Institute for Wealth Management, LLC.

13F filer · CIK 0001533954

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$1.13BU.S. long equity reported on 13F

Positions1,241875 new · 6 closed

Net flow last quarter+$12.9MBuys minus sells

Top 10 positions weight29.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 20261,241 positions
NVDANvidia Corp	$148M	13.06%	0.00%	-0.3%	Q2 2017
AAPLApple Inc.	$33.1M	2.93%	0.00%	-4.1%	Q2 2013
LRCXLam Research Corp	$31.4M	2.77%	0.01%	0.0%	Q2 2017
AMZNAmazon Com Inc	$20.8M	1.83%	0.00%	+1.1%	Q2 2017
GOOGLAlphabet Inc.	$19.8M	1.75%	0.00%	-2.0%	Q4 2018
MSFTMicrosoft Corp	$19.6M	1.73%	0.00%	+7.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$15.9M	1.40%	0.00%	-3.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$15.1M	1.33%	Not reported	-48.7%	Q4 2018
METAMeta Platforms, Inc.	$14.2M	1.26%	Not reported	+27.5%	Q2 2013
AMATApplied Materials Inc	$13.6M	1.20%	0.00%	-0.9%	Q2 2017
TSLATesla, Inc.	$12.9M	1.14%	0.00%	+9.7%	Q2 2017
SMHMarket Vectors ETF Trust	$11.4M	1.01%	Not reported	Not reported	Q4 2018
AXONAxon Enterprise, Inc.	$11.1M	0.98%	0.02%	-3.0%	Q2 2017
GSGoldman Sachs Group Inc	$9.62M	0.85%	0.00%	-0.6%	Q2 2017
AVGOBroadcom Inc.	$8.59M	0.76%	0.00%	+0.1%	Q4 2018
TXNTexas Instruments Inc	$8.55M	0.75%	0.00%	-2.8%	Q2 2017
URIUnited Rentals, Inc.	$8.51M	0.75%	0.01%	-8.1%	Q2 2017
FTNTFortinet, Inc.	$8.35M	0.74%	0.01%	-0.1%	Q2 2017
COSTCostco Wholesale Corp	$8.03M	0.71%	0.00%	+0.2%	Q2 2017
MUMicron Technology Inc	$8.01M	0.71%	0.00%	-0.7%	Q2 2017
SBUXStarbucks Corp	$7.65M	0.68%	0.01%	-0.1%	Q2 2017
