Institutions / Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC.
CIK 1533954 · Institution · as of Dec 31, 2025
Portfolio value
$943.39M
Positions
538
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 538 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $140.47M | 14.9% |
| Apple Inc. | $33.31M | 3.5% |
| Microsoft Corp | $22.97M | 2.4% |
| Amazon.com Inc | $19.37M | 2.1% |
| Alphabet Inc. | $17.35M | 1.8% |
| Invesco Qqq Tr | $16.35M | 1.7% |
| Meta Platforms Inc | $13.11M | 1.4% |
| Lam Research Corp | $12.44M | 1.3% |
| Tesla Inc | $11.67M | 1.2% |
| Axon Enterprise Inc | $11.61M | 1.2% |
| The Goldman Sachs Group, Inc. | $8.59M | 0.9% |
| Vanguard Scottsdale Fds | $7.92M | 0.8% |
| Broadcom Inc. | $7.89M | 0.8% |
| Costco Wholesale Corp /New | $7.84M | 0.8% |
| Schwab Strategic Tr | $7.50M | 0.8% |
| Vanguard Scottsdale Fds | $6.96M | 0.7% |
| SPDR S&P 500 ETF Tr | $6.78M | 0.7% |
| United Rentals Inc | $6.64M | 0.7% |
| Invesco Exchange Traded Fd T | $6.50M | 0.7% |
| Select Sector SPDR Tr | $6.40M | 0.7% |
| VanEck ETF Trust | $6.34M | 0.7% |
| Starbucks Corp | $6.32M | 0.7% |
| ELI LILLY & Co | $6.16M | 0.7% |
| Select Sector SPDR Tr | $6.15M | 0.7% |
| Advanced Micro Devices Inc | $6.15M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.