StockDriftsStockDriftsTop 50 Institute for Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.07% | 739.5K | $148.0M | -0.25%(-1.86K) | $8.42(+2584.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.93% | 114.5K | $33.1M | -4.05%(-4.83K) | $68.98(+342.71%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.77% | 72.4K | $31.4M | -0.02%(-15) | $42.02(+702.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.83% | 87.2K | $20.8M | +1.13%(+970) | $101.47(+158.72%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.75% | 55.5K | $19.8M | -1.96%(-1.11K) | $76.98(+347.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.73% | 52.6K | $19.6M | +7.49%(+3.67K) | $199.10(+144.13%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.4% | 27.3K | $15.9M | -3.38%(-957) | $112.78(+354.20%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.33% | 20.4K | $15.1M | -48.73%(-19.43K) | $433.95(+68.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.26% | 25.3K | $14.2M | +27.50%(+5.45K) | $274.83(+111.15%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.2% | 18.8K | $13.6M | -0.92%(-174) | $106.72(+398.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.20% | +136.31% | +17.94% | +128.23% |
| Top 20 Holdings Unweighted | +26.67% | +103.26% | +12.27% | +78.40% |
Institute for Wealth Management, LLC. reports $1.13B in US-listed equity holdings across 1,763 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (13.1%), AAPL (2.9%) and LRCX (2.8%). The top 20 holdings account for 37.96% of reported assets. Its disclosed equity book has returned +136.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Institute for Wealth Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1533954). View Institute for Wealth Management, LLC.’s 13F filings on SEC