Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. reported 1,770 holdings worth US$1.13B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Institute for Wealth Management, LLC. reported 1,770 holdings worth US$1.13B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Lam Research Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 1,770
- Value as reported
- US$1.13B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 739K | US$148M | 13.1% |
| Apple Inc | 115K | US$33.1M | 2.9% |
| Lam Research Corporation | 72,370 | US$31.4M | 2.8% |
| Alphabet Inc (google) Class C | 69,491 | US$24.8M | 2.2% |
| Amazon.com, Inc. | 87,168 | US$20.8M | 1.8% |
| Microsoft Corp. | 52,648 | US$19.6M | 1.7% |
| Advanced Micro Devices Inc | 27,331 | US$15.9M | 1.4% |
| Meta Platforms, Inc. | 25,278 | US$14.2M | 1.3% |
| Applied Materials, Inc. | 18,840 | US$13.6M | 1.2% |
| Tesla, Inc. | 30,578 | US$12.9M | 1.1% |
| Axon Enterprise, Inc. | 19,839 | US$11.1M | 0.98% |
| Goldman Sachs Group, Inc. (the) | 9,512 | US$9.62M | 0.85% |
| Broadcom Inc. | 22,745 | US$8.59M | 0.76% |
| Texas Instruments Incorporated | 28,671 | US$8.55M | 0.75% |
| United Rentals, Inc. | 7,509 | US$8.51M | 0.75% |
| Fortinet, Inc. | 54,346 | US$8.35M | 0.74% |
| Costco Wholesale Corporation | 8,589 | US$8.03M | 0.71% |
| Micron Technology, Inc. | 6,939 | US$8.01M | 0.71% |
| Starbucks Corporation | 74,899 | US$7.65M | 0.68% |
| Dell Technologies Inc. | 16,707 | US$7.21M | 0.64% |
| Berkshire Hathaway Inc. | 14,106 | US$7.06M | 0.62% |
| Kla Corporation | 23,230 | US$7.01M | 0.62% |
| Eli Lilly And Company | 5,669 | US$6.8M | 0.60% |
| Marvell Technology, Inc. | 20,311 | US$6.05M | 0.53% |
| Jp Morgan Chase & Co. | 15,662 | US$5.13M | 0.45% |
| Mastercard Incorporated | 9,434 | US$4.85M | 0.43% |
| Palo Alto Networks, Inc. | 13,577 | US$4.63M | 0.41% |
| Abbvie Inc. | 18,395 | US$4.63M | 0.41% |
| Bank Of America Corporation | 78,333 | US$4.46M | 0.39% |
| Visa Inc. | 12,803 | US$4.39M | 0.39% |
| Walt Disney Company (the) | 44,993 | US$4.33M | 0.38% |
| Viking Therapeutics, Inc. | 109K | US$4.24M | 0.37% |
| Amgen Inc. | 11,683 | US$4.23M | 0.37% |
| Boeing Company (the) | 19,103 | US$4.14M | 0.37% |
| Caterpillar, Inc. | 3,838 | US$4.09M | 0.36% |
| Netflix, Inc. | 51,612 | US$3.69M | 0.33% |
| Adobe Inc. | 17,361 | US$3.56M | 0.31% |
| Ge Aerospace | 9,517 | US$3.56M | 0.31% |
| Immix Biopharma, Inc. | 338K | US$3.48M | 0.31% |
| The Hartford Insurance Group, Inc. | 25,896 | US$3.43M | 0.30% |
| Morgan Stanley | 16,397 | US$3.43M | 0.30% |
| Fedex Corporation | 10,729 | US$3.36M | 0.30% |
| Csx Corporation | 69,282 | US$3.29M | 0.29% |
| American Express Company | 9,425 | US$3.19M | 0.28% |
| Cloudflare, Inc. | 12,422 | US$3.05M | 0.27% |
| Marathon Petroleum Corporation | 11,455 | US$2.93M | 0.26% |
| Blackstone Secured Lending Fund | 116K | US$2.74M | 0.24% |
