Investment Insight Wealth Management, LLC reported 28 positions worth $89.76M for the quarter ended Sep 30, 2026, up 5.5% on the prior quarter. It opened 1 new position, added to 9, trimmed 17 and exited 1. Its largest holding is Nvidia Corp at 37% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VLO Valero Energy Corp | +716 | – | $277.58K | 0.309% |
| GOOGL Alphabet Inc. | +254 | +1.7% | $87.40K | 5.76% |
| CM Canadian Imperial Bank Of Commerce | +668 | +16.7% | $73.71K | 0.574% |
| AMGN Amgen Inc | +53 | +8.4% | $22.33K | 0.32% |
| MRVL Marvell Technology, Inc. | +46 | +0.8% | $12.15K | 1.82% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +17 | +2.8% | $7.75K | 0.32% |
| ABBV AbbVie Inc. | +11 | +0.4% | $2.88K | 0.86% |
| ASML Asml Holding Nv | +1 | +0.1% | $1.81K | 1.47% |
| MCD Mcdonalds Corp | +5 | +0.1% | $1.15K | 1.4% |
| C Citigroup Inc | +7 | +0.5% | $906.57 | 0.224% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -7,268 | -4.8% | $1.66M | 36.97% |
| VRT Vertiv Holdings Co | -632 | -100.0% | $211.61K | Exited |
| AVGO Broadcom Inc. | -541 | -1.2% | $189.99K | 17.21% |
| ICLR Icon Plc | -543 | -24.2% | $92.29K | 0.323% |
| CRM Salesforce, Inc. | -155 | -3.3% | $35.63K | 1.18% |
| MU Micron Technology Inc | -29 | -1.1% | $30.89K | 3.06% |
| LLY ELI LILLY & Co | -18 | -4.7% | $20.83K | 0.468% |
| SHOP Shopify Inc. | -110 | -0.5% | $16.31K | 3.77% |
| ACN Accenture plc | -75 | -1.5% | $13.75K | 1.04% |
| AAPL Apple Inc. | -41 | -0.3% | $13.65K | 5.46% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VLO Valero Energy Corp | +716 | $277.58K | 0.309% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| VRT Vertiv Holdings Co | -632 | $211.61K | 0.249% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 145.2K | $33.19M | 36.97% | -7,268 | -4.8% | Reduced | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 44.0K | $15.45M | 17.21% | -541 | -1.2% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 15.0K | $5.17M | 5.76% | +254 | +1.7% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 14.7K | $4.90M | 5.46% | -41 | -0.3% | Reduced | 0% |
| 5 | MA Mastercard Inc | Financial Services | 6,687 | $3.69M | 4.11% | -2 | 0.0% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 6,817 | $3.50M | 3.9% | -3 | 0.0% | Reduced | 0% |
| 7 | SHOP Shopify Inc. | Technology | 22.8K | $3.38M | 3.77% | -110 | -0.5% | Reduced | 0% |
| 8 | MU Micron Technology Inc | Technology | 2,580 | $2.75M | 3.06% | -29 | -1.1% | Reduced | 0% |
| 9 | V Visa Inc. | Financial Services | 6,869 | $2.47M | 2.75% | -3 | 0.0% | Reduced | 0% |
| 10 | NOW ServiceNow, Inc. | Technology | 13.9K | $1.86M | 2.08% | -9 | -0.1% | Reduced | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 7,013 | $1.75M | 1.95% | -13 | -0.2% | Reduced | 0% |
| 12 | MRVL Marvell Technology, Inc. | Technology | 6,170 | $1.63M | 1.82% | +46 | +0.8% | Added | 0% |
| 13 | ASML Asml Holding Nv | Technology | 731 | $1.32M | 1.47% | +1 | +0.1% | Added | 0% |
| 14 | MCD Mcdonalds Corp | Consumer Discretionary | 5,445 | $1.26M | 1.4% | +5 | +0.1% | Added | 0% |
| 15 | CRM Salesforce, Inc. | Technology | 4,596 | $1.06M | 1.18% | -155 | -3.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Investment Insight Wealth Management.
As of its Q3 2026 13F filing, Investment Insight Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 37.0%, Broadcom Inc. (AVGO) at 17.2%, Alphabet Inc. (GOOGL) at 5.8%, Apple Inc. (AAPL) at 5.5%, Mastercard Inc (MA) at 4.1% of the reported portfolio.
Investment Insight Wealth Management, LLC reported a 13F portfolio worth $89.76M across 28 positions for Q3 2026. That is up 5.5% from the previous quarter.
Its largest purchases by value were Valero Energy Corp ($277.58K), Alphabet Inc. ($87.40K), Canadian Imperial Bank Of Commerce ($73.71K). It opened 1 new positions.
Its largest sales by value were Nvidia Corp ($1.66M), Vertiv Holdings Co ($211.61K), Broadcom Inc. ($189.99K). It exited 1 positions entirely.
From the Form 13F-HR reports Investment Insight Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.