Institute for Wealth Management, LLC. holds a diversified book of 1754 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 6 new listings in the book), a listing rather than a purchase; they opened Vaneck Semiconductor ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the reported non-option book. They also disclosed $184K in put options (a bearish bet) and $127K in call options (bullish), shown separately below and excluded from the non-option book.
Institute for Wealth Management, LLC. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Institute for Wealth Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 11 / 80 | $248.9M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Uhlmann Price Securities, LLC | 42 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Conway Capital Management, Inc. | 18 / 80 | $204.1M |
| Draper Asset Management, LLC | 9 / 80 | $171.5M |
| 9823 Capital, L.P. | 9 / 80 | $126.7M |
| Hoey Investments, Inc | 44 / 80 | $661.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Institute for Wealth Management, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $148.0M | 739.5K | 13.1% | ▼−0.3% Reduced · −2K sh | |
| 2 | Apple Inc COM | $33.1M | 114.5K | 2.9% | ▼−4.0% Reduced · −5K sh | |
| 3 | Lam Research Corp COM NEW | $31.4M | 72.4K | 2.8% | ▼~0% Reduced · −15 sh | |
| 4 | Amazon Com Inc COM | $20.8M | 87.2K | 1.8% | ▲+1.1% Added · +970 sh | |
| 5 | Alphabet Inc CAP STK CL A | $19.8M | 55.5K | 1.8% | ▼−2.0% Reduced · −1K sh | |
| 6 | Microsoft Corp COM | $19.6M | 52.6K | 1.7% | ▲+7.5% Added · +4K sh | |
| 7 | Advanced Micro Devices Inc COM | $15.9M | 27.3K | 1.4% | ▼−3.4% Reduced · −957 sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $15.1M | 20.4K | 1.3% | ▼−49% Reduced · −19K sh | |
| 9 | Meta Platforms Inc CL A | $14.2M | 25.3K | 1.3% | ▲+27% Added · +5K sh | |
| 10 | Applied Matls Inc COM | $13.6M | 18.8K | 1.2% | ▼−0.9% Reduced · −174 sh | |
| 11 | Tesla Inc COM | $12.9M | 30.6K | 1.1% | ▲+9.7% Added · +3K sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $11.4M | 17.4K | 1.0% | ▲New New position | |
| 13 | Axon Enterprise Inc COM | $11.1M | 19.8K | 1.0% | ▼−3.0% Reduced · −612 sh | |
| 14 | Vanguard Scottsdale FDS SHORT TERM TREAS | $10.0M | 171.4K | 0.9% | ▲+91% Added · +82K sh | |
| 15 | Goldman Sachs Group Inc COM | $9.6M | 9.5K | 0.8% | ▼−0.6% Reduced · −60 sh | |
| 16 | Vanguard Scottsdale FDS VNG RUS2000GRW | $9.4M | 32.6K | 0.8% | ▼−3.0% Reduced · −1K sh | |
| 17 | Broadcom Inc COM | $8.6M | 22.7K | 0.8% | ▲+0.1% Added · +14 sh | |
| 18 | Texas Instrs Inc COM | $8.5M | 28.7K | 0.8% | ▼−2.8% Reduced · −826 sh | |
| 19 | United Rentals Inc COM | $8.5M | 7.5K | 0.8% | ▼−8.1% Reduced · −663 sh | |
| 20 | Vanguard Scottsdale FDS VNG RUS2000VAL | $8.4M | 42.8K | 0.7% | ▼−1.2% Reduced · −528 sh | |
| 21 | Fortinet Inc COM | $8.3M | 54.3K | 0.7% | ▼−0.1% Reduced · −64 sh | |
| 22 | Select Sector SPDR TR ST STR TECHN ETF | $8.1M | 42.6K | 0.7% | ▼−0.9% Reduced · −412 sh | |
| 23 | Select Sector SPDR TR ST STR INDL ETF | $8.1M | 43.8K | 0.7% | ▲+4.0% Added · +2K sh | |
| 24 | Costco Wholesale Corporation COM | $8.0M | 8.6K | 0.7% | ▲+0.2% Added · +17 sh | |
| 25 | Micron Technology Inc COM | $8.0M | 6.9K | 0.7% | ▼−0.7% Reduced · −46 sh | |