| Johnson & Johnson | 10,495 | US$2.67M | 0.24% |
| Rtx Corporation | 13,818 | US$2.62M | 0.23% |
| Salesforce, Inc. | 16,328 | US$2.56M | 0.23% |
| General Motors Company | 32,814 | US$2.53M | 0.22% |
| Corning Incorporated | 9,859 | US$2.52M | 0.22% |
| Ge Vernova Inc. | 2,088 | US$2.45M | 0.22% |
| Servicenow, Inc. | 24,680 | US$2.45M | 0.22% |
| Howmet Aerospace Inc. | 8,888 | US$2.39M | 0.21% |
| Deere & Company | 3,756 | US$2.38M | 0.21% |
| Kenvue Inc. | 123K | US$2.34M | 0.21% |
| Shopify Inc. | 20,436 | US$2.33M | 0.21% |
| Canadian Pacific Kansas City Limited | 25,403 | US$2.2M | 0.19% |
| Cencora, Inc. | 7,778 | US$2.2M | 0.19% |
| Qualcomm Incorporated | 11,886 | US$2.2M | 0.19% |
| Oracle Corporation | 14,862 | US$2.18M | 0.19% |
| Walmart Inc. | 18,826 | US$2.13M | 0.19% |
| Citigroup, Inc. | 15,061 | US$2.11M | 0.19% |
| Blackstone Inc. | 17,555 | US$2.07M | 0.18% |
| Waste Management, Inc. | 8,770 | US$1.95M | 0.17% |
| Hyatt Hotels Corporation | 9,969 | US$1.93M | 0.17% |
| Cme Group Inc. | 8,700 | US$1.92M | 0.17% |
| Ebay Inc. | 17,182 | US$1.92M | 0.17% |
| Autonation, Inc. | 10,193 | US$1.89M | 0.17% |
| Lowe's Companies, Inc. | 8,432 | US$1.86M | 0.16% |
| St. Joe Company (the) | 29,034 | US$1.82M | 0.16% |
| Cisco Systems, Inc. | 15,073 | US$1.77M | 0.16% |
| Chevron Corporation | 10,600 | US$1.76M | 0.16% |
| Applovin Corporation | 3,348 | US$1.72M | 0.15% |
| Booking Holdings Inc. Common Stock | 9,575 | US$1.71M | 0.15% |
| Home Depot, Inc. (the) | 4,719 | US$1.66M | 0.15% |
| The Travelers Companies, Inc. | 5,017 | US$1.66M | 0.15% |
| Cummins Inc. | 2,318 | US$1.65M | 0.15% |
| Cheniere Energy, Inc. | 6,863 | US$1.64M | 0.14% |
| Marriott International | 4,418 | US$1.64M | 0.14% |
| Vertex Pharmaceuticals Incorporated | 3,202 | US$1.59M | 0.14% |
| Crowdstrike Holdings, Inc. | 2,047 | US$1.56M | 0.14% |
| Pultegroup, Inc. | 11,337 | US$1.56M | 0.14% |
| Quanta Services, Inc. | 2,112 | US$1.52M | 0.13% |
| Eog Resources, Inc. | 11,451 | US$1.49M | 0.13% |
| F5, Inc. | 3,558 | US$1.48M | 0.13% |
| Madison Square Garden Sports Corp. | 3,656 | US$1.47M | 0.13% |
| Asml Holding Nv | 736 | US$1.46M | 0.13% |
| Western Digital Corporation | 2,268 | US$1.45M | 0.13% |
| Intel Corporation | 10,336 | US$1.44M | 0.13% |
| Paypal Holdings, Inc. | 32,890 | US$1.42M | 0.13% |
| Union Pacific Corporation | 5,083 | US$1.38M | 0.12% |
| Roblox Corporation | 24,995 | US$1.36M | 0.12% |
| Datadog, Inc. | 4,940 | US$1.29M | 0.11% |
| Unitedhealth Group Incorporated | 3,052 | US$1.27M | 0.11% |
| Lockheed Martin Corporation | 2,447 | US$1.25M | 0.11% |
| Amphenol Corporation | 7,054 | US$1.24M | 0.11% |
| U-haul Holding Company | 21,376 | US$1.23M | 0.11% |
| Merck & Company, Inc. | 9,515 | US$1.22M | 0.11% |
Every holding of Institute for Wealth Management, LLC.
Source
View original at SEC
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