CIK 1533954
Institute for Wealth Management, LLC.
Institutional 13F holdings & portfolio
Holdings
538
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 753K | $1M+ | SH |
| AAPL | APPLE INC | 123K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 47K | $1M+ | SH |
| AMZN | AMAZON COM INC | 84K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 27K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 73K | $1M+ | SH |
| TSLA | TESLA INC | 26K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 20K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 10K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 34K | $1M+ | SH |
| AVGO | BROADCOM INC | 23K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 9K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 230K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 43K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| URI | UNITED RENTALS INC | 8K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 47K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 41K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 18K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 75K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 43K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 29K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| ADBE | ADOBE INC | 17K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 108K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| DIS | DISNEY WALT CO | 45K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 30K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 16K | $1M+ | SH |
| GOOG | ALPHABET INC | 16K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 43K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 19K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 177K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| BA | BOEING CO | 21K | $1M+ | SH |
| FTNT | FORTINET INC | 55K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 73K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 78K | $1M+ | SH |
| ABBV | ABBVIE INC | 19K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| NFLX | NETFLIX INC | 41K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 30K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| VKTX | VIKING THERAPEUTICS INC | 108K | $1M+ | SH |
| GE | GE AEROSPACE | 12K | $1M+ | SH |