Investment Insight Wealth Management, LLC holds a concentrated book of 44 stocks worth $115.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +12% (+31.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Investment Insight Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 11.2 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 the ~45-day reporting lag, 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, no cost basis
Other tracked managers holding the same core names as Investment Insight Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 45 / 44 | $408.5B |
| OSAIC HOLDINGS, INC. | 45 / 44 | $12.5B |
| Steward Partners Investment Advisory, LLC | 45 / 44 | $4.5B |
| UBS Group AG | 44 / 44 | $116.4B |
| WELLS FARGO & COMPANY/MN | 44 / 44 | $114.3B |
| RAYMOND JAMES FINANCIAL INC | 44 / 44 | $62.6B |
| LPL Financial LLC | 44 / 44 | $57.0B |
| ENVESTNET ASSET MANAGEMENT INC | 44 / 44 | $40.5B |
Ranked by how many of Investment Insight Wealth Management, LLC's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.