Investment Insight Wealth Management, LLC ETF holdings
North Massapequa, NY
Reported $30.3M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$30.3M
ETFs held
16
Change from prior quarter
+39.3%
With price moves
ETFs as a share of its 13F
26.2%
of $115.4M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $12.8M | 145,446 | +118,235 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.6M | 6,197 | +21 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $3.3M | 20,549 | +3,671 shares |
| CGDV | Capital Group Dividend Value ETF | $2.0M | 41,430 | +3,224 shares |
| VOOG | Vanguard S&P 500 Growth ETF | $1.8M | 22,301 | +19,394 shares |
| SMH | VanEck Semiconductor ETF | $1.6M | 2,512 | +580 shares |
| BKDV | BNY Mellon Dynamic Value ETF | $775K | 23,141 | +1,261 shares |
| FTXL | First Trust Nasdaq Semiconductor ETF | $603K | 2,118 | New position |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $472K | 1,941 | +2 shares |
| IBOT | Vaneck Robotics ETF | $460K | 6,694 | New position |
6 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001737917. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Investment Insight Wealth Management, LLC own?
Investment Insight Wealth Management, LLC reported 16 ETF positions worth $30.3M in its Form 13F for June 30, 2026. The largest was MGK, at $12.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.