Institute for Wealth Management, LLC.

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CIK 1533954

13F portfolio (2026-Q1)

$931M

Positions

540

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

540

Top 5

23.5%

Top 10

30.2%

Effective N

40.2

HHI

0.025

This quarter

33 new · 0 exit →

By sector

Unclassified32.0%

Information Technology29.1%

Industrials9.6%

Consumer Discretionary8.2%

Financials7.3%

Communication Services5.4%

Health Care3.8%

Energy1.9%

Other2.6%

By market cap

Mega (>$200B)41.2%

Unknown33.2%

Large ($10–200B)22.8%

Mid ($2–10B)2.4%

Small ($300M–2B)0.4%

Micro (<$300M)0.0%

By region

North America67.2%

Other32.0%

Asia-Pacific0.5%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.54%	211
Semiconductors & Semiconductor Equipment	17.34%	14
Technology Hardware & Equipment	5.39%	16
Software	5.06%	21
Specialty Retail	4.36%	19
Machinery	4.09%	14
Software & IT Services	3.84%	9
Pharmaceuticals & Biotechnology	3.39%	17
Commercial Services & Supplies	3.30%	25
Capital Markets	2.19%	14
Banks	2.13%	16
Oil, Gas & Consumable Fuels	1.86%	17
Automobiles & Components	1.56%	5
Hotels, Restaurants & Leisure	1.53%	11
Insurance	1.38%	15
Aerospace & Defense	1.15%	8
Entertainment	0.86%	7
Road & Rail	0.73%	5
Media & Entertainment	0.67%	6
Utilities	0.67%	12
Chemicals	0.65%	8
Electrical Equipment & Components	0.59%	3
Distributors	0.59%	8
Airlines	0.57%	4
Construction & Engineering	0.53%	7
Metals & Mining	0.42%	3
Communications Equipment	0.34%	3
Real Estate Management & Development	0.29%	3
Health Care Equipment & Supplies	0.25%	5
Diversified Telecommunication Services	0.25%	3
Transportation Infrastructure	0.23%	2
Beverages	0.19%	3
Equity Real Estate Investment Trusts (REITs)	0.15%	5
Health Care Providers & Services	0.15%	2
Textiles, Apparel & Luxury Goods	0.14%	4
Media & Publishing	0.14%	3
Tobacco	0.11%	2
Life Sciences Tools & Services	0.08%	2
Agricultural Products	0.07%	1
Marine	0.06%	1
Food Products	0.04%	2
Professional Services	0.04%	1
Leisure Products	0.03%	1
Household Durables	0.03%	1
Paper & Forest Products	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	13.88%
2	AAPL	Apple Inc.	Information Technology	3.25%
3	QQQ	INVESCO QQQ TR	Unclassified	2.47%
4	MSFT	MICROSOFT CORP	Information Technology	1.95%
5	AMZN	AMAZON COM INC	Consumer Discretionary	1.93%
6	GOOGL	Alphabet Inc.	Communication Services	1.75%
7	LRCX	LAM RESEARCH CORP	Industrials	1.66%
8	META	Meta Platforms, Inc.	Communication Services	1.22%
9	TSLA	Tesla, Inc.	Consumer Discretionary	1.11%
10	AXON	AXON ENTERPRISE, INC.	Industrials	0.93%

330/540 names classified · sector 68.0% of weight · industry 67.5% · mkt cap 66.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 47 quarters

Information TechnologyNVDA, AAPL, MSFT, ADBE, TXN · other

IndustrialsBA, AXON, LRCX, URI, CSX · other

FinancialsPYPL, BAC, JPM, GS, AFL · other

Consumer DiscretionaryAMZN, SBUX, COST, TSLA, F · other

Communication ServicesMETA, GOOGL, DIS, T, VZ · other

Health CareAMGN, LLY, JNJ, PFE, ISRG · other

EnergyEOG, MPC, XOM, CVX, VLO · other

MaterialsNKE, PG, LYB, RIO, AA · other

Consumer StaplesKO, MO, CVS, MDLZ, PM · other

UtilitiesLNG, SO, AEP, D, NEE · other

Real EstateWY, JOE, CCI, BXMT, PDM · other

UnclassifiedSPY, AGG, QUAL, USMV, IWB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 68.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (283 classified)Institute for Wealth Management, LLC. centroid (Large Growth)

Information TechnologyIndustrialsConsumer DiscretionaryFinancialsCommunication ServicesHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for Institute for Wealth Management, LLC.: centroid Large Growth. Heaviest cells: Large Growth 32.5%, Large Core 13.7%, Large Value 6.5%.

