Investment Insight Wealth Management, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $178,140,454 | Individuals and high net worth (87%) |
| Mar 2025 to Mar 2026 | $146,484,751 | Individuals and high net worth (100%) |
| Apr 2024 to Feb 2025 | $119,673,055 | Individuals and high net worth (86%) |
| May 2023 to Mar 2024 | $80,948,978 | Individuals and high net worth (83%) |
| Apr 2023 | $80,948,978 | Individuals and high net worth (83%) |
| Apr 2022 to Mar 2023 | $107,952,613 | Individuals and high net worth (85%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 70.1%; sector active share 39.3% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 57.5% | $66,339,991 |
| Unclassified | 23.2% | $26,752,621 |
| Financial Services | 9.4% | $10,834,698 |
| Communication Services | 4.6% | $5,277,640 |
| Consumer Cyclical | 2.7% | $3,145,062 |
| Healthcare | 2.5% | $2,841,783 |
| Industrials | 0.2% | $211,606 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +118,235 | 145,446 | $12,786,157 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +19,394 | 22,301 | $1,842,508 | |
| SPMO | Invesco Ltd. | +3,671 | 20,549 | $3,319,485 | |
| CGDV | Capital Group Dividend Value ETF | +3,224 | 41,430 | $2,041,670 | |
| BKDV | BNY Mellon Dynamic Value ETF | +1,261 | 23,141 | $774,992 | |
| SMH | VanEck Semiconductor ETF | +580 | 2,512 | $1,647,595 | |
| 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 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | +3 | 1,469 | $272,102 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +2 | 1,941 | $471,643 | |
| AMGN | Amgen Inc | +1 | 629 | $227,773 | |
| JNJ | Johnson & Johnson | +1 | 1,668 | $423,621 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLF | State Street Corp | −999 | 4,045 | $216,852 | |
| 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 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −15 | 1,608 | $306,356 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FTXL | First Trust Nasdaq Semiconductor ETF | 2,118 | $603,524 | |
| IBOT | VanEck Robotics ETF | 6,694 | $460,359 | |
| CM | Canadian Imperial Bank Of Commerce | 4,000 | $460,000 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 612 | $292,272 | |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 1,503 | $245,665 | |
| 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| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 152,497 | $30,513,124 | 26.44% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 44,534 | $16,822,718 | 14.58% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Added | 145,446 | $12,786,157 | 11.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 14,768 | $5,277,640 | 4.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,197 | $4,627,733 | 4.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,756 | $4,269,796 | 3.70% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 6,689 | $3,435,470 | 2.98% | |
| SPMO |
Invesco Ltd.
Financial Services
|
Added | 20,549 | $3,319,485 | 2.88% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,609 | $3,011,542 | 2.61% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 22,915 | $2,616,434 | 2.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,820 | $2,543,996 | 2.20% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,872 | $2,357,714 | 2.04% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 41,430 | $2,041,670 | 1.77% | |
| VOOG |
VANGUARD S&P 500 GROWTH INDEX FUND
|
Added | 22,301 | $1,842,508 | 1.60% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 6,124 | $1,824,278 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,026 | $1,674,576 | 1.45% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 2,512 | $1,647,595 | 1.43% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 5,440 | $1,470,486 | 1.27% | |
| ASML |
Asml Holding NV
Technology
|
Added | 730 | $1,452,291 | 1.26% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 13,916 | $1,381,580 | 1.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,532 | $828,799 | 0.72% | |
| BKDV |
BNY Mellon Dynamic Value ETF
|
Added | 23,141 | $774,992 | 0.67% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,751 | $744,291 | 0.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,941 | $740,073 | 0.64% | |
| ACN |
Accenture plc
Technology
|
Added | 5,166 | $642,857 | 0.56% | |
| FTXL |
First Trust Nasdaq Semiconductor ETF
|
NEW | 2,118 | $603,524 | 0.52% | |
| PGEN |
Precigen, Inc.
Healthcare
|
Reduced | 105,791 | $603,008 | 0.52% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 1,941 | $471,643 | 0.41% | |
| IBOT |
VanEck Robotics ETF
|
NEW | 6,694 | $460,359 | 0.40% | |
| CM |
Canadian Imperial Bank Of Commerce
Financial Services
|
NEW | 4,000 | $460,000 | 0.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 381 | $456,982 | 0.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 577 | $424,902 | 0.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,668 | $423,621 | 0.37% | |
| ICLR |
Icon PLC
Healthcare
|
Reduced | 2,247 | $390,326 | 0.34% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 1,608 | $306,356 | 0.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 612 | $292,272 | 0.25% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Added | 1,469 | $272,102 | 0.24% | |
| CGIC |
Capital Group International Core Equity ETF
|
Held | 6,799 | $247,415 | 0.21% | |
| MGV |
VANGUARD MEGA CAP VALUE INDEX FUND
|
NEW | 1,503 | $245,665 | 0.21% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 629 | $227,773 | 0.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 387 | $224,812 | 0.19% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 4,045 | $216,852 | 0.19% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 1,546 | $216,378 | 0.19% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 632 | $211,606 | 0.18% |
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.