Institute for Wealth Management, LLC.

Est. AUM

$937.3M

13F long equity, this entity only

Positions

541

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$129.3M	741338	13.79%	SOLE
2	APPLE INC	COM	$30.3M	119375	3.23%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$23.0M	39873	2.46%	SOLE
4	MICROSOFT CORP	COM	$18.1M	48978	1.93%	SOLE
5	AMAZON COM INC	COM	$18.0M	86198	1.92%	SOLE
6	ALPHABET INC	CAP STK CL A	$16.3M	56591	1.74%	SOLE
7	LAM RESEARCH CORP	COM NEW	$15.5M	72385	1.65%	SOLE
8	META PLATFORMS INC	CL A	$11.3M	19826	1.21%	SOLE
9	TESLA INC	COM	$10.4M	27878	1.11%	SOLE
10	AXON ENTERPRISE INC	COM	$8.7M	20451	0.93%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$8.5M	8572	0.91%	SOLE
12	GOLDMAN SACHS GROUP INC	COM	$8.1M	9572	0.86%	SOLE
13	VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$7.7M	33642	0.82%	SOLE
14	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$7.3M	43363	0.77%	SOLE
15	BROADCOM INC	COM	$7.0M	22731	0.75%	SOLE
16	VANECK ETF TRUSTPUT	SEMICONDUCTR ETF	$6.8M	17757	0.73%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET IND	$6.8M	42082	0.73%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$6.7M	46531	0.72%	SOLE
19	STARBUCKS CORP	COM	$6.7M	74994	0.72%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.6M	227173	0.71%	SOLE
21	APPLIED MATLS INC	COM	$6.5M	19014	0.69%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$6.5M	14859	0.69%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET FIN	$6.2M	126022	0.66%	SOLE
24	CALAMOS ETF TR	AUTOCALLABLE INC	$6.1M	241373	0.65%	SOLE
25	VANGUARD INDEX FDS	SML CP GRW ETF	$6.0M	19945	0.64%	SOLE
26	UNITED RENTALS INC	COM	$6.0M	8172	0.64%	SOLE
27	ADVANCED MICRO DEVICES INC	COM	$5.8M	28288	0.61%	SOLE
28	TEXAS INSTRS INC	COM	$5.7M	29497	0.61%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.7M	42973	0.61%	SOLE
30	ELI LILLY & CO	COM	$5.3M	5754	0.56%	SOLE
31	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.3M	89762	0.56%	SOLE
32	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$5.2M	42769	0.55%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$5.2M	23746	0.55%	SOLE
34	MASTERCARD INCORPORATED	CL A	$4.7M	9468	0.50%	SOLE
35	ALPHABET INC	CAP STK CL C	$4.7M	16346	0.50%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	9727	0.50%	SOLE
37	JPMORGAN CHASE & CO	COM	$4.6M	15703	0.49%	SOLE
38	FORTINET INC	COM	$4.4M	54410	0.47%	SOLE
39	DISNEY WALT CO	COM	$4.4M	45947	0.47%	SOLE
40	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.4M	23837	0.47%	SOLE
41	NETFLIX INC.	COM	$4.3M	44519	0.46%	SOLE
42	ADOBE INC	COM	$4.3M	17537	0.45%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	6456	0.45%	SOLE
44	AMGEN INC	COM	$4.1M	11691	0.44%	SOLE
45	ABBVIE INC	COM	$4.0M	18464	0.43%	SOLE
46	BOEING CO	COM	$4.0M	20074	0.43%	SOLE
47	VISA INC	COM CL A	$4.0M	13177	0.42%	SOLE
48	FEDEX CORP	COM	$3.9M	11024	0.42%	SOLE
49	ISHARES TR	RUSSELL 2000 ETF	$3.8M	15455	0.41%	SOLE
50	BANK AMERICA CORP	COM	$3.8M	78528	0.41%	SOLE

1–50 of 541

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.