Q2 2026 13F · SEC CIK 1533954

Institute for Wealth Management, LLC.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 1,763
Top holdings a year, 3 yrs: +32.6%
Assets under management: $1.4B

Institute for Wealth Management, LLC. is a wealth manager that reported 1,763 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Nvidia Corporation Com (NVDA, 13.1%), Apple Inc (AAPL, 2.9%), Lam Research Corp (LRCX, 2.8%). A portfolio copying its top holdings returned 32.6% a year over the last 3 years, against 20.4% for the S&P 500.

Institute for Wealth Management, LLC. holdings largest 50 of 1,763 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Institute for Wealth Management, LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	13.1%	13.9%	739,474	-0.3%	$148.0M
AAPLApple Inc	2.9%	3.3%	114,542	-4.0%	$33.1M
LRCXLam Research Corp	2.8%	1.7%	72,370	-0.0%	$31.4M
AMZNAmazon Com Inc Com	1.8%	1.9%	87,168	+1.1%	$20.8M
GOOGLAlphabet Inc	1.8%	1.7%	55,480	-2.0%	$19.8M
MSFTMicrosoft Corp	1.7%	1.9%	52,648	+7.5%	$19.6M
AMDAdvanced Micro Devices Inc	1.4%	0.6%	27,331	-3.4%	$15.9M
QQQInvesco Qqq Tr	1.3%	2.5%	20,442	-48.7%	$15.1M
METAMeta Platforms Inc Class A	1.3%	1.2%	25,278	+27.5%	$14.2M
AMATApplied Matls Inc	1.2%	0.7%	18,840	-0.9%	$13.6M
TSLATesla Inc Com	1.1%	1.1%	30,578	+9.7%	$12.9M
SMHVaneck Semiconductor ETF	1.0%	—	17,372	—	$11.4M
AXONAxon Enterprise Inc	1.0%	0.9%	19,839	-3.0%	$11.1M
VGSHVanguard Short-Term Treasury ETF Total	0.9%	0.6%	171,380	+90.9%	$10.0M
GSGoldman Sachs Group Inc	0.8%	0.9%	9,512	-0.6%	$9.6M
VTWGVanguard Scottsdale Fds	0.8%	0.8%	32,625	-3.0%	$9.4M
AVGOBroadcom Inc	0.8%	0.8%	22,745	+0.1%	$8.6M
TXNTexas Instruments Inc	0.8%	0.6%	28,671	-2.8%	$8.5M
URIUnited Rentals Inc Com	0.8%	0.6%	7,509	-8.1%	$8.5M
VTWVVanguard Scottsdale Fds	0.7%	0.8%	42,835	-1.2%	$8.4M
FTNTFortinet Inc	0.7%	0.5%	54,346	-0.1%	$8.3M
XLKState Street Technology Select Sector Sp	0.7%	0.6%	42,561	-1.0%	$8.1M
XLISelect Sector Spdr Tr	0.7%	0.7%	43,753	+4.0%	$8.1M
COSTCostco Whsl Corp New	0.7%	0.9%	8,589	+0.2%	$8.0M
MUMicron Technology Inc	0.7%	—	6,939	—	$8.0M
EDVVanguard World Fd	0.7%	—	122,588	—	$8.0M
XMMOInvesco S&p Midcap Momentum ETF	0.7%	0.7%	46,822	+0.6%	$8.0M
SCHGSchwab U.s. Large-Cap Growth ETF	0.7%	0.7%	234,282	+3.1%	$7.9M
CAIECalamos Autocallable Income ETF	0.7%	0.7%	283,681	+17.5%	$7.7M
SBUXStarbucks Corp Com	0.7%	0.7%	74,899	-0.1%	$7.7M
VUGVanguard Indx Fd	0.7%	0.7%	85,781	+477.3%	$7.4M
DELLDell Technologies Inc	0.6%	—	16,707	—	$7.2M
VBKVanguard Small Cap Growth ETF	0.6%	0.6%	19,478	-2.3%	$7.1M
KLACKla Corp	0.6%	—	23,230	—	$7.0M
XLFSelect Sector Spdr Tr	0.6%	0.7%	127,887	+1.5%	$6.9M
LLYLilly Eli & Co	0.6%	0.6%	5,669	-1.5%	$6.8M
PDPInvesco Exchange Traded Fd T	0.6%	0.6%	42,767	-0.0%	$6.5M
MRVLMarvell Technology Inc	0.5%	—	20,311	—	$6.1M
GLDSpdr Gold Shares	0.5%	—	16,163	—	$6.0M
VBRVanguard Small Cap Value ETF	0.5%	0.6%	23,212	-2.2%	$5.6M
JPMJpmorgan Chase & Co	0.5%	0.5%	15,662	-0.3%	$5.1M
GOOGAlphabet Inc	0.4%	0.5%	14,171	-13.3%	$5.0M
MAMastercard Inc.	0.4%	0.5%	9,434	-0.4%	$4.8M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	9,616	-1.1%	$4.8M
VOEVanguard Index Fds	0.4%	0.5%	23,837	+0.0%	$4.7M
PWBInvesco Exchange Traded Fd T	0.4%	0.4%	27,904	-6.5%	$4.7M
PANWPalo Alto Networks Inc	0.4%	—	13,577	—	$4.6M
ABBVAbbvie Inc	0.4%	0.4%	18,395	-0.4%	$4.6M
BACBank of Amer Corp	0.4%	0.4%	78,179	-0.4%	$4.5M
VVisa Inc Com Cl A	0.4%	0.4%	12,803	-2.8%	$4.4M

