Institute for Wealth Management, LLC. holds a diversified book of 1754 stocks worth $1.1B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book. They also disclosed $184K in put options (a bearish bet) and $127K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1533954/holdings"
Use Arkolith to show Institute for Wealth Management, LLC.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +29.8%, a 2.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Institute for Wealth Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Institute for Wealth Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $580.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.3B |
| UBS Group AG | 80 / 80 | $154.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $149.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $16.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $534.6B |
| Allworth Financial LP | 79 / 80 | $3.2B |
Ranked by how many of Institute for Wealth Management, LLC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 1,770 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 542 | $938.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 544 | $943.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 558 | $960.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 561 | $896.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 526 | $779.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 507 | $798.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 550 | $792.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.