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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, LRCX, AMZN, GOOGL, and represent 22.34% of Institute for Wealth Management's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$6.3M), VUG (+$6.1M), EDV (+$5.1M), VGSH, GLD, META, IBIT, VGT, BXSL, BKNG.
Started 1231 new stock positions in WSBC, ESGV, OKTA, ARKK, DY, RWL, DEW, SON, IBIT, LSTR.
Reduced shares in these 10 stocks: QQQ (-$14M), DIA, AFRM, SNOW, SPY, AAPL, JEPI, Honeywell International, VFH, VCR.
Sold out of its positions in Dupont De Nemours, FEPI, NUKZ, GSHD, Honeywell International, SPGP, Onestream, PGP, PTY, QUAD.
Institute for Wealth Management was a net buyer of stock by $34M.
Institute for Wealth Management has $1.1B in assets under management (AUM), dropping by 20.70%.
Central Index Key (CIK): 0001533954

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Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 1763 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Institute for Wealth Management has 1763 total positions. Only the first 250 positions are shown.

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Download the Institute for Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	13.1	$148M		740k	200.09	View chart
Apple (AAPL)	2.9	$33M	-4%	115k	289.36	View chart
Lam Research Corp Com New (LRCX)	2.8	$31M		72k	433.33	View chart
Amazon (AMZN)	1.8	$21M		87k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$20M		56k	357.37	View chart
Microsoft Corporation (MSFT)	1.7	$20M	+7%	53k	373.02	View chart
Advanced Micro Devices (AMD)	1.4	$16M	-3%	27k	580.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$15M	-48%	20k	736.41	View chart
Meta Platforms Cl A (META)	1.3	$14M	+28%	25k	563.30	View chart
Applied Materials (AMAT)	1.2	$14M		19k	722.98	View chart
Tesla Motors (TSLA)	1.1	$13M	+9%	31k	420.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.0	$11M	-2%	17k	655.88	View chart
Axon Enterprise (AXON)	1.0	$11M	-2%	20k	560.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$10M	+90%	171k	58.20	View chart
Goldman Sachs (GS)	0.8	$9.6M		9.5k	1011.37	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.8	$9.4M	-3%	33k	287.68	View chart
Broadcom (AVGO)	0.8	$8.6M		23k	377.76	View chart
Texas Instruments Incorporated (TXN)	0.8	$8.5M	-2%	29k	298.07	View chart
United Rentals (URI)	0.8	$8.5M	-8%	7.5k	1132.82	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.7	$8.4M		43k	195.44	View chart
Fortinet (FTNT)	0.7	$8.3M		54k	153.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$8.1M		43k	190.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.7	$8.1M	+3%	44k	185.23	View chart
Costco Wholesale Corporation (COST)	0.7	$8.0M		8.6k	935.43	View chart
Micron Technology (MU)	0.7	$8.0M		6.9k	1154.31	View chart
Vanguard World Extended Dur (EDV)	0.7	$8.0M	+181%	123k	65.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$8.0M		47k	170.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$7.9M	+3%	234k	33.84	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.7	$7.7M	+17%	284k	27.21	View chart
Starbucks Corporation (SBUX)	0.7	$7.7M		75k	102.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$7.4M	+477%	86k	86.14	View chart
Dell Technologies CL C (DELL)	0.6	$7.2M	-2%	17k	431.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$7.1M	-2%	20k	365.70	View chart
Kla Corp Com New (KLAC)	0.6	$7.0M	+906%	23k	301.71	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.6	$6.9M		128k	53.61	View chart
Eli Lilly & Co. (LLY)	0.6	$6.8M		5.7k	1199.52	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.6	$6.5M		43k	151.73	View chart
Marvell Technology (MRVL)	0.5	$6.1M		20k	297.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$6.0M	+197%	16k	368.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$5.6M	-2%	23k	242.99	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.1M		16k	327.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.0M	-13%	14k	353.32	View chart
Mastercard Incorporated Cl A (MA)	0.4	$4.8M		9.4k	513.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.8M		9.6k	500.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$4.7M		24k	197.60	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.4	$4.7M	-6%	28k	168.46	View chart
Palo Alto Networks (PANW)	0.4	$4.6M		14k	341.02	View chart
Abbvie (ABBV)	0.4	$4.6M		18k	251.63	View chart
Bank of America Corporation (BAC)	0.4	$4.5M		78k	56.98	View chart
Visa Com Cl A (V)	0.4	$4.4M	-2%	13k	343.09	View chart
Walt Disney Company (DIS)	0.4	$4.3M	-2%	45k	96.25	View chart
Viking Therapeutics (VKTX)	0.4	$4.2M		109k	39.01	View chart
Amgen (AMGN)	0.4	$4.2M		12k	362.12	View chart
Boeing Company (BA)	0.4	$4.1M	-4%	19k	216.47	View chart
Caterpillar (CAT)	0.4	$4.1M	-13%	3.8k	1064.98	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$4.0M		20k	200.04	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$4.0M		9.4k	426.40	View chart
Ishares Tr Call Call Option (Principal) (IWM)	0.3	$3.8M	-18%	13k	300.45	View chart
Netflix (NFLX)	0.3	$3.7M	+15%	52k	71.40	View chart
Adobe Systems Incorporated (ADBE)	0.3	$3.6M		17k	205.02	View chart
Ge Aerospace Com New (GE)	0.3	$3.6M	-7%	9.5k	373.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$3.5M		52k	68.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.5M	-13%	59k	59.69	View chart
Immix Biopharma (IMMX)	0.3	$3.5M		338k	10.31	View chart
Hartford Financial Services (HIG)	0.3	$3.4M		26k	132.52	View chart
Morgan Stanley Com New (MS)	0.3	$3.4M		16k	209.04	View chart
FedEx Corporation (FDX)	0.3	$3.4M	-2%	11k	313.13	View chart
CSX Corporation (CSX)	0.3	$3.3M		69k	47.53	View chart
Ishares Tr Europe Etf (IEV)	0.3	$3.3M		45k	72.85	View chart
Netease Sponsored Ads (NTES)	0.3	$3.2M		25k	128.14	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$3.2M		59k	54.03	View chart
American Express Company (AXP)	0.3	$3.2M		9.4k	338.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.1M	-34%	4.2k	746.80	View chart
Eaton Corp SHS (ETN)	0.3	$3.1M		7.3k	426.14	View chart
Cloudflare Cl A Com (NET)	0.3	$3.0M	+2%	12k	245.28	View chart
Marathon Petroleum Corp (MPC)	0.3	$2.9M		12k	255.66	View chart
Invesco Exchange Traded Fd T Bloo Mvp Mul Etf (BMVP)	0.3	$2.9M		57k	51.28	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$2.9M	-11%	26k	110.35	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$2.9M		54k	53.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$2.8M		46k	61.23	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$2.7M	+237%	116k	23.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.7M	+371%	23k	119.52	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.7M		8.8k	306.30	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M		11k	253.98	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.6M		14k	189.73	View chart
salesforce (CRM)	0.2	$2.6M	-3%	16k	156.66	View chart
General Motors Company (GM)	0.2	$2.5M	-19%	33k	77.08	View chart
Corning Incorporated (GLW)	0.2	$2.5M		9.9k	255.43	View chart
Ge Vernova (GEV)	0.2	$2.5M	-7%	2.1k	1174.92	View chart
Servicenow (NOW)	0.2	$2.5M	+4%	25k	99.28	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.2	$2.4M	+4%	21k	115.56	View chart
Howmet Aerospace (HWM)	0.2	$2.4M		8.9k	268.86	View chart
Ishares Bitcoin Trust Etf Put Put Option (Principal) (IBIT)	0.2	$2.4M	NEW	72k	33.29	View chart
Deere & Company (DE)	0.2	$2.4M	-21%	3.8k	634.33	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$2.4M		16k	149.75	View chart
Kenvue (KVUE)	0.2	$2.3M		123k	19.11	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.3M	+46%	20k	114.18	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$2.3M		144k	15.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.3M		22k	106.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.3M	+10%	15k	148.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.2M		3.00	748850.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.2M		25k	90.10	View chart
Canadian Pacific Kansas City (CP)	0.2	$2.2M		25k	86.65	View chart
AmerisourceBergen (COR)	0.2	$2.2M	-2%	7.8k	282.98	View chart
Qualcomm (QCOM)	0.2	$2.2M	-2%	12k	184.79	View chart
Oracle Corporation (ORCL)	0.2	$2.2M	-11%	15k	146.55	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$2.2M		39k	55.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.1M	-19%	30k	71.25	View chart
Wal-Mart Stores (WMT)	0.2	$2.1M	-4%	19k	113.26	View chart
Citigroup Com New (C)	0.2	$2.1M	-11%	15k	139.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.1M	-14%	9.6k	217.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.1M		18k	117.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$2.0M	-3%	111k	18.43	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.2	$2.0M		5.1k	390.65	View chart
Waste Management (WM)	0.2	$2.0M	-3%	8.8k	222.87	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$1.9M	+26%	28k	69.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M	-8%	2.6k	748.83	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$1.9M	-21%	10k	193.83	View chart
Cme (CME)	0.2	$1.9M		8.7k	220.83	View chart
eBay (EBAY)	0.2	$1.9M		17k	111.75	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$1.9M		20k	93.63	View chart
AutoNation (AN)	0.2	$1.9M		10k	185.79	View chart
Lowe's Companies (LOW)	0.2	$1.9M	-10%	8.4k	220.50	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.2	$1.8M		67k	27.65	View chart
St. Joe Company (JOE)	0.2	$1.8M		29k	62.63	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.2	$1.8M		20k	89.65	View chart
Cisco Systems (CSCO)	0.2	$1.8M	-16%	15k	117.46	View chart
Chevron Corporation (CVX)	0.2	$1.8M	-5%	11k	165.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.7M	-6%	4.7k	370.04	View chart
Applovin Corp Com Cl A (APP)	0.2	$1.7M		3.3k	515.21	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$1.7M	+5%	11k	158.26	View chart
Booking Holdings (BKNG)	0.2	$1.7M	+2400%	9.6k	178.24	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.7M		13k	127.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.7M	+12%	10k	164.27	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$1.7M		36k	46.29	View chart
Home Depot (HD)	0.1	$1.7M		4.7k	352.68	View chart
Travelers Companies (TRV)	0.1	$1.7M		5.0k	330.14	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$1.7M		18k	93.27	View chart
Cummins (CMI)	0.1	$1.7M		2.3k	713.21	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.6M	-36%	5.5k	299.02	View chart
Cheniere Energy Com New (LNG)	0.1	$1.6M		6.9k	239.00	View chart
Marriott Intl Cl A (MAR)	0.1	$1.6M	-4%	4.4k	370.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M	-11%	7.4k	219.42	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.6M		3.2k	496.79	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.6M	-3%	39k	40.79	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.6M		2.0k	763.14	View chart
Pulte (PHM)	0.1	$1.6M	-6%	11k	137.21	View chart
Quanta Services (PWR)	0.1	$1.5M		2.1k	719.92	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.1	$1.5M		7.4k	203.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.5M	-11%	11k	137.52	View chart
EOG Resources (EOG)	0.1	$1.5M	-8%	12k	129.73	View chart
F5 Networks (FFIV)	0.1	$1.5M		3.6k	415.96	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.5M	-4%	1.5k	965.28	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$1.5M		3.7k	401.84	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.5M		736.00	1989.37	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.5M		29k	49.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.5M		18k	82.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M		6.1k	236.62	View chart
Western Digital (WDC)	0.1	$1.4M	+25%	2.3k	638.60	View chart
Intel Corporation (INTC)	0.1	$1.4M	-22%	10k	139.63	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$1.4M		12k	118.45	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	-5%	33k	43.18	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.4M		29k	48.18	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.4M		8.1k	173.53	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M		5.1k	272.01	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.4M	+4%	13k	107.13	View chart
Roblox Corp Cl A (RBLX)	0.1	$1.4M	+16%	25k	54.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M		8.5k	154.29	View chart
Datadog Cl A Com (DDOG)	0.1	$1.3M	-29%	4.9k	260.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	-26%	13k	96.43	View chart
UnitedHealth (UNH)	0.1	$1.3M	-8%	3.1k	415.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.4k	509.48	View chart
Amphenol Corp Cl A (APH)	0.1	$1.2M	+5%	7.1k	176.33	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$1.2M		22k	55.77	View chart
Merck & Co (MRK)	0.1	$1.2M		9.5k	128.49	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.2M		10k	117.28	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$1.2M		16k	74.85	View chart
Sherwin-Williams Company (SHW)	0.1	$1.2M		3.5k	344.32	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M		20k	57.62	View chart
Absci Corp (ABSI)	0.1	$1.2M	-31%	100k	11.59	View chart
Valero Energy Corporation (VLO)	0.1	$1.2M	-2%	4.4k	260.44	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.1	$1.1M		20k	57.70	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$1.1M		11k	99.01	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+3%	7.6k	146.65	View chart
Ciena Corp Com New (CIEN)	0.1	$1.1M		2.3k	490.56	View chart
American Intl Group Com New (AIG)	0.1	$1.1M	-3%	15k	74.53	View chart
Phillips 66 (PSX)	0.1	$1.1M	-7%	6.6k	169.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.1M	-4%	12k	88.54	View chart
Block Cl A (XYZ)	0.1	$1.1M	-6%	14k	76.00	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.1M	-47%	8.2k	131.60	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.1M		48k	22.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M		3.1k	342.79	View chart
Cigna Corp (CI)	0.1	$1.1M		3.8k	275.68	View chart
ConocoPhillips (COP)	0.1	$1.1M	-2%	10k	103.96	View chart
Anthem (ELV)	0.1	$1.0M		2.7k	386.73	View chart
TJX Companies (TJX)	0.1	$1.0M		6.9k	151.49	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.0M		11k	93.25	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.0M	+5%	2.5k	397.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.0M		11k	92.27	View chart
Elanco Animal Health (ELAN)	0.1	$1.0M		41k	24.61	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$997k		13k	75.77	View chart
International Business Machines (IBM)	0.1	$984k		3.5k	281.21	View chart
Moody's Corporation (MCO)	0.1	$972k	-2%	2.1k	452.93	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$964k	+48%	23k	42.00	View chart
Cimpress Shs Euro (CMPR)	0.1	$964k	-2%	9.5k	101.70	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$955k		9.2k	103.22	View chart
Hca Holdings (HCA)	0.1	$954k		2.4k	389.86	View chart
Vail Resorts (MTN)	0.1	$950k		7.0k	136.15	View chart
Msci (MSCI)	0.1	$949k	-2%	1.7k	560.10	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$947k		13k	75.78	View chart
Sandisk Corp (SNDK)	0.1	$940k	+4%	413.00	2274.78	View chart
Gilead Sciences (GILD)	0.1	$938k		7.4k	126.35	View chart
Kkr & Co (KKR)	0.1	$932k	+3%	10k	91.78	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$928k	-50%	5.0k	183.95	View chart
Occidental Petroleum Corporation (OXY)	0.1	$919k	-3%	19k	48.57	View chart
S&p Global (SPGI)	0.1	$906k		2.2k	407.28	View chart
McKesson Corporation (MCK)	0.1	$905k		1.2k	755.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$898k	-51%	2.3k	396.66	View chart
Flex Ord (FLEX)	0.1	$898k	NEW	5.5k	162.07	View chart
Healthequity (HQY)	0.1	$889k	-6%	9.8k	90.32	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$880k		6.7k	131.13	View chart
Snowflake Com Shs (SNOW)	0.1	$878k	-77%	3.4k	254.50	View chart
MetLife (MET)	0.1	$872k		10k	84.61	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$868k		10k	86.75	View chart
Prudential Financial (PRU)	0.1	$865k	-5%	8.0k	107.93	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	0.1	$864k	+40%	28k	31.44	View chart
Central Securities (CET)	0.1	$860k		16k	52.45	View chart
Coca-Cola Company (KO)	0.1	$854k	+2%	11k	81.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$853k		12k	69.90	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$850k		8.8k	96.76	View chart
Workday Cl A (WDAY)	0.1	$831k		6.8k	122.42	View chart
Southwest Airlines (LUV)	0.1	$831k		16k	51.42	View chart
Red Rock Resorts Cl A (RRR)	0.1	$826k	-2%	13k	65.06	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.1	$822k		25k	33.22	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.1	$817k		11k	74.36	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$816k	+10%	18k	45.70	View chart
Nike CL B (NKE)	0.1	$816k	-6%	20k	41.05	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$815k		9.1k	89.85	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$809k		4.3k	187.82	View chart
McDonald's Corporation (MCD)	0.1	$807k	-4%	3.0k	270.31	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$803k		18k	44.36	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.1	$801k	NEW	5.3k	151.01	View chart
Regal-beloit Corporation (RRX)	0.1	$788k		3.3k	238.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$782k	-2%	5.7k	136.72	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$776k	+25%	15k	50.83	View chart
Lennar Corp Cl A (LEN)	0.1	$770k		8.5k	90.49	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$763k	+11%	4.8k	158.65	View chart
Verizon Communications (VZ)	0.1	$756k	-6%	18k	42.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$745k	+12%	3.5k	212.77	View chart
Cintas Corporation (CTAS)	0.1	$745k	+9%	4.4k	170.08	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 2026 Q2 filed July 28, 2026
Institute for Wealth Management 2026 Q1 filed May 14, 2026
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

View all past filings

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