Institute for Wealth Management, LLC. 13F Holdings

CIK 0001533954 · DENVER, CO

As of Sep 30, 2025, Institute for Wealth Management, LLC. reported 558 positions worth $797.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology763,512 42.5M17.86%
APPLE INCAAPLTechnology124,255$31.6M3.97%
MICROSOFT CORPMSFTTechnology48,168$24.9M3.13%
AMAZON.COM INCAMZNEquity84,792 8.6M2.33%
INVESCO QQQ TRUST SERIES 1QQQ—28,202 6.9M2.12%
META PLATFORMS INCMETACommunication Services20,140 4.8M1.85%
AXON ENTERPRISE INCAXONIndustrials20,566 4.8M1.85%
ALPHABET INCGOOGLEquity56,345 3.7M1.72%
TESLA INCTSLAConsumer Cyclical26,237 1.7M1.46%
LAM RESEARCH CORPLRCXTechnology73,472$9.8M1.23%
COSTCO WHOLESALE CORPCOSTConsumer Defensive9,189$8.5M1.07%
GOLDMAN SACHS GROUP INCGSFinancial Services9,980$7.9M1.00%
UNITED RENTALS INCURIIndustrials8,242$7.9M0.99%
VANGUARD SCOTTSDALE FDS——33,562$7.8M0.98%
BROADCOM INCAVGOTechnology22,910$7.6M0.95%
SCHWAB US LARGE-CAP GROWTHSCHG—230,881$7.4M0.92%
SPDR S&P 500 ETF TRUSTSPY—10,941$7.3M0.91%
STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETFSPYX—131,208$7.2M0.90%
ISHARES ESG AWARE MSCI USA ETFESGU—49,069$7.1M0.90%
VANGUARD RUSSELL 2000 VALUE INDEX FUNDVTWV—43,494$6.8M0.85%
THE INDUSTRIAL SELECT SECTOR SPDR FUNDXLI—42,311$6.5M0.82%
INVESCO S&P MIDCAP MOMENTUM ETFXMMO—47,904$6.5M0.81%
STARBUCKS CORPSBUXConsumer Cyclical75,432$6.4M0.80%
ADOBE INCADBETechnology17,330$6.1M0.77%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—21,214$6.0M0.75%