Investment Insight Wealth Management, LLC
CIK 0001737917 · NORTH MASSAPEQUA, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$115.4M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
26.4%
AVGO
BROADCOM INC
14.6%
MGK
VANGUARD WORLD FD
11.1%
GOOGL
ALPHABET INC
4.6%
SPY
STATE STR SPDR S&P 500 ETF T
4.0%
AAPL
APPLE INC
3.7%
MA
MASTERCARD INCORPORATED
3.0%
SPMO
INVESCO EXCH TRADED FD TR II
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.