—

Institute for Wealth Management, LLC.

Q2 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    1,769

  • Value ($000)

    $1,132,770

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$147.96M
13 %

739,474

A
AAPL

APPLE INC

COM
037833100
$33.14M
3 %

114,542

---

LAM RESEARCH CORP

COM NEW
512807306
$31.36M
3 %

72,370

A
AMZN

AMAZON COM INC

COM
023135106
$20.78M
2 %

87,168

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$19.83M
2 %

55,480

M
MSFT

MICROSOFT CORP

COM
594918104
$19.64M
2 %

52,648

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$15.88M
1 %

27,331

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$15.05M
1 %

20,442

M
META

META PLATFORMS INC

CL A
30303M102
$14.24M
1 %

25,278

A
AMAT

APPLIED MATLS INC

COM
038222105
$13.62M
1 %

18,840

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