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 1,769 different stocks, but just 178 companies or ETFs make up 80% of its holdings.Approximately 9.05% of the portfolio was purchased this quarter.About 9.14% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 547 new stocks and bought additional shares in 104 stocks.Institute For Wealth Management, LLC. sold shares of 324 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $147,961,422Apple $33,143,805LAM RESEARCH CORP $31,360,079Amazon.com $20,775,542Alphabet $19,826,728 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $2,317,484 HoldingY2573F102 - Flex $898,030 Holding314352105 - FEDEX FGHT HLDG CO INC $801,256 Holding43849R105 - HONEYWELL AEROSPACE INC $519,317 Holding464288687 - iShares Preferred and Income Securities ETF $481,718 Holding Largest Purchases this Quarter KLA 20,922 shares (about $6.31M)Vanguard Growth ETF 70,922 shares (about $6.11M)Vanguard Extended Duration Treasury ETF 79,101 shares (about $5.15M)Vanguard Short-Term Treasury ETF 81,618 shares (about $4.75M)SPDR Gold Shares 10,729 shares (about $3.95M) Largest Sales this Quarter Microsoft 48,878 shares (about $18.23M)Invesco QQQ 19,431 shares (about $14.31M)Meta Platforms 19,726 shares (about $11.11M)iShares Russell 2000 ETF 15,055 shares (about $4.52M)SPDR Dow Jones Industrial Average ETF Trust 6,907 shares (about $3.61M) 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$147,961,422$372,968 â–¼-0.3%739,47413.1%Computer and TechnologyAAPLApple$33,143,805$1,398,474 â–¼-4.0%114,5422.9%Computer and TechnologyLAM RESEARCH CORP$31,360,079$6,500 â–¼0.0%72,3702.8%COM NEWAMZNAmazon.com$20,775,542$231,189 â–²1.1%87,1681.8%Retail/WholesaleGOOGLAlphabet$19,826,728$397,035 â–¼-2.0%55,4801.8%Computer and TechnologyMSFTMicrosoft$19,638,891$1,368,993 â–²7.5%52,6481.7%Computer and TechnologyAMDAdvanced Micro Devices$15,876,852$555,931 â–¼-3.4%27,3311.4%Computer and TechnologyQQQInvesco QQQ$15,053,618$14,309,111 â–¼-48.7%20,4421.3%FinanceMETAMeta Platforms$14,239,042$3,071,100 â–²27.5%25,2781.3%Computer and TechnologyAMATApplied Materials$13,621,031$125,799 â–¼-0.9%18,8401.2%Computer and TechnologyTSLATesla$12,861,107$1,135,620 â–²9.7%30,5781.1%Auto/Tires/TrucksSMHVanEck Semiconductor ETF$11,393,940$252,514 â–¼-2.2%17,3721.0%ManufacturingAXONAxon Enterprise$11,121,942$343,093 â–¼-3.0%19,8391.0%AerospaceVGSHVanguard Short-Term Treasury ETF$9,974,316$4,750,168 â–²90.9%171,3800.9%ETFGSThe Goldman Sachs Group$9,620,136$60,682 â–¼-0.6%9,5120.8%FinanceVTWGVanguard Russell 2000 Growth ETF$9,385,574$292,571 â–¼-3.0%32,6250.8%ETFAVGOBroadcom$8,592,089$5,289 â–²0.1%22,7450.8%Computer and TechnologyTXNTexas Instruments$8,545,947$246,205 â–¼-2.8%28,6710.8%Computer and TechnologyURIUnited Rentals$8,506,360$751,061 â–¼-8.1%7,5090.8%ConstructionVTWVVanguard Russell 2000 Value ETF$8,371,673$103,192 â–¼-1.2%42,8350.7%ETFFTNTFortinet$8,348,574$9,832 â–¼-0.1%54,3460.