Institute for Wealth Management, LLC
$1.1B 13F equity value
1,772 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 739,474 | $148M | 13.1% |
| AAPL | APPLE INC | 114,542 | $33M | 2.9% |
| LRCX | LAM RESEARCH CORP | 72,370 | $31M | 2.8% |
| AMZN | AMAZON COM INC | 87,168 | $21M | 1.8% |
| GOOGL | ALPHABET INC | 55,480 | $20M | 1.8% |
| MSFT | MICROSOFT CORP | 52,648 | $20M | 1.7% |
| AMD | ADVANCED MICRO DEVICES INC | 27,331 | $16M | 1.4% |
| QQQ | INVESCO QQQ TR | 20,442 | $15M | 1.3% |
| META | META PLATFORMS INC | 25,278 | $14M | 1.3% |
| AMAT | APPLIED MATLS INC | 18,840 | $14M | 1.2% |
Track Institute for Wealth Management, LLC's 13F portfolio: $1.1B in reported holdings, 1,772 positions. Top holdings and quarterly changes on SentiSense.
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