What Institute for Wealth Management, LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+477.3% shares
VGSH Vanguard Short-Term Treasury ETF Total+90.9% shares
META Meta Platforms Inc Class A+27.5% shares
CAIE Calamos Autocallable Income ETF+17.5% shares
TSLA Tesla Inc Com+9.7% shares
MSFT Microsoft Corp+7.5% shares

Reduced

QQQ Invesco Qqq Tr-48.7% shares
GOOG Alphabet Inc-13.3% shares
URI United Rentals Inc Com-8.1% shares
PWB Invesco Exchange Traded Fd T-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: +32.6% /yr; S&P 500 +20.4%
5 years: +18.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	1,763
Q1 2026	$931.3M	540
Q4 2025	$943.4M	538
Q3 2025	$960.1M	557
Q2 2025	$896.0M	559
Q1 2025	$777.9M	524
Q4 2024	$796.4M	505
Q3 2024	$792.4M	550
Q2 2024	$746.1M	504
Q1 2024	$771.8M	501
Q4 2023	$612.7M	481
Q3 2023	$547.8M	449

Questions about Institute for Wealth Management, LLC.'s portfolio

What stocks does Institute for Wealth Management, LLC. own?

Institute for Wealth Management, LLC.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 1,763 positions worth $1.1B. The largest are Nvidia Corporation Com (NVDA) at 13.1%, Apple Inc (AAPL) at 2.9%, Lam Research Corp (LRCX) at 2.8%, Amazon Com Inc Com (AMZN) at 1.8% and Alphabet Inc (GOOGL) at 1.8%.

What did Institute for Wealth Management, LLC. buy last quarter?

In Q2 2026, Institute for Wealth Management, LLC. added Vanguard Indx Fd (VUG) (+477.3% shares), Vanguard Short-Term Treasury ETF Total (VGSH) (+90.9% shares) and Meta Platforms Inc Class A (META) (+27.5% shares), compared with its Q1 2026 filing.

What did Institute for Wealth Management, LLC. sell last quarter?

In Q2 2026, Institute for Wealth Management, LLC. cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Spdr S&p 500 ETF Tr (SPY), cut from its top 50 Amgen Inc Com (AMGN), Invesco Qqq Tr (QQQ) (-48.7% shares), Alphabet Inc (GOOG) (-13.3% shares) and United Rentals Inc Com (URI) (-8.1% shares), compared with its Q1 2026 filing.

How has Institute for Wealth Management, LLC.'s portfolio performed?

A portfolio copying Institute for Wealth Management, LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +32.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +18.1% a year against +11.6%.

When is Institute for Wealth Management, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Institute for Wealth Management, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Institute for Wealth Management, LLC. manage?

Institute for Wealth Management, LLC. reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.