Institute for Wealth Management, LLC. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$943.8M
Holdings
538
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (538 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TRVCCITIGROUP INC | 17,242 | $2.0M | 0.21% | |
| 102 | VONVVANGUARD SCOTTSDALE FDS | 21,574 | $2.0M | 0.21% | |
| 103 | WMWASTE MGMT INC DEL | 9,051 | $2.0M | 0.21% | |
| 104 | XHBSPDR SERIES TRUST | 19,192 | $2.0M | 0.21% | |
| 105 | QUALISHARES TR | 9,915 | $2.0M | 0.21% | |
| 106 | VOTVANGUARD INDEX FDS | 7,003 | $2.0M | 0.21% | |
| 107 | MPCMARATHON PETE CORP | 11,791 | $1.9M | 0.20% | |
| 108 | SPHQINVESCO EXCHANGE TRADED FD T | 25,112 | $1.9M | 0.20% | |
| 109 | VTVVANGUARD INDEX FDS | 9,867 | $1.9M | 0.20% | |
| 110 | CPCANADIAN PACIFIC KANSAS CITY | 25,466 | $1.9M | 0.20% | |
| 111 | ARESARES MANAGEMENT CORPORATION | 11,556 | $1.9M | 0.20% | |
| 112 | MRVLMARVELL TECHNOLOGY INC | 21,851 | $1.9M | 0.20% | |
| 113 | HWMHOWMET AEROSPACE INC | 8,961 | $1.8M | 0.19% | |
| 114 | NETCLOUDFLARE INC | 9,317 | $1.8M | 0.19% | |
| 115 | IHIISHARES TR | 29,278 | $1.8M | 0.19% | |
| 116 | IVVISHARES TR | 2,650 | $1.8M | 0.19% | |
| 117 | CVXCHEVRON CORP NEW | 11,548 | $1.8M | 0.19% | |
| 118 | JOEST JOE CO | 29,450 | $1.7M | 0.19% | |
| 119 | XYLDGLOBAL X FDS | 42,428 | $1.7M | 0.18% | |
| 120 | GEVGE VERNOVA INC | 2,638 | $1.7M | 0.18% | |
| 121 | PBEINVESCO EXCHANGE TRADED FD T | 20,268 | $1.7M | 0.18% | |
| 122 | VOXVANGUARD WORLD FD | 8,597 | $1.7M | 0.18% | |
| 123 | HDHOME DEPOT INC | 4,813 | $1.7M | 0.18% | |
| 124 | VFHVANGUARD WORLD FD | 12,369 | $1.7M | 0.17% | |
| 125 | VONGVANGUARD SCOTTSDALE FDS | 13,426 | $1.6M | 0.17% | |
| 126 | VTIVANGUARD INDEX FDS | 4,772 | $1.6M | 0.17% | |
| 127 | GRNYTIDAL TRUST I | 63,992 | $1.6M | 0.17% | |
| 128 | CSDINVESCO EXCHANGE TRADED FD T | 15,801 | $1.6M | 0.17% | |
| 129 | MUMICRON TECHNOLOGY INC | 5,510 | $1.6M | 0.17% | |
| 130 | JOETVIRTUS ETF TR II | 36,851 | $1.5M | 0.16% | |
| 131 | VCRVANGUARD WORLD FD | 3,847 | $1.5M | 0.16% | |
| 132 | EBAEBAY INC. | 17,319 | $1.5M | 0.16% | |
| 133 | SHOPSHOPIFY INC | 9,325 | $1.5M | 0.16% | |
| 134 | IVWISHARES TR | 12,122 | $1.5M | 0.16% | |
| 135 | TRVTRAVELERS COMPANIES INC | 5,111 | $1.5M | 0.16% | |
| 136 | XSMOINVESCO EXCHANGE TRADED FD T | 20,546 | $1.5M | 0.16% | |
| 137 | GQ9SPDR GOLD TR | 3,708 | $1.5M | 0.16% | |
| 138 | VRTXVERTEX PHARMACEUTICALS INC | 3,215 | $1.5M | 0.15% | |
| 139 | PHMPULTE GROUP INC | 12,402 | $1.5M | 0.15% | |
| 140 | JEPIJ P MORGAN EXCHANGE TRADED F | 25,293 | $1.4M | 0.15% | |
| 141 | MARMARRIOTT INTL INC NEW | 4,658 | $1.4M | 0.15% | |
| 142 | EWJISHARES INC | 17,842 | $1.4M | 0.15% | |
| 143 | VNQVANGUARD INDEX FDS | 16,246 | $1.4M | 0.15% | |
| 144 | XNTKSPDR SERIES TRUST | 5,110 | $1.4M | 0.15% | |
| 145 | BBHVANECK ETF TRUST | 7,473 | $1.4M | 0.15% | |
| 146 | VIGVANGUARD SPECIALIZED FUNDS | 6,324 | $1.4M | 0.15% | |
| 147 | ITOTISHARES TR | 9,263 | $1.4M | 0.15% | |
| 148 | ISRGINTUITIVE SURGICAL INC | 2,421 | $1.4M | 0.15% | |
