Institute for Wealth Management, LLC.

Institutional manager (13F) · CIK 1533954

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $498M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$129M	741,338
2	APPLE INC	$30M	119,375
3	INVESCO QQQ TR	$23M	39,873
4	MICROSOFT CORP	$18M	48,978
5	AMAZON COM INC	$18M	86,198
6	ALPHABET INC	$16M	56,591
7	LAM RESEARCH CORP	$15M	72,385
8	META PLATFORMS INC	$11M	19,826
9	TESLA INC	$10M	27,878
10	AXON ENTERPRISE INC	$9M	20,451
11	COSTCO WHOLESALE CORPORATION	$9M	8,572
12	GOLDMAN SACHS GROUP INC	$8M	9,572
13	VANGUARD SCOTTSDALE FDS	$8M	33,642
14	VANGUARD SCOTTSDALE FDS	$7M	43,363
15	BROADCOM INC	$7M	22,731
16	SELECT SECTOR SPDR TR	$7M	42,082
17	INVESCO EXCHANGE TRADED FD T	$7M	46,531
18	STARBUCKS CORP	$7M	74,994
19	SCHWAB STRATEGIC TR	$7M	227,173
20	APPLIED MATLS INC	$6M	19,014
21	VANGUARD INDEX FDS	$6M	14,859
22	SELECT SECTOR SPDR TR	$6M	126,022
23	CALAMOS ETF TR	$6M	241,373
24	VANGUARD INDEX FDS	$6M	19,945
25	UNITED RENTALS INC	$6M	8,172
26	ADVANCED MICRO DEVICES INC	$6M	28,288
27	TEXAS INSTRS INC	$6M	29,497
28	SELECT SECTOR SPDR TR	$6M	42,973
29	ELI LILLY & CO	$5M	5,754
30	VANGUARD SCOTTSDALE FDS	$5M	89,762
31	INVESCO EXCHANGE TRADED FD T	$5M	42,769
32	VANGUARD INDEX FDS	$5M	23,746
33	MASTERCARD INCORPORATED	$5M	9,468
34	ALPHABET INC	$5M	16,346
35	BERKSHIRE HATHAWAY INC DEL	$5M	9,727
36	JPMORGAN CHASE & CO	$5M	15,703
37	FORTINET INC	$4M	54,410
38	DISNEY WALT CO	$4M	45,947
39	VANGUARD INDEX FDS	$4M	23,837
40	NETFLIX INC.	$4M	44,519
41	ADOBE INC	$4M	17,537
42	STATE STR SPDR S&P 500 ETF T	$4M	6,456
43	AMGEN INC	$4M	11,691
44	ABBVIE INC	$4M	18,464
45	BOEING CO	$4M	20,074
46	VISA INC	$4M	13,177
47	FEDEX CORP	$4M	11,024
48	ISHARES TR	$4M	15,455
49	BANK AMERICA CORP	$4M	78,528
50	INVESCO EXCHANGE TRADED FD T	$4M	29,830

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.