§ 13F · FUND PROFILE
Institute for Wealth Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $896.8T (13F)Positions · 561Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$943.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 753K | $140.5T | 14.9% | NEW |
| 2 | AAPL | APPLE INC | 123K | $33.3T | 3.5% | NEW |
| 3 | MSFT | MICROSOFT CORP | 47K | $23.0T | 2.4% | NEW |
| 4 | AMZN | AMAZON COM INC | 84K | $19.4T | 2.1% | NEW |
| 5 | GOOGL | ALPHABET INC | 55K | $17.4T | 1.8% | NEW |
| 6 | QQQ | INVESCO QQQ TR | 27K | $16.3T | 1.7% | NEW |
| 7 | META | META PLATFORMS INC | 20K | $13.1T | 1.4% | NEW |
| 8 | LRCX | LAM RESEARCH CORP | 73K | $12.4T | 1.3% | NEW |
| 9 | TSLA | TESLA INC | 26K | $11.7T | 1.2% | NEW |
| 10 | AXON | AXON ENTERPRISE INC | 20K | $11.6T | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSTITUTE SIGNAL
AC read
Institute for Wealth Management, LLC. is a Other fund managing $896846.9 trillion in assets. The fund runs a broad portfolio of 561 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed