Institute for Wealth Management, LLC.
1,662 holdingsFiling period: 2026-06-30Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 739.5K | $148.0M | $159.7M | 14.18% | -1,864 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 114.5K | $33.1M | $39.4M | 3.50% | -4,833 | 2026-06-30 |
| 3 | LRCX | Lam Research Corp | 72.4K | $31.4M | $17.2M | 1.53% | -15 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 87.2K | $20.8M | $21.7M | 1.93% | +970 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 55.5K | $19.8M | $17.6M | 1.56% | -1,111 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 52.7K | $19.7M | $28.1M | 2.49% | +3.8K | 2026-06-30 |
| 7 | AMD | Advanced Micro Devices Inc | 27.3K | $15.9M | $14.5M | 1.29% | -957 | 2026-06-30 |
| 8 | QQQ | Invesco Qqq TR | 20.4K | $15.1M | $14.6M | 1.29% | -19,431 | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 25.4K | $14.3M | $16.0M | 1.42% | +5.6K | 2026-06-30 |
| 10 | AMAT | Applied Matls Inc | 18.8K | $13.6M | $7.3M | 0.65% | -174 | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 30.6K | $12.9M | $12.0M | 1.06% | +2.7K | 2026-06-30 |
| 12 | SMH | VanEck ETF Trust | 17.4K | $11.4M | $9.4M | 0.84% | -385 | 2026-06-30 |
| 13 | AXON | Axon Enterprise Inc | 19.8K | $11.1M | $8.4M | 0.75% | -612 | 2026-06-30 |
| 14 | VGSH | Vanguard Scottsdale Fds | 171.4K | $10.0M | $9.9M | 0.88% | +81.6K | 2026-06-30 |
| 15 | GS | Goldman Sachs Group Inc | 9.5K | $9.6M | $8.5M | 0.75% | -60 | 2026-06-30 |
| 16 | VTWG | Vanguard Scottsdale Fds | 32.6K | $9.4M | $8.3M | 0.73% | -1,017 | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 22.7K | $8.6M | $7.5M | 0.66% | +14 | 2026-06-30 |
| 18 | TXN | Texas Instrs Inc | 28.7K | $8.5M | $8.5M | 0.76% | -826 | 2026-06-30 |
| 19 | URI | United Rentals Inc | 7.5K | $8.5M | $8.4M | 0.75% | -663 | 2026-06-30 |
| 20 | VTWV | Vanguard Scottsdale Fds | 42.8K | $8.4M | $8.1M | 0.72% | -528 | 2026-06-30 |
| 21 | FTNT | Fortinet Inc | 54.3K | $8.3M | $10.0M | 0.88% | -64 | 2026-06-30 |
| 22 | XLK | Select Sector Spdr TR | 42.6K | $8.1M | $7.9M | 0.70% | -412 | 2026-06-30 |
| 23 | XLI | Select Sector Spdr TR | 43.8K | $8.1M | $7.3M | 0.65% | +1.7K | 2026-06-30 |
| 24 | COST | Costco Wholesale Corporation | 8.6K | $8.0M | $8.6M | 0.77% | +17 | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 6.9K | $8.0M | $6.3M | 0.56% | -46 | 2026-06-30 |
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