CIK: 0001737917
Total reported value
$92.7M
Reporting period: 2026-03-31 · Number of holdings: 36
Investment Insight Wealth Management, LLC disclosed 36 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $92.7M and a quarterly turnover rate of 14.6%.
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Investment Insight Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.127 — mathematically equivalent to about 8 equally-sized positions, well below its 36 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.92), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add SPMO
+219.8% $1.3M
Trim MGK
-8.2% -$2.2M
Add NVDA
+0.2% -$1.8M
Trim SHOP
+0.2% -$953.8K
Trim NOW
-1.1% -$700.8K
Trim MSFT
+0.9% -$759.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 28.67% | +0.82% | +0.22% | |
| 2 | AVGO | Broadcom INC | Stock-Tech | 14.74% | -0.12% | +1.01% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 10.78% | -1.24% | -8.24% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.52% | +0.04% | +0.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.33% | +0.20% | +0.11% | |
| 6 | AAPL | Apple INC | Stock-Tech | 4.06% | +0.08% | -0.55% | |
| 7 | MA | Mastercard INC - A | Stock-Financials | 3.64% | -0.14% | +0.04% | |
| 8 | SHOP | Shopify INC - Class A | Stock-Tech | 2.90% | -0.68% | +0.18% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.50% | +0.91% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | -0.15% | -1.01% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.04% | +1.42% | +219.78% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.83% | +0.19% | +0.06% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 1.75% | +0.18% | +4.23% | |
| 14 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.61% | -0.21% | -10.79% | |
| 15 | NOW | Servicenow INC | Stock-Tech | 1.57% | -0.55% | -1.06% | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.01% | +0.03% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.34% | -6.40% | |
| 18 | CRM | Salesforce INC | Stock-Tech | 1.02% | -0.30% | -0.22% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.00% | +0.26% | +0.57% | |
| 20 | MU | Micron Technology INC | Stock-Tech | 0.97% | +0.23% | +0.30% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.01% | +0.04% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.80% | +0.28% | +30.28% | |
| 23 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.70% | +0.32% | +63.20% | |
| 24 | ABBV | Abbvie INC | Stock-Healthcare | 0.69% | +0.04% | +0.45% | |
| 25 | MRVL | Marvell Technology INC | Stock-Tech | 0.64% | +0.15% | +1.44% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | +0.05% | +0.21% | |
| 27 | PGEN | Precigen INC | Stock-Other | 0.44% | +0.01% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.10% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | -0.05% | -5.67% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.01% | +0.60% | |
| 31 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.28% | -0.28% | -26.62% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.27% | +0.05% | +22.43% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.26% | +0.04% | +0.21% | |
| 34 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.24% | +0.24% | NEW | |
| 35 | AMGN | Amgen INC | Stock-Healthcare | 0.24% | +0.04% | +0.32% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | — | — |
Performance for Q3 2026
+1.3%
Performance Last 4 Quarters
+14.1%
Based on 5 months of available history
Investment Insight Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Cap Group Intl Core Eq (CGIC); Sold out: Flex Ltd. (FLEX); Add: Invesco S&p 500 Momentum ETF (SPMO) — shares +219.78%; Trim: Vanguard Mega Cap Growth ETF (MGK) — shares -8.24%; Add: Nvidia CORP (NVDA) — shares +0.22%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.4% | +219.78% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +0.22% | Add |
| 3 | BKDV | Bny Mellon Dynamic Value | +0.3% | +63.20% | Add |
| 4 | SMH | Vaneck Semiconductor ETF | +0.3% | +30.28% | Add |
| 5 | ASML | ASML Holding N.V. | +0.3% | +0.57% | Add |
| 6 | MU | Micron Technology INC | +0.2% | +0.30% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.11% | Add |
| 8 | MCD | Mcdonald's CORP | +0.2% | +0.06% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.2% | +4.23% | Add |
| 10 | MRVL | Marvell Technology INC | +0.2% | +1.44% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 12 | AAPL | Apple INC | +0.1% | -0.55% | Trim |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +22.43% | Add |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.1% | +0.21% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +0.16% | Add |
| 16 | ABBV | Abbvie INC | 0% | +0.45% | Add |
| 17 | AMGN | Amgen INC | 0% | +0.32% | Add |
| 18 | XLI | Ss Industrial Select Sector | 0% | +0.21% | Add |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +0.03% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | Add |
| 21 | PGEN | Precigen INC | 0% | — | Unchanged |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.60% | Add |
| 23 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 24 | LLY | Eli Lilly & Co | -0.1% | -5.67% | Trim |
| 25 | AVGO | Broadcom INC | -0.1% | +1.01% | Add |
| 26 | MA | Mastercard INC - A | -0.1% | +0.04% | Add |
| 27 | V | Visa Inc-class A Shares | -0.2% | -1.01% | Trim |
| 28 | AMZN | Amazon.com INC | -0.2% | -10.79% | Trim |
| 29 | ICLR | ICON Public Limited Company | -0.3% | -26.62% | Trim |
| 30 | CRM | Salesforce INC | -0.3% | -0.22% | Trim |
| 31 | ACN | Accenture plc | -0.3% | -6.40% | Trim |
| 32 | MSFT | Microsoft CORP | -0.5% | +0.91% | Add |
| 33 | NOW | Servicenow INC | -0.6% | -1.06% | Trim |
| 34 | SHOP | Shopify INC - Class A | -0.7% | +0.18% | Add |
| 35 | MGK | Vanguard Mega Cap Growth ETF | -1.2% | -8.24% | Trim |
| 36 | CGIC | Cap Group Intl Core Eq | — | NEW | New buy |
| 37 | FLEX | Flex Ltd. | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-24 | 13F-HR | View on EDGAR |
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