Classified: 63.7% of book weight (283/540 names) · unclassified 36.3%: QQQ, VTWG, VTWV, XLI, XMMO, SCHG, VUG, XLF, CAIE, VBK +247 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 540 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	741,338	$129M	13.9%	HOLD
2	AAPLAPPLE INC	119,375	$30M	3.3%	TRIM −3%
3	QQQINVESCO QQQ TR	39,873	$23M	2.5%	ADD 50%
4	MSFTMICROSOFT CORP	48,978	$18M	1.9%	ADD 3%
5	AMZNAMAZON COM INC	86,198	$18M	1.9%	ADD 3%
6	GOOGLALPHABET INC	56,591	$16M	1.7%	ADD 2%
7	LRCXLAM RESEARCH CORP	72,385	$15M	1.7%	HOLD
8	METAMETA PLATFORMS INC	19,826	$11M	1.2%	HOLD
9	TSLATESLA INC	27,878	$10M	1.1%	ADD 7%
10	AXONAXON ENTERPRISE INC	20,451	$9M	0.9%	HOLD
11	COSTCOSTCO WHSL CORP NEW	8,572	$9M	0.9%	TRIM −6%
12	GSGOLDMAN SACHS GROUP INC	9,572	$8M	0.9%	TRIM −2%
13	VTWGVANGUARD SCOTTSDALE FDS	33,642	$8M	0.8%	HOLD
14	VTWVVANGUARD SCOTTSDALE FDS	43,363	$7M	0.8%	HOLD
15	AVGOBROADCOM INC	22,731	$7M	0.8%	HOLD
16	XLISELECT SECTOR SPDR TR	42,082	$7M	0.7%	HOLD
17	XMMOINVESCO EXCHANGE TRADED FD T	46,531	$7M	0.7%	HOLD
18	SBUXSTARBUCKS CORP	74,994	$7M	0.7%	HOLD
19	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	227,173	$7M	0.7%	HOLD
20	AMATAPPLIED MATLS INC	19,014	$6M	0.7%	HOLD
21	VUGVANGUARD INDEX FDS	14,859	$6M	0.7%	ADD 22%
22	XLFSELECT SECTOR SPDR TR	126,022	$6M	0.7%	ADD 17%
23	CAIECALAMOS ETF TR	241,373	$6M	0.7%	ADD 36%
24	VBKVANGUARD INDEX FDS	19,945	$6M	0.6%	ADD 20%
25	URIUNITED RENTALS INC	8,172	$6M	0.6%	HOLD
26	AMDADVANCED MICRO DEVICES INC	28,288	$6M	0.6%	HOLD
27	TXNTEXAS INSTRS INC	29,497	$6M	0.6%	HOLD
28	XLKSELECT SECTOR SPDR TR	42,973	$6M	0.6%	HOLD
29	LLYELI LILLY & CO	5,754	$5M	0.6%	HOLD
30	VGSHVANGUARD SHORT-TERM TREASURY ETF	89,762	$5M	0.6%	ADD 23%
31	PDPINVESCO EXCHANGE TRADED FD T	42,769	$5M	0.6%	HOLD
32	VBRVANGUARD INDEX FDS	23,746	$5M	0.6%	HOLD
33	MAMASTERCARD INCORPORATED	9,468	$5M	0.5%	HOLD
34	GOOGALPHABET INC	16,346	$5M	0.5%	HOLD
35	BRK.BBERKSHIRE HATHAWAY INC DEL	9,727	$5M	0.5%	HOLD
36	JPMJPMORGAN CHASE & CO	15,703	$5M	0.5%	HOLD
37	FTNTFORTINET INC	54,410	$4M	0.5%	HOLD
38	DISDISNEY WALT CO	45,947	$4M	0.5%	HOLD
39	VOEVANGUARD INDEX FDS	23,837	$4M	0.5%	HOLD
