Institute For Wealth Management, LLC. Top Holdings and 13F Report (2026) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $943.84 million in total holdings as of December 31, 2025.Institute For Wealth Management, LLC. owns shares of 538 different stocks, but just 163 companies or ETFs make up 80% of its holdings.Approximately 4.63% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 557 new stocks and bought additional shares in 136 stocks.Institute For Wealth Management, LLC. sold shares of 309 stocks and completely divested from 48 stocks this quarter.Largest Holdings NVIDIA $140,544,856Apple $33,389,070Microsoft $22,970,513Amazon.com $19,463,233Alphabet $17,448,378 Largest New Holdings this Quarter 64110W102 - NetEase $3,491,420 Holding05329W102 - AutoNation $2,089,165 Holding49177J102 - Kenvue $1,093,200 Holding550021109 - lululemon athletica $539,267 Holding62955J103 - NOV $512,571 Holding Largest Purchases this Quarter Netflix 37,259 shares (about $3.49M)NetEase 25,370 shares (about $3.49M)Technology Select Sector SPDR Fund 21,503 shares (about $3.10M)CALAMOS ETF TR 109,445 shares (about $2.93M)Cencora 7,418 shares (about $2.51M) Largest Sales this Quarter SPDR S&P Fossil Fuel Reserves Free ETF 126,678 shares (about $7.12M)iShares ESG Aware MSCI USA ETF 47,634 shares (about $7.10M)NVIDIA 9,920 shares (about $1.85M)iShares ESG Aware MSCI EM ETF 31,031 shares (about $1.37M)iShares S&P 500 Growth ETF 10,007 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInstitute For Wealth Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$140,544,856$1,850,079 ▼-1.3%753,59214.9%Computer and TechnologyAAPLApple$33,389,070$390,935 ▼-1.2%122,8173.5%Computer and TechnologyMSFTMicrosoft$22,970,513$324,509 ▼-1.4%47,4972.4%Computer and TechnologyAMZNAmazon.com$19,463,233$108,486 ▼-0.6%84,3222.1%Retail/WholesaleGOOGLAlphabet$17,448,378$187,486 ▼-1.1%55,7461.8%Computer and TechnologyQQQInvesco QQQ$16,345,699$979,218 ▼-5.7%26,6081.7%FinanceMETAMeta Platforms$13,105,566$188,788 ▼-1.4%19,8541.4%Computer and TechnologyLAM RESEARCH CORP$12,444,273$132,665 ▼-1.1%72,6971.3%COM NEWTSLATesla$11,665,891$133,569 ▼-1.1%25,9401.2%Auto/Tires/TrucksAXONAxon Enterprise$11,606,218$73,831 ▼-0.6%20,4361.2%AerospaceGSThe Goldman Sachs Group$8,592,439$180,199 ▼-2.1%9,7750.9%FinanceVTWGVanguard Russell 2000 Growth ETF$7,920,2970.0%33,5620.8%ETFAVGOBroadcom$7,886,018$43,263 ▼-0.5%22,7850.8%Computer and TechnologyCOSTCostco Wholesale$7,840,542$83,649 ▼-1.1%9,0920.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$7,498,188$33,142 ▼-0.4%229,8650.8%ETFVTWVVanguard Russell 2000 Value ETF$6,955,9960.0%43,4940.7%ETFSPYSPDR S&P 500 ETF Trust$6,777,931$683,317 ▼-9.2%9,9390.7%FinanceURIUnited Rentals$6,637,638$32,371 ▼-0.5%8,2020.7%ConstructionXMMOInvesco S&P MidCap Momentum ETF$6,502,259$130,569 ▼-2.0%46,9610.7%ETFSMHVanEck Semiconductor ETF$6,416,741$160,617 ▼-2.4%17,8180.7%ManufacturingXLIIndustrial Select Sector SPDR Fund$6,401,783$161,479 ▼-2.5%41,2700.7%ETFSBUXStarbucks$6,318,412$33,684 ▼-0.5%75,0320.7%Retail/WholesaleLLYEli Lilly and Company$6,164,907$50,506 ▼-0.8%5,7370.7%MedicalXLKTechnology Select Sector SPDR Fund$6,149,986$3,095,797 ▲101.4%42,7170.7%ETFAMDAdvanced Micro Devices$6,148,106$57,181 ▼-0.9%28,7080.7%Computer and TechnologyVUGVanguard Growth ETF$5,955,069$2,193,819 ▲58.3%12,2070.6%ETFADBEAdobe$5,919,734$145,596 ▼-2.4%16,9140.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$5,909,188$108,883 ▲1.9%107,8910.6%ETFMAMastercard$5,418,314$65,652 ▼-1.2%9,4910.6%Business ServicesDISWalt Disney$5,127,001$72,698 ▼-1.4%45,0650.5%Consumer DiscretionaryTXNTexas Instruments$5,118,292$11,797 ▼-0.2%29,5020.5%Computer and TechnologyJPMJPMorgan Chase & Co.$5,058,830$109,554 ▼-2.1%15,7000.5%FinanceGOOGAlphabet$5,045,167$95,393 ▼-1.9%16,0780.5%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$5,013,235$247,478 ▼-4.7%43,0670.5%ETFVBKVanguard Small-Cap Growth ETF$5,011,703$1,124,453 ▲28.9%16,5890.5%ETFAMATApplied Materials$4,958,263$100,738 ▼-2.0%19,2940.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,938,713$288,029 ▼-5.5%9,8250.5%FinanceVBRVanguard Small-Cap Value ETF$4,934,227$533,493 ▲12.1%23,2980.5%ETFCALAMOS ETF TR$4,742,010$2,926,554 ▲161.2%177,3380.5%AUTOCALLABLE INCVVisa$4,609,503$97,149 ▼-2.1%13,1430.5%Business ServicesBABoeing$4,528,161$32,133 ▲0.7%20,8560.5%AerospaceFTNTFortinet$4,342,956$15,485 ▼-0.4%54,6900.5%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$4,286,057$2,010,739 ▲88.4%72,9790.5%ETFBACBank of America$4,268,033$44,495 ▼-1.0%77,6010.5%FinanceABBVAbbVie$4,249,805$32,673 ▼-0.8%18,6000.5%MedicalVOEVanguard Mid-Cap Value ETF$4,233,290$32,636 ▼-0.8%23,8670.4%ETFNFLXNetflix$3,882,508$3,493,404 ▲897.8%41,4090.4%Consumer DiscretionaryPWBInvesco Large Cap Growth ETF$3,832,749$173,505 ▼-4.3%30,1530.4%ETFAMGNAmgen$3,822,081$18,002 ▲0.5%11,6770.4%MedicalVKTXViking Therapeutics$3,796,380$143,042 ▲3.9%107,9130.4%MedicalGEGE Aerospace$3,654,911$23,719 ▼-0.6%11,8650.4%AerospaceHIGThe Hartford Insurance Group$3,622,411$117,821 ▼-3.2%26,2870.4%FinanceIWViShares Russell 3000 ETF$3,622,0770.0%9,3630.4%ETFAXPAmerican Express$3,550,611$42,912 ▼-1.2%9,5980.4%FinanceNTESNetEase$3,491,420$3,491,420 ▲New Holding25,3700.4%Computer and TechnologyGMGeneral Motors$3,366,434$46,759 ▼-1.4%41,3970.4%Auto/Tires/TrucksVGTVanguard Information Technology ETF$3,334,157$4,523 ▲0.1%4,4230.4%ETFORCLOracle$3,268,957$392,930 ▼-10.7%16,7720.3%Computer and TechnologyIWMiShares Russell 2000 ETF$3,248,891$115,452 ▼-3.4%13,1980.3%FinanceVWOVanguard FTSE Emerging Markets