Institute for Wealth Management, LLC. - Portfolio Stock Holdings
Institute for Wealth Management, LLC. disclosed 1749 stock positions in a recent SEC 13F filing. $1,124,479,221 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,370,272,066 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1749Est. Stock Holding Value:
$1,124,479,221Top Stock Holdings By Sector
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Portfolio Stock Holdings - Institute for Wealth Management, LLC.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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