | 0.00% | -6.4% | Q4 2025 |
| CRM | $947K | 1.02% | 0.00% | -0.2% | Q4 2025 |
| ASML | $931K | 1.00% | 0.00% | +0.6% | Q4 2025 |
| MU | $899K | 0.97% | 0.00% | +0.3% | Q4 2025 |
| JPM | $747K | 0.81% | 0.00% | 0.0% | Q4 2025 |
| SMH | $741K | 0.80% | Not reported | +30.3% | Q4 2025 |
| ABBV | $636K | 0.69% | 0.00% | +0.5% | Q4 2025 |
| MRVL | $591K | 0.64% | 0.00% | +1.4% | Q4 2025 |
| PGEN | $410K | 0.44% | 0.03% | Not reported | Q4 2025 |
| JNJ | $408K | 0.44% | 0.00% | Not reported | Q4 2025 |
| LLY | $352K | 0.38% | 0.00% | -5.7% | Q4 2025 |
| QQQ | $290K | 0.31% | Not reported | +0.6% | Q4 2025 |
| ICLR | $256K | 0.28% | 0.00% | -26.6% | Q4 2025 |
| AMGN | $221K | 0.24% | 0.00% | +0.3% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $28.4M | 27.85% | 0.00% | New | Q4 2025 |
| AVGO | $15.1M | 14.86% | 0.00% | New | Q4 2025 |
| GOOGL | $4.56M | 4.48% | 0.00% | New | Q4 2025 |
| SPY | $4.21M | 4.13% | Not reported | New | Q4 2025 |
| AAPL | $4.05M | 3.98% | 0.00% | New | Q4 2025 |
| MA | $3.85M | 3.78% | 0.00% | New | Q4 2025 |
| SHOP | $3.64M | 3.58% | 0.01% | New | Q4 2025 |
| MSFT | $3.34M | 3.28% | 0.00% | New | Q4 2025 |
| V | $2.49M | 2.44% | 0.00% | New | Q4 2025 |
| NOW | $2.16M | 2.12% | 0.00% | New | Q4 2025 |
| AMZN | $1.85M | 1.82% | 0.00% | New | Q4 2025 |
| MCD | $1.67M | 1.64% | 0.00% | New | Q4 2025 |
| ACN | $1.4M | 1.38% | 0.00% | New | Q4 2025 |
| CRM | $1.35M | 1.32% | 0.00% | New | Q4 2025 |
| JPM | $818K | 0.80% | 0.00% | New | Q4 2025 |
| MU | $758K | 0.74% | 0.00% | New | Q4 2025 |
| ASML | $750K | 0.74% | 0.00% | New | Q4 2025 |
| ABBV | $665K | 0.65% | 0.00% | New | Q4 2025 |
| ICLR | $574K | 0.56% | 0.00% | New | Q4 2025 |
| SMH | $534K | 0.52% | Not reported | New | Q4 2025 |
| MRVL | $500K | 0.49% | 0.00% | New | Q4 2025 |
| PGEN | $443K | 0.43% | 0.03% | New | Q4 2025 |
| LLY | $436K | 0.43% | 0.00% | New | Q4 2025 |
| JNJ | $345K | 0.34% | 0.00% | New | Q4 2025 |
| QQQ | $307K | 0.30% | Not reported | New | Q4 2025 |
 FLEX | $211K | 0.21% | 0.00% | New | Q4 2025 |
| AMGN | $205K | 0.20% | 0.00% | New | Q4 2025 |