Institute for Wealth Management, LLC.
13F Reported Value
ⓘ$1.1B
incl. option notional
Equity Holdings
ⓘ$1.1B
Option Notional
ⓘ$311,511
$184,115 puts / $127,396 calls
Holdings
1,769
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (34.9% 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.
AI Fund Analysis
Stable
$NVDA
$AAPL
$LRCX
$AMZN
$GOOG
$NOWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$148.0M739,474 sh - 76.4#84
Quality
$33.1M114,542 sh - 79.4#38
Quality
$31.4M72,370 sh - 68.7
Quality
$20.8M87,168 sh - 78.2
Quality
$19.8M55,480 sh - 79.8
Quality
$19.6M52,648 sh - 79.8
Quality
$15.9M27,331 sh - —
Quality
$15.1M20,442 sh - 79.6
Quality
$14.2M25,278 sh - 72.3
Quality
$13.6M18,840 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $148.0M | 739,474 |
| Apple Inc.$AAPL | 76.4#84 | $33.1M | 114,542 |
| LAM RESEARCH CORP$LRCX | 79.4#38 | $31.4M | 72,370 |
| AMAZON COM INC$AMZN | 68.7 | $20.8M | 87,168 |
| Alphabet Inc.$GOOG | 78.2 | $19.8M | 55,480 |
 MICROSOFT CORP$MSFT | 79.8 | $19.6M | 52,648 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $15.9M | 27,331 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $15.1M | 20,442 |
 Meta Platforms, Inc.$META | 79.6 | $14.2M | 25,278 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $13.6M | 18,840 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Institute for Wealth Management, LLC.'s 1,769 positions.
Showing top 10 of 1,769 holdings.
Sector Allocation
Technology
$395.6M
Other
$296.8M
Financials
$132.6M
Industrials
$125.1M
Consumer Discretionary
$68.0M
Healthcare
$44.9M
Energy
$18.8M
Communication Services
$17.6M
Top Holdings — Institute for Wealth Management, LLC. (Q2 2026)
Top 150 of 1,769 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $148.0M | 13.1% | -0% | 85.9 |
| 2 | $AAPL | Apple Inc. | $33.1M | 2.9% | -4% | 76.4 |
| 3 | $LRCX | LAM RESEARCH CORP | $31.4M | 2.8% | -0% | 79.4 |
| 4 | $AMZN | AMAZON COM INC | $20.8M | 1.8% | +1% | 68.7 |
| 5 | $GOOG | Alphabet Inc. | $19.8M | 1.8% | -2% | 78.2 |
| 6 | $MSFT | MICROSOFT CORP | $19.6M | 1.7% | +7% | 79.8 |
| 7 | $AMD | ADVANCED MICRO DEVICES INC | $15.9M | 1.4% | -3% | 79.8 |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $15.1M | 1.3% | -49% | — |
| 9 | $META | Meta Platforms, Inc. | $14.2M | 1.3% | +27% | 79.6 |
| 10 | $AMAT | APPLIED MATERIALS INC /DE | $13.6M | 1.2% | -1% | 72.3 |
| 11 |  $TSLA | Tesla, Inc. | $12.9M | 1.1% | +10% | 53.9 |
| 12 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $11.4M | 1.0% | NEW | — |
| 13 |  $AXON | AXON ENTERPRISE, INC. | $11.1M | 1.0% | -3% | 56.6 |
| 14 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $10.0M | 0.9% | +91% | — |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $9.6M | 0.8% | -1% | 73.5 |
| 16 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $9.4M | 0.8% | -3% | — |
| 17 |  $AVGO | Broadcom Inc. | $8.6M | 0.8% | +0% | 84.5 |
| 18 |  $TXN | TEXAS INSTRUMENTS INC | $8.5M | 0.8% | -3% | 73.4 |
| 19 |  $URI | UNITED RENTALS, INC. | $8.5M | 0.8% | -8% | 63.9 |
| 20 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $8.4M | 0.7% | -1% | — |