40	NFLXNETFLIX INC	44,519	$4M	0.5%	ADD 8%
41	ADBEADOBE INC	17,537	$4M	0.5%	ADD 4%
42	SPYSTATE STR SPDR S&P 500 ETF T	6,456	$4M	0.5%	TRIM −35%
43	AMGNAMGEN INC	11,691	$4M	0.4%	HOLD
44	ABBVABBVIE INC	18,464	$4M	0.4%	HOLD
45	BABOEING CO	20,074	$4M	0.4%	TRIM −4%
46	VVISA INC	13,177	$4M	0.4%	HOLD
47	FDXFEDEX CORP	11,024	$4M	0.4%	HOLD
48	IWMISHARES TR	15,455	$4M	0.4%	ADD 17%
49	BACBANK AMERICA CORP	78,528	$4M	0.4%	HOLD
50	PWBINVESCO EXCHANGE TRADED FD T	29,830	$4M	0.4%	HOLD
51	VWOVANGUARD INTL EQUITY INDEX F	67,708	$4M	0.4%	ADD 13%
52	DIASPDR DOW JONES INDL AVERAGE	7,881	$4M	0.4%	ADD 565%
53	HIGHARTFORD INSURANCE GROUP INC	26,207	$4M	0.4%	HOLD
54	VKTXVIKING THERAPEUTICS INC	108,703	$4M	0.4%	HOLD
55	IWVISHARES TR	9,363	$3M	0.4%	HOLD
56	KLACKLA CORP	2,308	$3M	0.4%	TRIM −3%
57	VGTVANGUARD WORLD FD	4,805	$3M	0.4%	ADD 9%
58	XLESELECT SECTOR SPDR TR	54,464	$3M	0.4%	HOLD
59	SHVISHARES TR	29,625	$3M	0.4%	ADD 6%
60	IWCISHARES TR	20,048	$3M	0.3%	HOLD
61	CRMSALESFORCE INC	16,861	$3M	0.3%	ADD 75%
62	CATCATERPILLAR INC	4,440	$3M	0.3%	HOLD
63	IMMXIMMIX BIOPHARMA INC	337,552	$3M	0.3%	NEW
64	GMGENERAL MTRS CO	40,974	$3M	0.3%	HOLD
65	IEVISHARES TR	44,878	$3M	0.3%	ADD 3%
66	EEMISHARES TR	51,828	$3M	0.3%	ADD 3%
67	GEGE AEROSPACE	10,335	$3M	0.3%	TRIM −13%
68	AXPAMERICAN EXPRESS CO	9,433	$3M	0.3%	HOLD
69	CSXCSX CORP	69,396	$3M	0.3%	HOLD
70	BMVPINVESCO EXCHANGE TRADED FD T	56,973	$3M	0.3%	HOLD
71	NTESNETEASE COM INC	25,370	$3M	0.3%	HOLD
72	MPCMARATHON PETE CORP	11,593	$3M	0.3%	HOLD
73	PRFINVESCO EXCHANGE TRADED FD T	59,445	$3M	0.3%	HOLD
74	EDVVANGUARD WORLD FD	43,487	$3M	0.3%	ADD 416%
75	DELLDELL TECHNOLOGIES INC	17,135	$3M	0.3%	HOLD
76	MSMORGAN STANLEY	16,670	$3M	0.3%	HOLD
77	DEDEERE & CO	4,808	$3M	0.3%	TRIM −18%
78	RTXRTX CORPORATION	13,890	$3M	0.3%	HOLD
79	ETNEATON CORP PLC	7,285	$3M	0.3%	HOLD
80	CMECME GROUP INC	8,712	$3M	0.3%	HOLD
81	JNJJOHNSON & JOHNSON	10,508	$3M	0.3%	HOLD
82	XLGINVESCO EXCHANGE TRADED FD T	46,282	$3M	0.3%	TRIM −8%
83	CORCENCORA INC	7,977	$3M	0.3%	TRIM −3%
84	NETCLOUDFLARE INC	12,123	$3M	0.3%	ADD 30%
85	ORCLORACLE CORP	16,845	$2M	0.3%	HOLD
