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 201–250 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTN | VAIL RESORTS INC | 7K | $500K+ | SH |
| LEN | LENNAR CORP | 9K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 7K | $500K+ | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 41K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 7K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 7K | $500K+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 14K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| FFIV | F5 INC | 4K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 4K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| WYNN | WYNN RESORTS LTD | 7K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 30K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| GLW | CORNING INC | 10K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 9K | $500K+ | SH |
| CET | CENTRAL SECS CORP | 16K | $500K+ | SH |
| EZM | WISDOMTREE TR | 12K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 20K | $500K+ | SH |
| MET | METLIFE INC | 10K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 20K | $500K+ | SH |
| RRR | RED ROCK RESORTS INC | 13K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 4K | $500K+ | SH |
| AIVL | WISDOMTREE TR | 7K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| ASML | ASML HOLDING N V | 724 | $500K+ | SH |
| HHH | HOWARD HUGHES HOLDINGS INC | 10K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| CTAS | CINTAS CORP | 4K | $500K+ | SH |
| FEPI | ETF OPPORTUNITIES TRUST | 17K | $500K+ | SH |
| VAW | VANGUARD WORLD FD | 4K | $500K+ | SH |
| IYT | ISHARES TR | 10K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| BXMT | BLACKSTONE MTG TR INC | 38K | $500K+ | SH |
| DOL | WISDOMTREE TR | 11K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| EFG | ISHARES TR | 6K | $500K+ | SH |
| HOUS | ANYWHERE REAL ESTATE INC | 50K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 2K | $500K+ | SH |