Institute For Wealth Management, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Institute For Wealth Management, Llc. disclosed 1679 stock positions valued at approximately $1.13B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and LAM RESEARCH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 1679
- Portfolio Value
- $1.13B
Holdings by Sector
Institute For Wealth Management, Llc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,679 holdings in the latest reporting period.
Institute For Wealth Management, Llc. Options Holdings in Q2 2026
| 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 |
Showing 6 of 6 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.