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Portfolio (Quarterly) Guide ↗

Investment Insight Wealth Management, LLC

· CIK 0001737917
13F Portfolio $115M AUM 44 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 14 Added 10 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MA MASTERCARD INCORPORATED Financial Services 6,689.0 $3.4M 2.98% -62.0 -0.9% $513.57 +16.5%
2 MU MICRON TECHNOLOGY INC Technology 2,609.0 $3.0M 2.61% -53.0 -2.0% $1154.39 -18.7%
3 MSFT MICROSOFT CORP Technology 6,820.0 $2.5M 2.20% -145.0 -2.1% $373.03 +33.1%
4 V VISA INC Financial Services 6,872.0 $2.4M 2.04% -156.0 -2.2% $343.11 +11.9%
5 AMZN AMAZON COM INC Consumer Cyclical 7,026.0 $1.7M 1.45% -126.0 -1.8% $238.34 +9.2%
6 CRM SALESFORCE INC Technology 4,751.0 $746K 0.65% -324.0 -6.4% $156.97 +31.0%
7 LLY ELI LILLY & CO Healthcare 381.0 $457K 0.40% -2.0 -0.5% $1199.43 -0.8%
8 ICLR ICON PUB LTD CO Healthcare 2,247.0 $390K 0.34% -66.0 -2.9% $173.71 -2.8%
9 XLK SELECT SECTOR SPDR TR 1,608.0 $306K 0.27% -15.0 -0.9% $190.53 -4.0%
10 XLF SELECT SECTOR SPDR TR 4,045.0 $217K 0.19% -999.0 -19.8% $53.62 +8.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 73.6%
Financial Services 13.7%
Communication Services 5.9%
Consumer Cyclical 3.5%
Healthcare 3.2%
Industrials 0.2%