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Institute for Wealth Management, LLC.

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    542

  • Value ($000)

    $938,450

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001533954
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$129.29M
14 %

741,338

A
AAPL

APPLE INC

COM
037833100
$30.3M
3 %

119,375

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$23.01M
3 %

39,873

M
MSFT

MICROSOFT CORP

COM
594918104
$18.13M
2 %

48,978

A
AMZN

AMAZON COM INC

COM
023135106
$17.95M
2 %

86,198

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.27M
2 %

56,591

---

LAM RESEARCH CORP

COM NEW
512807306
$15.47M
2 %

72,385

M
META

META PLATFORMS INC

CL A
30303M102
$11.34M
1 %

19,826

T
TSLA

TESLA INC

COM
88160R101
$10.36M
1 %

27,878

A
AXON

AXON ENTERPRISE INC

COM
05464C101
$8.69M
1 %

20,451

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