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$8,108,654$78,494 â–¼-1.0%42,5610.7%ETFXLIIndustrial Select Sector SPDR Fund$8,104,299$309,517 â–²4.0%43,7530.7%ETFCOSTCostco Wholesale$8,034,402$15,902 â–²0.2%8,5890.7%Retail/WholesaleMUMicron Technology$8,009,788$53,098 â–¼-0.7%6,9390.7%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$7,978,028$5,147,894 â–²181.9%122,5880.7%ETFXMMOInvesco S&P MidCap Momentum ETF$7,966,365$49,511 â–²0.6%46,8220.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,928,109$240,569 â–²3.1%234,2820.7%ETFCALAMOS ETF TR$7,718,965$1,151,201 â–²17.5%283,6810.7%AUTOC INCOM ETFSBUXStarbucks$7,653,888$9,708 â–¼-0.1%74,8990.7%Retail/WholesaleVUGVanguard Growth ETF$7,389,176$6,109,222 â–²477.3%85,7810.7%ETFDELLDell Technologies$7,208,446$184,666 â–¼-2.5%16,7070.6%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$7,123,105$170,782 â–¼-2.3%19,4780.6%ETFKLACKLA$7,008,724$6,312,377 â–²906.5%23,2300.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$6,856,022$99,983 â–²1.5%127,8870.6%ETFLLYEli Lilly and Company$6,800,079$101,959 â–¼-1.5%5,6690.6%MedicalPDPInvesco Dorsey Wright Momentum ETF$6,489,073$303 â–¼0.0%42,7670.6%ETFMRVLMarvell Technology$6,050,444$32,768 â–²0.5%20,3110.5%Computer and TechnologyGLDSPDR Gold Shares$5,954,238$3,952,423 â–²197.4%16,1630.5%FinanceVBRVanguard Small-Cap Value ETF$5,640,219$129,755 â–¼-2.2%23,2120.5%ETFJPMJPMorgan Chase & Co.$5,126,610$13,420 â–¼-0.3%15,6620.5%FinanceGOOGAlphabet$5,006,890$768,470 â–¼-13.3%14,1710.4%Computer and TechnologyMAMastercard$4,845,155$17,462 â–¼-0.4%9,4340.4%Business ServicesBRK.BBerkshire Hathaway$4,811,926$55,545 â–¼-1.1%9,6160.4%FinanceVOEVanguard Mid-Cap Value ETF$4,710,1920.0%23,8370.4%ETFPWBInvesco Large Cap Growth ETF$4,700,709$324,454 â–¼-6.5%27,9040.4%ETFPANWPalo Alto Networks$4,629,999$6,479 â–¼-0.1%13,5770.4%Computer and TechnologyABBVAbbVie$4,628,798$17,363 â–¼-0.4%18,3950.4%MedicalBACBank of America$4,454,626$19,886 â–¼-0.4%78,1790.4%FinanceVVisa$4,392,605$128,316 â–¼-2.8%12,8030.4%Business ServicesDISWalt Disney$4,330,591$91,823 â–¼-2.1%44,9930.4%Consumer DiscretionaryVKTXViking Therapeutics$4,238,164$2,341 â–¼-0.1%108,6430.4%MedicalAMGNAmgen$4,230,687$2,897 â–¼-0.1%11,6830.4%MedicalBABoeing$4,135,133$210,188 â–¼-4.8%19,1030.4%AerospaceCATCaterpillar$4,087,405$641,120 â–¼-13.6%3,8380.4%IndustrialsIWCiShares Micro-Cap ETF$4,010,4820.0%20,0480.4%ETFIWViShares Russell 3000 ETF$3,992,3840.0%9,3630.4%ETFNFLXNetflix$3,685,097$506,440 â–²15.9%51,6120.