Investment Insight Wealth Management, LLC
44 holdingsFiling period: 2026-06-30Current AUM: $108.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 152.5K | $30.5M | $28.5M | 26.26% | +43 | 2026-06-30 |
| 2 | AVGO | Broadcom Inc | 44.5K | $16.8M | $13.1M | 12.07% | +352 | 2026-06-30 |
| 3 | MGK | Vanguard World FD | 145.4K | $12.8M | $12.2M | 11.22% | +118.2K | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 14.8K | $5.3M | $4.2M | 3.88% | +175 | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 6.2K | $4.6M | $4.6M | 4.21% | +21 | 2026-06-30 |
| 6 | AAPL | Apple Inc | 14.8K | $4.3M | $5.1M | 4.66% | -67 | 2026-06-30 |
| 7 | MA | Mastercard Incorporated | 6.7K | $3.4M | $4.4M | 4.03% | -62 | 2026-06-30 |
| 8 | SPMO | Invesco Exch Traded FD TR II | 20.5K | $3.3M | $2.6M | 2.36% | +3.7K | 2026-06-30 |
| 9 | MU | Micron Technology Inc | 2.6K | $3.0M | $1.8M | 1.66% | -53 | 2026-06-30 |
| 10 | SHOP | Shopify Inc | 22.9K | $2.6M | $3.4M | 3.15% | +241 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 6.8K | $2.5M | $3.6M | 3.34% | -145 | 2026-06-30 |
| 12 | V | Visa Inc | 6.9K | $2.4M | $2.9M | 2.68% | -156 | 2026-06-30 |
| 13 | CGDV | Capital Group Dividend Value | 41.4K | $2.0M | $2.0M | 1.81% | +3.2K | 2026-06-30 |
| 14 | VOOG | Vanguard Admiral Fds Inc | 22.3K | $1.8M | $1.7M | 1.60% | +19.4K | 2026-06-30 |
| 15 | MRVL | Marvell Technology Inc | 6.1K | $1.8M | $865K | 0.80% | +156 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 7.0K | $1.7M | $1.8M | 1.68% | -126 | 2026-06-30 |
| 17 | SMH | VanEck ETF Trust | 2.5K | $1.6M | $1.2M | 1.07% | +580 | 2026-06-30 |
| 18 | MCD | McDonalds Corp | 5.4K | $1.5M | $1.5M | 1.39% | -15 | 2026-06-30 |
| 19 | — | Asml Hldg NV | 730 | $1.5M | $1.5M | 1.34% | +25 | 2026-06-30 |
| 20 | NOW | Servicenow Inc | 13.9K | $1.4M | $1.4M | 1.31% | -19 | 2026-06-30 |
| 21 | JPM | JPMorgan Chase & Co | 2.5K | $828K | $846K | 0.78% | -7 | 2026-06-30 |
| 22 | BKDV | BNY Mellon ETF Trust II | 23.1K | $774K | $795K | 0.73% | +1.3K | 2026-06-30 |
| 23 | CRM | Salesforce Inc | 4.8K | $745K | $1.0M | 0.94% | -324 | 2026-06-30 |
| 24 | ABBV | Abbvie Inc | 2.9K | $739K | $856K | 0.79% | +16 | 2026-06-30 |
| 25 | — | Accenture PLC Ireland | 5.2K | $642K | $642K | 0.59% | +279 | 2026-06-30 |
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