Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Institute for Wealth Management, LLC. (CIK 1533954) reported $1.13B across 1,753 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($148.0M, 13.06%), AAPL ($33.1M, 2.93%), LRCX ($31.4M, 2.77%), AMZN ($20.8M, 1.83%), GOOGL ($19.8M, 1.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $148.0M | 13.06% | 739,474 | Trimmed |
| 2 | AAPL | APPLE INC | $33.1M | 2.93% | 114,542 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORP | $31.4M | 2.77% | 72,370 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $20.8M | 1.83% | 87,168 | Added |
| 5 | GOOGL | ALPHABET INC | $19.8M | 1.75% | 55,480 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $19.7M | 1.74% | 52,648 | Added |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $15.9M | 1.40% | 27,331 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.1M | 1.33% | 20,442 | Trimmed |
| 9 | META | META PLATFORMS INC | $14.3M | 1.26% | 25,278 | Added |
| 10 | AMAT | APPLIED MATLS INC | $13.6M | 1.20% | 18,840 | Trimmed |
| 11 | TSLA | TESLA INC | $12.9M | 1.14% | 30,578 | Added |
| 12 | SMH | VANECK ETF TRUST | $11.4M | 1.01% | 17,372 | Trimmed |
| 13 | AXON | AXON ENTERPRISE INC | $11.1M | 0.98% | 19,839 | Trimmed |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $10.0M | 0.88% | 171,380 | Added |
| 15 | GS | GOLDMAN SACHS GROUP INC | $9.6M | 0.85% | 9,512 | Trimmed |
| 16 | VTWG | VANGUARD SCOTTSDALE FDS | $9.4M | 0.83% | 32,625 | Trimmed |
| 17 | AVGO | BROADCOM INC | $8.6M | 0.76% | 22,745 | Added |
| 18 | URI | UNITED RENTALS INC | $8.5M | 0.75% | 7,509 | Trimmed |
| 19 | TXN | TEXAS INSTRS INC | $8.5M | 0.75% | 28,671 | Trimmed |
| 20 | VTWV | VANGUARD SCOTTSDALE FDS | $8.4M | 0.74% | 42,835 | Trimmed |
| 21 | FTNT | FORTINET INC | $8.3M | 0.74% | 54,346 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $8.1M | 0.72% | 42,561 | Trimmed |
| 23 | XLI | SELECT SECTOR SPDR TR | $8.1M | 0.72% | 43,753 | Added |
| 24 | MU | MICRON TECHNOLOGY INC | $8.0M | 0.71% | 6,939 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 0.71% | 8,589 | Added |
Source: SEC Form 13F filings · as of 2026-06-30