Investment Insight Wealth Management, LLC
All 13F Filings
- Location
- North Massapequa, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 120,920
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 44 | 120,920 | 13F-HR | Investment Insight Wealth Management, LLC |
| Q2 2026 | 7/27/2026 | 44 | 115,408 | 13F-HR | Investment Insight Wealth Management, LLC |
| Q1 2026 | 4/29/2026 | 36 | 92,743 | 13F-HR | Investment Insight Wealth Management, LLC |
| Q4 2025 | 2/24/2026 | 36 | 101,871 | 13F-HR | Investment Insight Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.33 K | 76.4% | 4.919 K | 0 | 4.919 K |
| ETFs | 28.59 K | 23.6% | 591 | 0 | 591 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
120,920
Holdings
44
QoQ value change ($000)
5,512
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.