Institute For Wealth Management, LLC. Top Holdings and 13F Report (2026) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $1.13 billion in total holdings as of December 31, 2025.Institute For Wealth Management, LLC. owns shares of 543 different stocks, but just 150 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 5.75% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 1,763 new stocks and bought additional shares in 186 stocks.Institute For Wealth Management, LLC. sold shares of 187 stocks and completely divested from 1,236 stocks this quarter.Largest Holdings NVIDIA $167,507,598Apple $38,586,841Microsoft $27,646,621LAM RESEARCH CORP $23,748,932Amazon.com $22,139,363 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $927,573 Holding76803X106 - RIVER CITY BK SACRAMENTO CAL $512,000 Holding438516205 - HONEYWELL INTL INC $476,936 Holding06829D503 - BARON ETF TR $447,599 Holding87422Q109 - TALEN ENERGY CORP $437,034 Holding Largest Purchases this Quarter Microsoft 53,803 shares (about $27.60M)Meta Platforms 26,992 shares (about $19.57M)iShares 20+ Year Treasury Bond ETF 76,389 shares (about $5.94M)iShares Russell 2000 ETF 19,367 shares (about $5.38M)APPLOVIN CORP 12,176 shares (about $3.54M) Largest Sales this Quarter SPDR Gold Shares 6,949 shares (about $2.65M)Salesforce 6,582 shares (about $1.51M)NVIDIA 6,014 shares (about $1.37M)Vanguard Extended Duration Treasury ETF 12,606 shares (about $699.00K)Micron Technology 388 shares (about $413.27K) 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$167,507,598$1,373,477 ▼-0.8%733,46014.8%TechnologyAAPLApple$38,586,841$441,919 ▲1.2%115,8693.4%TechnologyMSFTMicrosoft$27,646,621$27,595,331 ▲53,803.0%53,9032.4%TechnologyLAM RESEARCH CORP$23,748,932$25,295 ▼-0.1%72,2932.1%COM NEWAMZNAmazon.com$22,139,363$421,560 ▲1.9%88,8602.0%Consumer DiscretionaryGOOGLAlphabet$20,357,638$1,267,944 ▲6.6%59,1651.8%Communication ServicesMETAMeta Platforms$19,646,227$19,573,710 ▲26,992.0%27,0921.7%Communication ServicesAMDAdvanced Micro Devices$16,417,783$302,209 ▼-1.8%26,8371.5%TechnologyQQQInvesco QQQ$15,694,396$571,849 ▲3.8%21,2151.4%ETFVGSHVanguard Short-Term Treasury ETF$11,836,713$1,972,066 ▲20.0%205,6411.0%ETFTSLATesla$11,813,207$963,677 ▲8.9%33,2941.0%Consumer DiscretionarySMHVanEck Semiconductor ETF$10,875,245$295,966 ▲2.8%17,8581.0%ETFFTNTFortinet$9,674,959$39,863 ▼-0.4%54,1230.9%TechnologyAMATApplied Materials$9,623,103$11,250 ▼-0.1%18,8180.9%TechnologyAVGOBroadcom$9,134,815$1,146,988 ▲14.4%26,0110.8%TechnologyDELLDell Technologies$8,957,651$30,126 ▼-0.3%16,6510.8%TechnologyGSThe Goldman Sachs Group$8,567,335$2,701 ▲0.0%9,5150.8%FinanceVTWGVanguard Russell 2000 Growth ETF$8,513,149$11,726 ▲0.1%32,6700.