| 21 |  $FTNT | Fortinet, Inc. | $8.3M | 0.7% | -0% | 80.1 |
| 22 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.1M | 0.7% | -1% | — |
| 23 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $8.1M | 0.7% | +4% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.0M | 0.7% | +0% | 66.2 |
| 25 |  $MU | MICRON TECHNOLOGY INC | $8.0M | 0.7% | -1% | 86.2 |
| 26 | — | VANGUARD WORLD FD - EXTENDED DUR | $8.0M | 0.7% | +182% | — |
| 27 |  $IVZ | Invesco Ltd. | $8.0M | 0.7% | +1% | — |
| 28 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $7.9M | 0.7% | +3% | — |
| 29 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $7.7M | 0.7% | +18% | — |
| 30 |  $SBUX | STARBUCKS CORP | $7.7M | 0.7% | -0% | 58.2 |
| 31 | — | VANGUARD INDEX FDS - GROWTH ETF | $7.4M | 0.7% | +477% | — |
| 32 |  $DELL | Dell Technologies Inc. | $7.2M | 0.6% | -2% | 71.2 |
| 33 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $7.1M | 0.6% | -2% | — |
| 34 |  $KLAC | KLA CORP | $7.0M | 0.6% | +906% | 78.6 |
| 35 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $6.9M | 0.6% | +1% | — |
| 36 |  $LLY | ELI LILLY & Co | $6.8M | 0.6% | -1% | 87.5 |
| 37 | $IVZ | Invesco Ltd. | $6.5M | 0.6% | -0% | — |
| 38 |  $MRVL | Marvell Technology, Inc. | $6.1M | 0.5% | +1% | 76.5 |
| 39 |  $GLD | SPDR GOLD TRUST | $6.0M | 0.5% | +197% | — |
| 40 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.6M | 0.5% | -2% | — |
| 41 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 0.5% | -0% | 70.7 |
| 42 |  $GOOGL | Alphabet Inc. | $5.0M | 0.4% | -13% | 78.2 |
| 43 |  $MA | Mastercard Inc | $4.8M | 0.4% | -0% | 85.1 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.8M | 0.4% | -1% | 73.8 |
| 45 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.7M | 0.4% | +0% | — |
| 46 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $4.7M | 0.4% | -6% | — |
| 47 |  $PANW | Palo Alto Networks Inc | $4.6M | 0.4% | -0% | 65.5 |
| 48 |  $ABBV | AbbVie Inc. | $4.6M | 0.4% | -0% | 72.6 |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.5M | 0.4% | -0% | 67.6 |
| 50 |  $V | VISA INC. | $4.4M | 0.4% | -3% | 82.9 |
| 51 |  $DIS | Walt Disney Co | $4.3M | 0.4% | -2% | 60.1 |
| 52 |  $VKTX | Viking Therapeutics, Inc. | $4.2M | 0.4% | -0% | — |
| 53 |  $AMGN | AMGEN INC | $4.2M | 0.4% | -0% | 79.2 |
| 54 |  $BA | BOEING CO | $4.1M | 0.4% | -5% | 61.6 |
| 55 |  $CAT | CATERPILLAR INC | $4.1M | 0.4% | -14% | 66.5 |
| 56 | — | ISHARES TR - MICRO-CAP ETF | $4.0M | 0.3% | +0% | — |
| 57 | — | ISHARES TR - RUSSELL 3000 ETF | $4.0M | 0.3% | +0% | — |
| 58 |  $NFLX | NETFLIX INC | $3.7M | 0.3% | +16% | 78.8 |
| 59 | — | ISHARES TR - RUSSELL 2000 ETF | $3.7M | 0.3% | -21% | — |
| 60 |  $ADBE | ADOBE INC. | $3.6M | 0.3% | -1% | 77.6 |
| 61 |  $GE | GENERAL ELECTRIC CO | $3.6M | 0.3% | -8% | 73.8 |
| 62 | — | ISHARES TR - MSCI EMG MKT ETF | $3.5M | 0.3% | -0% | — |
| 63 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.5M | 0.3% | -13% | — |
| 64 |  $IMMX | Immix Biopharma, Inc. | $3.5M | 0.3% | +0% | — |
