Universe · entity
Investment Insight Wealth Management, LLC
Institutional manager (13F) · CIK 1737917
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $93M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $27M | 152,454 |
| 2 | BROADCOM INC | $14M | 44,182 |
| 3 | VANGUARD WORLD FD | $10M | 27,211 |
| 4 | ALPHABET INC | $4M | 14,593 |
| 5 | STATE STR SPDR S&P 500 ETF T | $4M | 6,176 |
| 6 | APPLE INC | $4M | 14,823 |
| 7 | MASTERCARD INCORPORATED | $3M | 6,751 |
| 8 | SHOPIFY INC | $3M | 22,674 |
| 9 | MICROSOFT CORP | $3M | 6,965 |
| 10 | VISA INC | $2M | 7,028 |
| 11 | INVESCO EXCH TRADED FD TR II | $2M | 16,878 |
| 12 | MCDONALDS CORP | $2M | 5,455 |
| 13 | CAPITAL GROUP DIVIDEND VALUE | $2M | 38,206 |
| 14 | AMAZON COM INC | $1M | 7,152 |
| 15 | SERVICENOW INC | $1M | 13,935 |
| 16 | VANGUARD ADMIRAL FDS INC | $1M | 2,907 |
| 17 | ACCENTURE PLC IRELAND | $969k | 4,887 |
| 18 | SALESFORCE INC | $947k | 5,075 |
| 19 | ASML HLDG NV | $931k | 705 |
| 20 | MICRON TECHNOLOGY INC | $899k | 2,662 |
| 21 | JPMORGAN CHASE & CO | $747k | 2,539 |
| 22 | VANECK ETF TRUST | $741k | 1,932 |
| 23 | BNY MELLON ETF TRUST II | $649k | 21,880 |
| 24 | ABBVIE INC | $636k | 2,925 |
| 25 | MARVELL TECHNOLOGY INC | $591k | 5,968 |
| 26 | VANGUARD INDEX FDS | $421k | 1,939 |
| 27 | PRECIGEN INC | $410k | 105,906 |
| 28 | JOHNSON & JOHNSON | $408k | 1,667 |
| 29 | ELI LILLY & CO | $352k | 383 |
| 30 | INVESCO QQQ TR | $290k | 502 |
| 31 | ICON PLC | $256k | 2,313 |
| 32 | SELECT SECTOR SPDR TR | $249k | 5,044 |
| 33 | SELECT SECTOR SPDR TR | $237k | 1,466 |
| 34 | CAPITAL GROUP INTERNATIONAL | $225k | 6,799 |
| 35 | AMGEN INC | $221k | 628 |
| 36 | SELECT SECTOR SPDR TR | $216k | 1,623 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.