Investment Insight Wealth Management, LLC

CIK

1737917

Location

North Massapequa, NY

Portfolio Value

Micro $75,301,854

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,239 / 8,607 ▼ 40 · as of Mar 2026

Top Industry

Semiconductors 58.8%

3Y Alpha vs SPY

+13.1%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.2%

SPY

+11.0%

Annualised alpha

+15.2%

Max drawdown

−11.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

35.3%

+1.6 pts

Top 5

69.4%

+2.4 pts

Top 10

85.9%

+0.5 pts

HHI

1,736

Moderately concentrated+106

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	73.2%	$55,087,441	11
Financial Services	8.3%	$6,244,218	3
Unclassified	5.7%	$4,306,243	2
Communication Services	5.6%	$4,196,363	1
Consumer Cyclical	4.2%	$3,184,906	2
Healthcare	3.0%	$2,282,683	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+441	44,182	$13,674,770
NVDA	Nvidia Corp	+338	152,454	$26,587,977
MRVL	Marvell Technology, Inc.	+85	5,968	$591,130
MSFT	Microsoft Corp	+63	6,965	$2,578,234
SHOP	Shopify Inc.	+40	22,674	$2,689,589
GOOGL	Alphabet Inc.	+24	14,593	$4,196,363
ABBV	AbbVie Inc.	+13	2,925	$636,158
MU	Micron Technology Inc	+8	2,662	$899,330
SPY	Spdr S&P 500 ETF Trust	+7	6,176	$4,016,499
ASML	Asml Holding NV	+4	705	$931,185
QQQ	Invesco Qqq Trust, Series 1	+3	502	$289,744
MA	Mastercard Inc	+3	6,751	$3,373,204
MCD	Mcdonalds Corp	+3	5,455	$1,695,359
AMGN	Amgen Inc	+2	628	$220,961
JPM	Jpmorgan Chase & Co	+1	2,539	$746,872
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−865	7,152	$1,489,547
ICLR	Icon PLC	−839	2,313	$255,956
ACN	Accenture plc	−334	4,887	$969,043
NOW	ServiceNow, Inc.	−150	13,935	$1,456,904
AAPL	Apple Inc.	−82	14,823	$3,761,929
V	Visa Inc.	−72	7,028	$2,124,142
LLY	ELI LILLY & Co	−23	383	$352,271
CRM	Salesforce, Inc.	−11	5,075	$947,350
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FLEX	Flex Ltd.	3,500	$211,470
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $75,301,854 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	152,454	+338	$26,587,977	−6.3%	35.31%
AVGO	Broadcom Inc. Technology	Added	44,182	+441	$13,674,770	−9.7%	18.16%
GOOGL	Alphabet Inc. Communication Services	Added	14,593	+24	$4,196,363	−8.0%	5.57%
SPY	Spdr S&P 500 ETF Trust	Added	6,176	+7	$4,016,499	−4.5%	5.33%
AAPL	Apple Inc. Technology	Reduced	14,823	-82	$3,761,929	−7.2%	5.00%
MA	Mastercard Inc Financial Services	Added	6,751	+3	$3,373,204	−12.4%	4.48%
SHOP	Shopify Inc. Technology	Added	22,674	+40	$2,689,589	−26.2%	3.57%
MSFT	Microsoft Corp Technology	Added	6,965	+63	$2,578,234	−22.8%	3.42%
V	Visa Inc. Financial Services	Reduced	7,028	-72	$2,124,142	−14.7%	2.82%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,455	+3	$1,695,359	+1.7%	2.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,152	-865	$1,489,547	−19.5%	1.98%
NOW	ServiceNow, Inc. Technology	Reduced	13,935	-150	$1,456,904	−32.5%	1.93%
ACN	Accenture plc Technology	Reduced	4,887	-334	$969,043	−30.8%	1.29%
CRM	Salesforce, Inc. Technology	Reduced	5,075	-11	$947,350	−29.7%	1.26%
ASML	Asml Holding NV Technology	Added	705	+4	$931,185	+24.2%	1.24%
MU	Micron Technology Inc Technology	Added	2,662	+8	$899,330	+18.7%	1.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,539	+1	$746,872	−8.7%	0.99%
ABBV	AbbVie Inc. Healthcare	Added	2,925	+13	$636,158	−4.4%	0.84%
MRVL	Marvell Technology, Inc. Technology	Added	5,968	+85	$591,130	+18.2%	0.79%
PGEN	Precigen, Inc. Healthcare	Held	105,906	0	$409,856	−7.4%	0.54%
JNJ	Johnson & Johnson Healthcare	Held	1,667	0	$407,481	+18.1%	0.54%
LLY	ELI LILLY & Co Healthcare	Reduced	383	-23	$352,271	−19.3%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Added	502	+3	$289,744	−5.5%	0.38%
ICLR	Icon PLC Healthcare	Reduced	2,313	-839	$255,956	−55.4%	0.34%
AMGN	Amgen Inc Healthcare	Added	628	+2	$220,961	+7.8%	0.29%