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 $938.5M across 537 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($129.3M, 13.78%), AAPL ($30.3M, 3.23%), QQQ ($23.0M, 2.45%), MSFT ($18.1M, 1.93%), AMZN ($18.0M, 1.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $129.3M | 13.78% | 741,338 | Trimmed |
| 2 | AAPL | APPLE INC | $30.3M | 3.23% | 119,375 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $23.0M | 2.45% | 39,873 | Added |
| 4 | MSFT | MICROSOFT CORP | $18.1M | 1.93% | 48,978 | Added |
| 5 | AMZN | AMAZON COM INC | $18.0M | 1.91% | 86,198 | Added |
| 6 | GOOGL | ALPHABET INC | $16.3M | 1.73% | 56,591 | Added |
| 7 | LRCX | LAM RESEARCH CORP | $15.5M | 1.65% | 72,385 | Trimmed |
| 8 | META | META PLATFORMS INC | $11.3M | 1.21% | 19,826 | Trimmed |
| 9 | TSLA | TESLA INC | $10.4M | 1.10% | 27,878 | Added |
| 10 | AXON | AXON ENTERPRISE INC | $8.7M | 0.93% | 20,451 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $8.5M | 0.91% | 8,572 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $8.1M | 0.86% | 9,572 | Trimmed |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | $7.7M | 0.82% | 33,642 | Added |
| 14 | VTWV | VANGUARD SCOTTSDALE FDS | $7.3M | 0.77% | 43,363 | Trimmed |
| 15 | AVGO | BROADCOM INC | $7.0M | 0.75% | 22,731 | Trimmed |
| 16 | SMH | VANECK ETF TRUST | $6.8M | 0.73% | 17,757 | Trimmed |
| 17 | XLI | SELECT SECTOR SPDR TR | $6.8M | 0.73% | 42,082 | Added |
| 18 | SBUX | STARBUCKS CORP | $6.7M | 0.72% | 74,994 | Trimmed |
| 19 | XMMO | INVESCO EXCHANGE TRADED FD T | $6.7M | 0.72% | 46,531 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $6.6M | 0.71% | 227,173 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $6.5M | 0.69% | 14,859 | Added |
| 22 | AMAT | APPLIED MATLS INC | $6.5M | 0.69% | 19,014 | Trimmed |
| 23 | XLF | SELECT SECTOR SPDR TR | $6.2M | 0.66% | 126,022 | Added |
| 24 | CAIE | CALAMOS ETF TR | $6.1M | 0.65% | 241,373 | Added |
| 25 | VBK | VANGUARD INDEX FDS | $6.0M | 0.64% | 19,945 | Added |
Source: SEC Form 13F filings · as of 2026-03-31