Institute for Wealth Management, LLC. — 13F holdings

Institute for Wealth Management, LLC. reported 1,770 holdings worth $1.13B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $148M (13.1%)
2. AAPL APPLE INC — $33.1M (2.9%)
3. LRCX LAM RESEARCH CORP — $31.4M (2.8%)
4. AMZN AMAZON COM INC — $20.8M (1.8%)
5. GOOGL ALPHABET INC — $19.8M (1.8%)
6. MSFT MICROSOFT CORP — $19.7M (1.7%)
7. AMD ADVANCED MICRO DEVICES INC — $15.9M (1.4%)
8. QQQ Invesco Qqq Tr — $15.1M (1.3%)
9. META META PLATFORMS INC — $14.3M (1.3%)
10. AMAT APPLIED MATLS INC — $13.6M (1.2%)