Institute for Wealth Management, LLC
$1.1B 13F equity value
1,767 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Institute for Wealth Management, LLC covers the quarter ended September 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 | 733,460 | $168M | 14.8% |
| AAPL | APPLE INC | 115,869 | $39M | 3.4% |
| MSFT | MICROSOFT CORP | 53,903 | $28M | 2.4% |
| LRCX | LAM RESEARCH CORP | 72,293 | $24M | 2.1% |
| AMZN | AMAZON COM INC | 88,560 | $22M | 2.0% |
| GOOGL | ALPHABET INC | 59,165 | $20M | 1.8% |
| META | META PLATFORMS INC | 27,092 | $20M | 1.7% |
| AMD | ADVANCED MICRO DEVICES INC | 26,837 | $16M | 1.5% |
| QQQ | INVESCO QQQ TR | 21,215 | $16M | 1.4% |
| VGSH | VANGUARD SCOTTSDALE FDS | 205,641 | $12M | 1.0% |
Track Institute for Wealth Management, LLC's 13F portfolio: $1.1B in reported holdings, 1,767 positions. Top holdings and quarterly changes on SentiSense.
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