| 65 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $3.4M | 0.3% | -1% | 71.6 |
| 66 |  $MS | MORGAN STANLEY | $3.4M | 0.3% | -2% | 75.8 |
| 67 |  $FDX | FEDEX CORP | $3.4M | 0.3% | -3% | 60.3 |
| 68 |  $CSX | CSX CORP | $3.3M | 0.3% | -0% | 65.2 |
| 69 | — | ISHARES TR - EUROPE ETF | $3.3M | 0.3% | -0% | — |
| 70 |  $NTES | NetEase, Inc. | $3.2M | 0.3% | -0% | — |
| 71 | $IVZ | Invesco Ltd. | $3.2M | 0.3% | +0% | — |
| 72 |  $AXP | AMERICAN EXPRESS CO | $3.2M | 0.3% | -0% | 69.4 |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 0.3% | -35% | — |
| 74 |  $ETN | Eaton Corp plc | $3.1M | 0.3% | +1% | — |
| 75 |  $NET | Cloudflare, Inc. | $3.0M | 0.3% | +2% | 56.4 |
| 76 |  $MPC | Marathon Petroleum Corp | $2.9M | 0.3% | -1% | 61 |
| 77 | $IVZ | Invesco Ltd. | $2.9M | 0.3% | +0% | — |
| 78 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.9M | 0.3% | -11% | — |
| 79 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.9M | 0.3% | -1% | — |
| 80 | $IVZ | Invesco Ltd. | $2.8M | 0.3% | -0% | — |
| 81 |  $BXSL | Blackstone Secured Lending Fund | $2.7M | 0.2% | +238% | — |
| 82 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $2.7M | 0.2% | +0% | — |
| 83 | — | VANGUARD WORLD FD - INF TECH ETF | $2.7M | 0.2% | +367% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.2% | -0% | 69 |
| 85 |  $RTX | RTX Corp | $2.6M | 0.2% | -1% | 73.2 |
| 86 |  $CRM | Salesforce, Inc. | $2.6M | 0.2% | -3% | 77 |
| 87 |  $GM | General Motors Co | $2.5M | 0.2% | -20% | 54.3 |
| 88 |  $GLW | CORNING INC /NY | $2.5M | 0.2% | -1% | 73.7 |
| 89 |  $GEV | GE Vernova Inc. | $2.5M | 0.2% | -7% | 81.1 |
| 90 | $NOW | ServiceNow, Inc. | $2.5M | 0.2% | +4% | 72.9 |
| 91 | — | SPDR SERIES TRUST - ST STR SP HOME | $2.4M | 0.2% | +4% | — |
| 92 |  $HWM | Howmet Aerospace Inc. | $2.4M | 0.2% | -0% | 73.9 |
| 93 |  $DE | DEERE & CO | $2.4M | 0.2% | -22% | 55.4 |
| 94 | — | INVESCO EXCHANGE TRADED FD T - S&P SPIN OFF | $2.4M | 0.2% | +0% | — |
| 95 |  $KVUE | Kenvue Inc. | $2.3M | 0.2% | +0% | 60.3 |
| 96 |  $SHOP | SHOPIFY INC. | $2.3M | 0.2% | +46% | 64.9 |
| 97 |  $IBIT | iShares Bitcoin Trust ETF | $2.3M | 0.2% | NEW | — |
| 98 | — | GLOBAL X FDS - RUSSELL 2000 | $2.3M | 0.2% | -1% | — |
| 99 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $2.3M | 0.2% | -1% | — |
| 100 | — | ISHARES TR - CORE S&P SCP ETF | $2.3M | 0.2% | +11% | — |
| 101 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.2% | +0% | 73.8 |
| 102 | $IVZ | Invesco Ltd. | $2.2M | 0.2% | +0% | — |
| 103 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.2M | 0.2% | +0% | 69.7 |
| 104 |  $COR | Cencora, Inc. | $2.2M | 0.2% | -2% | 61.1 |
| 105 |  $QCOM | QUALCOMM INC/DE | $2.2M | 0.2% | -3% | 70.5 |
| 106 |  $ORCL | ORACLE CORP | $2.2M | 0.2% | -12% | 66.2 |
| 107 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | $2.2M | 0.2% | +0% | — |
| 108 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.1M | 0.2% | -19% | — |
| 109 |  $WMT | Walmart Inc. | $2.1M | 0.2% | -5% | 60.2 |
| 110 |  $C | CITIGROUP INC | $2.1M | 0.2% | -12% | 65 |
| 111 | — | VANGUARD INDEX FDS - VALUE ETF | $2.1M | 0.2% | -15% | — |
