Institute for Wealth Management, LLC.
Q2 2026 13F filing
Updated 44 days ago1,770 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in 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%) |
| 21 | F FTNT FORTINET INC | $8.3M | 54.3K | 0.74% | Trimmed(-0.1%) |
| 22 | S STT-PG SELECT SECTOR SPDR TR | $8.1M | 42.6K | 0.72% | Trimmed(-1.0%) |
| 23 | S STT-PG SELECT SECTOR SPDR TR | $8.1M | 43.8K | 0.72% | Added(+4.0%) |
| 24 | C COST COSTCO WHOLESALE CORPORATION | $8M | 8.6K | 0.71% | Added(+0.2%) |
| 25 | M MU MICRON TECHNOLOGY INC | $8M | 6.9K | 0.71% | Trimmed(-0.7%) |
| 26 | ? N/A VANGUARD WORLD FD | $8M | 122.6K | 0.70% | Added(+181.9%) |
| 27 | I IVZ INVESCO EXCHANGE TRADED FD T | $8M | 46.8K | 0.70% | Added(+0.6%) |
| 28 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.9M | 234.3K | 0.70% | Added(+3.1%) |
| 29 | C CSQ CALAMOS ETF TR | $7.7M | 283.7K | 0.68% | Added(+17.5%) |
| 30 | S SBUX STARBUCKS CORP | $7.7M | 74.9K | 0.68% | Trimmed(-0.1%) |
| 31 | V VGES VANGUARD INDEX FDS | $7.4M | 85.8K | 0.65% | Added(+477.3%) |
| 32 | D DELL DELL TECHNOLOGIES INC | $7.2M | 16.7K | 0.64% | Trimmed(-2.5%) |
| 33 | T THQ VANGUARD INDEX FDS | $7.1M | 19.5K | 0.63% | Trimmed(-2.3%) |
| 34 | K KLAC KLA CORP | $7M | 23.2K | 0.62% | Added(+906.5%) |
| 35 | S STT-PG SELECT SECTOR SPDR TR | $6.9M | 127.9K | 0.61% | Added(+1.5%) |
| 36 | L LLY ELI LILLY & CO | $6.8M | 5.7K | 0.60% | Trimmed(-1.5%) |
| 37 | ? N/A INVESCO EXCHANGE TRADED FD T | $6.5M | 42.8K | 0.57% | Trimmed(0.0%) |
| 38 | M MRVL MARVELL TECHNOLOGY INC | $6.1M | 20.3K | 0.53% | Added(+0.5%) |
| 39 | G GLD SPDR GOLD TR | $6M | 16.2K | 0.53% | Added(+197.4%) |
| 40 | V VGES VANGUARD INDEX FDS | $5.6M | 23.2K | 0.50% | Trimmed(-2.3%) |
| 41 | J JPM-PM JPMORGAN CHASE & CO | $5.1M | 15.7K | 0.45% | Trimmed(-0.3%) |
| 42 | G GOOGN ALPHABET INC | $5M | 14.2K | 0.44% | Trimmed(-13.3%) |
| 43 | M MA MASTERCARD INCORPORATED | $4.8M | 9.4K | 0.43% | Trimmed(-0.4%) |
| 44 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.8M | 9.6K | 0.42% | Trimmed(-1.1%) |
| 45 | V VGES VANGUARD INDEX FDS | $4.7M | 23.8K | 0.42% | Unchanged |
| 46 | ? N/A INVESCO EXCHANGE TRADED FD T | $4.7M | 27.9K | 0.41% | Trimmed(-6.5%) |
| 47 | P PANW PALO ALTO NETWORKS INC | $4.6M | 13.6K | 0.41% | Trimmed(-0.1%) |
| 48 | A ABBV ABBVIE INC | $4.6M | 18.4K | 0.41% | Trimmed(-0.4%) |
| 49 | B BAC-PS BANK OF AMER CORP | $4.5M | 78.2K | 0.39% | Trimmed(-0.4%) |
| 50 | V V VISA INC | $4.4M | 12.8K | 0.39% | Trimmed(-2.8%) |