Institute For Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Institute For Wealth Management, LLC.

Investment Activity

Institute For Wealth Management, LLC. has $938.45 million in total holdings as of December 31, 2025.
Institute For Wealth Management, LLC. owns shares of 542 different stocks, but just 168 companies or ETFs make up 80% of its holdings.
Approximately 6.00% of the portfolio was purchased this quarter.
About 3.11% of the portfolio was sold this quarter.
This quarter, Institute For Wealth Management, LLC. has purchased 538 new stocks and bought additional shares in 169 stocks.
Institute For Wealth Management, LLC. sold shares of 224 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

NVIDIA: $129,289,429
Apple: $30,296,159
Invesco QQQ: $23,013,994
Microsoft: $18,130,239
Amazon.com: $17,952,469

Largest New Holdings this Quarter

45258H106 - Immix Biopharma: $3,075,099 Holding
03831W108 - APPLOVIN CORP: $1,337,523 Holding
98138H101 - Workday: $881,638 Holding
594972408 - Strategy: $806,826 Holding
20464U100 - Compass: $524,858 Holding

Largest Purchases this Quarter

Invesco QQQ: 13,265 shares (about $7.66M)
SPDR Dow Jones Industrial Average ETF Trust: 6,696 shares (about $3.10M)
Immix Biopharma: 337,552 shares (about $3.08M)
Vanguard Extended Duration Treasury ETF: 35,065 shares (about $2.28M)
Snowflake: 11,484 shares (about $1.73M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 3,483 shares (about $2.27M)
NVIDIA: 12,254 shares (about $2.14M)
First Trust Nasdaq Cybersecurity ETF: 21,877 shares (about $1.37M)
Blackstone Secured Lending Fund: 45,014 shares (about $1.07M)
Apple: 3,442 shares (about $873.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$129,289,429	$2,137,099 â–¼	-1.6%	741,338	13.8%	Computer and Technology
AAPL Apple	$30,296,159	$873,545 â–¼	-2.8%	119,375	3.2%	Computer and Technology
QQQ Invesco QQQ	$23,013,994	$7,656,325 â–²	49.9%	39,873	2.5%	Finance
MSFT Microsoft	$18,130,239	$548,223 â–²	3.1%	48,978	1.9%	Computer and Technology
AMZN Amazon.com	$17,952,469	$390,715 â–²	2.2%	86,198	1.9%	Retail/Wholesale
GOOGL Alphabet	$16,273,441	$242,990 â–²	1.5%	56,591	1.7%	Computer and Technology
LAM RESEARCH CORP	$15,465,780	$66,662 â–¼	-0.4%	72,385	1.6%	COM NEW
META Meta Platforms	$11,343,210	$16,020 â–¼	-0.1%	19,826	1.2%	Computer and Technology
TSLA Tesla	$10,363,500	$720,441 â–²	7.5%	27,878	1.1%	Auto/Tires/Trucks
AXON Axon Enterprise	$8,685,336	$6,370 â–²	0.1%	20,451	0.9%	Aerospace
COST Costco Wholesale	$8,541,784	$518,167 â–¼	-5.7%	8,572	0.9%	Retail/Wholesale
GS The Goldman Sachs Group	$8,097,969	$171,739 â–¼	-2.1%	9,572	0.9%	Finance
VTWG Vanguard Russell 2000 Growth ETF	$7,705,300	$18,323 â–²	0.2%	33,642	0.8%	ETF
VTWV Vanguard Russell 2000 Value ETF	$7,251,161	$21,906 â–¼	-0.3%	43,363	0.8%	ETF
AVGO Broadcom	$7,035,487	$16,714 â–¼	-0.2%	22,731	0.7%	Computer and Technology
SMH VanEck Semiconductor ETF	$6,808,004	$23,387 â–¼	-0.3%	17,757	0.7%	Manufacturing
XLI Industrial Select Sector SPDR Fund	$6,805,845	$131,323 â–²	2.0%	42,082	0.7%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$6,747,868	$62,358 â–¼	-0.9%	46,531	0.7%	ETF
