§ 13F · FUND PROFILE
Institute for Wealth Management, LLC..
AUM · $1.1B (13F)Positions · 1770Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 739K | $148M | 13.1% | ±0% |
| 2 | AAPL | APPLE INC | 115K | $33M | 2.9% | −4% |
| 3 | LRCX | LAM RESEARCH CORP | 72K | $31M | 2.8% | ±0% |
| 4 | AMZN | AMAZON COM INC | 87K | $21M | 1.8% | +1% |
| 5 | GOOGL | ALPHABET INC | 55K | $20M | 1.8% | −2% |
| 6 | MSFT | MICROSOFT CORP | 53K | $20M | 1.7% | +8% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 27K | $16M | 1.4% | −3% |
| 8 | QQQ | INVESCO QQQ TR | 20K | $15M | 1.3% | −49% |
| 9 | META | META PLATFORMS INC | 25K | $14M | 1.3% | +28% |
| 10 | AMAT | APPLIED MATLS INC | 19K | $14M | 1.2% | −1% |
§ 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 $1.1 billion in assets. The fund runs a massive portfolio of 1,770 positions.
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