Holders — by stockHoldings — by fund
Investment Insight Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001737917
$115.4M
disclosed book value
44
positions
26.4%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 152,497 | $30.5M | 26.4% |
| 2 | AVGOBROADCOM INC | 44,534 | $16.8M | 14.6% |
| 3 | MGKVANGUARD WORLD FD | 145,446 | $12.8M | 11.1% |
| 4 | GOOGLALPHABET INC | 14,768 | $5.3M | 4.6% |
| 5 | SPYSTATE STR SPDR S&P 500 ETF T | 6,197 | $4.6M | 4% |
| 6 | AAPLAPPLE INC | 14,756 | $4.3M | 3.7% |
| 7 | MAMASTERCARD INCORPORATED | 6,689 | $3.4M | 3% |
| 8 | SPMOINVESCO EXCH TRADED FD TR II | 20,549 | $3.3M | 2.9% |
| 9 | MUMICRON TECHNOLOGY INC | 2,609 | $3.0M | 2.6% |
| 10 | SHOPSHOPIFY INC | 22,915 | $2.6M | 2.3% |
| 11 | MSFTMICROSOFT CORP | 6,820 | $2.5M | 2.2% |
| 12 | VVISA INC | 6,872 | $2.4M | 2% |
| 13 | CGDVCAPITAL GROUP DIVIDEND VALUE | 41,430 | $2.0M | 1.8% |
| 14 | VOOGVANGUARD ADMIRAL FDS INC | 22,301 | $1.8M | 1.6% |
| 15 | MRVLMARVELL TECHNOLOGY INC | 6,124 | $1.8M | 1.6% |
| 16 | AMZNAMAZON COM INC | 7,026 | $1.7M | 1.5% |
| 17 | SMHVANECK ETF TRUST | 2,512 | $1.6M | 1.4% |
| 18 | MCDMCDONALDS CORP | 5,440 | $1.5M | 1.3% |
| 19 | ASML HLDG NV | 730 | $1.5M | 1.3% |
| 20 | NOWSERVICENOW INC | 13,916 | $1.4M | 1.2% |
| 21 | JPMJPMORGAN CHASE & CO | 2,532 | $828,840 | 0.7% |
| 22 | BKDVBNY MELLON ETF TRUST II | 23,141 | $774,976 | 0.7% |
| 23 | CRMSALESFORCE INC | 4,751 | $745,780 | 0.6% |
| 24 | ABBVABBVIE INC | 2,941 | $739,991 | 0.6% |
| 25 | ACCENTURE PLC IRELAND | 5,166 | $642,856 | 0.6% |
| 26 | FTXLFIRST TR EXCHANGE TRADED FD | 2,118 | $603,422 | 0.5% |
| 27 | PGENPRECIGEN INC | 105,791 | $603,009 | 0.5% |
| 28 | VBRVANGUARD INDEX FDS | 1,941 | $471,688 | 0.4% |
| 29 | CMCANADIAN IMPERIAL BANK OF CO | 4,000 | $460,763 | 0.4% |
| 30 | IBOTVANECK ETF TRUST | 6,694 | $460,357 | 0.4% |
| 31 | LLYELI LILLY & CO | 381 | $456,983 | 0.4% |
| 32 | QQQINVESCO QQQ TR | 577 | $424,619 | 0.4% |
| 33 | JNJJOHNSON & JOHNSON | 1,668 | $423,673 | 0.4% |
| 34 | ICON PUB LTD CO | 2,247 | $390,326 | 0.3% |
| 35 | XLKSELECT SECTOR SPDR TR | 1,608 | $306,380 | 0.3% |
| 36 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 612 | $292,273 | 0.3% |
| 37 | XLISELECT SECTOR SPDR TR | 1,469 | $272,172 | 0.2% |
| 38 | CGICCAPITAL GROUP INTERNATIONAL | 6,799 | $247,416 | 0.2% |
| 39 | MGVVANGUARD WORLD FD | 1,503 | $245,665 | 0.2% |
| 40 | AMGNAMGEN INC | 629 | $227,834 | 0.2% |
| 41 | AMDADVANCED MICRO DEVICES INC | 387 | $224,812 | 0.2% |
| 42 | XLFSELECT SECTOR SPDR TR | 4,045 | $216,874 | 0.2% |
| 43 | CCITIGROUP INC | 1,546 | $216,322 | 0.2% |
| 44 | VRTVERTIV HOLDINGS CO | 632 | $211,606 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.