Investment Insight Wealth Management, LLC - Portfolio Stock Holdings

Investment Insight Wealth Management, LLC disclosed 44 stock positions in a recent SEC 13F filing. $115,403,419 of stock holdings were filed, with the largest holdings including NVDA, AVGO, and MGK. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $178,140,454 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.