Holders — by stockHoldings — by fund
Institute for Wealth Management, LLC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1533954
$1.13B
disclosed book value
1,763
positions
13.1%
largest position share
Positions, as of 2026-06-30
top 100 of 1,763 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 739,474 | $148.0M | 13.1% |
| 2 | AAPLAPPLE INC | 114,542 | $33.1M | 2.9% |
| 3 | LRCXLAM RESEARCH CORP | 72,370 | $31.4M | 2.8% |
| 4 | AMZNAMAZON COM INC | 87,168 | $20.8M | 1.8% |
| 5 | GOOGLALPHABET INC | 55,480 | $19.8M | 1.8% |
| 6 | MSFTMICROSOFT CORP | 52,648 | $19.6M | 1.7% |
| 7 | AMDADVANCED MICRO DEVICES INC | 27,331 | $15.9M | 1.4% |
| 8 | QQQINVESCO QQQ TR | 20,442 | $15.1M | 1.3% |
| 9 | METAMETA PLATFORMS INC | 25,278 | $14.2M | 1.3% |
| 10 | AMATAPPLIED MATLS INC | 18,840 | $13.6M | 1.2% |
| 11 | TSLATESLA INC | 30,578 | $12.9M | 1.1% |
| 12 | SMHVANECK ETF TRUST | 17,372 | $11.4M | 1% |
| 13 | AXONAXON ENTERPRISE INC | 19,839 | $11.1M | 1% |
| 14 | VGSHVANGUARD SCOTTSDALE FDS | 171,380 | $10.0M | 0.9% |
| 15 | GSGOLDMAN SACHS GROUP INC | 9,512 | $9.6M | 0.8% |
| 16 | VTWGVANGUARD SCOTTSDALE FDS | 32,625 | $9.4M | 0.8% |
| 17 | AVGOBROADCOM INC | 22,745 | $8.6M | 0.8% |
| 18 | TXNTEXAS INSTRS INC | 28,671 | $8.5M | 0.8% |
| 19 | URIUNITED RENTALS INC | 7,509 | $8.5M | 0.8% |
| 20 | VANGUARD SCOTTSDALE FDS | 42,835 | $8.4M | 0.7% |
| 21 | FTNTFORTINET INC | 54,346 | $8.3M | 0.7% |
| 22 | XLKSELECT SECTOR SPDR TR | 42,561 | $8.1M | 0.7% |
| 23 | XLISELECT SECTOR SPDR TR | 43,753 | $8.1M | 0.7% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 8,589 | $8.0M | 0.7% |
| 25 | MUMICRON TECHNOLOGY INC | 6,939 | $8.0M | 0.7% |
| 26 | EDVVANGUARD WORLD FD | 122,588 | $8.0M | 0.7% |
| 27 | XMMOINVESCO EXCHANGE TRADED FD T | 46,822 | $8.0M | 0.7% |
| 28 | SCHGSCHWAB STRATEGIC TR | 234,282 | $7.9M | 0.7% |
| 29 | CALAMOS ETF TR | 283,681 | $7.7M | 0.7% |
| 30 | SBUXSTARBUCKS CORP | 74,899 | $7.7M | 0.7% |
| 31 | VUGVANGUARD INDEX FDS | 85,781 | $7.4M | 0.7% |
| 32 | DELLDELL TECHNOLOGIES INC | 16,707 | $7.2M | 0.6% |
| 33 | VBKVANGUARD INDEX FDS | 19,478 | $7.1M | 0.6% |
| 34 | KLACKLA CORP | 23,230 | $7.0M | 0.6% |
| 35 | XLFSELECT SECTOR SPDR TR | 127,887 | $6.9M | 0.6% |
| 36 | LLYELI LILLY & CO | 5,669 | $6.8M | 0.6% |
| 37 | PDPINVESCO EXCHANGE TRADED FD T | 42,767 | $6.5M | 0.6% |
| 38 | MRVLMARVELL TECHNOLOGY INC | 20,311 | $6.1M | 0.5% |
| 39 | GLDSPDR GOLD TR | 16,163 | $6.0M | 0.5% |
| 40 | VBRVANGUARD INDEX FDS | 23,212 | $5.6M | 0.5% |
| 41 | JPMJPMORGAN CHASE & CO | 15,662 | $5.1M | 0.5% |
| 42 | GOOGALPHABET INC | 14,171 | $5.0M | 0.4% |
| 43 | MAMASTERCARD INCORPORATED | 9,434 | $4.8M | 0.4% |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,616 | $4.8M | 0.4% |
| 45 | VOEVANGUARD INDEX FDS | 23,837 | $4.7M | 0.4% |
| 46 | PWBINVESCO EXCHANGE TRADED FD T | 27,904 | $4.7M | 0.4% |