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$3,673,175$970,120 â–¼-20.9%12,2260.3%FinanceADBEAdobe$3,559,364$36,084 â–¼-1.0%17,3610.3%Computer and TechnologyGEGE Aerospace$3,556,606$305,695 â–¼-7.9%9,5170.3%AerospaceEEMiShares MSCI Emerging Markets ETF$3,533,089$12,451 â–¼-0.4%51,6460.3%FinanceVWOVanguard FTSE Emerging Markets ETF$3,497,515$543,952 â–¼-13.5%58,5950.3%ETFIMMXImmix Biopharma$3,480,1620.0%337,5520.3%MedicalHIGThe Hartford Insurance Group$3,431,725$41,214 â–¼-1.2%25,8960.3%FinanceMSMorgan Stanley$3,427,653$57,068 â–¼-1.6%16,3970.3%FinanceFDXFedEx$3,359,549$92,373 â–¼-2.7%10,7290.3%TransportationCSXCSX$3,292,966$5,418 â–¼-0.2%69,2820.3%TransportationIEViShares Europe ETF$3,267,039$2,331 â–¼-0.1%44,8460.3%ETFNTESNetEase$3,240,661$10,251 â–¼-0.3%25,2900.3%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$3,211,868$54 â–²0.0%59,4460.3%ETFAXPAmerican Express$3,187,851$2,706 â–¼-0.1%9,4250.3%FinanceSPYSPDR S&P 500 ETF Trust$3,149,269$1,672,092 â–¼-34.7%4,2170.3%FinanceETNEaton$3,124,023$19,602 â–²0.6%7,3310.3%IndustrialsNETCloudflare$3,046,869$73,339 â–²2.5%12,4220.3%Computer and TechnologyMPCMarathon Petroleum$2,928,584$35,281 â–¼-1.2%11,4550.3%EnergyBMVPInvesco Bloomberg MVP Multi-factor ETF$2,921,667$103 â–²0.0%56,9750.3%ETFSHViShares Short Treasury Bond ETF$2,908,451$360,618 â–¼-11.0%26,3570.3%ETFXLEEnergy Select Sector SPDR Fund$2,851,327$41,267 â–¼-1.4%53,6870.3%ETFXLGInvesco S&P 500 Top 50 ETF$2,829,828$4,041 â–¼-0.1%46,2160.2%ETFBXSLBlackstone Secured Lending Fund$2,744,978$1,932,436 â–²237.8%115,7730.2%FinanceVOTVanguard Mid-Cap Growth ETF$2,700,0350.0%8,8150.2%ETFVGTVanguard Information Technology ETF$2,684,331$2,110,031 â–²367.4%22,4590.2%ETFJNJJohnson & Johnson$2,665,539$3,302 â–¼-0.1%10,4950.2%MedicalRTXRTX$2,621,664$13,660 â–¼-0.5%13,8180.2%AerospaceCRMSalesforce$2,557,957$83,500 â–¼-3.2%16,3280.2%Computer and TechnologyGMGeneral Motors$2,529,296$628,971 â–¼-19.9%32,8140.2%Auto/Tires/TrucksGLWCorning$2,518,316$15,837 â–¼-0.6%9,8590.2%Computer and TechnologyGE VERNOVA INC$2,453,241$196,212 â–¼-7.4%2,0880.2%COMNOWServiceNow$2,450,271$105,040 â–²4.5%24,6800.2%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$2,391,193$102,849 â–²4.5%20,6920.2%ETFHWMHowmet Aerospace$2,389,620$1,882 â–¼-0.1%8,8880.2%AerospaceDEDeere & Company$2,382,544$667,315 â–¼-21.9%3,7560.2%IndustrialsCSDInvesco S&P Spin-Off ETF$2,359,8270.0%15,7580.2%ETFKVUEKenvue$2,342,334$38 â–²0.0%122,5710.2%Consumer StaplesSHOPIFY INC$2,333,383$736,575 â–²46.1%20,4360.2%CL A SUB VTG SHSISHARES BITCOIN TRUST ETF$2,317,484$2,317,484 â–²New Holding69,6150.2%SHS BEN INTRYLDGlobal X Russell 2000 Covered Call ETF$2,299,669$19,972 â–¼-0.9%143,8190.2%ETFVONVVanguard Russell 1000 Value ETF$2,280,456$13,076 â–¼-0.6%21,4510.2%ETFIJRiShares Core S&P Small-Cap ETF$2,275,094$218,611 â–²10.6%15,3400.2%ETFShowing largest 100 holdings. 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