Institutional Fund
Investment Insight Wealth Management, LLC
North Massapequa, NYCIK 17379172 filings on record
Portfolio Value
$92.74M
Q1 2026
Holdings
36
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-9.0%
from $101.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation28.7%
- Broadcom Inc14.7%
- Vanguard World Fd10.8%
- Alphabet Inc4.5%
- Spdr S&P 500 ETF Tr4.3%
- Apple Inc4.1%
- Other32.9%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 152.5K | $26.59M | 28.7% | +338 | Added |
| 2 | Broadcom Inc | 44.2K | $13.67M | 14.7% | +441 | Added |
| 3 | Vanguard World Fd | 27.2K | $10.00M | 10.8% | −2.4K | Reduced |
| 4 | Alphabet Inc | 14.6K | $4.20M | 4.5% | +24 | Added |
| 5 | Spdr S&P 500 ETF Tr | 6.2K | $4.02M | 4.3% | +7 | Added |
| 6 | Apple Inc | 14.8K | $3.76M | 4.1% | −82 | Reduced |
| 7 | Mastercard Incorporated | 6.8K | $3.37M | 3.6% | +3 | Added |
| 8 | Shopify Inc | 22.7K | $2.69M | 2.9% | +40 | Added |
| 9 | Microsoft Corp | 7.0K | $2.58M | 2.8% | +63 | Added |
| 10 | Visa Inc | 7.0K | $2.12M | 2.3% | −72 | Reduced |
26 more holdings on Premium
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