Institute For Wealth Management, Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$938.5M
Q ending 2026-03-31
Prior quarter
$943.8M
Q ending 2025-12-31
Change
-0.6% QoQ · +20.4% YoY
Positions
542
reported holdings
Largest positions
Top 100 of 542 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $129.3M | 741K |
| Apple Inc | AAPL | Shares | $30.3M | 119K |
| Invesco Qqq Tr | QQQ | Shares | $23.0M | 40K |
| Microsoft Corp | MSFT | Shares | $18.1M | 49K |
| Amazon Com Inc | AMZN | Shares | $18.0M | 86K |
| Alphabet Inc | GOOGL | Shares | $16.3M | 57K |
| Lam Research Corp | LRCX | Shares | $15.5M | 72K |
| Meta Platforms Inc | META | Shares | $11.3M | 20K |
| Tesla Inc | TSLA | Shares | $10.4M | 28K |
| Axon Enterprise Inc | AXON | Shares | $8.7M | 20K |
| Costco Wholesale Corporation | COST | Shares | $8.5M | 9K |
| Goldman Sachs Group Inc | GS | Shares | $8.1M | 10K |
| Vanguard Scottsdale Fds | VTWG | Shares | $7.7M | 34K |
| Vanguard Scottsdale Fds | VTWV | Shares | $7.3M | 43K |
| Broadcom Inc | AVGO | Shares | $7.0M | 23K |
| Vaneck Etf Trust | SMH | Put | $6.8M | 18K |
| Select Sector Spdr Tr | XLI | Shares | $6.8M | 42K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $6.7M | 47K |
| Starbucks Corp | SBUX | Shares | $6.7M | 75K |
| Schwab Strategic Tr | SCHG | Shares | $6.6M | 227K |
| Applied Matls Inc | AMAT | Shares | $6.5M | 19K |
| Vanguard Index Fds | VUG | Shares | $6.5M | 15K |
| Select Sector Spdr Tr | XLF | Shares | $6.2M | 126K |
| Calamos Etf Tr | CAIE | Shares | $6.1M | 241K |
| Vanguard Index Fds | VBK | Shares | $6.0M | 20K |
| United Rentals Inc | URI | Shares | $6.0M | 8K |
| Advanced Micro Devices Inc | AMD | Shares | $5.8M | 28K |
| Texas Instrs Inc | TXN | Shares | $5.7M | 29K |
| Select Sector Spdr Tr | XLK | Shares | $5.7M | 43K |
| Eli Lilly & Co | LLY | Shares | $5.3M | 6K |
| Vanguard Scottsdale Fds | VGSH | Shares | $5.3M | 90K |
| Invesco Exchange Traded Fd T | PDP | Shares | $5.2M | 43K |
| Vanguard Index Fds | VBR | Shares | $5.2M | 24K |
| Mastercard Incorporated | MA | Shares | $4.7M | 9K |
| Alphabet Inc | GOOG | Shares | $4.7M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.7M | 10K |
| Jpmorgan Chase & Co | JPM | Shares | $4.6M | 16K |
| Fortinet Inc | FTNT | Shares | $4.4M | 54K |
| Disney Walt Co | DIS | Shares | $4.4M | 46K |
| Vanguard Index Fds | VOE | Shares | $4.4M | 24K |
| Netflix Inc. | NFLX | Shares | $4.3M | 45K |
| Adobe Inc | ADBE | Shares | $4.3M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.2M | 6K |
| Amgen Inc | AMGN | Shares | $4.1M | 12K |
| Abbvie Inc | ABBV | Shares | $4.0M | 18K |
| Boeing Co | BA | Shares | $4.0M | 20K |
| Visa Inc | V | Shares | $4.0M | 13K |
| Fedex Corp | FDX | Shares | $3.9M | 11K |
| Ishares Tr | IWM | Shares | $3.8M | 15K |
| Bank America Corp | BAC | Shares | $3.8M | 79K |
| Invesco Exchange Traded Fd T | PWB | Shares | $3.8M | 30K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.7M | 68K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $3.7M | 8K |
| Hartford Insurance Group Inc | HIG | Shares | $3.5M | 26K |
| Viking Therapeutics Inc | VKTX | Shares | $3.5M | 109K |
| Ishares Tr | IWV | Shares | $3.5M | 9K |
| Kla Corp | KLAC | Shares | $3.4M | 2K |
| Vanguard World Fd | VGT | Shares | $3.4M | 5K |
| Select Sector Spdr Tr | XLE | Shares | $3.3M | 54K |
| Ishares Tr | SHV | Shares | $3.3M | 30K |
| Ishares Tr | IWC | Shares | $3.2M | 20K |
| Salesforce Inc | CRM | Shares | $3.1M | 17K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Immix Biopharma Inc | IMMX | Shares | $3.1M | 338K |
| General Mtrs Co | GM | Shares | $3.1M | 41K |
| Ishares Tr | IEV | Shares | $3.0M | 45K |
| Ishares Tr | EEM | Shares | $2.9M | 52K |
| Ge Aerospace | GE | Shares | $2.9M | 10K |
| American Express Co | AXP | Shares | $2.9M | 9K |
| Csx Corp | CSX | Shares | $2.8M | 69K |
| Invesco Exchange Traded Fd T | BMVP | Shares | $2.8M | 57K |
| Netease Com Inc | NTES | Shares | $2.8M | 25K |
| Marathon Pete Corp | MPC | Shares | $2.8M | 12K |
| Invesco Exchange Traded Fd T | PRF | Shares | $2.8M | 59K |
| Vanguard World Fd | EDV | Shares | $2.8M | 43K |
| Dell Technologies Inc | DELL | Shares | $2.8M | 17K |
| Morgan Stanley | MS | Shares | $2.7M | 17K |
| Deere & Co | DE | Shares | $2.7M | 5K |
| Rtx Corporation | RTX | Shares | $2.7M | 14K |
| Eaton Corp Plc | Shares | $2.6M | 7K | |
| Cme Group Inc | CME | Shares | $2.6M | 9K |
| Johnson & Johnson | JNJ | Shares | $2.6M | 11K |
| Invesco Exchange Traded Fd T | XLG | Shares | $2.5M | 46K |
| Cencora Inc | COR | Shares | $2.5M | 8K |
| Cloudflare Inc | NET | Shares | $2.5M | 12K |
| Oracle Corp | ORCL | Shares | $2.5M | 17K |
| Servicenow Inc | NOW | Shares | $2.5M | 24K |
| Walmart Inc | WMT | Shares | $2.5M | 20K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.4M | 37K |
| Micron Technology Inc | MU | Shares | $2.4M | 7K |
| Vanguard World Fd | VHT | Shares | $2.4M | 9K |
| Snowflake Inc | SNOW | Shares | $2.4M | 16K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Chevron Corporation | CVX | Shares | $2.3M | 11K |
| Vanguard Index Fds | VOT | Shares | $2.3M | 9K |
| Lowes Cos Inc | LOW | Shares | $2.2M | 9K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Palo Alto Networks Inc | PANW | Shares | $2.2M | 14K |
| Global X Fds | RYLD | Shares | $2.2M | 145K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.