§ 13F · FUND PROFILE
Institute for Wealth Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $897M (13F)Positions · 561Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 741K | $129M | 13.8% | −2% |
| 2 | AAPL | APPLE INC | 119K | $30M | 3.2% | −3% |
| 3 | QQQ | INVESCO QQQ TR | 40K | $23M | 2.5% | +50% |
| 4 | MSFT | MICROSOFT CORP | 49K | $18M | 1.9% | +3% |
| 5 | AMZN | AMAZON COM INC | 86K | $18M | 1.9% | +2% |
| 6 | GOOGL | ALPHABET INC | 57K | $16M | 1.7% | +2% |
| 7 | LRCX | LAM RESEARCH CORP | 72K | $15M | 1.6% | ±0% |
| 8 | META | META PLATFORMS INC | 20K | $11M | 1.2% | ±0% |
| 9 | TSLA | TESLA INC | 28K | $10M | 1.1% | +7% |
| 10 | AXON | AXON ENTERPRISE INC | 20K | $9M | 0.9% | ±0% |
§ 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 $897 million in assets. The fund runs a broad portfolio of 561 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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