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Home > Institutional Investor > Investment Insight Wealth Management, Llc > Profile

Instuitional Investor - Investment Insight Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Investment Insight Wealth Management, Llc
Portfolio Value $101,870,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 152,116 $28,369,574 27.85%
2.
Broadcom Inc.
 AVGO 43,741 $15,138,902 14.86%
3.
Vanguard World Fd
 29,656 $12,241,294 12.02%
4.
Alphabet Inc.
 GOOGL 14,569 $4,560,111 4.48%
5.
Spdr S & P 500 Etf Trust
 SPY 6,169 $4,208,281 4.13%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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