| 47 | PANWPALO ALTO NETWORKS INC | 13,577 | $4.6M | 0.4% |
| 48 | ABBVABBVIE INC | 18,395 | $4.6M | 0.4% |
| 49 | BACBANK OF AMER CORP | 78,179 | $4.5M | 0.4% |
| 50 | VVISA INC | 12,803 | $4.4M | 0.4% |
| 51 | DISDISNEY WALT CO | 44,993 | $4.3M | 0.4% |
| 52 | VKTXVIKING THERAPEUTICS INC | 108,643 | $4.2M | 0.4% |
| 53 | AMGNAMGEN INC | 11,683 | $4.2M | 0.4% |
| 54 | BABOEING CO | 19,103 | $4.1M | 0.4% |
| 55 | CATCATERPILLAR INC | 3,838 | $4.1M | 0.4% |
| 56 | IWCISHARES TR | 20,048 | $4.0M | 0.4% |
| 57 | IWVISHARES TR | 9,363 | $4.0M | 0.4% |
| 58 | NFLXNETFLIX INC. | 51,612 | $3.7M | 0.3% |
| 59 | IWMISHARES TR | 12,226 | $3.7M | 0.3% |
| 60 | ADBEADOBE INC | 17,361 | $3.6M | 0.3% |
| 61 | GEGE AEROSPACE | 9,517 | $3.6M | 0.3% |
| 62 | EEMISHARES TR | 51,646 | $3.5M | 0.3% |
| 63 | VWOVANGUARD INTL EQUITY INDEX F | 58,595 | $3.5M | 0.3% |
| 64 | IMMIX BIOPHARMA INC | 337,552 | $3.5M | 0.3% |
| 65 | HIGHARTFORD INSURANCE GROUP INC | 25,896 | $3.4M | 0.3% |
| 66 | MSMORGAN STANLEY | 16,397 | $3.4M | 0.3% |
| 67 | FDXFEDEX CORP | 10,729 | $3.4M | 0.3% |
| 68 | CSXCSX CORP | 69,282 | $3.3M | 0.3% |
| 69 | IEVISHARES TR | 44,846 | $3.3M | 0.3% |
| 70 | NTESNETEASE COM INC | 25,290 | $3.2M | 0.3% |
| 71 | PRFINVESCO EXCHANGE TRADED FD T | 59,446 | $3.2M | 0.3% |
| 72 | AXPAMERICAN EXPRESS CO | 9,425 | $3.2M | 0.3% |
| 73 | SPYSTATE STR SPDR S&P 500 ETF T | 4,217 | $3.1M | 0.3% |
| 74 | EATON CORP PLC | 7,331 | $3.1M | 0.3% |
| 75 | NETCLOUDFLARE INC | 12,422 | $3.0M | 0.3% |
| 76 | MPCMARATHON PETE CORP | 11,455 | $2.9M | 0.3% |
| 77 | INVESCO EXCHANGE TRADED FD T | 56,975 | $2.9M | 0.3% |
| 78 | SHVISHARES TR | 26,357 | $2.9M | 0.3% |
| 79 | XLESELECT SECTOR SPDR TR | 53,687 | $2.9M | 0.3% |
| 80 | XLGINVESCO EXCHANGE TRADED FD T | 46,216 | $2.8M | 0.2% |
| 81 | BXSLBLACKSTONE SECD LENDING FD | 115,773 | $2.7M | 0.2% |
| 82 | VOTVANGUARD INDEX FDS | 8,815 | $2.7M | 0.2% |
| 83 | VGTVANGUARD WORLD FD | 22,459 | $2.7M | 0.2% |
| 84 | JNJJOHNSON & JOHNSON | 10,495 | $2.7M | 0.2% |
| 85 | RTXRTX CORPORATION | 13,818 | $2.6M | 0.2% |
| 86 | CRMSALESFORCE INC | 16,328 | $2.6M | 0.2% |
| 87 | GMGENERAL MTRS CO | 32,814 | $2.5M | 0.2% |
| 88 | GLWCORNING INC | 9,859 | $2.5M | 0.2% |
| 89 | GEVGE VERNOVA INC | 2,088 | $2.5M | 0.2% |
| 90 | NOWSERVICENOW INC | 24,680 | $2.5M | 0.2% |
| 91 | XHBSPDR SERIES TRUST | 20,692 | $2.4M | 0.2% |
| 92 | HWMHOWMET AEROSPACE INC | 8,888 | $2.4M | 0.2% |
| 93 | DEDEERE & CO | 3,756 | $2.4M | 0.2% |
| 94 | INVESCO EXCHANGE TRADED FD T | 15,758 | $2.4M | 0.2% |
| 95 | KVUEKENVUE INC | 122,571 | $2.3M | 0.2% |
| 96 | SHOPSHOPIFY INC | 20,436 | $2.3M | 0.2% |
| 97 | IBITISHARES BITCOIN TRUST ETF | 69,615 | $2.3M | 0.2% |
| 98 | GLOBAL X FDS | 143,819 | $2.3M | 0.2% |
| 99 | VONVVANGUARD SCOTTSDALE FDS | 21,451 | $2.3M | 0.2% |
| 100 | IJRISHARES TR | 15,340 | $2.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.