Investment Insight Wealth Management, LLC holds a concentrated book of 44 reported positions worth $115.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened First Trust Nasdaq Semicondu and trimmed Apple Inc. Their largest long position is Nvidia Corp at 26% of the reported non-option book. Cloning the disclosed picks since 2026 would be +19% (+37.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Investment Insight Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 12.6 points over this window.
Growth of $10,000 cloning Investment Insight Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Investment Insight Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Shanda Asset Management Holdings Ltd | 4 / 44 | $2.0B |
| Hoffman, Alan N Investment Management | 8 / 44 | $154.8M |
| Ramsey Quantitative Systems | 6 / 44 | $95.5M |
| 9823 Capital, L.P. | 6 / 44 | $125.1M |
| Ketron Financial | 14 / 44 | $271.5M |
| Voyager Global Management LP | 5 / 44 | $3.0B |
| BlueSpruce Investments, LP | 9 / 44 | $508.1M |
| Howard Hughes Medical Institute | 12 / 44 | $344.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Investment Insight Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $30.5M | 152.5K | 26.4% | ▲~0% Added · +43 sh | |
| 2 | Broadcom Inc COM | $16.8M | 44.5K | 14.6% | ▲+0.8% Added · +352 sh | |
| 3 | Vanguard World FD MEGA GRWTH IND | $12.8M | 145.4K | 11.1% | ▲+435% Added · +118K sh | |
| 4 | Alphabet Inc CAP STK CL A | $5.3M | 14.8K | 4.6% | ▲+1.2% Added · +175 sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.2K | 4.0% | ▲+0.3% Added · +21 sh | |
| 6 | Apple Inc COM | $4.3M | 14.8K | 3.7% | ▼−0.5% Reduced · −67 sh | |
| 7 | Mastercard Incorporated CL A | $3.4M | 6.7K | 3.0% | ▼−0.9% Reduced · −62 sh | |
| 8 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.3M | 20.5K | 2.9% | ▲+22% Added · +4K sh | |
| 9 | Micron Technology Inc COM | $3.0M | 2.6K | 2.6% | ▼−2.0% Reduced · −53 sh | |
| 10 | Shopify Inc CL A SUB VTG SHS | $2.6M | 22.9K | 2.3% | ▲+1.1% Added · +241 sh | |
| 11 | Microsoft Corp COM | $2.5M | 6.8K | 2.2% | ▼−2.1% Reduced · −145 sh | |
| 12 | Visa Inc COM CL A | $2.4M | 6.9K | 2.0% | ▼−2.2% Reduced · −156 sh | |
| 13 | Capital Group Dividend Value SHS CREAT UNIT | $2.0M | 41.4K | 1.8% | ▲+8.4% Added · +3K sh | |
| 14 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.8M | 22.3K | 1.6% | ▲+667% Added · +19K sh | |
| 15 | Marvell Technology Inc COM | $1.8M | 6.1K | 1.6% | ▲+2.6% Added · +156 sh | |
| 16 | Amazon Com Inc COM | $1.7M | 7.0K | 1.5% | ▼−1.8% Reduced · −126 sh | |
| 17 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.6M | 2.5K | 1.4% | ▲+30% Added · +580 sh | |
| 18 | McDonalds Corp COM | $1.5M | 5.4K | 1.3% | ▼−0.3% Reduced · −15 sh | |
| 19 | ASML Hldg NV N Y REGISTRY SHS | $1.5M | 730 | 1.3% | ▲+3.5% Added · +25 sh | |
| 20 | Servicenow Inc COM | $1.4M | 13.9K | 1.2% | ▼−0.1% Reduced · −19 sh | |
| 21 | JPMorgan Chase & Co COM | $829K | 2.5K | 0.7% | ▼−0.3% Reduced · −7 sh | |
| 22 | Bny Mellon ETF Trust II DYNAMIC VALUE | $775K | 23.1K | 0.7% | ▲+5.8% Added · +1K sh | |
| 23 | Salesforce Inc COM | $746K | 4.8K | 0.6% | ▼−6.4% Reduced · −324 sh | |
| 24 | Abbvie Inc COM | $740K | 2.9K | 0.6% | ▲+0.5% Added · +16 sh | |
| 25 | Accenture PLC Ireland SHS CLASS A | $643K | 5.2K | 0.6% | ▲+5.7% Added · +279 sh | |
| 26 | First TR Exchange Traded FD NASDQ SEMCNDTR | $603K | 2.1K | 0.5% | ▲New New position | |
| 27 | Precigen Inc COM | $603K | 105.8K | 0.5% | ▼−0.1% Reduced · −115 sh | |
| 28 | Vanguard Index FDS SM CP VAL ETF | $472K | 1.9K | 0.4% | ▲+0.1% Added · +2 sh | |
| 29 | Canadian Imperial Bank Of Co COM | $461K | 4.0K | 0.4% | ▲New New position | |
| 30 | Vaneck ETF Trust ROBOTICS ETF | $460K | 6.7K | 0.4% | ▲New New position | |
| 31 | Eli Lilly & Co COM | $457K | 381 | 0.4% | ▼−0.5% Reduced · −2 sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $425K | 577 | 0.4% | ▲+15% Added · +75 sh | |
| 33 | Johnson & Johnson COM | $424K | 1.7K | 0.4% | ▲+0.1% Added · +1 sh | |
| 34 | Icon Pub Ltd Co SHS | $390K | 2.2K | 0.3% | ▼−2.9% Reduced · −66 sh | |
| 35 | Select Sector SPDR TR ST STR TECHN ETF | $306K | 1.6K | 0.3% | ▼−0.9% Reduced · −15 sh | |
| 36 | Taiwan Semiconductor Manufac SPONSORED ADS | $292K | 612 | 0.3% | ▲New New position | |
| 37 | Select Sector SPDR TR ST STR INDL ETF | $272K | 1.5K | 0.2% | ▲+0.2% Added · +3 sh | |
| 38 | Capital Group International SHS | $247K | 6.8K | 0.2% | —Held | |
| 39 | Vanguard World FD MEGA CAP VAL ETF | $246K | 1.5K | 0.2% | ▲New New position | |
| 40 | Amgen Inc COM | $228K | 629 | 0.2% | ▲+0.1% Added · +1 sh | |
| 41 | Advanced Micro Devices Inc COM | $225K | 387 | 0.2% | ▲New New position | |
| 42 | Select Sector SPDR TR ST STR FINL ETF | $217K | 4.0K | 0.2% | ▼−20% Reduced · −999 sh | |
| 43 | Citigroup Inc COM NEW | $216K | 1.5K | 0.2% | ▲New New position | |
| 44 | Vertiv Holdings Co COM CL A | $212K | 632 | 0.2% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.