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Latest Institute for Wealth Management, LLC. Stock Portfolio

$1.13Billion | No. of Holdings #1749

Institute for Wealth Management, LLC. Performance

2026 Q2+13.41%
YTD+9.35%
2025+17.31%

About Institute for Wealth Management, LLC. and 13F Hedge Fund Stock Holdings

Institute for Wealth Management, LLC. is a hedge fund based in Denver, CO. On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Institute for Wealth Management, LLC. reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Institute for Wealth Management, LLC. are NVDA, AAPL, LRCX. The fund has invested 13.1% of it's portfolio in NVIDIA CORPORATION and 2.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off PROSHARES TR II (BOIL), INTERCONTINENTAL HOTELS GROU (IHG) and GRUPO AEROPORTUNARIO DEL PAC (PAC) stocks. They significantly reduced their stock positions in LAMB WESTON HLDGS INC (LW), AFFIRM HLDGS INC (AFRM) and CALAMOS CONV OPPORTUNITIES &. Institute for Wealth Management, LLC. opened new stock positions in VANECK ETF TRUST (AFK), ISHARES BITCOIN TRUST ETF and FLEX LTD (FLEX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (VAW) and BLACKSTONE SECD LENDING FD.
Institute for Wealth Management, LLC. Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$1.13Billion
  as of Jul 28, 2026

Institute for Wealth Management, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Institute for Wealth Management, LLC. made a return of 13.41% in the last quarter. In trailing 12 months, it's portfolio return was 20.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck etf trust11,393,900
ishares bitcoin trust etf2,317,480
flex ltd898,030
fedex fght hldg co inc801,256
honeywell aerospace inc519,317
ishares tr481,718
nu hldgs ltd450,580
dupont de nemours inc402,580
New stocks bought by Institute for Wealth Management, LLC.

Additions

Ticker% Inc.
vanguard index fds477
vanguard world fd367
blackstone secd lending fd237
qxo inc231
spdr gold tr197
vanguard world fd181
lululemon athletica inc122
vanguard scottsdale fds90.93
Additions to existing portfolio by Institute for Wealth Management, LLC.

Reductions

Ticker% Reduced
state str spdr dow jones ind-87.64
snowflake inc-77.91
j p morgan exchange traded f-76.97
slb limited-61.32
liberty all star equity fd-56.92
vanguard world fd-51.72
vanguard world fd-51.53
vanguard world fd-50.65
Institute for Wealth Management, LLC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Institute for Wealth Management, LLC.

Sector Distribution

Institute for Wealth Management, LLC. has about 34.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Defensive
Sector%
Others34.4
Technology32.6
Consumer Cyclical6.9
Industrials6.7
Financial Services5.9
Communication Services4.9
Healthcare4.2
Energy1.5
Consumer Defensive1.5

Market Cap. Distribution

Institute for Wealth Management, LLC. has about 62.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP40.2
UNALLOCATED34.2
LARGE-CAP22.3
MID-CAP2.4

Stocks belong to which Index?

About 60.1% of the stocks held by Institute for Wealth Management, LLC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058
Others39.9
RUSSELL 20002.1
Top 5 Winners (%)%
ABSI
absci corporation
241.3 %
MU
micron technology inc
240.9 %
sandisk corp
240.8 %
MRVL
marvell technology inc
199.1 %
INTC
intel corp
191.6 %
Top 5 Winners ($)$
NVDA
nvidia corporation
19.0 M
LRCX
lam research corp
15.9 M
AMD
advanced micro devices inc
10.5 M
AMAT
applied matls inc
7.2 M
MU
micron technology inc
5.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-74.6 %
VB
vanguard index fds
-70.5 %
EDV
vanguard world fd
-54.5 %
ACN
accenture plc ireland
-36.3 %
CTSH
cognizant technology solutio
-34.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-17.6 M
VAW
vanguard world fd
-7.9 M
NFLX
netflix inc.
-1.2 M
EDV
vanguard world fd
-0.7 M
GLD
spdr gold tr
-0.7 M

Institute for Wealth Management, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Institute for Wealth Management, LLC.

Institute for Wealth Management, LLC. has 1749 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Institute for Wealth Management, LLC. last quarter.

$1.08BTotal Value
500Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Institute for Wealth Management, LLC., last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.35%20,048
$4.01M
0.35%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.26%26,357
$2.91M
0.26%
decreased 11.03 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.13%29,444
$1.45M
0.13%
decreased 1.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.1%11,310
$1.12M
0.1%
increased 0.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.06%5,623
$699.7K
0.06%
decreased 12.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.04%15,799
$481.7K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.04%5,132
$392.9K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.03%1,185
$287.2K
0.03%
decreased 10.36 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.03%4,203
$279.9K
0.03%
decreased 1.41 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.02%2,759
$260.8K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Institute for Wealth Management, LLC.'s holding in Ishares Tr over time
0.02%2,266
$236.8K
0.02%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Institute for Wealth Management, LLC.'s holding in Alps Etf Tr over time
0.02%5,102
$264.5K
0.02%
decreased 1.88 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Institute for Wealth Management, LLC.'s holding in Etf Ser Solutions over time
0.07%24,753
$822.3K
0.07%
unchanged 0 percentunchanged