86	NOWSERVICENOW INC	23,622	$2M	0.3%	ADD 71%
87	WMTWALMART INC	19,816	$2M	0.3%	HOLD
88	VEAVANGUARD TAX-MANAGED FDS	37,269	$2M	0.3%	ADD 15%
89	MUMICRON TECHNOLOGY INC	6,985	$2M	0.3%	ADD 27%
90	VHTVANGUARD WORLD FD	8,663	$2M	0.3%	ADD 14%
91	SNOWSNOWFLAKE INC	15,615	$2M	0.3%	ADD 278%
92	GLDSPDR GOLD TR	5,434	$2M	0.3%	ADD 47%
93	CVXCHEVRON CORP NEW	11,179	$2M	0.2%	TRIM −3%
94	VOTVANGUARD INDEX FDS	8,815	$2M	0.2%	ADD 26%
95	LOWLOWES COS INC	9,421	$2M	0.2%	HOLD
96	VTVVANGUARD INDEX FDS	11,207	$2M	0.2%	ADD 14%
97	PANWPALO ALTO NETWORKS INC	13,596	$2M	0.2%	HOLD
98	RYLDGLOBAL X FDS	145,068	$2M	0.2%	HOLD
99	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.2%	TRIM −25%
100	KVUEKENVUE INC	122,569	$2M	0.2%	ADD 93%
101	WMWASTE MGMT INC DEL	9,057	$2M	0.2%	HOLD
102	HWMHOWMET AEROSPACE INC	8,895	$2M	0.2%	HOLD
103	VONVVANGUARD SCOTTSDALE FDS	21,574	$2M	0.2%	HOLD
104	BXBLACKSTONE INC	17,494	$2M	0.2%	ADD 3%
105	MRVLMARVELL TECHNOLOGY INC	20,201	$2M	0.2%	TRIM −8%
106	CPCANADIAN PACIFIC KANSAS CITY	25,403	$2M	0.2%	HOLD
107	PFMINVESCO EXCHANGE TRADED FD T	38,927	$2M	0.2%	TRIM −3%
108	QYLDGLOBAL X FDS	115,242	$2M	0.2%	TRIM −6%
109	ANAUTONATION INC	10,118	$2M	0.2%	HOLD
110	GEVGE VERNOVA INC	2,255	$2M	0.2%	TRIM −15%
111	XHBSPDR SERIES TRUST	19,802	$2M	0.2%	ADD 3%
112	LNGCheniere Energy, Inc	6,885	$2M	0.2%	HOLD
113	CCITIGROUP INC	17,020	$2M	0.2%	HOLD
114	VFHVANGUARD WORLD FD	15,670	$2M	0.2%	ADD 27%
115	JOEST JOE CO	29,434	$2M	0.2%	HOLD
116	IVVISHARES TR	2,828	$2M	0.2%	ADD 7%
117	SPHQINVESCO EXCHANGE TRADED FD T	24,553	$2M	0.2%	TRIM −2%
118	VOXVANGUARD WORLD FD	10,225	$2M	0.2%	ADD 19%
119	HHYATT HOTELS CORP	12,685	$2M	0.2%	HOLD
120	AFRMAFFIRM HLDGS INC	39,710	$2M	0.2%	ADD 408%
121	EOGEOG RES INC	12,453	$2M	0.2%	HOLD
122	CSDINVESCO EXCHANGE TRADED FD T	15,758	$2M	0.2%	HOLD
123	IJRISHARES TR	13,866	$2M	0.2%	ADD 25%
124	VCRVANGUARD WORLD FD	4,689	$2M	0.2%	ADD 22%
125	SHOPSHOPIFY INC	13,985	$2M	0.2%	ADD 50%
126	QUALISHARES TR	8,416	$2M	0.2%	TRIM −15%
127	BKNGBOOKING HOLDINGS INC	383	$2M	0.2%	HOLD
128	PBEINVESCO EXCHANGE TRADED FD T	20,268	$2M	0.2%	HOLD
129	VTIVANGUARD INDEX FDS	4,976	$2M	0.2%	ADD 4%
