Investment Insight Wealth Management, LLC: 13F holdings
CIK 17379172026Q2
| Positions | 44 |
|---|
| Reported value | $115.4m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 44 (+8 vs prior quarter) |
|---|
| Reported value | $115.4m (+24.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 152,497 | $30.5m | 26.4% |
| AVGO BROADCOM INC | 44,534 | $16.8m | 14.6% |
| MGK VANGUARD WORLD FD | 145,446 | $12.8m | 11.1% |
| GOOGL ALPHABET INC | 14,768 | $5.3m | 4.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,197 | $4.6m | 4.0% |
| AAPL APPLE INC | 14,756 | $4.3m | 3.7% |
| MA MASTERCARD INCORPORATED | 6,689 | $3.4m | 3.0% |
| SPMO INVESCO EXCH TRADED FD TR II | 20,549 | $3.3m | 2.9% |
| MU MICRON TECHNOLOGY INC | 2,609 | $3.0m | 2.6% |
| SHOP SHOPIFY INC | 22,915 | $2.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737917")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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