Institute for Wealth Management, LLC. - Portfolio Stock Holdings
Institute for Wealth Management, LLC. disclosed 1755 stock positions in a recent SEC 13F filing. $1,130,843,015 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and LRCX. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.We estimate the fund has a total AUM of $1,370,272,066 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1755Est. Stock Holding Value:
$1,130,843,015Top 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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