Institute For Wealth Management, Llc. Portfolio Stock Holdings
Institute For Wealth Management, Llc. disclosed 1763 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and LAM RESEARCH CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1763
- Portfolio Value
- $1.1B
Holdings by Sector
Institute For Wealth Management, Llc. Portfolio Holdings in Q2 2026
1653 holdings in the latest reporting period.
Page 1 of 17
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 13.07% | 739,474 | -1,864 | -0.25% | $147,961,422 |
| APPLE INC | AAPL | Technology | 2.93% | 114,542 | -4,833 | -4.05% | $33,143,805 |
| LAM RESEARCH CORP | LRCX | Other | 2.77% | 72,370 | -15 | -0.02% | $31,360,079 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.83% | 87,168 | +970 | +1.13% | $20,775,542 |
| ALPHABET INC | GOOGL | Communication Services | 1.75% | 55,480 | -1,111 | -1.96% | $19,826,728 |
| MICROSOFT CORP | MSFT | Technology | 1.73% | 52,648 | +3,670 | +7.49% | $19,638,891 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.40% | 27,331 | -957 | -3.38% | $15,876,852 |
| INVESCO QQQ TR | QQQ | Other | 1.33% | 20,442 | -19,431 | -48.73% | $15,053,618 |
| META PLATFORMS INC | META | Communication Services | 1.26% | 25,278 | +5,452 | +27.50% | $14,239,042 |
| APPLIED MATLS INC | AMAT | Technology | 1.20% | 18,840 | -174 | -0.92% | $13,621,031 |
| TESLA INC | TSLA | Consumer Cyclical | 1.14% | 30,578 | +2,700 | +9.69% | $12,861,107 |
| VANECK ETF TRUST | SMH | Other | 1.01% | 17,372 | -246 | -1.40% | $11,393,940 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.98% | 19,839 | -612 | -2.99% | $11,121,942 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.88% | 171,380 | +81,618 | +90.93% | $9,974,316 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.85% | 9,512 | -60 | -0.63% | $9,620,136 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 0.83% | 32,625 | -1,017 | -3.02% | $9,385,574 |
| BROADCOM INC | AVGO | Technology | 0.76% | 22,745 | +14 | +0.06% | $8,592,089 |
| TEXAS INSTRS INC | TXN | Technology | 0.75% | 28,671 | -826 | -2.80% | $8,545,947 |
| UNITED RENTALS INC | URI | Industrials | 0.75% | 7,509 | -663 | -8.11% | $8,506,360 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 0.74% | 42,835 | -528 | -1.22% | $8,371,673 |
| FORTINET INC | FTNT | Technology | 0.74% | 54,346 | -64 | -0.12% | $8,348,574 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.72% | 42,561 | -412 | -0.96% | $8,108,654 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.72% | 43,753 | +1,671 | +3.97% | $8,104,299 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.71% | 8,589 | +17 | +0.20% | $8,034,402 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.71% | 6,939 | -46 | -0.66% | $8,009,788 |
| VANGUARD WORLD FD | EDV | Other | 0.70% | 122,588 | +79,101 | +181.90% | $7,978,028 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.70% | 46,822 | +291 | +0.63% | $7,966,365 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.70% | 234,282 | +7,109 | +3.13% | $7,928,109 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.68% | 74,899 | -95 | -0.13% | $7,653,888 |
| VANGUARD INDEX FDS | VUG | Other | 0.65% | 85,781 | +70,922 | +477.30% | $7,389,176 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.64% | 16,707 | -428 | -2.50% | $7,208,446 |
| VANGUARD INDEX FDS | VBK | Other | 0.63% | 19,478 | -467 | -2.34% | $7,123,105 |
| KLA CORP | KLAC | Technology | 0.62% | 23,230 | +20,922 | +906.50% | $7,008,724 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.61% | 127,887 | +1,865 | +1.48% | $6,856,022 |
| ELI LILLY & CO | LLY | Healthcare | 0.60% | 5,669 | -85 | -1.48% | $6,800,079 |
| INVESCO EXCHANGE TRADED FD T | PDP | Other | 0.57% | 42,767 | -2 | -0.00% | $6,489,073 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.53% | 20,311 | +110 | +0.54% | $6,050,444 |
| SPDR GOLD TR | GLD | Other | 0.53% | 16,163 | +10,729 | +197.44% | $5,954,238 |
| VANGUARD INDEX FDS | VBR | Other | 0.50% | 23,212 | -534 | -2.25% | $5,640,219 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.45% | 15,662 | -41 | -0.26% | $5,126,610 |
| ALPHABET INC | GOOG | Communication Services | 0.44% | 14,171 | -2,175 | -13.31% | $5,006,890 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.43% | 9,434 | -34 | -0.36% | $4,845,155 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 9,616 | -111 | -1.14% | $4,811,926 |
| VANGUARD INDEX FDS | VOE | Other | 0.42% | 23,837 | - | - | $4,710,192 |
| INVESCO EXCHANGE TRADED FD T | PWB | Other | 0.42% | 27,904 | -1,926 | -6.46% | $4,700,709 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.41% | 13,577 | -19 | -0.14% | $4,629,999 |
| ABBVIE INC | ABBV | Healthcare | 0.41% | 18,395 | -69 | -0.37% | $4,628,798 |
| BANK OF AMER CORP | BAC | Financial Services | 0.39% | 78,179 | -349 | -0.44% | $4,454,626 |
| VISA INC | V | Financial Services | 0.39% | 12,803 | -374 | -2.84% | $4,392,605 |
| DISNEY WALT CO | DIS | Communication Services | 0.38% | 44,993 | -954 | -2.08% | $4,330,591 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.37% | 108,643 | -60 | -0.06% | $4,238,164 |
| AMGEN INC | AMGN | Healthcare | 0.37% | 11,683 | -8 | -0.07% | $4,230,687 |
| BOEING CO | BA | Industrials | 0.37% | 19,103 | -971 | -4.84% | $4,135,133 |
| CATERPILLAR INC | CAT | Industrials | 0.36% | 3,838 | -602 | -13.56% | $4,087,405 |
| ISHARES TR | IWC | Other | 0.35% | 20,048 | - | - | $4,010,482 |
| ISHARES TR | IWV | Other | 0.35% | 9,363 | - | - | $3,992,384 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 51,612 | +7,093 | +15.93% | $3,685,097 |
| ISHARES TR | IWM | Other | 0.32% | 12,226 | -3,229 | -20.89% | $3,673,175 |
| ADOBE INC | ADBE | Technology | 0.31% | 17,361 | -176 | -1.00% | $3,559,364 |
| GE AEROSPACE | GE | Industrials | 0.31% | 9,517 | -818 | -7.91% | $3,556,606 |
| ISHARES TR | EEM | Other | 0.31% | 51,646 | -182 | -0.35% | $3,533,089 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.31% | 58,595 | -9,113 | -13.46% | $3,497,515 |
| IMMIX BIOPHARMA INC | IMMX | Healthcare | 0.31% | 337,552 | - | - | $3,480,162 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.30% | 25,896 | -311 | -1.19% | $3,431,725 |
| MORGAN STANLEY | MS | Financial Services | 0.30% | 16,397 | -273 | -1.64% | $3,427,653 |
| FEDEX CORP | FDX | Industrials | 0.30% | 10,729 | -295 | -2.68% | $3,359,549 |
| CSX CORP | CSX | Industrials | 0.29% | 69,282 | -114 | -0.16% | $3,292,966 |
| ISHARES TR | IEV | Other | 0.29% | 44,846 | -32 | -0.07% | $3,267,039 |
| NETEASE COM INC | NTES | Communication Services | 0.29% | 25,290 | -80 | -0.32% | $3,240,661 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.28% | 59,446 | +1 | +0.00% | $3,211,868 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.28% | 9,425 | -8 | -0.08% | $3,187,851 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.28% | 4,217 | -2,239 | -34.68% | $3,149,269 |
| EATON CORP PLC | ETN | Other | 0.28% | 7,331 | +46 | +0.63% | $3,124,023 |
| CLOUDFLARE INC | NET | Technology | 0.27% | 12,422 | +299 | +2.47% | $3,046,869 |
| MARATHON PETE CORP | MPC | Energy | 0.26% | 11,455 | -138 | -1.19% | $2,928,584 |
| INVESCO EXCHANGE TRADED FD T | BMVP | Other | 0.26% | 56,975 | +2 | +0.00% | $2,921,667 |
| ISHARES TR | SHV | Other | 0.26% | 26,357 | -3,268 | -11.03% | $2,908,451 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.25% | 53,687 | -777 | -1.43% | $2,851,327 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.25% | 46,216 | -66 | -0.14% | $2,829,828 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.24% | 115,773 | +81,503 | +237.83% | $2,744,978 |
| VANGUARD INDEX FDS | VOT | Other | 0.24% | 8,815 | - | - | $2,700,035 |
| VANGUARD WORLD FD | VGT | Other | 0.24% | 22,459 | +17,654 | +367.41% | $2,684,331 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 10,495 | -13 | -0.12% | $2,665,539 |
| RTX CORPORATION | RTX | Industrials | 0.23% | 13,818 | -72 | -0.52% | $2,621,664 |
| SALESFORCE INC | CRM | Technology | 0.23% | 16,328 | -533 | -3.16% | $2,557,957 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.22% | 32,814 | -8,160 | -19.92% | $2,529,296 |
| CORNING INC | GLW | Technology | 0.22% | 9,859 | -62 | -0.62% | $2,518,316 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 2,088 | -167 | -7.41% | $2,453,241 |
| SERVICENOW INC | NOW | Technology | 0.22% | 24,680 | +1,058 | +4.48% | $2,450,271 |
| SPDR SERIES TRUST | XHB | Other | 0.21% | 20,692 | +890 | +4.49% | $2,391,193 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.21% | 8,888 | -7 | -0.08% | $2,389,620 |
| DEERE & CO | DE | Industrials | 0.21% | 3,756 | -1,052 | -21.88% | $2,382,544 |
| INVESCO EXCHANGE TRADED FD T | CSD | Other | 0.21% | 15,758 | - | - | $2,359,827 |
| KENVUE INC | KVUE | Consumer Defensive | 0.21% | 122,571 | +2 | +0.00% | $2,342,334 |
| SHOPIFY INC | SHOP | Technology | 0.21% | 20,436 | +6,451 | +46.13% | $2,333,383 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.20% | 69,615 | +63,001 | +952.54% | $2,317,484 |
| GLOBAL X FDS | RYLD | Other | 0.20% | 143,819 | -1,249 | -0.86% | $2,299,669 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.20% | 21,451 | -123 | -0.57% | $2,280,456 |
| ISHARES TR | IJR | Other | 0.20% | 15,340 | +1,474 | +10.63% | $2,275,094 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.20% | 3 | - | - | $2,246,550 |
Institute For Wealth Management, Llc. Options Holdings in Q2 2026
6 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | IWM | iShares Russell 2000 ETF | CALL | 400 | $120,180 |
| Q2 2026 | IBIT | iShares Bitcoin Trust ETF | PUT | 2,000 | $66,580 |
| Q2 2026 | META | Meta Platforms, Inc. | PUT | 100 | $56,329 |
| Q2 2026 | MSFT | Microsoft Corporation | PUT | 100 | $37,302 |
| Q2 2026 | VGT | Vanguard Information Tech ETF | PUT | 200 | $23,904 |
| Q2 2026 | UBER | Uber Technologies, Inc. | CALL | 100 | $7,216 |
Notional value represents the total exposure of the options position.