Filed: 7/28/2026ACC: 0001754960-26-000654
📋 What this filing means
INSTITUTE FOR WEALTH MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 1769 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1769
Positions
$1.13B
Total AUM (reported)
10.21M
Total Shares
Allocation by class
COM$605.23M53.4%
COM NEW$56.39M5.0%
CL A$38.18M3.4%
CAP STK CL A$19.83M1.8%
UNIT SER 1$15.05M1.3%
COM CL A$11.47M1.0%
SEMICONDUCTR ETF$11.39M1.0%
Portfolio Concentration
Top 3$212.47M18.8%
4–10$119.03M10.5%
11–25$138.98M12.3%
Rest$662.29M58.5%
Top 3 weight
18.8%
Top 10 weight
29.3%
Voting Authority Distribution
Total shares with voting rights: 10.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1769
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1769
Rows:
NVIDIA CORPORATION
SOLEShares739.47K
TypeSH
Market value$147.96M
13.06%
Sole
0.00
Shared
0.00
None
739.47K
APPLE INC
SOLEShares114.54K
TypeSH
Market value$33.14M
2.93%
Sole
0.00
Shared
0.00
None
114.54K
LAM RESEARCH CORP
SOLEShares72.37K
TypeSH
Market value$31.36M
2.77%
Sole
0.00
Shared
0.00
None
72.37K
AMAZON COM INC
SOLEShares87.17K
TypeSH
Market value$20.78M
1.83%
Sole
0.00
Shared
0.00
None
87.17K
ALPHABET INC
SOLEShares55.48K
TypeSH
Market value$19.83M
1.75%
Sole
0.00
Shared
0.00
None
55.48K
MICROSOFT CORP
SOLEShares52.65K
TypeSH
Market value$19.64M
1.73%
Sole
0.00
Shared
0.00
None
52.65K
ADVANCED MICRO DEVICES INC
SOLEShares27.33K
TypeSH
Market value$15.88M
1.40%
Sole
0.00
Shared
0.00
None
27.33K
INVESCO QQQ TR
SOLEShares20.44K
TypeSH
Market value$15.05M
1.33%
Sole
0.00
Shared
0.00
None
20.44K
META PLATFORMS INC
SOLEShares25.28K
TypeSH
Market value$14.24M
1.26%
Sole
0.00
Shared
0.00
None
25.28K
APPLIED MATLS INC
SOLEShares18.84K
TypeSH
Market value$13.62M
1.20%
Sole
0.00
Shared
0.00
None
18.84K
TESLA INC
SOLEShares30.58K
TypeSH
Market value$12.86M
1.14%
Sole
0.00
Shared
0.00
None
30.58K
VANECK ETF TRUST
SOLEShares17.37K
TypeSH
Market value$11.39M
1.01%
Sole
0.00
Shared
0.00
None
17.37K
AXON ENTERPRISE INC
SOLEShares19.84K
TypeSH
Market value$11.12M
0.98%
Sole
0.00
Shared
0.00
None
19.84K
VANGUARD SCOTTSDALE FDS
SOLEShares171.38K
TypeSH
Market value$9.97M
0.88%
Sole
0.00
Shared
0.00
None
171.38K
GOLDMAN SACHS GROUP INC
SOLEShares9.51K
TypeSH
Market value$9.62M
0.85%
Sole
0.00
Shared
0.00
None
9.51K
VANGUARD SCOTTSDALE FDS
SOLEShares32.63K
TypeSH
Market value$9.39M
0.83%
Sole
0.00
Shared
0.00
None
32.63K
BROADCOM INC
SOLEShares22.75K
TypeSH
Market value$8.59M
0.76%
Sole
0.00
Shared
0.00
None
22.75K
TEXAS INSTRS INC
SOLEShares28.67K
TypeSH
Market value$8.55M
0.75%
Sole
0.00
Shared
0.00
None
28.67K
UNITED RENTALS INC
SOLEShares7.51K
TypeSH
Market value$8.51M
0.75%
Sole
0.00
Shared
0.00
None
7.51K
VANGUARD SCOTTSDALE FDS
SOLEShares42.84K
TypeSH
Market value$8.37M
0.74%
Sole
0.00
Shared
0.00
None
42.84K
FORTINET INC
SOLEShares54.35K
TypeSH
Market value$8.35M
0.74%
Sole
0.00
Shared
0.00
None
54.35K
SELECT SECTOR SPDR TR
SOLEShares42.56K
TypeSH
Market value$8.11M
0.72%
Sole
0.00
Shared
0.00
None
42.56K
SELECT SECTOR SPDR TR
SOLEShares43.75K
TypeSH
Market value$8.10M
0.72%
Sole
0.00
Shared
0.00
None
43.75K
COSTCO WHOLESALE CORPORATION
SOLEShares8.59K
TypeSH
Market value$8.03M
0.71%
Sole
0.00
Shared
0.00
None
8.59K
MICRON TECHNOLOGY INC
SOLEShares6.94K
TypeSH
Market value$8.01M
0.71%
Sole
0.00
Shared
0.00
None
6.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 739.47K | SH | $147.96M 13.06% | 0.00 | 0.00 | 739.47K |
APPLE INCSOLE | COM | 114.54K | SH | $33.14M 2.93% | 0.00 | 0.00 | 114.54K |
LAM RESEARCH CORPSOLE | COM NEW | 72.37K | SH | $31.36M 2.77% | 0.00 | 0.00 | 72.37K |
AMAZON COM INCSOLE | COM | 87.17K | SH | $20.78M 1.83% | 0.00 | 0.00 | 87.17K |
ALPHABET INCSOLE | CAP STK CL A | 55.48K | SH | $19.83M 1.75% | 0.00 | 0.00 | 55.48K |
MICROSOFT CORPSOLE | COM | 52.65K | SH | $19.64M 1.73% | 0.00 | 0.00 | 52.65K |
ADVANCED MICRO DEVICES INCSOLE | COM | 27.33K | SH | $15.88M 1.40% | 0.00 | 0.00 | 27.33K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20.44K | SH | $15.05M 1.33% | 0.00 | 0.00 | 20.44K |
META PLATFORMS INCSOLE | CL A | 25.28K | SH | $14.24M 1.26% | 0.00 | 0.00 | 25.28K |
APPLIED MATLS INCSOLE | COM | 18.84K | SH | $13.62M 1.20% | 0.00 | 0.00 | 18.84K |
TESLA INCSOLE | COM | 30.58K | SH | $12.86M 1.14% | 0.00 | 0.00 | 30.58K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 17.37K | SH | $11.39M 1.01% | 0.00 | 0.00 | 17.37K |
AXON ENTERPRISE INCSOLE | COM | 19.84K | SH | $11.12M 0.98% | 0.00 | 0.00 | 19.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 171.38K | SH | $9.97M 0.88% | 0.00 | 0.00 | 171.38K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.51K | SH | $9.62M 0.85% | 0.00 | 0.00 | 9.51K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 32.63K | SH | $9.39M 0.83% | 0.00 | 0.00 | 32.63K |
BROADCOM INCSOLE | COM | 22.75K | SH | $8.59M 0.76% | 0.00 | 0.00 | 22.75K |
TEXAS INSTRS INCSOLE | COM | 28.67K | SH | $8.55M 0.75% | 0.00 | 0.00 | 28.67K |
UNITED RENTALS INCSOLE | COM | 7.51K | SH | $8.51M 0.75% | 0.00 | 0.00 | 7.51K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000VAL | 42.84K | SH | $8.37M 0.74% | 0.00 | 0.00 | 42.84K |
FORTINET INCSOLE | COM | 54.35K | SH | $8.35M 0.74% | 0.00 | 0.00 | 54.35K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 42.56K | SH | $8.11M 0.72% | 0.00 | 0.00 | 42.56K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 43.75K | SH | $8.10M 0.72% | 0.00 | 0.00 | 43.75K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 8.59K | SH | $8.03M 0.71% | 0.00 | 0.00 | 8.59K |
MICRON TECHNOLOGY INCSOLE | COM | 6.94K | SH | $8.01M 0.71% | 0.00 | 0.00 | 6.94K |
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