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Institute for Wealth Management, LLC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1533954
Institutional-grade research for retail investors

Sector Allocation

  • Technology37.2%$420.9M
  • Other26.2%$296.8M
  • Financials11.7%$132.9M
  • Industrials6.9%$78.4M
  • Consumer Discretionary6.6%$75.1M
  • Healthcare4.1%$46.7M
  • Consumer Staples2.0%$22.9M
  • Energy1.7%$18.8M
  • Communication Services1.6%$17.6M
  • Materials0.9%$10.3M

AUM History

13fpro.ai/research/fund/institute-for-wealth-management-llc-1533954

Conviction and streaks

Stable · top 10 = 29.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold13.1% weight · held 10 quartersAAPL$AAPLConviction hold2.9% weight · held 10 quartersLRCX$LRCXConviction hold2.8% weight · held 6 quartersAMZN$AMZNConviction hold1.8% weight · held 10 quartersGOOG$GOOGConviction hold1.8% weight · held 10 quarters$Accumulating+455% shares · 5 quarters running$Accumulating+797% shares · 5 quarters running$Accumulating+453% shares · 5 quarters running$Accumulating+76% shares · 5 quarters runningNOW$NOWAccumulating+693% shares · 4 quarters runningIVZ$IVZTrimming-11% shares · 9 quarters running$Trimming-16% shares · 9 quarters runningHIG$HIGTrimming-16% shares · 9 quarters runningCSX$CSXTrimming-4% shares · 9 quarters runningRTX$RTXTrimming-12% shares · 9 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/institute-for-wealth-management-llc-1533954

Institute for Wealth Management, LLC. 13F holdings — Q2 2026

$1.1B portfolio (+20.7% QoQ) · 1,769 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio

Includes $312K of put/call options ($184K puts, $127K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.1B. Weights use the stock portfolio.

All holdings — Institute for Wealth Management, LLC. (Q2 2026)

1,769 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
TSLA$TSLATesla, Inc.$12.9M+10%
— VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund$11.4MNew
AXON$AXONAXON ENTERPRISE, INC.$11.1M-3%
— VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund$10.0M+91%
GS$GSGOLDMAN SACHS GROUP INC$9.6M-0.6%
— VANGUARD SCOTTSDALE FDS - VNG RUS2000GRWetf/fund$9.4M-3%
AVGO$AVGOBroadcom Inc.$8.6M+0.1%
TXN$TXNTEXAS INSTRUMENTS INC$8.5M-3%
URI$URIUNITED RENTALS, INC.$8.5M-8%
— VANGUARD SCOTTSDALE FDS - VNG RUS2000VALetf/fund$8.4M-1%
FTNT$FTNTFortinet, Inc.$8.3M-0.1%
— SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund$8.1M-1.0%
— SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund$8.1M+4%
COST$COSTCOSTCO WHOLESALE CORP /NEW$8.0M+0.2%
MU$MUMICRON TECHNOLOGY INC$8.0M-0.7%

What changed in Q2 2026

Against the previous quarter's 13F: 1,178 new, 103 added to, 319 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.

New positions (1,178)

  • VANECK ETF TRUST - SEMICONDUCTR ETF$11.4M

    first bought this quarter

  • IBIT$IBITiShares Bitcoin Trust ETF$2.3M

    first bought this quarter

  • FLEX$FLEXFLEX LTD.$898K

    first bought this quarter

  • FDXF$FDXFFedEx Freight Holding Company, Inc.$801K

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$519K

    first bought this quarter

  • ISHARES TR - PFD AND INCM SEC$482K

    first bought this quarter

+1,172 more in the Excel export

Added to (103)

  • KLAC$KLACKLA CORP+906%

    now $7.0M · held 10+ qtrs

  • VANGUARD INDEX FDS - GROWTH ETF+477%

    now $7.4M

  • VANGUARD WORLD FD - EXTENDED DUR+182%

    now $8.0M

  • VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+91%

    now $10.0M

  • GLD$GLDSPDR GOLD TRUST+197%

    now $6.0M · held 10+ qtrs, 2 adds in a row

  • META$METAMeta Platforms, Inc.+27%

    now $14.2M · held 10+ qtrs

+97 more in the Excel export

Trimmed (319)

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-49%

    now $15.1M · held 10+ qtrs

  • STATE STR SPDR DOW JONES IND - UT SER 1-88%

    now $509K

  • AFRM$AFRMAffirm Holdings, Inc.-98%

    now $70K

  • SNOW$SNOWSnowflake Inc.-78%

    now $878K · held 10+ qtrs

  • SPY$SPYSPDR S&P 500 ETF TRUST-35%

    now $3.1M · held 10+ qtrs, 3 trims in a row

  • AAPL$AAPLApple Inc.-4%

    now $33.1M · held 10+ qtrs, 5 trims in a row

+313 more in the Excel export

Sold out (10)

  • PUTVANECK ETF TRUSTwas $6.8M
  • HON$HONHONEYWELL INTERNATIONAL INCwas $1.0M

    held 9+ qtrs

  • EXCHANGE TRADED CONCEPTS TRUwas $840K
  • ETF OPPORTUNITIES TRUSTwas $807K
  • OS$OSOneStream, Inc.was $492K

    held 3 qtrs

  • PUTISHARES TRwas $317K

+4 more in the Excel export

Firm AUM (Form ADV): $1.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Institute for Wealth Management, LLC. has filed, 40 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Institute for Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+6.1%

Value-weighted move of the 10 largest stock positions

Turnover

7%

Last quarter; 18% over the last 4

Top 10 weight

29%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Institute for Wealth Management, LLC. disclosed 1,769 positions worth $1.1B in its Form 13F-HR for Q2 2026 — $1.1B in common stock plus $311,511 of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 13.1% of the equity portfolio, followed by $AAPL and $LRCX. During the quarter the fund opened 1178 new positions and exited 10. The portfolio is most concentrated in Technology (37.2% of disclosed assets). All figures are sourced directly from Institute for Wealth Management, LLC.’s Form 13F-HR filing with the SEC under CIK 1533954.

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AI-Powered Hedge Fund Analysis: Institute for Wealth Management, LLC.

13F Pro is an AI hedge fund tracker and stock research platform. For Institute for Wealth Management, LLC. (SEC CIK: 1533954), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Institute for Wealth Management, LLC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.