Institutional Manager · CIK 0001737917
Investment Insight Wealth Management, LLC
North Massapequa, NY · File #028-26694
Latest AUM
$101.9M
Positions
36
Top-10 Concentration
80.4%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | NVIDIA CORPORATION | NVDA | +152,116 | +$28.4M | $0 |
| NEW | BROADCOM INC | AVGO | +43,741 | +$15.1M | $0 |
| NEW | VANGUARD WORLD FD | 921910816 | +29,656 | +$12.2M | $0 |
| NEW | ALPHABET INC | GOOG | +14,569 | +$4.6M | $0 |
| NEW | SPDR S&P 500 ETF TR | SPY | +6,169 | +$4.2M | $0 |
| NEW | APPLE INC | AAPL | +14,905 | +$4.1M | $0 |
| NEW | MASTERCARD INCORPORATED | MA | +6,748 | +$3.9M | $0 |
| NEW | SHOPIFY INC | SHOP | +22,634 | +$3.6M | $0 |
| NEW | MICROSOFT CORP | MSFT | +6,902 | +$3.3M | $0 |
| NEW | VISA INC | V | +7,100 | +$2.5M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202536 pos · $101.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |