Institute for Wealth Management, LLC.

DOSSIER · 13F-HR · Q1 2026

Institute for Wealth Management, LLC.

$938M in tracked AUM across 542 positions as of Q1 2026.

IF

CIK 0001533954 · last filed Mar 31, 2026

Total AUM

$938M

as of Q1 2026

Holdings

542

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Institute for Wealth Management, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.