DOSSIER · 13F-HR · Q2 2026

Investment Insight Wealth Management, LLC

$115M in tracked AUM across 44 positions as of Q2 2026.

II
CIK 0001737917 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
44
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investment Insight Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$31M152K26.4%
02
AVGO
BROADCOM INC
$17M45K14.6%
03
MGK
VANGUARD WORLD FD
$13M145K11.1%
04
GOOGL
ALPHABET INC
$5M15K4.6%
05
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K4.0%
06
AAPL
APPLE INC
$4M15K3.7%
07
MA
MASTERCARD INCORPORATED
$3M7K3.0%
08
SPMO
INVESCO EXCH TRADED FD TR II
$3M21K2.9%
09
MU
MICRON TECHNOLOGY INC
$3M3K2.6%
10
SHOP
SHOPIFY INC
$3M23K2.3%

Filing history

2026Q2Jun 30
$115M 24.4%
44 positionsView →
2026Q1Mar 31
$93M 9.0%
36 positionsView →
2025Q4Dec 31
$102M
36 positionsView →