SBUX Starbucks	$6,718,677	$3,404 â–¼	-0.1%	74,994	0.7%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$6,617,557	$78,418 â–¼	-1.2%	227,173	0.7%	ETF
AMAT Applied Materials	$6,498,659	$95,699 â–¼	-1.5%	19,014	0.7%	Computer and Technology
VUG Vanguard Growth ETF	$6,490,138	$1,158,345 â–²	21.7%	14,859	0.7%	ETF
XLF Financial Select Sector SPDR Fund	$6,221,702	$895,127 â–²	16.8%	126,022	0.7%	ETF
CALAMOS ETF TR	$6,068,108	$1,609,837 â–²	36.1%	241,373	0.6%	AUTOCALLABLE INC
VBK Vanguard Small-Cap Growth ETF	$6,028,377	$1,014,351 â–²	20.2%	19,945	0.6%	ETF
URI United Rentals	$5,953,429	$21,855 â–¼	-0.4%	8,172	0.6%	Construction
AMD Advanced Micro Devices	$5,754,649	$85,441 â–¼	-1.5%	28,288	0.6%	Computer and Technology
TXN Texas Instruments	$5,726,536	$971 â–¼	0.0%	29,497	0.6%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$5,711,138	$34,023 â–²	0.6%	42,973	0.6%	ETF
LLY Eli Lilly and Company	$5,292,652	$15,637 â–²	0.3%	5,754	0.6%	Medical
VGSH Vanguard Short-Term Treasury ETF	$5,254,668	$982,477 â–²	23.0%	89,762	0.6%	ETF
PDP Invesco Dorsey Wright Momentum ETF	$5,164,146	$35,982 â–¼	-0.7%	42,769	0.6%	ETF
VBR Vanguard Small-Cap Value ETF	$5,158,761	$97,327 â–²	1.9%	23,746	0.5%	ETF
MA Mastercard	$4,731,028	$11,493 â–¼	-0.2%	9,468	0.5%	Business Services
GOOG Alphabet	$4,688,985	$76,878 â–²	1.7%	16,346	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$4,661,347	$46,963 â–¼	-1.0%	9,727	0.5%	Finance
JPM JPMorgan Chase & Co.	$4,619,166	$882 â–²	0.0%	15,703	0.5%	Finance
FTNT Fortinet	$4,446,367	$22,882 â–¼	-0.5%	54,410	0.5%	Computer and Technology
DIS Walt Disney	$4,428,382	$85,007 â–²	2.0%	45,947	0.5%	Consumer Discretionary
VOE Vanguard Mid-Cap Value ETF	$4,392,683	$5,528 â–¼	-0.1%	23,837	0.5%	ETF
NFLX Netflix	$4,280,502	$299,027 â–²	7.5%	44,519	0.5%	Consumer Discretionary
ADBE Adobe	$4,262,908	$151,439 â–²	3.7%	17,537	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,198,608	$2,265,141 â–¼	-35.0%	6,456	0.4%	Finance
AMGN Amgen	$4,113,611	$4,926 â–²	0.1%	11,691	0.4%	Medical
ABBV AbbVie	$4,015,701	$29,578 â–¼	-0.7%	18,464	0.4%	Medical
BA Boeing	$3,995,242	$155,638 â–¼	-3.7%	20,074	0.4%	Aerospace
V Visa	$3,982,575	$10,276 â–²	0.3%	13,177	0.4%	Business Services
FDX FedEx	$3,926,668		0.0%	11,024	0.4%	Transportation
IWM iShares Russell 2000 ETF	$3,832,870	$559,740 â–²	17.1%	15,455	0.4%	Finance
BAC Bank of America	$3,828,229	$45,191 â–²	1.2%	78,528	0.4%	Finance
PWB Invesco Large Cap Growth ETF	$3,756,493	$40,675 â–¼	-1.1%	29,830	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,659,604	$406,725 â–²	12.5%	67,708	0.4%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,650,257	$3,101,398 â–²	565.1%	7,881	0.4%	Finance
HIG The Hartford Insurance Group	$3,544,027	$10,819 â–¼	-0.3%	26,207	0.4%	Finance
VKTX Viking Therapeutics	$3,537,196	$25,707 â–²	0.7%	108,703	0.4%	Medical
IWV iShares Russell 3000 ETF	$3,470,677		0.0%	9,363	0.4%	ETF
KLAC KLA	$3,398,323	$97,179 â–¼	-2.8%	2,308	0.4%	Computer and Technology
VGT Vanguard Information Technology ETF	$3,352,688	$266,540 â–²	8.6%	4,805	0.4%	ETF
XLE Energy Select Sector SPDR Fund	$3,336,490	$27,383 â–¼	-0.8%	54,464	0.4%	ETF
SHV iShares Short Treasury Bond ETF	$3,270,269	$182,031 â–²	5.9%	29,625	0.3%	ETF
