Institute For Wealth Management, Llc. Portfolio Stock Holdings
Institute For Wealth Management, Llc. disclosed 540 stock positions valued at approximately $931.3 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and INVESCO QQQ TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 540
- Portfolio Value
- $931.3M
Holdings by Sector
Institute For Wealth Management, Llc. Portfolio Holdings in Q1 2026
529 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 13.88% | 741,338 | -11,854 | -1.57% | $129,289,429 |
| APPLE INC | AAPL | Technology | 3.25% | 119,375 | -3,142 | -2.56% | $30,296,159 |
| INVESCO QQQ TR | QQQ | Other | 2.47% | 39,873 | +13,265 | +49.85% | $23,013,994 |
| MICROSOFT CORP | MSFT | Technology | 1.95% | 48,978 | +1,481 | +3.12% | $18,130,239 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.93% | 86,198 | +2,276 | +2.71% | $17,952,469 |
| ALPHABET INC | GOOGL | Communication Services | 1.75% | 56,591 | +1,145 | +2.07% | $16,273,441 |
| LAM RESEARCH CORP | LRCX | Other | 1.66% | 72,385 | -312 | -0.43% | $15,465,780 |
| META PLATFORMS INC | META | Communication Services | 1.22% | 19,826 | -28 | -0.14% | $11,343,210 |
| TESLA INC | TSLA | Consumer Cyclical | 1.11% | 27,878 | +1,938 | +7.47% | $10,363,500 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.93% | 20,451 | +15 | +0.07% | $8,685,336 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.92% | 8,572 | -520 | -5.72% | $8,541,784 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.87% | 9,572 | -203 | -2.08% | $8,097,969 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 0.83% | 33,642 | +80 | +0.24% | $7,705,300 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 0.78% | 43,363 | -131 | -0.30% | $7,251,161 |
| BROADCOM INC | AVGO | Technology | 0.76% | 22,731 | -54 | -0.24% | $7,035,487 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.73% | 42,082 | +812 | +1.97% | $6,805,845 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.72% | 46,531 | -430 | -0.92% | $6,747,868 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.72% | 74,994 | -38 | -0.05% | $6,718,677 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.71% | 227,173 | -2,692 | -1.17% | $6,617,557 |
| APPLIED MATLS INC | AMAT | Technology | 0.70% | 19,014 | -280 | -1.45% | $6,498,659 |
| VANGUARD INDEX FDS | VUG | Other | 0.70% | 14,859 | +2,652 | +21.73% | $6,490,138 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.67% | 126,022 | +18,131 | +16.80% | $6,221,702 |
| VANGUARD INDEX FDS | VBK | Other | 0.65% | 19,945 | +3,356 | +20.23% | $6,028,377 |
| UNITED RENTALS INC | URI | Industrials | 0.64% | 8,172 | -30 | -0.37% | $5,953,429 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.62% | 28,288 | -420 | -1.46% | $5,754,649 |
| TEXAS INSTRS INC | TXN | Technology | 0.61% | 29,497 | -5 | -0.02% | $5,726,536 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.61% | 42,973 | +256 | +0.60% | $5,711,138 |
| ELI LILLY & CO | LLY | Healthcare | 0.57% | 5,754 | +17 | +0.30% | $5,292,652 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.56% | 89,762 | +16,783 | +23.00% | $5,254,668 |
| INVESCO EXCHANGE TRADED FD T | PDP | Other | 0.55% | 42,769 | -298 | -0.69% | $5,164,146 |
| VANGUARD INDEX FDS | VBR | Other | 0.55% | 23,746 | +448 | +1.92% | $5,158,761 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.51% | 9,468 | -23 | -0.24% | $4,731,028 |
| ALPHABET INC | GOOG | Communication Services | 0.50% | 16,346 | +268 | +1.67% | $4,688,985 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 9,727 | -98 | -1.00% | $4,661,347 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.50% | 15,703 | +3 | +0.02% | $4,619,166 |
| FORTINET INC | FTNT | Technology | 0.48% | 54,410 | -280 | -0.51% | $4,446,367 |
| DISNEY WALT CO | DIS | Communication Services | 0.48% | 45,947 | +882 | +1.96% | $4,428,382 |
| VANGUARD INDEX FDS | VOE | Other | 0.47% | 23,837 | -30 | -0.13% | $4,392,683 |
| NETFLIX INC. | NFLX | Communication Services | 0.46% | 44,519 | +3,110 | +7.51% | $4,280,502 |
| ADOBE INC | ADBE | Technology | 0.46% | 17,537 | +623 | +3.68% | $4,262,908 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.45% | 6,456 | -3,483 | -35.04% | $4,198,608 |
| AMGEN INC | AMGN | Healthcare | 0.44% | 11,691 | +14 | +0.12% | $4,113,611 |
| ABBVIE INC | ABBV | Healthcare | 0.43% | 18,464 | -136 | -0.73% | $4,015,701 |
| BOEING CO | BA | Industrials | 0.43% | 20,074 | -782 | -3.75% | $3,995,242 |
| VISA INC | V | Financial Services | 0.43% | 13,177 | +34 | +0.26% | $3,982,575 |
| FEDEX CORP | FDX | Industrials | 0.42% | 11,024 | - | - | $3,926,668 |
| ISHARES TR | IWM | Other | 0.41% | 15,455 | +2,257 | +17.10% | $3,832,870 |
