Institute for Wealth Management, LLC.
CIK 1533954
13F filing for Q2 2026・No. 2,376
- Holdings
- US$1.13B
- Quarter change
- +US$194.32M
- Entries
- 1,770
- Net bought (estimate)
- +US$32.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1,224
- Sold out 10
- Cut 320
- Added 100
- Corporate actions 0
- Unchanged 110
Largest holdings
1,754 stocks worth US$1.13B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 739,474 | US$147.96M | 13.07% |
| AAPLAppleCOM | Cut | 114,542 | US$33.14M | 2.93% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 72,370 | US$31.36M | 2.77% |
| AMZNAmazonCOM | Added | 87,168 | US$20.78M | 1.83% |
| GOOGLAlphabetCAP STK CL A | Cut | 55,480 | US$19.83M | 1.75% |
| MSFTMicrosoftCOM | Added | 52,648 | US$19.64M | 1.73% |
| AMDAMDCOM | Cut | 27,331 | US$15.88M | 1.40% |
| QQQInvesco QQQUNIT SER 1 | Cut | 20,442 | US$15.05M | 1.33% |
| METAMetaCL A | Added | 25,278 | US$14.24M | 1.26% |
| AMATAPPLIED MATLS INCCOM | Cut | 18,840 | US$13.62M | 1.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.