IWC iShares Micro-Cap ETF	$3,199,922	$5,427 â–¼	-0.2%	20,048	0.3%	ETF
CRM Salesforce	$3,147,359	$1,346,228 â–²	74.7%	16,861	0.3%	Computer and Technology
CAT Caterpillar	$3,145,409	$48,881 â–¼	-1.5%	4,440	0.3%	Industrials
IMMX Immix Biopharma	$3,075,099	$3,075,099 â–²	New Holding	337,552	0.3%	Medical
GM General Motors	$3,052,539	$31,513 â–¼	-1.0%	40,974	0.3%	Auto/Tires/Trucks
IEV iShares Europe ETF	$3,049,014	$84,653 â–²	2.9%	44,878	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,943,323	$86,832 â–²	3.0%	51,828	0.3%	Finance
GE GE Aerospace	$2,932,884	$434,186 â–¼	-12.9%	10,335	0.3%	Aerospace
AXP American Express	$2,853,155	$49,907 â–¼	-1.7%	9,433	0.3%	Finance
CSX CSX	$2,848,700	$2,176 â–¼	-0.1%	69,396	0.3%	Transportation
BMVP Invesco Bloomberg MVP Multi-factor ETF	$2,842,199	$23,846 â–¼	-0.8%	56,973	0.3%	ETF
NTES NetEase	$2,839,918		0.0%	25,370	0.3%	Computer and Technology
MPC Marathon Petroleum	$2,830,809	$48,348 â–¼	-1.7%	11,593	0.3%	Energy
PRF Invesco RAFI US 1000 ETF	$2,825,439	$24,003 â–¼	-0.8%	59,445	0.3%	ETF
EDV Vanguard Extended Duration Treasury ETF	$2,824,481	$2,277,472 â–²	416.4%	43,487	0.3%	ETF
DELL Dell Technologies	$2,812,384	$7,878 â–¼	-0.3%	17,135	0.3%	Computer and Technology
MS Morgan Stanley	$2,743,301	$7,899 â–¼	-0.3%	16,670	0.3%	Finance
DE Deere & Company	$2,708,347	$595,408 â–¼	-18.0%	4,808	0.3%	Industrials
RTX RTX	$2,679,351	$14,853 â–¼	-0.6%	13,890	0.3%	Aerospace
ETN Eaton	$2,605,741	$14,665 â–¼	-0.6%	7,285	0.3%	Industrials
CME CME Group	$2,573,047	$8,860 â–¼	-0.3%	8,712	0.3%	Finance
JNJ Johnson & Johnson	$2,568,466	$33,242 â–²	1.3%	10,508	0.3%	Medical
XLG Invesco S&P 500 Top 50 ETF	$2,524,674	$205,435 â–¼	-7.5%	46,282	0.3%	ETF
COR Cencora	$2,505,895	$83,247 â–¼	-3.2%	7,977	0.3%	Medical
NET Cloudflare	$2,501,460	$578,990 â–²	30.1%	12,123	0.3%	Computer and Technology
ORCL Oracle	$2,478,057	$10,739 â–²	0.4%	16,845	0.3%	Computer and Technology
NOW ServiceNow	$2,469,722	$1,028,476 â–²	71.4%	23,622	0.3%	Computer and Technology
WALMART INC	$2,462,706	$19,263 â–²	0.8%	19,816	0.3%	COM
VEA Vanguard FTSE Developed Markets ETF	$2,388,198	$320,208 â–²	15.5%	37,269	0.3%	ETF
MU Micron Technology	$2,359,858	$498,324 â–²	26.8%	6,985	0.3%	Computer and Technology
VHT Vanguard Health Care ETF	$2,359,201	$280,773 â–²	13.5%	8,663	0.3%	ETF
SNOW Snowflake	$2,355,055	$1,732,017 â–²	278.0%	15,615	0.3%	Computer and Technology
GLD SPDR Gold Shares	$2,338,351	$742,730 â–²	46.5%	5,434	0.2%	Finance
CVX Chevron	$2,312,896	$76,345 â–¼	-3.2%	11,179	0.2%	Energy
VOT Vanguard Mid-Cap Growth ETF	$2,268,541	$466,318 â–²	25.9%	8,815	0.2%	ETF
LOW Lowe's Companies	$2,225,991	$1,418 â–¼	-0.1%	9,421	0.2%	Retail/Wholesale
VTV Vanguard Value ETF	$2,198,840	$262,911 â–²	13.6%	11,207	0.2%	ETF
PANW Palo Alto Networks	$2,179,711	$1,283 â–¼	-0.1%	13,596	0.2%	Computer and Technology
RYLD Global X Russell 2000 Covered Call ETF	$2,168,771	$4,081 â–¼	-0.2%	145,068	0.2%	ETF
BRK.A Berkshire Hathaway	$2,154,420	$718,140 â–¼	-25.0%	3	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInstitute For Wealth Management, LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools