Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $148M | 13.1% |
| Apple Inc.COM | COM | $33.1M | 2.9% |
| Lam Research Corp.COM NEW | COM NEW | $31.4M | 2.8% |
| Amazon Com Inc.COM | COM | $20.8M | 1.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $19.8M | 1.8% |
| Microsoft Corp.COM | COM | $19.6M | 1.7% |
| Advanced Micro Devices Inc.COM | COM | $15.9M | 1.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $15.1M | 1.3% |
| Meta Platforms Inc.CL A | CL A | $14.2M | 1.3% |
| Applied Matls Inc.COM | COM | $13.6M | 1.2% |
| Tesla Inc.COM | COM | $12.9M | 1.1% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $11.4M | 1.0% |
| Axon Enterprise Inc.COM | COM | $11.1M | 1.0% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $9.97M | 0.9% |
| Goldman Sachs Group Inc.COM | COM | $9.62M | 0.8% |
| Vanguard Scottsdale FdsVNG RUS2000GRW | VNG RUS2000GRW | $9.39M | 0.8% |
| Broadcom Inc.COM | COM | $8.59M | 0.8% |
| Texas Instrs Inc.COM | COM | $8.55M | 0.8% |
| United Rentals Inc.COM | COM | $8.51M | 0.8% |
| Vanguard Scottsdale FdsVNG RUS2000VAL | VNG RUS2000VAL | $8.37M | 0.7% |
| Fortinet Inc.COM | COM | $8.35M | 0.7% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $8.11M | 0.7% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $8.1M | 0.7% |
| Costco Wholesale CorporationCOM | COM | $8.03M | 0.7% |
| Micron Technology Inc.COM | COM | $8.01M | 0.7% |
| Vanguard World FDEXTENDED DUR | EXTENDED DUR | $7.98M | 0.7% |
| Invesco Exchange Traded FD TS&P MDCP MOMNTUM | S&P MDCP MOMNTUM | $7.97M | 0.7% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $7.93M | 0.7% |
| Calamos ETF TRAUTOC INCOM ETF | AUTOC INCOM ETF | $7.72M | 0.7% |
| Starbucks Corp.COM | COM | $7.65M | 0.7% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $7.39M | 0.7% |
| Dell Technologies Inc.CL C | CL C | $7.21M | 0.6% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $7.12M | 0.6% |
| KLA Corp.COM NEW | COM NEW | $7.01M | 0.6% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $6.86M | 0.6% |
| Eli Lilly & COCOM | COM | $6.8M | 0.6% |
| Invesco Exchange Traded FD TDORS WRI MOM ETF | DORS WRI MOM ETF | $6.49M | 0.6% |
| Marvell Technology Inc.COM | COM | $6.05M | 0.5% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.95M | 0.5% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $5.64M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $5.13M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.01M | 0.4% |
| Mastercard IncorporatedCL A | CL A | $4.85M | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $4.81M | 0.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $4.71M | 0.4% |
| Invesco Exchange Traded FD TLARG CAP GRO ETF | LARG CAP GRO ETF | $4.7M | 0.4% |
| Palo Alto Networks Inc.COM | COM | $4.63M | 0.4% |
| Abbvie Inc.COM | COM | $4.63M | 0.4% |
| Bank OF Amer Corp.COM | COM | $4.45M | 0.4% |
| Visa Inc.COM CL A | COM CL A | $4.39M | 0.4% |
Nvidia CorporationCOM$148M
- Class
- COM
- Share
- 13.1%
Apple Inc.COM$33.1M
- Class
- COM
- Share
- 2.9%
Lam Research Corp.COM NEW$31.4M
- Class
- COM NEW
- Share
- 2.8%
Amazon Com Inc.COM$20.8M
- Class
- COM
- Share
- 1.8%
Alphabet Inc.CAP STK CL A$19.8M
- Class
- CAP STK CL A
- Share
- 1.8%
Microsoft Corp.COM$19.6M
- Class
- COM
- Share
- 1.7%
Advanced Micro Devices Inc.COM$15.9M
- Class
- COM
- Share
- 1.4%
Invesco Qqq TRUNIT SER 1$15.1M
- Class
- UNIT SER 1
- Share
- 1.3%
Meta Platforms Inc.CL A$14.2M
- Class
- CL A
- Share
- 1.3%
Applied Matls Inc.COM$13.6M
- Class
- COM
- Share
- 1.2%
Tesla Inc.COM$12.9M
- Class
- COM
- Share
- 1.1%
Vaneck ETF TrustSEMICONDUCTR ETF$11.4M
- Class
- SEMICONDUCTR ETF
- Share
- 1.0%
Axon Enterprise Inc.COM$11.1M
- Class
- COM
- Share
- 1.0%
Vanguard Scottsdale FdsSHORT TERM TREAS$9.97M
- Class
- SHORT TERM TREAS
- Share
- 0.9%
Goldman Sachs Group Inc.COM$9.62M
- Class
- COM
- Share
- 0.8%
Vanguard Scottsdale FdsVNG RUS2000GRW$9.39M
- Class
- VNG RUS2000GRW
- Share
- 0.8%
Broadcom Inc.COM$8.59M
- Class
- COM
- Share
- 0.8%
Texas Instrs Inc.COM$8.55M
- Class
- COM
- Share
- 0.8%
United Rentals Inc.COM$8.51M
- Class
- COM
- Share
- 0.8%
Vanguard Scottsdale FdsVNG RUS2000VAL$8.37M
- Class
- VNG RUS2000VAL
- Share
- 0.7%
Fortinet Inc.COM$8.35M
- Class
- COM
- Share
- 0.7%
Select Sector SPDR TRST STR TECHN ETF$8.11M
- Class
- ST STR TECHN ETF
- Share
- 0.7%
Select Sector SPDR TRST STR INDL ETF$8.1M
- Class
- ST STR INDL ETF
- Share
- 0.7%
Costco Wholesale CorporationCOM$8.03M
- Class
- COM
- Share
- 0.7%
Micron Technology Inc.COM$8.01M
- Class
- COM
- Share
- 0.7%
Vanguard World FDEXTENDED DUR$7.98M
- Class
- EXTENDED DUR
- Share
- 0.7%
Invesco Exchange Traded FD TS&P MDCP MOMNTUM$7.97M
- Class
- S&P MDCP MOMNTUM
- Share
- 0.7%
Schwab Strategic TRUS LCAP GR ETF$7.93M
- Class
- US LCAP GR ETF
- Share
- 0.7%
Calamos ETF TRAUTOC INCOM ETF$7.72M
- Class
- AUTOC INCOM ETF
- Share
- 0.7%
Starbucks Corp.COM$7.65M
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsGROWTH ETF$7.39M
- Class
- GROWTH ETF
- Share
- 0.7%
Dell Technologies Inc.CL C$7.21M
- Class
- CL C
- Share
- 0.6%
Vanguard Index FdsSML CP GRW ETF$7.12M
- Class
- SML CP GRW ETF
- Share
- 0.6%
KLA Corp.COM NEW$7.01M
- Class
- COM NEW
- Share
- 0.6%
Select Sector SPDR TRST STR FINL ETF$6.86M
- Class
- ST STR FINL ETF
- Share
- 0.6%
Eli Lilly & COCOM$6.8M
- Class
- COM
- Share
- 0.6%
Invesco Exchange Traded FD TDORS WRI MOM ETF$6.49M
- Class
- DORS WRI MOM ETF
- Share
- 0.6%
Marvell Technology Inc.COM$6.05M
- Class
- COM
- Share
- 0.5%
SPDR Gold TRGOLD SHS$5.95M
- Class
- GOLD SHS
- Share
- 0.5%
Vanguard Index FdsSM CP VAL ETF$5.64M
- Class
- SM CP VAL ETF
- Share
- 0.5%
JPMORGAN Chase & COCOM$5.13M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$5.01M
- Class
- CAP STK CL C
- Share
- 0.4%
Mastercard IncorporatedCL A$4.85M
- Class
- CL A
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$4.81M
- Class
- CL B NEW
- Share
- 0.4%
Vanguard Index FdsMCAP VL IDXVIP$4.71M
- Class
- MCAP VL IDXVIP
- Share
- 0.4%
Invesco Exchange Traded FD TLARG CAP GRO ETF$4.7M
- Class
- LARG CAP GRO ETF
- Share
- 0.4%
Palo Alto Networks Inc.COM$4.63M
- Class
- COM
- Share
- 0.4%
Abbvie Inc.COM$4.63M
- Class
- COM
- Share
- 0.4%
Bank OF Amer Corp.COM$4.45M
- Class
- COM
- Share
- 0.4%
Visa Inc.COM CL A$4.39M
- Class
- COM CL A
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 1,769 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1533954
- File number
- 028-14899
- Options
- 2 call, 4 put
- In the 25 largest
- 41.5%
- Prior quarter
- $938M at 31 March 2026
- Positions opened
- 1,239
- Positions closed
- 12
Common questions
What are Institute for Wealth Management’s 13F holdings worth?
$1.13 billion across 1,769 positions for the quarter ended 30 June 2026.
What is Institute for Wealth Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $148 million, or 13.1% of reported 13F value, as of 30 June 2026.
How concentrated is Institute for Wealth Management’s 13F portfolio?
The ten largest positions accounted for 29.3% of reported value and the twenty-five largest for 41.5%, across 1,769 positions as of 30 June 2026.
Does Form 13F show everything Institute for Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Institute for Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.