130	GRNYTidal TR Fundstrat Granny Shots US LC ETF	66,879	$2M	0.2%	ADD 5%
131	IHIISHARES TR	29,782	$2M	0.2%	HOLD
132	VNQVANGUARD INDEX FDS	17,905	$2M	0.2%	ADD 10%
133	QCOMQUALCOMM INC	12,239	$2M	0.2%	TRIM −2%
134	PYPLPAYPAL HLDGS INC	34,726	$2M	0.2%	TRIM −5%
135	EBAYEBAY INC.	17,182	$2M	0.2%	HOLD
136	XYLDGLOBAL X FDS	39,777	$2M	0.2%	TRIM −6%
137	HDHOME DEPOT INC	4,711	$2M	0.2%	TRIM −2%
138	XSMOINVESCO EXCHANGE TRADED FD T	20,296	$2M	0.2%	HOLD
139	JEPIJPMorgan Equity Premium Income ETF	27,111	$2M	0.2%	ADD 7%
140	EWJISHARES INC	17,921	$2M	0.2%	HOLD
141	MARMARRIOTT INTL INC NEW	4,608	$2M	0.2%	HOLD
142	TRVTRAVELERS COMPANIES INC	5,103	$1M	0.2%	HOLD
143	LMTLOCKHEED MARTIN CORP	2,460	$1M	0.2%	HOLD
144	JOETVIRTUS ETF TR II	36,762	$1M	0.2%	HOLD
145	VONGVANGUARD SCOTTSDALE FDS	13,317	$1M	0.2%	HOLD
146	VRTXVERTEX PHARMACEUTICALS INC	3,215	$1M	0.2%	HOLD
147	PHMPULTE GROUP INC	12,172	$1M	0.2%	HOLD
148	VDEVANGUARD WORLD FD	8,257	$1M	0.2%	ADD 13%
149	AORISHARES TR	22,091	$1M	0.2%	ADD 9%
150	CSCOCISCO SYS INC	18,034	$1M	0.2%	HOLD
151	BBHVANECK ETF TRUST	7,439	$1M	0.2%	HOLD
152	IVWISHARES TR	12,312	$1M	0.1%	HOLD
153	COPCONOCOPHILLIPS	10,482	$1M	0.1%	HOLD
154	FVDFIRST TR EXCHANGE-TRADED FD	29,102	$1M	0.1%	HOLD
155	XLCSELECT SECTOR SPDR TR	12,274	$1M	0.1%	ADD 11%
156	MGKVanguard Mega Cap Growth ETF	3,674	$1M	0.1%	ADD 20%
157	GLWCORNING INC	9,921	$1M	0.1%	HOLD
158	APPAPPLOVIN CORP	3,361	$1M	0.1%	NEW
159	VIGVANGUARD SPECIALIZED FUNDS	6,117	$1M	0.1%	TRIM −3%
160	XBISPDR SERIES TRUST	10,217	$1M	0.1%	ADD 4%
161	XNTKSPDR SERIES TRUST	5,110	$1M	0.1%	HOLD
162	ITOTISHARES TR	9,147	$1M	0.1%	HOLD
163	PSXPHILLIPS 66	7,079	$1M	0.1%	TRIM −2%
164	DXJWISDOMTREE TR	8,054	$1M	0.1%	TRIM −2%
165	OXYOCCIDENTAL PETE CORP	19,511	$1M	0.1%	HOLD
166	PJPINVESCO EXCHANGE TRADED FD T	12,100	$1M	0.1%	HOLD
167	DFASDIMENSIONAL ETF TRUST	17,625	$1M	0.1%	HOLD
168	CMICUMMINS INC	2,320	$1M	0.1%	HOLD
169	UNPUNION PAC CORP	5,087	$1M	0.1%	ADD 2%
170	VSSVANGUARD INTL EQUITY INDEX F	8,457	$1M	0.1%	HOLD
171	BMYBRISTOL-MYERS SQUIBB CO	20,285	$1M	0.1%	HOLD
172	RBLXROBLOX CORP	21,395	$1M	0.1%	ADD 78%
173	MSGSMADISON SQUARE GRDN SPRT COR	3,671	$1M	0.1%	HOLD
