13F-HR filed by Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-24, with 36 holding rows worth $101,870,676.
- Accession
- 0001172661-26-001322
- Filer
- CIK 1737917
- Filed
- 2026-02-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 36 entries on the cover page, a total value of $101,870,676 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,870,676 with VALUE read as dollars as filed, 13F file number 028-26694. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 152,116 | $28,369,574 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 43,741 | $15,138,902 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 29,656 | $12,241,294 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,569 | $4,560,111 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,169 | $4,208,281 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,905 | $4,052,045 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 6,748 | $3,852,476 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 22,634 | $3,643,395 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,902 | $3,338,012 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,100 | $2,489,877 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 14,085 | $2,157,681 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,017 | $1,850,484 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5,452 | $1,666,287 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 36,655 | $1,599,645 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 5,221 | $1,400,792 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 5,086 | $1,348,813 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 2,906 | $1,291,919 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,538 | $817,655 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,654 | $757,546 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 701 | $749,972 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,912 | $665,267 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 5,278 | $629,769 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 3,152 | $574,357 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,483 | $534,094 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 5,883 | $499,935 | dollars as filed | |
| PRECIGEN INC | 74017N105 | COM | 105,906 | $442,687 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 406 | $436,320 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,935 | $409,861 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H100 | DYNAMIC VALUE | 13,407 | $389,250 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,667 | $344,913 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 499 | $306,840 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,623 | $233,675 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,463 | $226,969 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,120 | $225,625 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 3,500 | $211,470 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 626 | $204,883 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001322 | this filing | 2026-02-24 | acceptance time not in the bulk data set |