Investment Insight Wealth Management, LLC
36 holdingsFiling period: 2026-03-31Current AUM: $110.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 152.5K | $26.6M | $30.6M | 27.71% | +338 | 2026-03-31 |
| 2 | AVGO | BROADCOM INC | 44.2K | $13.7M | $17.2M | 15.57% | +441 | 2026-03-31 |
| 3 | MGK | VANGUARD WORLD FD | 27.2K | $10.0M | $11.7M | 10.63% | -2,445 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 14.6K | $4.2M | $5.2M | 4.70% | +24 | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6.2K | $4.0M | $4.6M | 4.18% | +7 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 14.8K | $3.8M | $4.6M | 4.14% | -82 | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 6.8K | $3.4M | $3.9M | 3.50% | +3 | 2026-03-31 |
| 8 | SHOP | SHOPIFY INC | 22.7K | $2.7M | $2.7M | 2.40% | +40 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 7.0K | $2.6M | $3.2M | 2.93% | +63 | 2026-03-31 |
| 10 | V | VISA INC | 7.0K | $2.1M | $2.6M | 2.33% | -72 | 2026-03-31 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | 16.9K | $1.9M | $2.4M | 2.20% | +11.6K | 2026-03-31 |
| 12 | MCD | MCDONALDS CORP | 5.5K | $1.7M | $1.5M | 1.34% | +3 | 2026-03-31 |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 38.2K | $1.6M | $1.9M | 1.71% | +1.6K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 7.2K | $1.5M | $1.9M | 1.76% | -865 | 2026-03-31 |
| 15 | NOW | SERVICENOW INC | 13.9K | $1.5M | $1.5M | 1.40% | -150 | 2026-03-31 |
| 16 | VOOG | VANGUARD ADMIRAL FDS INC | 2.9K | $1.2M | $1.4M | 1.28% | +1 | 2026-03-31 |
| 17 | — | ACCENTURE PLC IRELAND | 4.9K | $969K | $969K | 0.88% | -334 | 2026-03-31 |
| 18 | CRM | SALESFORCE INC | 5.1K | $947K | $934K | 0.85% | -11 | 2026-03-31 |
| 19 | — | ASML HLDG NV | 705 | $931K | $931K | 0.84% | +4 | 2026-03-31 |
| 20 | MU | MICRON TECHNOLOGY INC | 2.7K | $899K | $2.2M | 1.98% | +8 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 2.5K | $746K | $892K | 0.81% | +1 | 2026-03-31 |
| 22 | SMH | VANECK ETF TRUST | 1.9K | $740K | $1.0M | 0.94% | +449 | 2026-03-31 |
| 23 | BKDV | BNY MELLON ETF TRUST II | 21.9K | $648K | $743K | 0.67% | +8.5K | 2026-03-31 |
| 24 | ABBV | ABBVIE INC | 2.9K | $636K | $734K | 0.66% | +13 | 2026-03-31 |
| 25 | MRVL | MARVELL TECHNOLOGY INC | 6.0K | $591K | $1.1M | 1.01% | +85 | 2026-03-31 |
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