13F Insight
DOSSIER · 13F-HR · Q2 2026

Institute for Wealth Management, LLC.

$1.1B in tracked AUM across 1,770 positions as of Q2 2026.

IF
CIK 0001533954 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
1,770
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Institute for Wealth Management, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$148M739K13.1%02
AAPL
APPLE INC
$33M115K2.9%03
LRCX
LAM RESEARCH CORP
$31M72K2.8%04
AMZN
AMAZON COM INC
$21M87K1.8%05
GOOGL
ALPHABET INC
$20M55K1.8%06
MSFT
MICROSOFT CORP
$20M53K1.7%07
AMD
ADVANCED MICRO DEVICES INC
$16M27K1.4%08
QQQ
INVESCO QQQ TR
$15M20K1.3%09
META
META PLATFORMS INC
$14M25K1.3%10
AMAT
APPLIED MATLS INC
$14M19K1.2%

Filing history

2026Q2Jun 30
$1.1B▲ 20.7%
1,770 positionsView →2026Q1Mar 31
$938M▼ 0.6%
542 positionsView →2025Q4Dec 31
$944M▼ 1.7%
544 positionsView →2025Q3Sep 30
$960M▲ 7.1%
558 positionsView →2025Q2Jun 30
$897M▲ 15.1%
561 positionsLocked2025Q1Mar 31
$779M▼ 2.4%
526 positionsLocked2024Q4Dec 31
$798M▲ 0.7%
507 positionsLocked2024Q3Sep 30
$792M▲ 6.2%
550 positionsLocked2024Q2Jun 30
$746M▼ 3.8%
505 positionsLocked2024Q1Mar 31
$776M▲ 25.9%
505 positionsLocked2023Q4Dec 31
$616M▲ 11.2%
485 positionsLocked2023Q3Sep 30
$554M▼ 6.5%
456 positionsLocked
Showing 12 of 50