Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. reported 1,769 positions worth $1.13B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: NVDA (13.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $148.0M | 13.06% | 739,474 | — | — | |
| ▸ 2 | AAPL | SH | $33.1M | 2.93% | 114,542 | — | — | |
| ▸ 3 | LRCX | SH | $31.4M | 2.77% | 72,370 | — | — | |
| ▸ 4 | AMZN | SH | $20.8M | 1.83% | 87,168 | — | — | |
| ▸ 5 | GOOGL | SH | $19.8M | 1.75% | 55,480 | — | — | |
| ▸ 6 | MSFT | SH | $19.6M | 1.73% | 52,648 | — | — | |
| ▸ 7 | AMD | SH | $15.9M | 1.40% | 27,331 | — | — | |
| ▸ 8 | QQQ | SH | $15.1M | 1.33% | 20,442 | — | — | |
| ▸ 9 | META | SH | $14.2M | 1.26% | 25,278 | — | — | |
| ▸ 10 | AMAT | SH | $13.6M | 1.20% | 18,840 | — | — |
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Frequently Asked Questions
What stocks does Institute for Wealth Management, LLC. hold as of Q2 2026?
Institute for Wealth Management, LLC. reported 1769 positions worth $1.13B in its Q2 2026 13F filing. Largest positions: NVDA (13.1%), AAPL (2.9%), LRCX (2.8%), AMZN (1.8%) and GOOGL (1.8%).
What did Institute for Wealth Management, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Institute for Wealth Management, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.