Investment Insight Wealth Management
Investment Insight Wealth Management reported 44 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NVDA (27.4%), AVGO (12.8%) and MGK (11.5%). Compared with Q2 2026, the fund opened new positions in VLO, added to MGK, GOOGL and SPY, trimmed NVDA, AVGO and AAPL and sold out of VRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $33.2M | 27.4% | 145K | −7,268 (−5%) | 4 of 4 | |
| 2 |  AVGO Broadcom Inc | $15.4M | 12.8% | 44K | −541 (−1%) | 4 of 4 | |
| 3 |  MGK Vanguard Mega Cap Growth | $13.9M | 11.5% | 151K | +5,054 (+3%) | 4 of 4 | |
| 4 |  GOOGL Alphabet Inc | $5.2M | 4.3% | 15K | +254 (+2%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $4.9M | 4.0% | 15K | −41 (−0%) | 4 of 4 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $4.7M | 3.9% | 6,214 | +17 (+0%) | 4 of 4 | |
| 7 |  MA Mastercard Incorporated | $3.7M | 3.0% | 6,687 | No change | 4 of 4 | |
| 8 |  MSFT Microsoft Corp | $3.5M | 2.9% | 6,817 | No change | 4 of 4 | |
| 9 |  SHOP Shopify Inc | $3.4M | 2.8% | 23K | −110 (−0%) | 4 of 4 | |
| 10 |  MU Micron Technology Inc | $2.7M | 2.3% | 2,580 | −29 (−1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VRT Vertiv Holdings Co | $212K | 632 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investment Insight Wealth Management 13F FAQ
What does Investment Insight Wealth Management own?
Investment Insight Wealth Management reported 44 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NVDA (27.4%), AVGO (12.8%) and MGK (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Investment Insight Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 19 added to, 18 trimmed and 1 sold out. New positions include VLO. It sold all of VRT.
When will Investment Insight Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Investment Insight Wealth Management's portfolio worth?
The Q3 2026 filing reports $121M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.