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Portfolio (Quarterly) Guide ↗

Investment Insight Wealth Management, LLC

· CIK 0001737917
13F Portfolio $93M AUM 36 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 10 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FLEX FLEX LTD Technology 3,500 $211K 0.21% SOLD
Sector Allocation
Technology 73.2%
Financial Services 14.0%
Communication Services 5.6%
Consumer Cyclical 4.2%
Healthcare 3.0%