| 26 | Vanguard World FD EXTENDED DUR | $8.0M | 122.6K | 0.7% | ▲+182% Added · +79K sh | |
| 27 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $8.0M | 46.8K | 0.7% | ▲+0.6% Added · +291 sh | |
| 28 | Schwab Strategic TR US LCAP GR ETF | $7.9M | 234.3K | 0.7% | ▲+3.1% Added · +7K sh | |
| 29 | Calamos ETF TR AUTOC INCOM ETF | $7.7M | 283.7K | 0.7% | ▲+18% Added · +42K sh | |
| 30 | Starbucks Corp COM | $7.7M | 74.9K | 0.7% | ▼−0.1% Reduced · −95 sh | |
| 31 | Vanguard Index FDS GROWTH ETF | $7.4M | 85.8K | 0.7% | ▲+477% Added · +71K sh | |
| 32 | Dell Technologies Inc CL C | $7.2M | 16.7K | 0.6% | ▼−2.5% Reduced · −428 sh | |
| 33 | Vanguard Index FDS SML CP GRW ETF | $7.1M | 19.5K | 0.6% | ▼−2.3% Reduced · −467 sh | |
| 34 | Kla Corp COM NEW | $7.0M | 23.2K | 0.6% | ▲10× Added · +21K sh | |
| 35 | Select Sector SPDR TR ST STR FINL ETF | $6.9M | 127.9K | 0.6% | ▲+1.5% Added · +2K sh | |
| 36 | Eli Lilly & Co COM | $6.8M | 5.7K | 0.6% | ▼−1.5% Reduced · −85 sh | |
| 37 | Invesco Exchange Traded FD T DORS WRI MOM ETF | $6.5M | 42.8K | 0.6% | ▼~0% Reduced · −2 sh | |
| 38 | Marvell Technology Inc COM | $6.1M | 20.3K | 0.5% | ▲+0.5% Added · +110 sh | |
| 39 | SPDR Gold TR GOLD SHS | $6.0M | 16.2K | 0.5% | ▲+197% Added · +11K sh | |
| 40 | Vanguard Index FDS SM CP VAL ETF | $5.6M | 23.2K | 0.5% | ▼−2.2% Reduced · −534 sh | |
| 41 | JPMorgan Chase & Co COM | $5.1M | 15.7K | 0.5% | ▼−0.3% Reduced · −41 sh | |
| 42 | Alphabet Inc CAP STK CL C | $5.0M | 14.2K | 0.4% | ▼−13% Reduced · −2K sh | |
| 43 | Mastercard Incorporated CL A | $4.8M | 9.4K | 0.4% | ▼−0.3% Reduced · −34 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $4.8M | 9.6K | 0.4% | ▼−1.1% Reduced · −111 sh | |
| 45 | Vanguard Index FDS MCAP VL IDXVIP | $4.7M | 23.8K | 0.4% | —Held | |
| 46 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $4.7M | 27.9K | 0.4% | ▼−6.5% Reduced · −2K sh | |
| 47 | Palo Alto Networks Inc COM | $4.6M | 13.6K | 0.4% | ▼−0.1% Reduced · −19 sh | |
| 48 | Abbvie Inc COM | $4.6M | 18.4K | 0.4% | ▼−0.4% Reduced · −69 sh | |
| 49 | Bank Of Amer Corp COM | $4.5M | 78.2K | 0.4% | ▼−0.4% Reduced · −349 sh | |
| 50 | Visa Inc COM CL A | $4.4M | 12.8K | 0.4% | ▼−2.8% Reduced · −374 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Institute for Wealth Management, LLC.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $120K | 400 |
| PUT · bearish | ISHARES BITCOIN TRUST ETFIBIT | $67K | 2K |
| PUT · bearish | META PLATFORMS INC-CLASS AMETA | $56K | 100 |
| PUT · bearish | MICROSOFT CORPMSFT | $37K | 100 |
| PUT · bearish | VANGUARD INFO TECH ETFVGT | $24K | 200 |
| CALL · bullish | UBER TECHNOLOGIES INCUBER | $7K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 1,770 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 542 | $938.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 544 | $943.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 558 | $960.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 561 | $896.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 526 | $779.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 507 | $798.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 550 | $792.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.