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 (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	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	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	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	1.1%	1.1%	30,578	+9.7%	$12.9M
SMHVaneck ETF Trust	1.0%	—	17,372	—	$11.4M
AXONAxon Enterprise Inc	1.0%	0.9%	19,839	-3.0%	$11.1M
VGSHVanguard Scottsdale Fds	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 Instrs Inc	0.8%	0.6%	28,671	-2.8%	$8.5M
URIUnited Rentals Inc	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
XLKSelect Sector Spdr Tr	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 Wholesale Corporation	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 Exchange Traded Fd T	0.7%	0.7%	46,822	+0.6%	$8.0M
SCHGSchwab Strategic Tr	0.7%	0.7%	234,282	+3.1%	$7.9M
CAIECalamos ETF Tr	0.7%	0.7%	283,681	+17.5%	$7.7M
SBUXStarbucks Corp	0.7%	0.7%	74,899	-0.1%	$7.7M
VUGVanguard Index Fds	0.7%	0.7%	85,781	+477.3%	$7.4M
DELLDell Technologies Inc	0.6%	—	16,707	—	$7.2M
VBKVanguard Index Fds	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
LLYEli Lilly & 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 Tr	0.5%	—	16,163	—	$6.0M
VBRVanguard Index Fds	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 Incorporated	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 Large Cap Growthetf	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	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.

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (NVDA) at 13.1%, Apple Inc (AAPL) at 2.9%, Lam Research Corp (LRCX) at 2.8%, Amazon Com Inc (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 Index Fds (VUG) (+477.3% shares), Vanguard Scottsdale Fds (VGSH) (+90.9% shares) and Meta Platforms Inc (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. (NFLX), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Amgen Inc (AMGN), Invesco Qqq Tr (QQQ) (-48.7% shares), Alphabet Inc (GOOG) (-13.3% shares) and United Rentals Inc (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.