Investment Insight Wealth Management

North Massapequa, NYfiles as Investment Insight Wealth Management, LLC

$115m in 44 US stocks at the end of 30 June 2026. The top 10 are 75.1% of the money. It changed about 7.6% of the portfolio this quarter.

Value

$115m

Stocks

Top 10 share

75.1%

Turnover

7.6%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchange Traded FDFTXL
0.5% of the fund
Canadian Imperial Bank of Commerce /canCM
0.4% of the fund
Vaneck ETF TrustIBOT
0.4% of the fund
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
Vanguard World FDMGV
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
CitigroupC
0.2% of the fund
Vertiv HoldingsVRT
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard World FDMGK
11.1% of the fund
+7%
Invesco Exch Traded FD TR IISPMO
2.9% of the fund
+22%
Capital Group Dividend ValueCGDV
1.8% of the fund
+8%
Vanguard Admiral FDSVOOG
1.6% of the fund
+28%
Marvell TechnologyMRVL
1.6% of the fund
+3%
Vaneck ETF TrustSMH
1.4% of the fund
+30%
ASML Holding NVASML
1.3% of the fund
+4%
BNY Mellon ETF Trust IIBKDV
0.7% of the fund
+6%
AccentureACN
0.6% of the fund
+6%
Invesco QQQ TRQQQ
0.4% of the fund
+15%

Cut

Sold some of their stake.

MicrosoftMSFT
2.2% of the fund
-2%
VisaV
2.0% of the fund
-2%
SalesforceCRM
0.6% of the fund
-6%
IconICLR
0.3% of the fund
-3%
Select Sector Spdr TRXLF
0.2% of the fund
-20%

Sold out

Sold their entire stake.

None this quarter.

Holdings

NvidiaNVDA
Share
26.4%
Value
$31m
Shares
152,497
Held
BroadcomAVGO
Share
14.6%
Value
$17m
Shares
44,534
Held
Vanguard World FDMGK
Share
11.1%
Value
$13m
Shares
145,446
+7%
AlphabetGOOGL
Share
4.6%
Value
$5m
Shares
14,768
Held
State STR Spdr S&P 500 ETF TSPY
Share
4.0%
Value
$5m
Shares
6,197
Held
AppleAAPL
Share
3.7%
Value
$4m
Shares
14,756
Held
MastercardMA
Share
3.0%
Value
$3m
Shares
6,689
Held
Invesco Exch Traded FD TR IISPMO
Share
2.9%
Value
$3m
Shares
20,549
+22%
Micron TechnologyMU
Share
2.6%
Value
$3m
Shares
2,609
Held
ShopifySHOP
Share
2.3%
Value
$3m
Shares
22,915
Held
MicrosoftMSFT
Share
2.2%
Value
$3m
Shares
6,820
-2%
VisaV
Share
2.0%
Value
$2m
Shares
6,872
-2%
Capital Group Dividend ValueCGDV
Share
1.8%
Value
$2m
Shares
41,430
+8%
Vanguard Admiral FDSVOOG
Share
1.6%
Value
$2m
Shares
22,301
+28%
Marvell TechnologyMRVL
Share
1.6%
Value
$2m
Shares
6,124
+3%
Amazon.comAMZN
Share
1.5%
Value
$2m
Shares
7,026
Held
Vaneck ETF TrustSMH
Share
1.4%
Value
$2m
Shares
2,512
+30%
McDonald'sMCD
Share
1.3%
Value
$1m
Shares
5,440
Held
ASML Holding NVASML
Share
1.3%
Value
$1m
Shares
730
+4%
ServiceNowNOW
Share
1.2%
Value
$1m
Shares
13,916
Held
JPMorgan ChaseJPM
Share
0.7%
Value
$828,840
Shares
2,532
Held
BNY Mellon ETF Trust IIBKDV
Share
0.7%
Value
$774,976
Shares
23,141
+6%
SalesforceCRM
Share
0.6%
Value
$745,780
Shares
4,751
-6%
AbbVieABBV
Share
0.6%
Value
$739,991
Shares
2,941
Held
AccentureACN
Share
0.6%
Value
$642,856
Shares
5,166
+6%
First TR Exchange Traded FDFTXL
Share
0.5%
Value
$603,422
Shares
2,118
New
PrecigenPGEN
Share
0.5%
Value
$603,009
Shares
105,791
Held
Vanguard Index FDSVBR
Share
0.4%
Value
$471,688
Shares
1,941
Held
Canadian Imperial Bank of Commerce /canCM
Share
0.4%
Value
$460,763
Shares
4,000
New
Vaneck ETF TrustIBOT
Share
0.4%
Value
$460,357
Shares
6,694
New
Eli LillyLLY
Share
0.4%
Value
$456,983
Shares
381
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$424,619
Shares
577
+15%
Johnson & JohnsonJNJ
Share
0.4%
Value
$423,673
Shares
1,668
Held
IconICLR
Share
0.3%
Value
$390,326
Shares
2,247
-3%
Select Sector Spdr TRXLK
Share
0.3%
Value
$306,380
Shares
1,608
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$292,273
Shares
612
New
Select Sector Spdr TRXLI
Share
0.2%
Value
$272,172
Shares
1,469
Held
Capital Group InternationalCGIC
Share
0.2%
Value
$247,416
Shares
6,799
Held
Vanguard World FDMGV
Share
0.2%
Value
$245,665
Shares
1,503
New
AmgenAMGN
Share
0.2%
Value
$227,834
Shares
629
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$224,812
Shares
387
New
Select Sector Spdr TRXLF
Share
0.2%
Value
$216,874
Shares
4,045
-20%
CitigroupC
Share
0.2%
Value
$216,322
Shares
1,546
New
Vertiv HoldingsVRT
Share
0.2%
Value
$211,606
Shares
632
New

