Institute for Wealth Management, LLC
$1.1B 13F equity value
1,772 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Institute for Wealth Management, LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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