Investment Insight Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 44 different companies.
The portfolio is diversified across various sectors, with a significant allocation to large-cap technology and growth stocks. The largest holding disclosed in the filing is NVIDIA Corporation, for which the firm holds 145,229 shares. Other major positions include Precigen Inc. with 105,671 shares, Microsoft Corporation with 6,817 shares, and Taiwan Semiconductor Manufacturing Sponsored ADS with 629 shares.
Major technology and consumer companies also feature prominently in the portfolio. The filing lists Apple Inc. with 14,715 shares, Amazon.com Inc. with 7,013 shares, Alphabet Inc. Class A with 15,022 shares, and Visa Inc. Class A with 6,869 shares. Additionally, the firm holds shares in Salesforce Inc., ServiceNow Inc., and Shopify Inc. Class A Sub VTG SHS.
The portfolio also includes substantial positions in exchange-traded funds (ETFs). The Vanguard World Fund Morningstar Mega Cap ETF is listed with 150,500 shares, and the Vanguard Index Fund Morningstar Small Cap V holds 1,943 shares. Other ETFs held include the VanEck ETF Trust Robotics ETF with 8,180 shares and the VanEck ETF Trust Semiconductor ETF with 2,569 shares.
The filing identifies Robert Sullivan as the Chief Investment Officer and Managing Member of Investment Insight Wealth Management, LLC. The report was signed on October 30, 2026.
