Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. reported 1,763 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are NVDA (13.1%), AAPL (2.9%) and LRCX (2.8%). Compared with Q1 2026, the fund opened new positions in SMH and IBIT, added to AMZN, MSFT and META, trimmed NVDA, AAPL and GOOGL and sold out of NUKZ, FEPI and SPGP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $148M | 13.1% | 739K | −1,864 (−0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $33.1M | 2.9% | 115K | −4,833 (−4%) | 8 of 8 | |
| 3 |  LRCX Lam Research Corp | $31.4M | 2.8% | 72K | No change | 6 of 8 | |
| 4 |  AMZN Amazon Com Inc | $20.8M | 1.8% | 87K | +970 (+1%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $19.8M | 1.8% | 55K | −1,111 (−2%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $19.6M | 1.7% | 53K | +3,670 (+7%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $15.9M | 1.4% | 27K | −957 (−3%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $15.1M | 1.3% | 20K | −19K (−49%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $14.2M | 1.3% | 25K | +5,452 (+27%) | 8 of 8 | |
| 10 |  AMAT Applied Matls Inc | $13.6M | 1.2% | 19K | −174 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1M | 4,613 |
 NUKZ Range Nuclear Renaissance Index ETF | $840K | 13K |
 FEPI ETF Opportunities Trust | $807K | 20K |
 SPGP Invesco Exchange Traded FD T | $514K | 4,777 |
ONESTREAM INC | $492K | 20K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Institute for Wealth Management, LLC. 13F FAQ
What does Institute for Wealth Management, LLC. own?
Institute for Wealth Management, LLC. reported 1,763 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 28, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Institute for Wealth Management, LLC. buy and sell in Q2 2026?
Compared with Q1 2026: 1,224 new positions, 93 added to, 304 trimmed and 10 sold out. New positions include SMH and IBIT. It sold all of NUKZ, FEPI and SPGP.
When will Institute for Wealth Management, LLC. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Institute for Wealth Management, LLC.'s portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.