| BANK AMERICA CORP | BAC | Financial Services | 0.41% | 78,528 | +927 | +1.19% | $3,828,229 |
| INVESCO EXCHANGE TRADED FD T | PWB | Other | 0.40% | 29,830 | -323 | -1.07% | $3,756,493 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.39% | 67,708 | +7,525 | +12.50% | $3,659,604 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.39% | 7,881 | +6,696 | +565.06% | $3,650,257 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.38% | 26,207 | -80 | -0.30% | $3,544,027 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.38% | 108,703 | +790 | +0.73% | $3,537,196 |
| ISHARES TR | IWV | Other | 0.37% | 9,363 | - | - | $3,470,677 |
| KLA CORP | KLAC | Technology | 0.36% | 2,308 | -66 | -2.78% | $3,398,323 |
| VANGUARD WORLD FD | VGT | Other | 0.36% | 4,805 | +382 | +8.64% | $3,352,688 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.36% | 54,464 | -447 | -0.81% | $3,336,490 |
| ISHARES TR | SHV | Other | 0.35% | 29,625 | +1,649 | +5.89% | $3,270,269 |
| ISHARES TR | IWC | Other | 0.34% | 20,048 | -34 | -0.17% | $3,199,922 |
| SALESFORCE INC | CRM | Technology | 0.34% | 16,861 | +7,212 | +74.74% | $3,147,359 |
| CATERPILLAR INC | CAT | Industrials | 0.34% | 4,440 | -69 | -1.53% | $3,145,409 |
| IMMIX BIOPHARMA INC | IMMX | Healthcare | 0.33% | 337,552 | +337,552 | +100.00% | $3,075,099 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.33% | 40,974 | -423 | -1.02% | $3,052,539 |
| ISHARES TR | IEV | Other | 0.33% | 44,878 | +1,246 | +2.86% | $3,049,014 |
| ISHARES TR | EEM | Other | 0.32% | 51,828 | +1,529 | +3.04% | $2,943,323 |
| GE AEROSPACE | GE | Industrials | 0.31% | 10,335 | -1,530 | -12.90% | $2,932,884 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.31% | 9,433 | -165 | -1.72% | $2,853,155 |
| CSX CORP | CSX | Industrials | 0.31% | 69,396 | -53 | -0.08% | $2,848,700 |
| INVESCO EXCHANGE TRADED FD T | BMVP | Other | 0.31% | 56,973 | -478 | -0.83% | $2,842,199 |
| NETEASE COM INC | NTES | Communication Services | 0.30% | 25,370 | - | - | $2,839,918 |
| MARATHON PETE CORP | MPC | Energy | 0.30% | 11,593 | -198 | -1.68% | $2,830,809 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.30% | 59,445 | -505 | -0.84% | $2,825,439 |
| VANGUARD WORLD FD | EDV | Other | 0.30% | 43,487 | +35,065 | +416.35% | $2,824,481 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.30% | 17,135 | -48 | -0.28% | $2,812,384 |
| MORGAN STANLEY | MS | Financial Services | 0.29% | 16,670 | -48 | -0.29% | $2,743,301 |
| DEERE & CO | DE | Industrials | 0.29% | 4,808 | -1,057 | -18.02% | $2,708,347 |
| RTX CORPORATION | RTX | Industrials | 0.29% | 13,890 | -77 | -0.55% | $2,679,351 |
| EATON CORP PLC | ETN | Other | 0.28% | 7,285 | -41 | -0.56% | $2,605,741 |
| CME GROUP INC | CME | Financial Services | 0.28% | 8,712 | -30 | -0.34% | $2,573,047 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 10,508 | +136 | +1.31% | $2,568,466 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.27% | 46,282 | -3,766 | -7.52% | $2,524,674 |
| CENCORA INC | COR | Healthcare | 0.27% | 7,977 | -265 | -3.22% | $2,505,895 |
| CLOUDFLARE INC | NET | Technology | 0.27% | 12,123 | +2,806 | +30.12% | $2,501,460 |
| ORACLE CORP | ORCL | Technology | 0.27% | 16,845 | +273 | +1.65% | $2,478,057 |
| SERVICENOW INC | NOW | Technology | 0.27% | 23,622 | +9,837 | +71.36% | $2,469,722 |
| WALMART INC | WMT | Consumer Defensive | 0.26% | 19,816 | +155 | +0.79% | $2,462,706 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.26% | 37,269 | +4,997 | +15.48% | $2,388,198 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.25% | 6,985 | +1,475 | +26.77% | $2,359,858 |
| VANGUARD WORLD FD | VHT | Other | 0.25% | 8,663 | +1,031 | +13.51% | $2,359,201 |
| SNOWFLAKE INC | SNOW | Technology | 0.25% | 15,615 | +11,484 | +278.00% | $2,355,055 |
| SPDR GOLD TR | GLD | Other | 0.25% | 5,434 | +1,726 | +46.55% | $2,338,351 |
| CHEVRON CORPORATION | CVX | Energy | 0.25% | 11,179 | -369 | -3.20% | $2,312,896 |
| VANGUARD INDEX FDS | VOT | Other | 0.24% | 8,815 | +1,812 | +25.87% | $2,268,541 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.24% | 9,421 | -6 | -0.06% | $2,225,991 |
| VANGUARD INDEX FDS | VTV | Other | 0.24% | 11,207 | +1,340 | +13.58% | $2,198,840 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.23% | 13,596 | -8 | -0.06% | $2,179,711 |
| GLOBAL X FDS | RYLD | Other | 0.23% | 145,068 | -273 | -0.19% | $2,168,771 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.23% | 3 | -1 | -25.00% | $2,154,420 |
| KENVUE INC | KVUE | Consumer Defensive | 0.23% | 122,569 | +59,195 | +93.41% | $2,113,098 |
| WASTE MGMT INC DEL | WM | Industrials | 0.22% | 9,057 | +6 | +0.07% | $2,081,188 |
Institute For Wealth Management, Llc. Options Holdings in Q1 2026