Institute for Wealth Management, LLC.: 13F holdings
CIK 15339542026Q2
| Positions | 1,763 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 1,763 (+1,221 vs prior quarter) |
|---|
| Reported value | $1.1bn (+20.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 739,474 | $148.0m | 13.1% |
| AAPL APPLE INC | 114,542 | $33.1m | 2.9% |
| LRCX LAM RESEARCH CORP | 72,370 | $31.4m | 2.8% |
| AMZN AMAZON COM INC | 87,168 | $20.8m | 1.8% |
| GOOGL ALPHABET INC | 55,480 | $19.8m | 1.8% |
| MSFT MICROSOFT CORP | 52,648 | $19.6m | 1.7% |
| AMD ADVANCED MICRO DEVICES INC | 27,331 | $15.9m | 1.4% |
| QQQ INVESCO QQQ TR | 20,442 | $15.1m | 1.3% |
| META META PLATFORMS INC | 25,278 | $14.2m | 1.3% |
| AMAT APPLIED MATLS INC | 18,840 | $13.6m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1533954")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples