Institutional Manager · CIK 0001533954
Institute for Wealth Management, LLC.
Denver, CO · File #028-14899
Latest AUM
$943.8M
Positions
544
Top-10 Concentration
57.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025544 pos · $943.8M
- 13F HOLDINGS REPORTQ/E Sep 2025558 pos · $960.1M
- 13F HOLDINGS REPORTQ/E Jun 2025561 pos · $896.8M
- 13F HOLDINGS REPORTQ/E Mar 2025526 pos · $779.4M
- 13F HOLDINGS REPORTQ/E Dec 2024507 pos · $798.3M
- 13F HOLDINGS REPORTQ/E Sep 2024550 pos · $792.4M
- 13F HOLDINGS REPORTQ/E Jun 2024505 pos · $746.1M
- 13F HOLDINGS REPORTQ/E Mar 2024505 pos · $775.9M
- 13F HOLDINGS REPORTQ/E Dec 2023456 pos · $554.5M
- 13F HOLDINGS REPORTQ/E Sep 2023463 pos · $592.9M
- 13F HOLDINGS REPORTQ/E Jun 2023449 pos · $523.6M
- 13F HOLDINGS REPORTQ/E Mar 2023453 pos · $475.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 753,192 | $140.5M | 26.92% |
| 2 | APPLE INC | AAPL | 122,517 | $33.3M | 6.38% |
| 3 | MICROSOFT CORP | MSFT | 47,497 | $23.0M | 4.40% |
| 4 | AMAZON COM INC | AMZN | 83,922 | $19.4M | 3.71% |
| 5 | ALPHABET INC | GOOG | 55,446 | $17.4M | 3.33% |
| 6 | INVESCO QQQ TR | IVZ | 26,608 | $16.3M | 3.13% |
| 7 | META PLATFORMS INC | META | 19,854 | $13.1M | 2.51% |
| 8 | LAM RESEARCH CORP | LRCX | 72,697 | $12.4M | 2.38% |
| 9 | TESLA INC | TSLA | 25,940 | $11.7M | 2.24% |
| 10 | AXON ENTERPRISE INC | AXON | 20,436 | $11.6M | 2.22% |
| 11 | GOLDMAN SACHS GROUP INC | GSCE | 9,775 | $8.6M | 1.65% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C623 | 33,562 | $7.9M | 1.52% |
| 13 | BROADCOM INC | AVGO | 22,785 | $7.9M | 1.51% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 9,092 | $7.8M | 1.50% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 229,865 | $7.5M | 1.44% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C649 | 43,494 | $7.0M | 1.33% |
| 17 | SPDR S&P 500 ETF TR | SPY | 9,939 | $6.8M | 1.30% |
| 18 | UNITED RENTALS INC | URI | 8,202 | $6.6M | 1.27% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 46,961 | $6.5M | 1.25% |
| 20 | SELECT SECTOR SPDR TR | 81369Y704 | 41,270 | $6.4M | 1.23% |