ETF$3,235,424$91,069 ▲2.9%60,1830.3%ETFFDXFedEx$3,184,251$18,197 ▼-0.6%11,0240.3%TransportationIWCiShares Micro-Cap ETF$3,166,988$16,874 ▲0.5%20,0820.3%ETFSHViShares Short Treasury Bond ETF$3,081,594$873,941 ▼-22.1%27,9760.3%ETFBRK.ABerkshire Hathaway$3,019,2000.0%40.3%FinanceIEViShares Europe ETF$2,993,157$10,702 ▲0.4%43,6320.3%ETFMSMorgan Stanley$2,967,956$22,724 ▼-0.8%16,7180.3%FinanceXLGInvesco S&P 500 Top 50 ETF$2,966,851$100,539 ▼-3.3%50,0480.3%ETFKLACKLA$2,884,600$7,290 ▼-0.3%2,3740.3%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$2,812,851$40,680 ▼-1.4%59,9500.3%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$2,805,929$73,700 ▼-2.6%57,4510.3%ETFCORCencora$2,783,736$2,505,430 ▲900.2%8,2420.3%MedicalEEMiShares MSCI Emerging Markets ETF$2,751,870$47,488 ▼-1.7%50,2990.3%FinanceDEDeere & Company$2,730,569$535,871 ▲24.4%5,8650.3%IndustrialsBXBlackstone$2,623,113$111,596 ▼-4.1%17,0180.3%FinanceCATCaterpillar$2,583,171$30,936 ▼-1.2%4,5090.3%IndustrialsRTXRTX$2,561,585$94,086 ▼-3.5%13,9670.3%AerospaceCRMSalesforce$2,556,165$50,334 ▼-1.9%9,6490.3%Computer and TechnologyCSXCSX$2,517,521$1,994 ▼-0.1%69,4490.3%TransportationPANWPalo Alto Networks$2,505,869$98,179 ▼-3.8%13,6040.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,455,074$1,225,547 ▲99.7%54,9110.3%ETFCMECME Group$2,387,294$2,731 ▲0.1%8,7420.3%FinanceETNEaton$2,333,507$37,267 ▼-1.6%7,3260.2%IndustrialsLOWLowe's Companies$2,273,404$3,859 ▼-0.2%9,4270.2%Retail/WholesaleRYLDGlobal X Russell 2000 Covered Call ETF$2,223,716$27,020 ▼-1.2%145,3410.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,200,675$32,510 ▲1.5%30,8000.2%ManufacturingVHTVanguard Health Care ETF$2,197,003$57,286 ▲2.7%7,6320.2%ETFWALMART INC$2,190,424$14,483 ▲0.7%19,6610.2%COMJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,186,290$65,908 ▲3.1%37,6170.2%ETFDELLDell Technologies$2,162,957$21,651 ▼-1.0%17,1830.2%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$2,155,808$155,885 ▼-6.7%122,0040.2%ManufacturingJNJJohnson & Johnson$2,146,436$3,518 ▼-0.2%10,3720.2%MedicalQCOMQualcomm$2,146,067$4,619 ▲0.2%12,5460.2%Computer and TechnologyPYPLPayPal$2,131,250$25,688 ▼-1.2%36,5060.2%Business ServicesNOWServiceNow$2,111,786$1,616,968 ▲326.8%13,7850.2%Computer and TechnologyANAutoNation$2,089,165$2,089,165 ▲New Holding10,1180.2%Retail/WholesaleBXSLBlackstone Secured Lending Fund$2,087,548$3,397 ▲0.2%79,2840.2%FinancePFMInvesco Dividend Achievers ETF$2,058,392$52 ▲0.0%39,9650.2%ManufacturingBKNGBooking$2,051,092$37,487 ▲1.9%3830.2%Retail/WholesaleHHyatt Hotels$2,038,728$13,306 ▼-0.6%12,7170.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$2,016,005$28,299 ▼-1.4%32,2720.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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