| 149 | CSCOCISCO SYS INC | 17,759 | $1.4M | 0.14% | |
| 150 | NKENIKE INC | 21,286 | $1.4M | 0.14% | |
| 151 | FICOFAIR ISAAC CORP | 798 | $1.3M | 0.14% | |
| 152 | FVDFIRST TR EXCHANGE-TRADED FD | 29,232 | $1.3M | 0.14% | |
| 153 | LNGCHENIERE ENERGY INC | 6,885 | $1.3M | 0.14% | |
| 154 | IJRISHARES TR | 11,066 | $1.3M | 0.14% | |
| 155 | EOGEOG RES INC | 12,645 | $1.3M | 0.14% | |
| 156 | AIGAMERICAN INTL GROUP INC | 15,497 | $1.3M | 0.14% | |
| 157 | AORISHARES TR | 20,175 | $1.3M | 0.14% | |
| 158 | KKRKKR & CO INC | 10,260 | $1.3M | 0.14% | |
| 159 | XLCSELECT SECTOR SPDR TR | 11,014 | $1.3M | 0.14% | |
| 160 | PJPINVESCO EXCHANGE TRADED FD T | 12,159 | $1.3M | 0.13% | |
| 161 | XYZBLOCK INC | 19,481 | $1.3M | 0.13% | |
| 162 | MGKVANGUARD WORLD FD | 3,071 | $1.3M | 0.13% | |
| 163 | XLYSELECT SECTOR SPDR TR | 10,312 | $1.2M | 0.13% | |
| 164 | DFASDIMENSIONAL ETF TRUST | 17,625 | $1.2M | 0.13% | |
| 165 | VSSVANGUARD INTL EQUITY INDEX F | 8,467 | $1.2M | 0.13% | |
| 166 | LMTLOCKHEED MARTIN CORP | 2,472 | $1.2M | 0.13% | |
| 167 | XBISPDR SERIES TRUST | 9,784 | $1.2M | 0.13% | |
| 168 | DXJWISDOMTREE TR | 8,240 | $1.2M | 0.13% | |
| 169 | CMICUMMINS INC | 2,318 | $1.2M | 0.13% | |
| 170 | SPGIS&P GLOBAL INC | 2,257 | $1.2M | 0.12% | |
| 171 | UNPUNION PAC CORP | 4,974 | $1.1M | 0.12% | |
| 172 | SHWSHERWIN WILLIAMS CO | 3,520 | $1.1M | 0.12% | |
| 173 | HCAHCA HEALTHCARE INC | 2,435 | $1.1M | 0.12% | |
| 174 | MCOMOODYS CORP | 2,215 | $1.1M | 0.12% | |
| 175 | BABAALIBABA GROUP HLDG LTD | 7,654 | $1.1M | 0.12% | |
| 176 | BMYBRISTOL-MYERS SQUIBB CO | 20,451 | $1.1M | 0.12% | |
| 177 | SCHWSCHWAB CHARLES CORP | 11,031 | $1.1M | 0.12% | |
| 178 | VGKVANGUARD INTL EQUITY INDEX F | 13,140 | $1.1M | 0.12% | |
| 179 | KVUEKENVUE INC | 63,374 | $1.1M | 0.12% | |
| 180 | PIDINVESCO EXCHANGE TRADED FD T | 49,427 | $1.1M | 0.12% | |
| 181 | UNHUNITEDHEALTH GROUP INC | 3,263 | $1.1M | 0.11% | |
| 182 | TJXTJX COS INC NEW | 6,975 | $1.1M | 0.11% | |
| 183 | TAT&T INC | 42,829 | $1.1M | 0.11% | |
| 184 | CSGPCOSTAR GROUP INC | 15,656 | $1.1M | 0.11% | |
| 185 | IBMINTERNATIONAL BUSINESS MACHS | 3,546 | $1.1M | 0.11% | |
| 186 | CITHE CIGNA GROUP | 3,815 | $1.1M | 0.11% | |
| 187 | LVLNSPDR SERIES TRUST | 16,051 | $1.0M | 0.11% | |
| 188 | PGPROCTER AND GAMBLE CO | 7,202 | $1.0M | 0.11% | |
| 189 | PRFZINVESCO EXCHANGE TRADED FD T | 22,440 | $1.0M | 0.11% | |
| 190 | MRKMERCK & CO INC | 9,566 | $1.0M | 0.11% | |
| 191 | MSCIMSCI INC | 1,727 | $990K | 0.10% | |
| 192 | ELVELEVANCE HEALTH INC FORMERLY | 2,823 | $989K | 0.10% | |
| 193 | MCKMCKESSON CORP | 1,205 | $988K | 0.10% | |
| 194 | COPCONOCOPHILLIPS | 10,482 | $981K | 0.10% | |
| 195 | DTDWISDOMTREE TR | 11,478 | $974K | 0.10% | |
| 196 | HQYHEALTHEQUITY INC | 10,616 | $972K | 0.10% | |
| 197 | RBLXROBLOX CORP | 11,989 | $971K | 0.10% | |
| 198 | PRUPRUDENTIAL FINL INC | 8,549 | $965K | 0.10% | |
| 199 | ABTABBOTT LABS | 7,666 | $960K | 0.10% | |
| 200 | IHEISHARES TR | 11,273 | $956K | 0.10% |