EdgeMarket › What Institute For Wealth Management, Llc. reported owning
What Institute For Wealth Management, Llc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
938.5MPositions
542Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 129.3M | 13.8% | 741.3K | 214.72 | +22.4% |
| AAPL Apple Inc. | 30.3M | 3.2% | 119.4K | 309.35 | +36.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 23.0M | 2.5% | 39.9K | 713.44 | +26.1% |
| MSFT MICROSOFT CORP | 18.1M | 1.9% | 49.0K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 18.0M | 1.9% | 86.2K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 16.3M | 1.7% | 56.6K | 344.82 | +73.0% |
| LRCX LAM RESEARCH CORP | 15.5M | 1.6% | 72.4K | 314.00 | +216.7% |
| META Meta Platforms, Inc. | 11.3M | 1.2% | 19.8K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 10.4M | 1.1% | 27.9K | 362.86 | +12.0% |
| AXON AXON ENTERPRISE, INC. | 8.7M | 0.9% | 20.5K | 627.75 | -17.5% |
| COST COSTCO WHOLESALE CORP /NEW | 8.5M | 0.9% | 8.6K | 947.74 | -4.7% |
| GS GOLDMAN SACHS GROUP INC | 8.1M | 0.9% | 9.6K | 1,039.28 | +44.2% |
| VTWG Vanguard Russell 2000 Growth ETF | 7.7M | 0.8% | 33.6K | 282.73 | +30.9% |
| VTWV Vanguard Russell 2000 Value ETF | 7.3M | 0.8% | 43.4K | 198.38 | +35.4% |
| AVGO Broadcom Inc. | 7.0M | 0.7% | 22.7K | 368.45 | +26.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 6.8M | 0.7% | 42.1K | 180.25 | +19.2% |
| XMMO Invesco S&P MidCap Momentum ETF | 6.7M | 0.7% | 46.5K | 157.09 | +20.5% |
| SBUX STARBUCKS CORP | 6.7M | 0.7% | 75.0K | 107.08 | +19.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 6.6M | 0.7% | 227.2K | 35.32 | +17.3% |
| AMAT APPLIED MATERIALS INC /DE | 6.5M | 0.7% | 19.0K | 492.32 | +205.9% |
| VUG Vanguard Morningstar Growth ETF | 6.5M | 0.7% | 14.9K | 87.50 | +15.9% |
| XLF State Street Financial Select Sector SPDR ETF | 6.2M | 0.7% | 126.0K | 57.48 | +8.7% |
| CAIE Calamos Autocallable Income ETF | 6.1M | 0.6% | 241.4K | 26.97 | +2.9% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 6.0M | 0.6% | 19.9K | 358.65 | +26.5% |
| URI UNITED RENTALS, INC. | 6.0M | 0.6% | 8.2K | 1,098.51 | +21.8% |
| AMD ADVANCED MICRO DEVICES INC | 5.8M | 0.6% | 28.3K | 473.25 | +186.5% |
| TXN TEXAS INSTRUMENTS INC | 5.7M | 0.6% | 29.5K | 264.36 | +31.7% |
| XLK State Street Technology Select Sector SPDR ETF | 5.7M | 0.6% | 43.0K | 183.31 | +41.1% |
| LLY ELI LILLY & Co | 5.3M | 0.6% | 5.8K | 1,255.40 | +78.0% |
| VGSH Vanguard Short-Term Treasury ETF | 5.3M | 0.6% | 89.8K | 58.13 | -0.9% |
| PDP Invesco Dorsey Wright Momentum ETF | 5.2M | 0.6% | 42.8K | 136.88 | +24.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 5.2M | 0.5% | 23.7K | 249.18 | +22.7% |
| MA Mastercard Inc | 4.7M | 0.5% | 9.5K | 580.63 | -2.0% |
| GOOG Alphabet Inc. | 4.7M | 0.5% | 16.3K | 341.75 | +70.7% |
| unmapped CUSIP 084670702 | 4.7M | 0.5% | 9.7K | — | — |
| JPM JPMORGAN CHASE & CO | 4.6M | 0.5% | 15.7K | 351.58 | +20.3% |
| FTNT Fortinet, Inc. | 4.4M | 0.5% | 54.4K | 153.51 | +92.8% |
| DIS Walt Disney Co | 4.4M | 0.5% | 45.9K | 107.78 | -7.9% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 4.4M | 0.5% | 23.8K | 208.64 | +21.9% |
| NFLX NETFLIX INC | 4.3M | 0.5% | 44.5K | 79.59 | -34.4% |
| ADBE ADOBE INC. | 4.3M | 0.5% | 17.5K | 275.30 | -22.1% |
| SPY SPDR S&P 500 ETF TRUST | 4.2M | 0.4% | 6.5K | 765.72 | +20.0% |
| AMGN AMGEN INC | 4.1M | 0.4% | 11.7K | 439.33 | +48.2% |
| ABBV AbbVie Inc. | 4.0M | 0.4% | 18.5K | 264.96 | +26.7% |
| BA BOEING CO | 4.0M | 0.4% | 20.1K | 214.20 | -5.1% |
| V VISA INC. | 4.0M | 0.4% | 13.2K | 371.04 | +7.9% |
| FDX FEDEX CORP | 3.9M | 0.4% | 11.0K | 325.08 | +43.1% |
| IWM iShares Russell 2000 ETF | 3.8M | 0.4% | 15.5K | 299.96 | +33.1% |
| BAC BANK OF AMERICA CORP /DE/ | 3.8M | 0.4% | 78.5K | 61.69 | +27.6% |
| PWB Invesco Large Cap Growth ETF | 3.8M | 0.4% | 29.8K | 155.97 | +31.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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