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,406,387$11,354 ▼-0.1%233,9660.7%ETFXLKTechnology Select Sector SPDR Fund$8,397,113$65,772 ▲0.8%42,8970.7%ETFAXONAxon Enterprise$8,376,459$5,915 ▼-0.1%19,8250.7%IndustrialsTXNTexas Instruments$8,030,4440.0%28,6710.7%TechnologyVTWVVanguard Russell 2000 Value ETF$7,960,940$48,030 ▲0.6%43,0950.7%ETFCOSTCostco Wholesale$7,818,8100.0%8,5890.7%Consumer StaplesVUGVanguard Growth ETF$7,769,735$40,009 ▲0.5%86,2250.7%ETFURIUnited Rentals$7,485,335$29,021 ▼-0.4%7,4800.7%IndustrialsCALAMOS ETF TR$7,478,149$73,445 ▼-1.0%280,9220.7%AUTOC INCOM ETFXLIIndustrial Select Sector SPDR Fund$7,428,480$122,564 ▲1.7%44,4870.7%ETFSBUXStarbucks$7,141,122$103,638 ▲1.5%76,0020.6%Consumer DiscretionaryMUMicron Technology$6,977,651$413,270 ▼-5.6%6,5510.6%TechnologyXMMOInvesco S&P MidCap Momentum ETF$6,856,251$14,822 ▼-0.2%46,7210.6%ETFXLFFinancial Select Sector SPDR Fund$6,797,690$31,452 ▼-0.5%127,2980.6%ETFVBKVanguard Small-Cap Growth ETF$6,580,2530.0%19,4780.6%ETFLLYEli Lilly and Company$6,567,568$8,100 ▲0.1%5,6760.6%HealthcareEDVVanguard Extended Duration Treasury ETF$6,098,485$699,001 ▼-10.3%109,9820.5%ETFTLTiShares 20+ Year Treasury Bond ETF$6,017,437$5,941,524 ▲7,826.7%77,3650.5%ETFPDPInvesco Dorsey Wright Momentum ETF$5,884,441$10,061 ▼-0.2%42,6940.5%ETFIWMiShares Russell 2000 ETF$5,493,076$5,381,920 ▲4,841.8%19,7670.5%ETFPANWPalo Alto Networks$5,394,4200.0%13,5770.5%TechnologyMRVLMarvell Technology$5,378,886$12,418 ▲0.2%20,3580.5%TechnologyVBRVanguard Small-Cap Value ETF$5,371,155$8,548 ▲0.2%23,2490.5%ETFJPMJPMorgan Chase & Co.$5,236,662$55,248 ▲1.1%15,8290.5%FinanceMAMastercard$5,200,860$1,654 ▼0.0%9,4310.5%FinanceGOOGAlphabet$4,927,210$98,476 ▲2.0%14,4600.4%Communication ServicesBRK.BBerkshire Hathaway$4,912,571$124,482 ▲2.6%9,8660.4%FinanceAMGNAmgen$4,904,783$19,811 ▼-0.4%11,6360.4%HealthcareABBVAbbVie$4,812,150$262 ▲0.0%18,3960.4%HealthcareDISWalt Disney$4,776,851$57,066 ▲1.2%45,5370.4%Communication ServicesVVisa$4,682,507$81,929 ▲1.8%13,0310.4%FinanceVOEVanguard Mid-Cap Value ETF$4,660,8490.0%23,8370.4%ETFNOWServiceNow$4,607,807$1,300,435 ▲39.3%34,3840.4%TechnologyKLACKLA$4,528,2240.0%23,2300.4%TechnologyBXSLBlackstone Secured Lending Fund$4,525,224$1,748,984 ▲63.0%188,7080.4%FinanceMPCMarathon Petroleum$4,524,770$4,745 ▼-0.1%11,4430.4%EnergyPWBInvesco Large Cap Growth ETF$4,524,6350.0%27,9040.4%ETFAPPLOVIN CORP$4,508,492$3,536,163 ▲363.7%15,5240.4%COM CL ANETCloudflare$4,310,598$3,473 ▼-0.1%12,4120.4%TechnologyBACBank of America$4,272,675$17,417 ▲0.4%78,4990.4%FinanceIWViShares Russell 3000 