Institutional Fund
Institute For Wealth Management, LLC.
Denver, COCIK 15339545 filings on record
Portfolio Value
$931.33M
Q1 2026
Holdings
540
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-1.3%
from $943.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation13.9%
- Apple Inc3.3%
- Invesco Qqq Tr2.5%
- Microsoft Corp1.9%
- Amazon Com Inc1.9%
- Alphabet Inc1.7%
- Other74.8%
Portfolio Holdings
540 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 741.3K | $129.29M | 13.9% | −11.9K | Reduced |
| 2 | Apple Inc | 119.4K | $30.30M | 3.3% | −3.1K | Reduced |
| 3 | Invesco Qqq Tr | 39.9K | $23.01M | 2.5% | +13.3K | Added |
| 4 | Microsoft Corp | 49.0K | $18.13M | 1.9% | +1.5K | Added |
| 5 | Amazon Com Inc | 86.2K | $17.95M | 1.9% | +2.3K | Added |
| 6 | Alphabet Inc | 56.6K | $16.27M | 1.7% | +1.1K | Added |
| 7 | Lam Research Corp | 72.4K | $15.47M | 1.7% | −312 | Reduced |
| 8 | Meta Platforms Inc | 19.8K | $11.34M | 1.2% | −28 | Reduced |
| 9 | Tesla Inc | 27.9K | $10.36M | 1.1% | +1.9K | Added |
| 10 | Axon Enterprise Inc | 20.5K | $8.69M | 0.9% | +15 | Added |
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