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	26.4%	$31m	152,497	Held
BroadcomAVGO	14.6%	$17m	44,534	Held
Vanguard World FDMGK	11.1%	$13m	145,446	+7%
AlphabetGOOGL	4.6%	$5m	14,768	Held
State STR Spdr S&P 500 ETF TSPY	4.0%	$5m	6,197	Held
AppleAAPL	3.7%	$4m	14,756	Held
MastercardMA	3.0%	$3m	6,689	Held
Invesco Exch Traded FD TR IISPMO	2.9%	$3m	20,549	+22%
Micron TechnologyMU	2.6%	$3m	2,609	Held
ShopifySHOP	2.3%	$3m	22,915	Held
MicrosoftMSFT	2.2%	$3m	6,820	-2%
VisaV	2.0%	$2m	6,872	-2%
Capital Group Dividend ValueCGDV	1.8%	$2m	41,430	+8%
Vanguard Admiral FDSVOOG	1.6%	$2m	22,301	+28%
Marvell TechnologyMRVL	1.6%	$2m	6,124	+3%
Amazon.comAMZN	1.5%	$2m	7,026	Held
Vaneck ETF TrustSMH	1.4%	$2m	2,512	+30%
McDonald'sMCD	1.3%	$1m	5,440	Held
ASML Holding NVASML	1.3%	$1m	730	+4%
ServiceNowNOW	1.2%	$1m	13,916	Held
JPMorgan ChaseJPM	0.7%	$828,840	2,532	Held
BNY Mellon ETF Trust IIBKDV	0.7%	$774,976	23,141	+6%
SalesforceCRM	0.6%	$745,780	4,751	-6%
AbbVieABBV	0.6%	$739,991	2,941	Held
AccentureACN	0.6%	$642,856	5,166	+6%
First TR Exchange Traded FDFTXL	0.5%	$603,422	2,118	New
PrecigenPGEN	0.5%	$603,009	105,791	Held
Vanguard Index FDSVBR	0.4%	$471,688	1,941	Held
Canadian Imperial Bank of Commerce /canCM	0.4%	$460,763	4,000	New
Vaneck ETF TrustIBOT	0.4%	$460,357	6,694	New
Eli LillyLLY	0.4%	$456,983	381	Held
Invesco QQQ TRQQQ	0.4%	$424,619	577	+15%
Johnson & JohnsonJNJ	0.4%	$423,673	1,668	Held
IconICLR	0.3%	$390,326	2,247	-3%
Select Sector Spdr TRXLK	0.3%	$306,380	1,608	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$292,273	612	New
Select Sector Spdr TRXLI	0.2%	$272,172	1,469	Held
Capital Group InternationalCGIC	0.2%	$247,416	6,799	Held
Vanguard World FDMGV	0.2%	$245,665	1,503	New
AmgenAMGN	0.2%	$227,834	629	Held
Advanced Micro DevicesAMD	0.2%	$224,812	387	New
Select Sector Spdr TRXLF	0.2%	$216,874	4,045	-20%
CitigroupC	0.2%	$216,322	1,546	New
Vertiv HoldingsVRT	0.2%	$211,606	632	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 13.3% since 31 December 2025.

Where the money is

Technology56.2%

Financial services6.3%

Media & telecom4.6%

Retail & consumer2.7%

Health care2.5%

Industrials1.4%

Other26.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.