174	AIGAMERICAN INTL GROUP INC	15,452	$1M	0.1%	HOLD
175	PWRQUANTA SVCS INC	2,114	$1M	0.1%	HOLD
176	MRKMERCK & CO INC	9,566	$1M	0.1%	HOLD
177	HCAHCA HEALTHCARE INC	2,415	$1M	0.1%	HOLD
178	XLYSELECT SECTOR SPDR TR	10,326	$1M	0.1%	HOLD
179	SHWSHERWIN WILLIAMS CO	3,491	$1M	0.1%	HOLD
180	NKENIKE INC	21,178	$1M	0.1%	HOLD
181	VLOVALERO ENERGY CORP	4,525	$1M	0.1%	HOLD
182	ISRGINTUITIVE SURGICAL INC	2,421	$1M	0.1%	HOLD
183	TJXTJX COS INC NEW	6,945	$1M	0.1%	HOLD
184	ADSKAUTODESK INC	4,618	$1M	0.1%	ADD 154%
185	PIDINVESCO EXCHANGE TRADED FD T	48,086	$1M	0.1%	TRIM −3%
186	VGKVANGUARD INTL EQUITY INDEX F	12,962	$1M	0.1%	HOLD
187	KRESPDR SERIES TRUST	16,339	$1M	0.1%	HOLD
188	PGPROCTER AND GAMBLE CO	7,323	$1M	0.1%	HOLD
189	MCKMCKESSON CORP	1,205	$1M	0.1%	HOLD
190	HONHONEYWELL INTL INC	4,613	$1M	0.1%	HOLD
191	SCHWSCHWAB CHARLES CORP	11,045	$1M	0.1%	HOLD
192	GILDGILEAD SCIENCES INC	7,434	$1M	0.1%	HOLD
193	FFIVF5 INC	3,558	$1M	0.1%	HOLD
194	CITHE CIGNA GROUP	3,839	$1M	0.1%	HOLD
195	PRFZINVESCO EXCHANGE TRADED FD T	21,970	$1M	0.1%	TRIM −2%
196	TAT&T INC	34,494	$999,982	0.1%	TRIM −19%
197	XOMEXXON MOBIL CORP	5,875	$996,741	0.1%	TRIM −3%
198	VPUVANGUARD WORLD FD	5,028	$996,316	0.1%	ADD 16%
199	ELANELANCO ANIMAL HEALTH INC	40,788	$976,057	0.1%	HOLD
200	MCDMCDONALDS CORP	3,137	$974,993	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

797K

796K

787K

764K

753K

741K

$129M

AAPLAPPLE INC

127K

128K

126K

124K

123K

119K

$30M

QQQINVESCO QQQ TR

21K

26K

28K

27K

40K

$23M

MSFTMICROSOFT CORP

50K

49K

48K

47K

49K

$18M

AMZNAMAZON COM INC

91K

97K

90K

85K

84K

86K

$18M

GOOGLALPHABET INC

58K

59K

56K

55K

57K

$16M

LRCXLAM RESEARCH CORP

—

74K

73K

72K

$15M

METAMETA PLATFORMS INC

20K

21K

20K

$11M

TSLATESLA INC

27K

26K

28K

$10M

AXONAXON ENTERPRISE INC

21K

20K

$9M

COSTCOSTCO WHSL CORP NEW

10K

$9M

GSGOLDMAN SACHS GROUP INC

10K

$8M

VTWGVANGUARD SCOTTSDALE FDS

34K

$8M

VTWVVANGUARD SCOTTSDALE FDS

21K

44K

43K

$7M

AVGOBROADCOM INC

24K

23K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Institute for Wealth Management, LLC.