# EDGAR Filing Document

**Accession Number:** 0001737917
**File Stem:** 0001172661-26-001322
**Filing Date:** 2026-2
**Character Count:** 7181
**Document Hash:** bb53864f759cae897c671ea0b6d2f44f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001322.hdr.sgml**: 20260224

**ACCESSION NUMBER**: 0001172661-26-001322

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260224

**DATE AS OF CHANGE**: 20260224

**EFFECTIVENESS DATE**: 20260224

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Investment Insight Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001737917

**ORGANIZATION NAME:**
- **EIN:** 352219314
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26694
- **FILM NUMBER:** 26667800

**BUSINESS ADDRESS:**
- **STREET 1:** 36 WEST DRIVE
- **CITY:** NORTH MASSAPEQUA
- **STATE:** NY
- **ZIP:** 11758
- **BUSINESS PHONE:** 5162490060

**MAIL ADDRESS:**
- **STREET 1:** 36 WEST DRIVE
- **CITY:** NORTH MASSAPEQUA
- **STATE:** NY
- **ZIP:** 11758

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Investment Insight Wealth Management LLC<br>**Address:** 36 WEST DRIVE<br>North Massapequa, NY 11758

**Form 13F File Number:** 028-26694

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert Sullivan<br>**Title:** Chief Investment Officer and Managing Member<br>**Phone:** 516-249-0060

**Signature, Place, and Date of Signing:**

/s/ Robert Sullivan  Massapequa, NY  02-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 36

**Form 13F Information Table Value Total:** $101870676

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 665267 | 2912 | SH |  | SOLE |  | 2912 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1400792 | 5221 | SH |  | SOLE |  | 5221 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4560111 | 14569 | SH |  | SOLE |  | 14569 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1850484 | 8017 | SH |  | SOLE |  | 8017 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 204883 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4052045 | 14905 | SH |  | SOLE |  | 14905 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 749972 | 701 | SH |  | SOLE |  | 701 | 0 | 0 |
| BNY MELLON ETF TRUST II | DYNAMIC VALUE | 05613H100 |  | 389250 | 13407 | SH |  | SOLE |  | 13407 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 15138902 | 43741 | SH |  | SOLE |  | 43741 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 1599645 | 36655 | SH |  | SOLE |  | 36655 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 436320 | 406 | SH |  | SOLE |  | 406 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 211470 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| ICON PLC | SHS | G4705A100 |  | 574357 | 3152 | SH |  | SOLE |  | 3152 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 629769 | 5278 | SH |  | SOLE |  | 5278 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 306840 | 499 | SH |  | SOLE |  | 499 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 344913 | 1667 | SH |  | SOLE |  | 1667 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 817655 | 2538 | SH |  | SOLE |  | 2538 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 499935 | 5883 | SH |  | SOLE |  | 5883 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3852476 | 6748 | SH |  | SOLE |  | 6748 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1666287 | 5452 | SH |  | SOLE |  | 5452 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 757546 | 2654 | SH |  | SOLE |  | 2654 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3338012 | 6902 | SH |  | SOLE |  | 6902 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 28369574 | 152116 | SH |  | SOLE |  | 152116 | 0 | 0 |
| PRECIGEN INC | COM | 74017N105 |  | 442687 | 105906 | SH |  | SOLE |  | 105906 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 1348813 | 5086 | SH |  | SOLE |  | 5086 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 225625 | 4120 | SH |  | SOLE |  | 4120 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 226969 | 1463 | SH |  | SOLE |  | 1463 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 233675 | 1623 | SH |  | SOLE |  | 1623 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 2157681 | 14085 | SH |  | SOLE |  | 14085 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 3643395 | 22634 | SH |  | SOLE |  | 22634 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4208281 | 6169 | SH |  | SOLE |  | 6169 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 534094 | 1483 | SH |  | SOLE |  | 1483 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 1291919 | 2906 | SH |  | SOLE |  | 2906 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 409861 | 1935 | SH |  | SOLE |  | 1935 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 12241294 | 29656 | SH |  | SOLE |  | 29656 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2489877 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |

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