DELLDell Technologies Inc.	$7.21M	0.64%	0.00%	-2.5%	Q4 2018
KLACKla Corp	$7.01M	0.62%	0.00%	+0.7%	Q4 2017
LLYELI LILLY & Co	$6.8M	0.60%	0.00%	-1.5%	Q2 2017
MRVLMarvell Technology, Inc.	$6.05M	0.53%	0.00%	+0.5%	Q4 2019
GLDSPDR Gold Trust	$5.95M	0.53%	0.00%	+197.4%	Q1 2014
JPMJPMorgan Chase & Co	$5.13M	0.45%	0.00%	-0.3%	Q2 2017
GOOGAlphabet Inc.	$5.01M	0.44%	Not reported	-13.3%	Q4 2018
MAMastercard Inc	$4.85M	0.43%	0.00%	-0.4%	Q2 2017
BRK.BBerkshire Hathaway Inc	$4.81M	0.42%	Not reported	-1.1%	Q2 2013
PANWPalo Alto Networks Inc	$4.63M	0.41%	0.00%	-0.1%	Q2 2017
ABBVAbbVie Inc.	$4.63M	0.41%	0.00%	-0.4%	Q2 2017
BACBank of America Corp	$4.45M	0.39%	0.00%	-0.4%	Q2 2013
VVisa Inc.	$4.39M	0.39%	0.00%	-2.8%	Q2 2017
DISWalt Disney Co	$4.33M	0.38%	0.00%	-2.1%	Q2 2017
VKTXViking Therapeutics, Inc.	$4.24M	0.37%	0.09%	-0.1%	Q4 2019
AMGNAmgen Inc	$4.23M	0.37%	0.00%	-0.1%	Q3 2013
BABoeing Co	$4.14M	0.37%	0.00%	-4.8%	Q2 2017
CATCaterpillar Inc	$4.09M	0.36%	0.00%	-13.6%	Q2 2017
NFLXNetflix Inc	$3.69M	0.33%	0.00%	+15.9%	Q2 2017
ADBEAdobe Inc.	$3.56M	0.31%	0.00%	-1.0%	Q2 2017
GEGeneral Electric Co	$3.56M	0.31%	0.00%	-7.9%	Q3 2021
IMMXImmix Biopharma, Inc.	$3.48M	0.31%	0.47%	Not reported	Q1 2026
HIGHartford Insurance Group, Inc.	$3.43M	0.30%	0.01%	-1.2%	Q3 2017
MSMorgan Stanley	$3.43M	0.30%	0.00%	-1.6%	Q2 2017
FDXFedex Corp	$3.36M	0.30%	0.00%	-2.7%	Q2 2017
CSXCSX Corp	$3.29M	0.29%	0.00%	-0.2%	Q2 2017
NTESNetEase, Inc.	$3.24M	0.29%	0.00%	-0.3%	Q4 2025
AXPAmerican Express Co	$3.19M	0.28%	0.00%	-0.1%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$3.15M	0.28%	Not reported	-34.7%	Q2 2013

