Institute for Wealth Management, LLC.
CIK: 0001533954Latest portfolio: $943.8M · Q4 2025
Holdings
538
Total Value
$943.8M
New Positions
535
Closed Positions
0
Top Holdings
View All 538 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 753,592 | $140.5M | 14.89% | NEW | Put |
| 2 | AAPLAPPLE INC | 122,817 | $33.4M | 3.54% | NEW | Put |
| 3 | MSFTMICROSOFT CORP | 47,497 | $23.0M | 2.43% | NEW | |
| 4 | AMZNAMAZON COM INC | 84,322 | $19.5M | 2.06% | NEW | Put |
| 5 | GOOGLALPHABET INC | 55,746 | $17.4M | 1.85% | NEW | Put |
| 6 | NDQINVESCO QQQ TR | 26,608 | $16.3M | 1.73% | NEW | |
| 7 | METAMETA PLATFORMS INC | 19,854 | $13.1M | 1.39% | NEW | |
| 8 | LRCXLAM RESEARCH CORP | 72,697 | $12.4M | 1.32% | NEW | |
| 9 | TSLATESLA INC | 25,940 | $11.7M | 1.24% | NEW | |
| 10 | AXONAXON ENTERPRISE INC | 20,436 | $11.6M | 1.23% | NEW | |
| 11 | GSGOLDMAN SACHS GROUP INC | 9,775 | $8.6M | 0.91% | NEW | |
| 12 | VTWGVANGUARD SCOTTSDALE FDS | 33,562 | $7.9M | 0.84% | NEW | |
| 13 | AVGOBROADCOM INC | 22,785 | $7.9M | 0.84% | NEW | |
| 14 | COSTCOSTCO WHSL CORP NEW | 9,092 | $7.8M | 0.83% | NEW | |
| 15 | SCHGSCHWAB STRATEGIC TR | 229,865 | $7.5M | 0.79% | NEW | |
| 16 | VTWVVANGUARD SCOTTSDALE FDS | 43,494 | $7.0M | 0.74% | NEW | |
| 17 | SPYSPDR S&P 500 ETF TR | 9,939 | $6.8M | 0.72% | NEW | |
| 18 | URIUNITED RENTALS INC | 8,202 | $6.6M | 0.70% | NEW | |
| 19 | XMMOINVESCO EXCHANGE TRADED FD T | 46,961 | $6.5M | 0.69% | NEW | |
| 20 | SMHVANECK ETF TRUST | 17,818 | $6.4M | 0.68% | NEW | Put |
| 21 | XLISELECT SECTOR SPDR TR | 41,270 | $6.4M | 0.68% | NEW | |
| 22 | SBUXSTARBUCKS CORP | 75,032 | $6.3M | 0.67% | NEW | |
| 23 | LLYELI LILLY & CO | 5,737 | $6.2M | 0.65% | NEW | |
| 24 | XLKSELECT SECTOR SPDR TR | 42,717 | $6.1M | 0.65% | NEW | |
| 25 | AMDADVANCED MICRO DEVICES INC | 28,708 | $6.1M | 0.65% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.40544333882297e+248T)
Consumer Cyclical0.0% ($1.9462116656318336e+147T)
Industrials0.0% ($1.1606663745283654e+145T)
Healthcare0.0% ($6.164424938223796e+89T)
Unknown0.0% ($1.6345493830192967e+83T)
Communication Services0.0% ($1.7447131055127506e+60T)
Energy0.0% ($1.917176013381328e+51T)
Consumer Defensive0.0% ($7.840219010931032e+36T)
Real Estate0.0% ($174810527687336067072.0T)
Utilities0.0% ($1723566510392.4T)
Basic Materials0.0% ($1140566499460.4T)
Filing History
Fund Information
Institute for Wealth Management, LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $943.8M across 538 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 14.9% of the portfolio. Compared to the previous quarter, the fund opened 538 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.