| 112 |  $BX | Blackstone Inc. | $2.1M | 0.2% | +0% | 74.4 |
| 113 | — | GLOBAL X FDS - NASDAQ 100 COVER | $2.0M | 0.2% | -4% | — |
| 114 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $2.0M | 0.2% | +0% | — |
| 115 |  $WM | WASTE MANAGEMENT INC | $2.0M | 0.2% | -3% | 67.6 |
| 116 | — | ISHARES TR - CORE 60 BALA ETF | $1.9M | 0.2% | +27% | — |
| 117 | — | ISHARES TR - CORE S&P500 ETF | $1.9M | 0.2% | -8% | — |
| 118 |  $H | Hyatt Hotels Corp | $1.9M | 0.2% | -21% | 47.9 |
| 119 |  $CME | CME GROUP INC. | $1.9M | 0.2% | -0% | 69.5 |
| 120 |  $EBAY | EBAY INC | $1.9M | 0.2% | +0% | 66.4 |
| 121 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +0% | — |
| 122 |  $AN | AUTONATION, INC. | $1.9M | 0.2% | +1% | 47.8 |
| 123 |  $LOW | LOWES COMPANIES INC | $1.9M | 0.2% | -10% | 60.8 |
| 124 | — | TIDAL TRUST I - FUND GRAN US ETF | $1.8M | 0.2% | -1% | — |
| 125 |  $JOE | ST JOE Co | $1.8M | 0.2% | -1% | 69.5 |
| 126 | $IVZ | Invesco Ltd. | $1.8M | 0.2% | -0% | — |
| 127 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.2% | -16% | 70.3 |
| 128 |  $CVX | CHEVRON CORP | $1.8M | 0.2% | -5% | 62.8 |
| 129 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.1% | -6% | — |
| 130 |  $APP | AppLovin Corp | $1.7M | 0.1% | -0% | 84.4 |
| 131 | — | SPDR SERIES TRUST - ST STR SP BIOT | $1.7M | 0.1% | +6% | — |
| 132 |  $BKNG | Booking Holdings Inc. | $1.7M | 0.1% | +2400% | 58.5 |
| 133 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.7M | 0.1% | +0% | — |
| 134 | — | ISHARES TR - CORE S&P TTL STK | $1.7M | 0.1% | +12% | — |
| 135 | — | VIRTUS ETF TR II - VIRTUS US QLTY | $1.7M | 0.1% | -1% | — |
| 136 |  $HD | HOME DEPOT, INC. | $1.7M | 0.1% | +0% | 60.3 |
| 137 |  $TRV | TRAVELERS COMPANIES, INC. | $1.7M | 0.1% | -2% | 75.9 |
| 138 | — | ISHARES INC - MSCI JAPAN ETF | $1.7M | 0.1% | -1% | — |
| 139 |  $CMI | CUMMINS INC | $1.7M | 0.1% | -0% | 58.1 |
| 140 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.6M | 0.1% | -37% | — |
| 141 |  $LNG | Cheniere Energy, Inc. | $1.6M | 0.1% | -0% | 66.5 |
| 142 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.6M | 0.1% | -4% | 61.7 |
| 143 | — | ISHARES TR - MSCI USA QLT FCT | $1.6M | 0.1% | -12% | — |
| 144 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.1% | -0% | 75.4 |
| 145 | — | GLOBAL X FDS - S&P 500 COVERED | $1.6M | 0.1% | -3% | — |
| 146 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.1% | +2% | 67.7 |
| 147 |  $PHM | PULTEGROUP INC/MI/ | $1.6M | 0.1% | -7% | 55.3 |
| 148 |  $PWR | QUANTA SERVICES, INC. | $1.5M | 0.1% | -0% | 72.1 |
| 149 | — | VANECK ETF TRUST - BIOTECH ETF | $1.5M | 0.1% | +0% | — |
| 150 | — | ISHARES TR - S&P 500 GRWT ETF | $1.5M | 0.1% | -11% | — |
New Positions (1178)
$IBIT iShares Bitcoin Trust ETF$2.3M
$FLEX FLEX LTD.$898,030
$FDXF FedEx Freight Holding Company, Inc.$801,256
$HONA Honeywell Aerospace Inc.$519,317
$NU Nu Holdings Ltd.$450,580
$FLR FLUOR CORP$354,071
$PSUS Pershing Square USA, Ltd.$339,598
$ILMN ILLUMINA, INC.$248,976
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