Investment Insight Wealth Management, LLC

CIK

1737917

Location

North Massapequa, NY

Portfolio Value

Micro $90,167,078

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,093 / 8,517 ▲ 481

Top Industry

Semiconductors 61.9%

3Y Alpha vs SPY

+21.4%

Period ended 47 days ago

Filed Jul 27, 2026 · 20d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+22.3%

SPY

+13.9%

Annualised alpha

+19.8%

Max drawdown

−11.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

33.8%

−0.6 pts

Top 5

68.2%

+0.5 pts

Top 10

83.7%

−0.2 pts

HHI

1,645

Moderately concentrated−13

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	73.6%	$66,339,991	13
Financial Services	8.1%	$7,298,361	5
Communication Services	5.9%	$5,277,640	1
Unclassified	5.6%	$5,052,635	2
Consumer Cyclical	3.5%	$3,145,062	2
Healthcare	3.2%	$2,841,783	6
Industrials	0.2%	$211,606	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+352	44,534	$16,822,718
ACN	Accenture plc	+279	5,166	$642,857
SHOP	Shopify Inc.	+241	22,915	$2,616,434
GOOGL	Alphabet Inc.	+175	14,768	$5,277,640
MRVL	Marvell Technology, Inc.	+156	6,124	$1,824,278
QQQ	Invesco Qqq Trust, Series 1	+75	577	$424,902
NVDA	Nvidia Corp	+43	152,497	$30,513,124
ASML	Asml Holding NV	+25	730	$1,452,291
SPY	Spdr S&P 500 ETF Trust	+21	6,197	$4,627,733
ABBV	AbbVie Inc.	+16	2,941	$740,073
JNJ	Johnson & Johnson	+1	1,668	$423,621
AMGN	Amgen Inc	+1	629	$227,773
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−324	4,751	$744,291
V	Visa Inc.	−156	6,872	$2,357,714
MSFT	Microsoft Corp	−145	6,820	$2,543,996
AMZN	Amazon Com Inc	−126	7,026	$1,674,576
PGEN	Precigen, Inc.	−115	105,791	$603,008
AAPL	Apple Inc.	−67	14,756	$4,269,796
ICLR	Icon PLC	−66	2,247	$390,326
MA	Mastercard Inc	−62	6,689	$3,435,470
MU	Micron Technology Inc	−53	2,609	$3,011,542
NOW	ServiceNow, Inc.	−19	13,916	$1,381,580
MCD	Mcdonalds Corp	−15	5,440	$1,470,486
JPM	Jpmorgan Chase & Co	−7	2,532	$828,799
LLY	ELI LILLY & Co	−2	381	$456,982
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CM	Canadian Imperial Bank Of Commerce /Can/	4,000	$460,000
TSM	Taiwan Semiconductor Manufacturing Co Ltd	612	$292,272
AMD	Advanced Micro Devices Inc	387	$224,812
C	Citigroup Inc	1,546	$216,378
VRT	Vertiv Holdings Co	632	$211,606
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	38,206	$1,625,283
CGIC	Capital Group International Core Equity ETF	6,799	$225,114
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $90,167,078 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	152,497	+43	$30,513,124	+14.8%	33.84%
AVGO	Broadcom Inc. Technology	Added	44,534	+352	$16,822,718	+23.0%	18.66%
GOOGL	Alphabet Inc. Communication Services	Added	14,768	+175	$5,277,640	+25.8%	5.85%
SPY	Spdr S&P 500 ETF Trust	Added	6,197	+21	$4,627,733	+15.2%	5.13%
AAPL	Apple Inc. Technology	Reduced	14,756	-67	$4,269,796	+13.5%	4.74%
MA	Mastercard Inc Financial Services	Reduced	6,689	-62	$3,435,470	+1.8%	3.81%
MU	Micron Technology Inc Technology	Reduced	2,609	-53	$3,011,542	+234.9%	3.34%
SHOP	Shopify Inc. Technology	Added	22,915	+241	$2,616,434	−2.7%	2.90%
MSFT	Microsoft Corp Technology	Reduced	6,820	-145	$2,543,996	−1.3%	2.82%
V	Visa Inc. Financial Services	Reduced	6,872	-156	$2,357,714	+11.0%	2.61%
MRVL	Marvell Technology, Inc. Technology	Added	6,124	+156	$1,824,278	+208.6%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,026	-126	$1,674,576	+12.4%	1.86%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,440	-15	$1,470,486	−13.3%	1.63%
ASML	Asml Holding NV Technology	Added	730	+25	$1,452,291	+56.0%	1.61%
NOW	ServiceNow, Inc. Technology	Reduced	13,916	-19	$1,381,580	−5.2%	1.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,532	-7	$828,799	+11.0%	0.92%
CRM	Salesforce, Inc. Technology	Reduced	4,751	-324	$744,291	−21.4%	0.83%
ABBV	AbbVie Inc. Healthcare	Added	2,941	+16	$740,073	+16.3%	0.82%
ACN	Accenture plc Technology	Added	5,166	+279	$642,857	−33.7%	0.71%
PGEN	Precigen, Inc. Healthcare	Reduced	105,791	-115	$603,008	+47.1%	0.67%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	NEW	4,000	NEW	$460,000	NEW	0.51%
LLY	ELI LILLY & Co Healthcare	Reduced	381	-2	$456,982	+29.7%	0.51%
QQQ	Invesco Qqq Trust, Series 1	Added	577	+75	$424,902	+46.6%	0.47%
JNJ	Johnson & Johnson Healthcare	Added	1,668	+1	$423,621	+4.0%	0.47%
ICLR	Icon PLC Healthcare	Reduced	2,247	-66	$390,326	+52.5%	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	612	NEW	$292,272	NEW	0.32%
AMGN	Amgen Inc Healthcare	Added	629	+1	$227,773	+3.1%	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	387	NEW	$224,812	NEW	0.25%
C	Citigroup Inc Financial Services	NEW	1,546	NEW	$216,378	NEW	0.24%
VRT	Vertiv Holdings Co Industrials	NEW	632	NEW	$211,606	NEW	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.