Q1 2026Reported May 14, 2026370 positions
NVDANvidia Corp	$129M	13.78%	0.00%	-1.6%	Q2 2017
AAPLApple Inc.	$30.3M	3.23%	0.00%	-2.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$23M	2.45%	Not reported	+49.9%	Q4 2018
MSFTMicrosoft Corp	$18.1M	1.93%	0.00%	+3.1%	Q2 2013
AMZNAmazon Com Inc	$18M	1.91%	0.00%	+2.7%	Q2 2017
GOOGLAlphabet Inc.	$16.3M	1.73%	0.00%	+2.1%	Q4 2018
LRCXLam Research Corp	$15.5M	1.65%	0.01%	-0.4%	Q2 2017
METAMeta Platforms, Inc.	$11.3M	1.21%	Not reported	-0.1%	Q2 2013
TSLATesla, Inc.	$10.4M	1.10%	0.00%	+7.5%	Q2 2017
AXONAxon Enterprise, Inc.	$8.69M	0.93%	0.03%	+0.1%	Q2 2017
COSTCostco Wholesale Corp	$8.54M	0.91%	0.00%	-5.7%	Q2 2017
GSGoldman Sachs Group Inc	$8.1M	0.86%	0.00%	-2.1%	Q2 2017
AVGOBroadcom Inc.	$7.04M	0.75%	0.00%	-0.2%	Q4 2018
SBUXStarbucks Corp	$6.72M	0.72%	0.01%	-0.1%	Q2 2017
AMATApplied Materials Inc	$6.5M	0.69%	0.00%	-1.5%	Q2 2017
URIUnited Rentals, Inc.	$5.95M	0.63%	0.01%	-0.4%	Q2 2017
AMDAdvanced Micro Devices Inc	$5.75M	0.61%	0.00%	-1.5%	Q4 2018
TXNTexas Instruments Inc	$5.73M	0.61%	0.00%	0.0%	Q2 2017
LLYELI LILLY & Co	$5.29M	0.56%	0.00%	+0.3%	Q2 2017
MAMastercard Inc	$4.73M	0.50%	0.00%	-0.2%	Q2 2017
GOOGAlphabet Inc.	$4.69M	0.50%	Not reported	+1.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.66M	0.50%	Not reported	-1.0%	Q2 2013
JPMJPMorgan Chase & Co	$4.62M	0.49%	0.00%	0.0%	Q2 2017
FTNTFortinet, Inc.	$4.45M	0.47%	0.01%	-0.5%	Q2 2017
DISWalt Disney Co	$4.43M	0.47%	0.00%	+2.0%	Q2 2017
NFLXNetflix Inc	$4.28M	0.46%	0.00%	+7.5%	Q2 2017
ADBEAdobe Inc.	$4.26M	0.45%	0.00%	+3.7%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$4.2M	0.45%	Not reported	-35.0%	Q2 2013
AMGNAmgen Inc	$4.11M	0.44%	0.00%	+0.1%	Q3 2013
ABBVAbbVie Inc.	$4.02M	0.43%	0.00%	-0.7%	Q2 2017
BABoeing Co	$4M	0.43%	0.00%	-3.8%	Q2 2017
VVisa Inc.	$3.98M	0.42%	0.00%	+0.3%	Q2 2017
FDXFedex Corp	$3.93M	0.42%	0.00%	Not reported	Q2 2017
BACBank of America Corp	$3.83M	0.41%	0.00%	+1.2%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$3.65M	0.39%	Not reported	+565.1%	Q2 2013
HIGHartford Insurance Group, Inc.	$3.54M	0.38%	0.01%	-0.3%	Q3 2017
VKTXViking Therapeutics, Inc.	$3.54M	0.38%	0.09%	+0.7%	Q4 2019
KLACKla Corp	$3.4M	0.36%	0.00%	-2.8%	Q4 2017
CRMSalesforce, Inc.	$3.15M	0.34%	0.00%	+74.7%	Q2 2013
CATCaterpillar Inc	$3.15M	0.34%	0.00%	-1.5%	Q2 2017
IMMXImmix Biopharma, Inc.	$3.08M	0.33%	0.64%	New	Q1 2026
GMGeneral Motors Co	$3.05M	0.33%	0.00%	-1.0%	Q1 2018
GEGeneral Electric Co	$2.93M	0.31%	0.00%	-12.9%	Q3 2021
AXPAmerican Express Co	$2.85M	0.30%	0.00%	-1.7%	Q2 2017
CSXCSX Corp	$2.85M	0.30%	0.00%	-0.1%	Q2 2017
NTESNetEase, Inc.	$2.84M	0.30%	0.00%	Not reported	Q4 2025
MPCMarathon Petroleum Corp	$2.83M	0.30%	0.00%	-1.7%	Q2 2017
DELLDell Technologies Inc.	$2.81M	0.30%	0.00%	-0.3%	Q4 2018
MSMorgan Stanley	$2.74M	0.29%	0.00%	-0.3%	Q2 2017
DEDeere & Co	$2.71M	0.29%	0.00%	-18.0%	Q2 2017

