13F HOLDINGS REPORT
Investment Insight Wealth Management, LLC
Quarter ended Q4 2025 · Filed February 24, 2026 · Accession 0001172661-26-001322
Total Value
$101.9M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 152,116 | $28.4M | 27.85% |
| 2 | BROADCOM INC | AVGO | 43,741 | $15.1M | 14.86% |
| 3 | VANGUARD WORLD FD | 921910816 | 29,656 | $12.2M | 12.02% |
| 4 | ALPHABET INC | GOOG | 14,569 | $4.6M | 4.48% |
| 5 | SPDR S&P 500 ETF TR | SPY | 6,169 | $4.2M | 4.13% |
| 6 | APPLE INC | AAPL | 14,905 | $4.1M | 3.98% |
| 7 | MASTERCARD INCORPORATED | MA | 6,748 | $3.9M | 3.78% |
| 8 | SHOPIFY INC | SHOP | 22,634 | $3.6M | 3.58% |
| 9 | MICROSOFT CORP | MSFT | 6,902 | $3.3M | 3.28% |
| 10 | VISA INC | V | 7,100 | $2.5M | 2.44% |
| 11 | SERVICENOW INC | NOW | 14,085 | $2.2M | 2.12% |
| 12 | AMAZON COM INC | AMZN | 8,017 | $1.9M | 1.82% |
| 13 | MCDONALDS CORP | MCD | 5,452 | $1.7M | 1.64% |
| 14 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 36,655 | $1.6M | 1.57% |
| 15 | ACCENTURE PLC IRELAND | ACN | 5,221 | $1.4M | 1.38% |
| 16 | SALESFORCE INC | CRM | 5,086 | $1.3M | 1.32% |
| 17 | VANGUARD ADMIRAL FDS INC | 921932505 | 2,906 | $1.3M | 1.27% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 2,538 | $817,655 | 0.80% |
| 19 | MICRON TECHNOLOGY INC | MU | 2,654 | $757,546 | 0.74% |
| 20 | ASML HOLDING N V | ASMLF | 701 | $749,972 | 0.74% |
| 21 | ABBVIE INC | ABBV | 2,912 | $665,267 | 0.65% |
| 22 | INVESCO EXCH TRADED FD TR II | IVZ | 5,278 | $629,769 | 0.62% |
| 23 | ICON PLC | ICLR | 3,152 | $574,357 | 0.56% |
| 24 | VANECK ETF TRUST | 92189F676 | 1,483 | $534,094 | 0.52% |
| 25 | MARVELL TECHNOLOGY INC | MRVL | 5,883 | $499,935 | 0.49% |
| 26 | PRECIGEN INC | PGEN | 105,906 | $442,687 | 0.43% |
| 27 | ELI LILLY & CO | LLY | 406 | $436,320 | 0.43% |
| 28 | VANGUARD INDEX FDS | 922908611 | 1,935 | $409,861 | 0.40% |
| 29 | BNY MELLON ETF TRUST II | 05613H100 | 13,407 | $389,250 | 0.38% |
| 30 | JOHNSON & JOHNSON | JNJ | 1,667 | $344,913 | 0.34% |
| 31 | INVESCO QQQ TR | IVZ | 499 | $306,840 | 0.30% |
| 32 | SELECT SECTOR SPDR TR | 81369Y803 | 1,623 | $233,675 | 0.23% |
| 33 | SELECT SECTOR SPDR TR | 81369Y704 | 1,463 | $226,969 | 0.22% |
| 34 | SELECT SECTOR SPDR TR | 81369Y605 | 4,120 | $225,625 | 0.22% |
| 35 | FLEX LTD | FLEX | 3,500 | $211,470 | 0.21% |
| 36 | AMGEN INC | AMGN | 626 | $204,883 | 0.20% |