Institute for Wealth Management, LLC.

hedge fundUpdated 44 days ago

Managed by Institute For Wealth Management, Llc. • Latest filing Q2 2026

Portfolio value

$1.1B

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

24.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$592.9M
Q3 2023	$554.5M
Q4 2023	$616.4M
Q1 2024	$775.9M
Q2 2024	$746.1M
Q3 2024	$792.4M
Q4 2024	$798.3M
Q1 2025	$779.4M
Q2 2025	$896.8M
Q3 2025	$960.1M
Q4 2025	$943.8M
Q1 2026	$938.5M
Q2 2026	$1.1B

Top holdings

1,770 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORPORATION	$148M	739.5K	13.06%	Trimmed(-0.3%)
2	A AAPL APPLE INC	$33.1M	114.5K	2.93%	Trimmed(-4.0%)
3	L LRCX LAM RESEARCH CORP	$31.4M	72.4K	2.77%	Trimmed(-0.0%)
4	A AMZN AMAZON COM INC	$20.8M	87.2K	1.83%	Added(+1.1%)
5	G GOOGN ALPHABET INC	$19.8M	55.5K	1.75%	Trimmed(-2.0%)
6	M MSFT MICROSOFT CORP	$19.6M	52.6K	1.73%	Added(+7.5%)
7	A AMD ADVANCED MICRO DEVICES INC	$15.9M	27.3K	1.40%	Trimmed(-3.4%)
8	Q QQQ INVESCO QQQ TR	$15.1M	20.4K	1.33%	Trimmed(-48.7%)
9	M META META PLATFORMS INC	$14.2M	25.3K	1.26%	Added(+27.5%)
10	A AMAT APPLIED MATLS INC	$13.6M	18.8K	1.20%	Trimmed(-0.9%)
11	T TSLA TESLA INC	$12.9M	30.6K	1.14%	Added(+9.7%)
12	H HODL VANECK ETF TRUST	$11.4M	17.4K	1.01%	Trimmed(-2.2%)
13	A AXON AXON ENTERPRISE INC	$11.1M	19.8K	0.98%	Trimmed(-3.0%)
14	V VGES VANGUARD SCOTTSDALE FDS	$10M	171.4K	0.88%	Added(+90.9%)
15	G GS-PD GOLDMAN SACHS GROUP INC	$9.6M	9.5K	0.85%	Trimmed(-0.6%)
16	? N/A VANGUARD SCOTTSDALE FDS	$9.4M	32.6K	0.83%	Trimmed(-3.0%)
17	A AVGO BROADCOM INC	$8.6M	22.7K	0.76%	Added(+0.1%)
18	T TXN TEXAS INSTRS INC	$8.5M	28.7K	0.75%	Trimmed(-2.8%)
19	U URI UNITED RENTALS INC	$8.5M	7.5K	0.75%	Trimmed(-8.1%)
20	? N/A VANGUARD SCOTTSDALE FDS	$8.4M	42.8K	0.74%	Trimmed(-1.2%)

N

NVIDIA CORPORATION

-0.3%

Value

$148M

Shares

739.5K

% Port

13.06%

A

APPLE INC

-4.0%

Value

$33.1M

Shares

114.5K

% Port

2.93%

L

LAM RESEARCH CORP

-0.0%

Value

$31.4M

Shares

72.4K

% Port

2.77%

A

AMAZON COM INC

+1.1%

Value

$20.8M

Shares

87.2K

% Port

1.83%

G

ALPHABET INC

-2.0%

Value

$19.8M

Shares

55.5K

% Port

1.75%

M

MICROSOFT CORP

+7.5%

Value

$19.6M

Shares

52.6K

% Port

1.73%

A

ADVANCED MICRO DEVICES INC

-3.4%

Value

$15.9M

Shares

27.3K

% Port

1.40%

Q

INVESCO QQQ TR

-48.7%

Value

$15.1M

Shares

20.4K

% Port

1.33%

M

META PLATFORMS INC

+27.5%

Value

$14.2M

Shares

25.3K

% Port

1.26%

A

APPLIED MATLS INC

-0.9%

Value

$13.6M

Shares

18.8K

% Port

1.20%

T

TESLA INC

+9.7%

Value

$12.9M

Shares

30.6K

% Port

1.14%

H

VANECK ETF TRUST

-2.2%

Value

$11.4M

Shares

17.4K

% Port

1.01%

A

AXON ENTERPRISE INC

-3.0%

Value

$11.1M

Shares

19.8K

% Port

0.98%

V

VANGUARD SCOTTSDALE FDS

+90.9%

Value

$10M

Shares

171.4K

% Port

0.88%

G

GOLDMAN SACHS GROUP INC

-0.6%

Value

$9.6M

Shares

9.5K

% Port

0.85%

?

16.N/A

VANGUARD SCOTTSDALE FDS

-3.0%

Value

$9.4M

Shares

32.6K

% Port

0.83%

A

BROADCOM INC

+0.1%

Value

$8.6M

Shares

22.7K

% Port

0.76%

T

18.TXN

TEXAS INSTRS INC

-2.8%

Value

$8.5M

Shares

28.7K

% Port

0.75%

U

19.URI

UNITED RENTALS INC

-8.1%

Value

$8.5M

Shares

7.5K

% Port

0.75%

?

20.N/A

VANGUARD SCOTTSDALE FDS

-1.2%

Value

$8.4M

Shares

42.8K

% Port

0.74%

View full portfolio (1,770 holdings) →

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