Q4 2025Reported Jan 27, 2026366 positions
NVDANvidia Corp	$140M	14.88%	0.00%	-1.4%	Q2 2017
AAPLApple Inc.	$33.3M	3.53%	0.00%	-1.4%	Q2 2013
MSFTMicrosoft Corp	$23M	2.43%	0.00%	-1.4%	Q2 2013
AMZNAmazon Com Inc	$19.4M	2.05%	0.00%	-1.0%	Q2 2017
GOOGLAlphabet Inc.	$17.4M	1.84%	0.00%	-1.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$16.3M	1.73%	Not reported	-5.7%	Q4 2018
METAMeta Platforms, Inc.	$13.1M	1.39%	Not reported	-1.4%	Q2 2013
LRCXLam Research Corp	$12.4M	1.32%	0.01%	-1.1%	Q2 2017
TSLATesla, Inc.	$11.7M	1.24%	0.00%	-1.1%	Q2 2017
AXONAxon Enterprise, Inc.	$11.6M	1.23%	0.03%	-0.6%	Q2 2017
GSGoldman Sachs Group Inc	$8.59M	0.91%	0.00%	-2.1%	Q2 2017
AVGOBroadcom Inc.	$7.89M	0.84%	0.00%	-0.6%	Q4 2018
COSTCostco Wholesale Corp	$7.84M	0.83%	0.00%	-1.1%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$6.78M	0.72%	Not reported	-9.2%	Q2 2013
URIUnited Rentals, Inc.	$6.64M	0.70%	0.01%	-0.5%	Q2 2017
SMHMarket Vectors ETF Trust	$6.34M	0.67%	Not reported	-3.5%	Q4 2018
SBUXStarbucks Corp	$6.32M	0.67%	0.01%	-0.5%	Q2 2017
LLYELI LILLY & Co	$6.16M	0.65%	0.00%	-0.8%	Q2 2017
AMDAdvanced Micro Devices Inc	$6.15M	0.65%	0.00%	-0.9%	Q4 2018
ADBEAdobe Inc.	$5.92M	0.63%	0.00%	-2.4%	Q2 2017
MAMastercard Inc	$5.42M	0.57%	0.00%	-1.2%	Q2 2017
DISWalt Disney Co	$5.13M	0.54%	0.00%	-1.4%	Q2 2017
TXNTexas Instruments Inc	$5.12M	0.54%	0.00%	-0.2%	Q2 2017
JPMJPMorgan Chase & Co	$5.06M	0.54%	0.00%	-2.1%	Q2 2017
GOOGAlphabet Inc.	$5.05M	0.53%	Not reported	-1.9%	Q4 2018
AMATApplied Materials Inc	$4.96M	0.53%	0.00%	-2.0%	Q2 2017
BRK.BBerkshire Hathaway Inc	$4.94M	0.52%	Not reported	-5.5%	Q2 2013
VVisa Inc.	$4.61M	0.49%	0.00%	-2.1%	Q2 2017
BABoeing Co	$4.53M	0.48%	0.00%	+0.7%	Q2 2017
FTNTFortinet, Inc.	$4.34M	0.46%	0.01%	-0.4%	Q2 2017
BACBank of America Corp	$4.27M	0.45%	0.00%	-1.0%	Q2 2013
ABBVAbbVie Inc.	$4.25M	0.45%	0.00%	-0.8%	Q2 2017
NFLXNetflix Inc	$3.88M	0.41%	0.00%	-0.2%	Q2 2017
AMGNAmgen Inc	$3.82M	0.40%	0.00%	+0.5%	Q3 2013
VKTXViking Therapeutics, Inc.	$3.8M	0.40%	0.09%	+4.3%	Q4 2019
GEGeneral Electric Co	$3.65M	0.39%	0.00%	-0.6%	Q3 2021
HIGHartford Insurance Group, Inc.	$3.62M	0.38%	0.01%	-3.2%	Q3 2017
AXPAmerican Express Co	$3.55M	0.38%	0.00%	-1.2%	Q2 2017
NTESNetEase, Inc.	$3.49M	0.37%	0.00%	New	Q4 2025
GMGeneral Motors Co	$3.37M	0.36%	0.00%	-1.4%	Q1 2018
ORCLOracle Corp	$3.23M	0.34%	0.00%	-11.8%	Q3 2013
FDXFedex Corp	$3.18M	0.34%	0.00%	-0.6%	Q2 2017
BRK.ABerkshire Hathaway Inc	$3.02M	0.32%	Not reported	Not reported	Q2 2017
MSMorgan Stanley	$2.97M	0.31%	0.00%	-0.8%	Q2 2017
KLACKla Corp	$2.88M	0.31%	0.00%	-0.3%	Q4 2017
CORCencora, Inc.	$2.78M	0.29%	0.00%	+900.2%	Q1 2024
DEDeere & Co	$2.73M	0.29%	0.00%	+24.4%	Q2 2017
BXBlackstone Inc.	$2.62M	0.28%	0.00%	-4.1%	Q2 2013
CATCaterpillar Inc	$2.58M	0.27%	0.00%	-1.2%	Q2 2017
RTXRTX Corp	$2.56M	0.27%	0.00%	-3.5%	Q2 2020