ETF$4,041,6330.0%9,3630.4%ETFADBEAdobe$3,965,502$200,111 ▼-4.8%16,5270.4%TechnologyISHARES TR$3,795,144$887,420 ▲30.5%34,4010.3%TRUST ISHARE 0-1IWCiShares Micro-Cap ETF$3,704,9520.0%20,0480.3%ETFNFLXNetflix$3,647,871$56,708 ▲1.6%52,4270.3%Communication ServicesBABoeing$3,631,430$77,395 ▲2.2%19,5190.3%IndustrialsVKTXViking Therapeutics$3,599,627$57,865 ▲1.6%110,4180.3%HealthcareSHOPIFY INC$3,589,634$558,948 ▲18.4%24,2050.3%CL A SUB VTG SHSIMMXImmix Biopharma$3,537,721$25,492 ▲0.7%340,0020.3%HealthcareGLDSPDR Gold Shares$3,509,176$2,646,545 ▼-43.0%9,2140.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,459,136$16,132 ▼-0.5%58,3230.3%ETFEEMiShares MSCI Emerging Markets ETF$3,440,563$8,883 ▼-0.3%51,5130.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$3,325,550$1,405,140 ▲73.2%48,5340.3%ETFXLEEnergy Select Sector SPDR Fund$3,294,534$7,195 ▼-0.2%53,5700.3%ETFPRFInvesco RAFI US 1000 ETF$3,234,159$1,470 ▼0.0%59,4190.3%ETFCSXCSX$3,221,880$419 ▼0.0%69,2730.3%IndustrialsIEViShares Europe ETF$3,187,343$2,561 ▼-0.1%44,8100.3%ETFHIGThe Hartford Insurance Group$3,148,189$20,434 ▼-0.6%25,7290.3%FinanceETNEaton$3,132,724$17,619 ▼-0.6%7,2900.3%IndustrialsCATCaterpillar$3,130,635$18,649 ▲0.6%3,8610.3%IndustrialsMSMorgan Stanley$3,079,129$4,890 ▼-0.2%16,3710.3%FinanceNTESNetEase$3,064,1370.0%25,2900.3%Communication ServicesFDXFedEx$3,063,077$4,276 ▲0.1%10,7440.3%IndustrialsSPYSPDR S&P 500 ETF Trust$3,025,100$190,642 ▼-5.9%3,9670.3%ETFGEGE Aerospace$2,977,638$5,621 ▲0.2%9,5350.3%IndustrialsXLGInvesco S&P 500 Top 50 ETF$2,940,477$700 ▲0.0%46,2270.3%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$2,918,209$30,902 ▼-1.0%56,3780.3%ETFMSTRStrategy$2,917,896$2,082,024 ▲249.1%19,0600.3%TechnologyAXPAmerican Express$2,876,039$10,035 ▲0.4%9,4580.3%FinanceJNJJohnson & Johnson$2,805,707$27,268 ▲1.0%10,5980.2%HealthcareVGTVanguard Information Technology ETF$2,683,263$2,658,129 ▲10,576.0%21,3520.2%ETFVOTVanguard Mid-Cap Growth ETF$2,645,670$70,691 ▲2.7%9,0570.2%ETFRTXRTX$2,641,482$76,118 ▲3.0%14,2280.2%IndustrialsDEDeere & Company$2,523,325$672 ▲0.0%3,7570.2%IndustrialsGMGeneral Motors$2,510,054$16,632 ▼-0.7%32,5980.2%Consumer DiscretionaryBXBlackstone$2,477,916$510,133 ▲25.9%22,1060.2%FinanceBARON ETF TR$2,391,055$2,321,585 ▲3,341.9%102,0510.2%FIRST PRINC ETFCORCencora$2,336,920$1,501 ▲0.1%7,7830.2%HealthcareVONVVanguard Russell 1000 Value ETF$2,331,7240.0%21,4510.2%ETFIONQIonQ$2,288,296$1,722,636 ▲304.5%52,1730.2%TechnologyCMECME Group$2,274,211$4,978 ▼-0.2%8,6810.2%FinanceBRK.ABerkshire Hathaway$2,241,0150.0%30.2%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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