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Investment manager · 13F filer · SEC CIK 1737917
Investment Insight Wealth Management, LLC
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Reported value$121Mas of Sep 30, 2026
Positions44 1 new, 1 sold out
Top 10 weight75.0%NVDA alone is 27%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
27.4%Trimmed −5%
AVGOBroadcom Inc.
12.8%
MGKVanguard World Fd
11.5%Added +3%
GOOGLAlphabet Inc.
4.3%
AAPLApple Inc.
4.1%
SPYSPDR S&P 500 ETF Trust
3.9%
MAMastercard Inc
3.0%
MSFTMicrosoft Corp
2.9%
SHOPShopify Inc.
2.8%
MUMicron Technology Inc
2.3%
VVisa Inc.
2.0%
SPMOInvesco Exch Traded Fd Tr II
1.9%
NVDANVIDIA Corp
27.4%Trimmed −5%
AVGOBroadcom Inc.
12.8%
MGKVanguard World Fd
11.5%
SPMO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 27.4% Trimmed −5%AVGO Broadcom Inc. 12.8% Held
MGK Vanguard World Fd 11.5% Added +3%
GOOGL Alphabet Inc. 4.3% HeldAAPL Apple Inc. 4.1% HeldSPY SPDR S&P 500 ETF Trust 3.9% HeldMA Mastercard Inc 3.0% HeldMSFT Microsoft Corp 2.9% HeldSHOP Shopify Inc. 2.8% HeldMU Micron Technology Inc 2.3% HeldV Visa Inc. 2.0% HeldSPMO Invesco Exch Traded Fd Tr II 1.9% Trimmed −26%
What changed
Biggest moves since Jun 30, 2026
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