Institutional filer · SEC 13F · Q4 2025
Investment Insight Wealth Management, LLC
The reported 13F portfolio of Investment Insight Wealth Management, LLC (CIK 1737917) - top holdings, how concentrated the book is, and what changed last quarter.
- $101.9M
- Reported book
- 36
- Positions
- #301
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Investment Insight Wealth Management, LLC ranks #301 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $101.9M across 36 positions, a concentrated portfolio led by a few core positions.
- $101.9M
- reported 13F value
- 36
- disclosed positions
- 27.9%
- in NVIDIA CORPORATION
- #301
- of 360 filers
Top-5 share 63.3% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Investment Insight Wealth Management, LLC ranks #301 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Investment Insight Wealth Management, LLC sits by disclosed position count
Investment Insight Wealth Management, LLC reports 36 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Investment Insight Wealth Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
36 291st of 360 higher than 69 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Investment Insight Wealth Management, LLC reports $0.1B across 36 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1737917 · Q4 2025 $102M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #301/360
- POS-CORE 36 names
- CONC-DOM 63% top-5
- LEAD-DOM 27.9% NVIDIA
- PHOTO-FINISH Total Wealth Plannin…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Total Wealth Planning & Management, Inc.
Read with: Ownership concentration guide - Investment Insight Wealth Management, LLC's top-five positions weigh 63% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Investment Insight Wealth Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$101.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $28.4M | 27.9% |
| 2 | BROADCOM INC | $15.1M | 14.9% |
| 3 | VANGUARD WORLD FD | $12.2M | 12.0% |
| 4 | ALPHABET INC | $4.6M | 4.5% |
| 5 | SPDR S&P 500 ETF TR | $4.2M | 4.1% |
| 6 | APPLE INC | $4.1M | 4.0% |
| 7 | MASTERCARD INCORPORATED | $3.9M | 3.8% |
| 8 | SHOPIFY INC | $3.6M | 3.6% |
| 9 | MICROSOFT CORP | $3.3M | 3.3% |
| 10 | VISA INC | $2.5M | 2.4% |
| 11 | SERVICENOW INC | $2.2M | 2.1% |
| 12 | AMAZON COM INC | $1.9M | 1.8% |
| 13 | MCDONALDS CORP | $1.7M | 1.6% |
| 14 | CAPITAL GROUP DIVIDEND VALUE | $1.6M | 1.6% |
| 15 | ACCENTURE PLC IRELAND | $1.4M | 1.4% |
| 16 | SALESFORCE INC | $1.3M | 1.3% |
| 17 | VANGUARD ADMIRAL FDS INC | $1.3M | 1.3% |
| 18 | JPMORGAN CHASE & CO. | $818K | 0.8% |
| 19 | MICRON TECHNOLOGY INC | $758K | 0.7% |
| 20 | ASML HOLDING N V | $750K | 0.7% |
| 21 | ABBVIE INC | $665K | 0.7% |
| 22 | INVESCO EXCH TRADED FD TR II | $630K | 0.6% |
| 23 | ICON PLC | $574K | 0.6% |
| 24 | VANECK ETF TRUST | $534K | 0.5% |
| 25 | MARVELL TECHNOLOGY INC | $500K | 0.5% |
Latest Quarter Trades · Q4 2025
New positions (36)
Frequently Asked Questions
- How big is Investment Insight Wealth Management, LLC's 13F portfolio?
- Investment Insight Wealth Management, LLC reports $101.9M of long US-equity positions across 36 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Investment Insight Wealth Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Investment Insight Wealth Management, LLC ranks #301 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Investment Insight Wealth Management, LLC's largest position?
- Investment Insight Wealth Management, LLC's largest reported position is NVIDIA CORPORATION at $28.4M, about 27.9% of its reported book as of Q4 2025.
- What did Investment Insight Wealth Management, LLC trade last quarter?
- In its Q4 2025 filing, Investment Insight Wealth Management, LLC opened 36 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Investment Insight Wealth Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($101.9M here).
Similar holding count
Nearest filers by number of disclosed positions (36 here).
Using this filing
- The rankings sort every tracked filer the same way Investment Insight Wealth Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Total Wealth Planning & Management, Inc. reported the nearest book value ($101.0M) this quarter, a useful scale comparison for Investment Insight Wealth Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.