StockDriftsStockDriftsTop 44 Investment Insight Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 26.44% | 152.5K | $30.5M | +0.03%(+43) | $186.53(+18.19%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 14.58% | 44.5K | $16.8M | +0.80%(+352) | $344.69(+21.95%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 11.08% | 145.4K | $12.8M | +6.90%(+9.39K) | $81.38(+11.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.57% | 14.8K | $5.3M | +1.20%(+175) | $278.53(+26.19%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.01% | 6.2K | $4.6M | +0.34%(+21) | $674.09(+14.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.7% | 14.8K | $4.3M | -0.45%(-67) | $263.24(+16.50%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.98% | 6.7K | $3.4M | -0.92%(-62) | $569.83(-1.07%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.88% | 20.5K | $3.3M | +21.75%(+3.67K) | $119.10(+25.25%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.61% | 2.6K | $3.0M | -1.99%(-53) | $226.62(+280.38%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 2.27% | 22.9K | $2.6M | +1.06%(+241) | $154.32(-1.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.01% |
Investment Insight Wealth Management, LLC reports $115.41M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (26.4%), AVGO (14.6%) and MGK (11.1%). The top 20 holdings account for 90.92% of reported assets. Its disclosed equity book has returned +5.29% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Investment Insight Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Investment Insight Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737917). View Investment Insight Wealth Management, LLC’s 13F filings on SEC