Q3 2025Reported Oct 17, 2025378 positions
NVDANvidia Corp	$142M	14.84%	0.00%	-3.0%	Q2 2017
AAPLApple Inc.	$31.6M	3.30%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$24.9M	2.60%	0.00%	-1.3%	Q2 2013
AMZNAmazon Com Inc	$18.6M	1.94%	0.00%	-5.6%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$16.9M	1.76%	Not reported	+7.1%	Q4 2018
METAMeta Platforms, Inc.	$14.8M	1.54%	Not reported	-2.0%	Q2 2013
AXONAxon Enterprise, Inc.	$14.8M	1.54%	0.03%	-0.6%	Q2 2017
GOOGLAlphabet Inc.	$13.7M	1.43%	0.00%	-3.8%	Q4 2018
TSLATesla, Inc.	$11.7M	1.22%	0.00%	-2.3%	Q2 2017
LRCXLam Research Corp	$9.84M	1.02%	0.01%	0.0%	Q2 2017
COSTCostco Wholesale Corp	$8.51M	0.89%	0.00%	-0.3%	Q2 2017
GSGoldman Sachs Group Inc	$7.95M	0.83%	0.00%	-2.6%	Q2 2017
URIUnited Rentals, Inc.	$7.87M	0.82%	0.01%	-1.8%	Q2 2017
AVGOBroadcom Inc.	$7.56M	0.79%	0.00%	+0.3%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$7.29M	0.76%	Not reported	+17.6%	Q2 2013
SPYXSmartpay Express, Inc.	$7.2M	0.75%	Not reported	-0.3%	Q1 2022
SBUXStarbucks Corp	$6.38M	0.66%	0.01%	-1.3%	Q2 2017
ADBEAdobe Inc.	$6.11M	0.64%	0.00%	-3.2%	Q2 2017
SMHMarket Vectors ETF Trust	$5.96M	0.62%	Not reported	+2.4%	Q4 2018
MAMastercard Inc	$5.46M	0.57%	0.00%	+0.7%	Q2 2017
TXNTexas Instruments Inc	$5.43M	0.57%	0.00%	+0.2%	Q2 2017
ORCLOracle Corp	$5.28M	0.55%	0.00%	-1.1%	Q3 2013
DISWalt Disney Co	$5.23M	0.55%	0.00%	-2.0%	Q2 2017
BRK.BBerkshire Hathaway Inc	$5.23M	0.54%	Not reported	-0.8%	Q2 2013
JPMJPMorgan Chase & Co	$5.06M	0.53%	0.00%	-0.5%	Q2 2017
NFLXNetflix Inc	$4.98M	0.52%	0.00%	-0.8%	Q2 2017
AMDAdvanced Micro Devices Inc	$4.69M	0.49%	0.00%	-0.6%	Q4 2018
FTNTFortinet, Inc.	$4.61M	0.48%	0.01%	-3.0%	Q2 2017
VVisa Inc.	$4.58M	0.48%	0.00%	+0.3%	Q2 2017
BABoeing Co	$4.47M	0.47%	0.00%	-0.4%	Q2 2017
LLYELI LILLY & Co	$4.41M	0.46%	0.00%	-2.7%	Q2 2017
ABBVAbbVie Inc.	$4.34M	0.45%	0.00%	-1.8%	Q2 2017
BACBank of America Corp	$4.05M	0.42%	0.00%	-1.1%	Q2 2013
AMATApplied Materials Inc	$4.03M	0.42%	0.00%	-0.3%	Q2 2017
GOOGAlphabet Inc.	$3.99M	0.42%	Not reported	-1.4%	Q4 2018
HIGHartford Insurance Group, Inc.	$3.62M	0.38%	0.01%	-3.3%	Q3 2017
GEGeneral Electric Co	$3.59M	0.37%	0.00%	+10.7%	Q3 2021
AMGNAmgen Inc	$3.28M	0.34%	0.00%	-1.2%	Q3 2013
AXPAmerican Express Co	$3.23M	0.34%	0.00%	-0.8%	Q2 2017
BXBlackstone Inc.	$3.03M	0.32%	0.00%	+1.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$3.02M	0.31%	Not reported	Not reported	Q2 2017
NOWServiceNow, Inc.	$2.97M	0.31%	0.00%	+3.8%	Q2 2017
PANWPalo Alto Networks Inc	$2.88M	0.30%	0.00%	-1.9%	Q2 2017
ETNEaton Corp plc	$2.79M	0.29%	0.00%	+0.4%	Q3 2017
VKTXViking Therapeutics, Inc.	$2.72M	0.28%	0.09%	+14.5%	Q4 2019
MSMorgan Stanley	$2.68M	0.28%	0.00%	-1.5%	Q2 2017
FDXFedex Corp	$2.61M	0.27%	0.00%	-9.6%	Q2 2017
KLACKla Corp	$2.57M	0.27%	0.00%	Not reported	Q4 2017
GMGeneral Motors Co	$2.56M	0.27%	0.00%	-0.1%	Q1 2018
PYPLPayPal Holdings, Inc.	$2.48M	0.26%	0.00%	-3.9%	Q2 2017

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