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Institute For Wealth Management

Latest statistics and disclosures from Institute for Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, GOOGL, and represent 24.77% of Institute for Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NFLX, NTES, XLK, CAIE, COR, VUG, AN, VGSH, NOW, XLE.
Started 29 new stock positions in TER, NTES, PSKY, IDVO, LW, DLTR, APA, Strive, LULU, Q.
Reduced shares in these 10 stocks: SPYX (-$7.1M), ESGU (-$7.1M), DSI, EFAX, EUSB, NVDA, ESGE, IVW, JHML, QQQ.
Sold out of its positions in ATR, ASH, AUR, BBWI, BILL, HRB, CVS, KMX, CINF, CNM.
Institute for Wealth Management was a net seller of stock by $-20M.
Institute for Wealth Management has $944M in assets under management (AUM), dropping by -1.69%.
Central Index Key (CIK): 0001533954

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Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 538 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Institute for Wealth Management has 538 total positions. Only the first 250 positions are shown.

Sign up to view all of the Institute for Wealth Management Dec. 31, 2025 positions
Download the Institute for Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	14.9	$141M		754k	186.50	View chart
Apple (AAPL)	3.5	$33M		123k	271.86	View chart
Microsoft Corporation (MSFT)	2.4	$23M		48k	483.62	View chart
Amazon (AMZN)	2.1	$20M		84k	230.82	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	1.8	$17M		56k	313.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$16M	-5%	27k	614.32	View chart
Meta Platforms Cl A (META)	1.4	$13M		20k	660.10	View chart
Lam Research Corp Com New (LRCX)	1.3	$12M		73k	171.18	View chart
Tesla Motors (TSLA)	1.2	$12M		26k	449.73	View chart
Axon Enterprise (AXON)	1.2	$12M		20k	567.93	View chart
Goldman Sachs (GS)	0.9	$8.6M	-2%	9.8k	879.02	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.8	$7.9M		34k	235.99	View chart
Broadcom (AVGO)	0.8	$7.9M		23k	346.11	View chart
Costco Wholesale Corporation (COST)	0.8	$7.8M		9.1k	862.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$7.5M		230k	32.62	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.7	$7.0M		44k	159.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$6.8M	-9%	9.9k	681.95	View chart
United Rentals (URI)	0.7	$6.6M		8.2k	809.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$6.5M		47k	138.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$6.4M	-2%	18k	360.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.7	$6.4M	-2%	41k	155.12	View chart
Starbucks Corporation (SBUX)	0.7	$6.3M		75k	84.21	View chart
Eli Lilly & Co. (LLY)	0.7	$6.2M		5.7k	1074.59	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$6.1M	+101%	43k	143.97	View chart
Advanced Micro Devices (AMD)	0.7	$6.1M		29k	214.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$6.0M	+58%	12k	487.84	View chart
Adobe Systems Incorporated (ADBE)	0.6	$5.9M	-2%	17k	349.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$5.9M		108k	54.77	View chart
Mastercard Incorporated Cl A (MA)	0.6	$5.4M		9.5k	570.89	View chart
Walt Disney Company (DIS)	0.5	$5.1M		45k	113.77	View chart
Texas Instruments Incorporated (TXN)	0.5	$5.1M		30k	173.49	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.1M	-2%	16k	322.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.0M		16k	313.79	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.5	$5.0M	-4%	43k	116.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$5.0M	+28%	17k	302.11	View chart
Applied Materials (AMAT)	0.5	$5.0M		19k	256.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.9M	-5%	9.8k	502.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.9M	+12%	23k	211.79	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.5	$4.7M	+161%	177k	26.74	View chart
Visa Com Cl A (V)	0.5	$4.6M	-2%	13k	350.72	View chart
Boeing Company (BA)	0.5	$4.5M		21k	217.12	View chart
Fortinet (FTNT)	0.5	$4.3M		55k	79.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$4.3M	+88%	73k	58.73	View chart
Bank of America Corporation (BAC)	0.5	$4.3M		78k	55.00	View chart
Abbvie (ABBV)	0.5	$4.2M		19k	228.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$4.2M		24k	177.37	View chart
Netflix (NFLX)	0.4	$3.9M	+897%	41k	93.76	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$3.8M	-4%	30k	127.11	View chart
Amgen (AMGN)	0.4	$3.8M		12k	327.32	View chart
Viking Therapeutics (VKTX)	0.4	$3.8M	+3%	108k	35.18	View chart
Ge Aerospace Com New (GE)	0.4	$3.7M		12k	308.04	View chart
Hartford Financial Services (HIG)	0.4	$3.6M	-3%	26k	137.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$3.6M		9.4k	386.85	View chart
American Express Company (AXP)	0.4	$3.6M		9.6k	369.93	View chart
Netease Sponsored Ads (NTES)	0.4	$3.5M	NEW	25k	137.62	View chart
General Motors Company (GM)	0.4	$3.4M		41k	81.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$3.3M		4.4k	753.82	View chart
Oracle Corporation Put Option (ORCL)	0.3	$3.3M	-10%	17k	194.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.2M	-3%	13k	246.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.2M	+2%	60k	53.76	View chart
FedEx Corporation (FDX)	0.3	$3.2M		11k	288.85	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$3.2M		20k	157.70	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$3.1M	-22%	28k	110.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.0M		4.00	754800.00	View chart
Ishares Tr Europe Etf (IEV)	0.3	$3.0M		44k	68.60	View chart
Morgan Stanley Com New (MS)	0.3	$3.0M		17k	177.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$3.0M	-3%	50k	59.28	View chart
Kla Corp Com New (KLAC)	0.3	$2.9M		2.4k	1215.08	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$2.8M		60k	46.92	View chart
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP)	0.3	$2.8M	-2%	58k	48.84	View chart
AmerisourceBergen (COR)	0.3	$2.8M	+900%	8.2k	337.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.8M		50k	54.71	View chart
Deere & Company (DE)	0.3	$2.7M	+24%	5.9k	465.57	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.6M	-4%	17k	154.14	View chart
Caterpillar (CAT)	0.3	$2.6M		4.5k	572.89	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.6M	-3%	14k	183.40	View chart
salesforce (CRM)	0.3	$2.6M		9.6k	264.92	View chart
CSX Corporation (CSX)	0.3	$2.5M		69k	36.25	View chart
Palo Alto Networks (PANW)	0.3	$2.5M	-3%	14k	184.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.5M	+99%	55k	44.71	View chart
Cme (CME)	0.3	$2.4M		8.7k	273.08	View chart
Eaton Corp SHS (ETN)	0.2	$2.3M		7.3k	318.52	View chart
Lowe's Companies (LOW)	0.2	$2.3M		9.4k	241.16	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$2.2M		145k	15.30	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$2.2M		31k	71.45	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.2M	+2%	7.6k	287.87	View chart
Wal-Mart Stores (WMT)	0.2	$2.2M		20k	111.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$2.2M	+3%	38k	58.12	View chart
Dell Technologies CL C (DELL)	0.2	$2.2M		17k	125.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$2.2M	-6%	122k	17.67	View chart
Johnson & Johnson (JNJ)	0.2	$2.1M		10k	206.95	View chart
Qualcomm (QCOM)	0.2	$2.1M		13k	171.06	View chart
Paypal Holdings (PYPL)	0.2	$2.1M		37k	58.38	View chart
Servicenow (NOW)	0.2	$2.1M	+326%	14k	153.19	View chart
AutoNation (AN)	0.2	$2.1M	NEW	10k	206.48	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$2.1M		79k	26.33	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$2.1M		40k	51.50	View chart
Booking Holdings (BKNG)	0.2	$2.1M		383.00	5355.33	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$2.0M		13k	160.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.0M		32k	62.47	View chart
Citigroup Com New (C)	0.2	$2.0M		17k	116.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.0M		22k	92.30	View chart
Waste Management (WM)	0.2	$2.0M		9.1k	219.71	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$2.0M		19k	102.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.0M	-20%	9.9k	198.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.0M	+3%	7.0k	279.14	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.9M	-2%	12k	162.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.9M	-11%	25k	75.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.9M	-2%	9.9k	191.00	View chart
Canadian Pacific Kansas City (CP)	0.2	$1.9M		26k	73.63	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$1.9M	-5%	12k	161.62	View chart
Marvell Technology (MRVL)	0.2	$1.9M		22k	84.98	View chart
Howmet Aerospace (HWM)	0.2	$1.8M		9.0k	205.01	View chart
Cloudflare Cl A Com (NET)	0.2	$1.8M	+32%	9.3k	197.15	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.8M	+3%	29k	62.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.8M		2.7k	684.88	View chart
Chevron Corporation (CVX)	0.2	$1.8M		12k	152.41	View chart
St. Joe Company (JOE)	0.2	$1.7M	-3%	30k	59.37	View chart
Ge Vernova (GEV)	0.2	$1.7M	-2%	2.6k	653.51	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$1.7M	-6%	42k	40.63	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.2	$1.7M	-2%	20k	82.15	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.7M	+4%	8.6k	193.63	View chart
Home Depot (HD)	0.2	$1.7M	-5%	4.8k	344.11	View chart
Vanguard World Financials Etf (VFH)	0.2	$1.7M	+4%	12k	133.49	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.6M	-7%	13k	121.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M		4.8k	335.30	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$1.6M		64k	24.76	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$1.6M		16k	99.73	View chart
Micron Technology (MU)	0.2	$1.6M	+24%	5.5k	285.42	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.2	$1.5M		37k	42.00	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.5M	+7%	3.8k	393.94	View chart
eBay (EBAY)	0.2	$1.5M		17k	87.10	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$1.5M	-4%	9.3k	160.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.5M	-45%	12k	123.26	View chart
Travelers Companies (TRV)	0.2	$1.5M		5.1k	290.04	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$1.5M	-2%	21k	72.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M		3.7k	396.26	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.5M		3.2k	453.42	View chart
Pulte (PHM)	0.2	$1.5M	-2%	12k	117.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.4M		25k	57.24	View chart
Marriott Intl Cl A (MAR)	0.2	$1.4M	-4%	4.7k	310.23	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.4M		18k	80.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.4M	+2%	16k	88.49	View chart
Spdr Series Trust State Street Spd (XNTK)	0.2	$1.4M		5.1k	277.88	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.1	$1.4M		7.5k	189.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	-14%	6.3k	219.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.4M	-4%	9.3k	148.69	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.4M		2.4k	566.36	View chart
Cisco Systems (CSCO)	0.1	$1.4M		18k	77.03	View chart
Nike CL B (NKE)	0.1	$1.4M		21k	63.71	View chart
Fair Isaac Corporation (FICO)	0.1	$1.3M	-4%	798.00	1690.29	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.3M	+19%	29k	46.08	View chart
Cheniere Energy Com New (LNG)	0.1	$1.3M		6.9k	194.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	+18%	11k	120.18	View chart
EOG Resources (EOG)	0.1	$1.3M		13k	105.01	View chart
American Intl Group Com New (AIG)	0.1	$1.3M		16k	85.55	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$1.3M	+2%	20k	65.01	View chart
Kkr & Co (KKR)	0.1	$1.3M	-4%	10k	127.48	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.3M	+13%	11k	117.72	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$1.3M	-2%	12k	104.54	View chart
Block Cl A (XYZ)	0.1	$1.3M		20k	65.09	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M	+5%	3.1k	412.82	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.2M	+109%	10k	119.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.2M		18k	69.67	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.2M		8.5k	143.33	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M	-2%	2.5k	483.74	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$1.2M	+7%	9.8k	121.93	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.2M	-2%	8.2k	144.17	View chart
Cummins (CMI)	0.1	$1.2M		2.3k	510.45	View chart
S&p Global (SPGI)	0.1	$1.2M	+43%	2.3k	522.61	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M		5.0k	231.34	View chart
Sherwin-Williams Company (SHW)	0.1	$1.1M	-3%	3.5k	324.02	View chart
Hca Holdings (HCA)	0.1	$1.1M		2.4k	466.86	View chart
Moody's Corporation (MCO)	0.1	$1.1M	+27%	2.2k	510.86	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.1M	-5%	7.7k	146.57	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	-2%	21k	53.94	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.1M		11k	99.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.1M		13k	83.61	View chart
Kenvue (KVUE)	0.1	$1.1M	NEW	63k	17.25	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.1M		49k	22.00	View chart
UnitedHealth (UNH)	0.1	$1.1M		3.3k	330.08	View chart
TJX Companies (TJX)	0.1	$1.1M	-5%	7.0k	153.60	View chart
At&t (T)	0.1	$1.1M	+4%	43k	24.84	View chart
CoStar (CSGP)	0.1	$1.1M	-3%	16k	67.24	View chart
International Business Machines (IBM)	0.1	$1.1M		3.5k	296.21	View chart
Cigna Corp (CI)	0.1	$1.1M		3.8k	275.23	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$1.0M	+3%	16k	64.81	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		7.2k	143.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$1.0M		22k	45.89	View chart
Merck & Co (MRK)	0.1	$1.0M	+7%	9.6k	105.26	View chart
Msci (MSCI)	0.1	$991k	-2%	1.7k	573.78	View chart
Anthem (ELV)	0.1	$990k		2.8k	350.55	View chart
McKesson Corporation (MCK)	0.1	$989k		1.2k	820.56	View chart
ConocoPhillips (COP)	0.1	$981k		11k	93.61	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$974k	+2%	12k	84.88	View chart
Healthequity (HQY)	0.1	$973k	-21%	11k	91.61	View chart
Roblox Corp Cl A (RBLX)	0.1	$972k		12k	81.03	View chart
Prudential Financial (PRU)	0.1	$965k	-2%	8.5k	112.88	View chart
Abbott Laboratories (ABT)	0.1	$960k		7.7k	125.28	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$956k	+6%	11k	84.83	View chart
McDonald's Corporation (MCD)	0.1	$956k		3.1k	305.67	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$955k		3.7k	258.65	View chart
Vail Resorts (MTN)	0.1	$952k		7.2k	132.79	View chart
Lennar Corp Cl A (LEN)	0.1	$949k	-2%	9.2k	102.80	View chart
Phillips 66 (PSX)	0.1	$934k		7.2k	129.04	View chart
Amphenol Corp Cl A (APH)	0.1	$934k	-9%	6.9k	135.14	View chart
Elanco Animal Health (ELAN)	0.1	$928k		41k	22.63	View chart
Gilead Sciences (GILD)	0.1	$918k		7.5k	122.75	View chart
Vanguard World Energy Etf (VDE)	0.1	$917k	+5%	7.3k	125.92	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$914k	-4%	14k	66.52	View chart
Honeywell International (HON)	0.1	$911k		4.7k	195.07	View chart
F5 Networks (FFIV)	0.1	$908k		3.6k	255.26	View chart
Snowflake Com Shs (SNOW)	0.1	$906k	-22%	4.1k	219.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$900k	-4%	5.1k	177.73	View chart
Wynn Resorts (WYNN)	0.1	$899k		7.5k	120.34	View chart
Quanta Services (PWR)	0.1	$898k	-4%	2.1k	422.06	View chart
Comcast Corp Cl A (CMCSA)	0.1	$894k	-4%	30k	29.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$858k	+11%	1.4k	627.26	View chart
Corning Incorporated (GLW)	0.1	$854k		9.7k	87.56	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$845k		9.2k	91.40	View chart
Central Securities (CET)	0.1	$835k		17k	50.71	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$834k		13k	66.80	View chart
Intuit (INTU)	0.1	$833k		1.3k	662.36	View chart
Verizon Communications (VZ)	0.1	$831k		20k	40.73	View chart
MetLife (MET)	0.1	$819k		10k	78.94	View chart
Occidental Petroleum Corporation (OXY)	0.1	$807k	-9%	20k	41.12	View chart
Red Rock Resorts Cl A (RRR)	0.1	$804k		13k	61.95	View chart
Vanguard World Utilities Etf (VPU)	0.1	$802k	+5%	4.3k	185.05	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$798k	-4%	6.9k	114.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$778k	-23%	3.1k	250.28	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$775k	-4%	724.00	1069.86	View chart
Howard Hughes Holdings (HHH)	0.1	$769k	-4%	9.6k	79.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$766k		28k	27.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$765k		1.6k	468.76	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$758k	+61%	4.9k	154.80	View chart
Cintas Corporation (CTAS)	0.1	$755k		4.0k	188.07	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.1	$753k	+13%	17k	45.55	View chart
Vanguard World Materials Etf (VAW)	0.1	$751k	+11%	3.6k	207.56	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$748k	+7%	10k	74.51	View chart
Valero Energy Corporation (VLO)	0.1	$738k		4.5k	162.79	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$733k		38k	19.13	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$731k	-2%	11k	65.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$726k		12k	59.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$726k		6.0k	120.34	View chart
Coca-Cola Company (KO)	0.1	$720k		10k	69.91	View chart
Wells Fargo & Company (WFC)	0.1	$718k		7.7k	93.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$716k	-24%	18k	39.59	View chart
Capital One Financial (COF)	0.1	$715k		2.9k	242.36	View chart
Danaher Corporation (DHR)	0.1	$713k		3.1k	228.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$710k	-45%	6.2k	113.92	View chart

Past Filings by Institute for Wealth Management

SEC 13F filings are viewable for Institute for Wealth Management going back to 2011

Institute for Wealth Management 2025 Q4 filed Jan. 27, 2026
Institute for Wealth Management 2025 Q3 filed Oct. 17, 2025
Institute for Wealth Management 2025 Q2 filed July 18, 2025
Institute for Wealth Management 2025 Q1 filed April 21, 2025
Institute for Wealth Management 2024 Q4 filed Jan. 23, 2025
Institute for Wealth Management 2024 Q3 filed Nov. 12, 2024
Institute for Wealth Management 2024 Q2 filed July 25, 2024
Institute for Wealth Management 2024 Q1 filed April 30, 2024
Institute for Wealth Management 2023 Q4 filed Jan. 31, 2024
Institute for Wealth Management 2023 Q3 filed Oct. 13, 2023
Institute for Wealth Management 2023 Q2 filed July 25, 2023
Institute for Wealth Management 2023 Q1 filed April 20, 2023
Institute for Wealth Management 2022 Q4 filed Feb. 2, 2023
Institute for Wealth Management 2022 Q3 filed Oct. 18, 2022
Institute for Wealth Management 2022 Q2 filed July 25, 2022
Institute for Wealth Management 2022 Q1 filed April 29, 2022

View all past filings

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