1y return+23.5%S&P 500 +20.9%
3y return+80.2%S&P 500 +68.5%
5y return+77.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $308 against $309 in the S&P 500.2
Institute for Wealth Management, LLC.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $148.0M | 13.1% | |
| AAPLApple Inc | $33.1M | 2.9% | −4.0% |
| LRCXLam Research Corp | $31.4M | 2.8% | |
| AMZNAmazon Com Inc | $20.8M | 1.8% | +1.1% |
| GOOGLAlphabet Inc | $19.8M | 1.8% | −2.0% |
| MSFTMicrosoft Corp | $19.6M | 1.7% | +7.5% |
| AMDAdvanced Micro Devices Inc | $15.9M | 1.4% | −3.4% |
| QQQInvesco Qqq Tr | $15.1M | 1.3% | −48.7% |
| METAMeta Platforms Inc | $14.2M | 1.3% | +27.5% |
| AMATApplied Matls Inc | $13.6M | 1.2% | |
| TSLATesla Inc | $12.9M | 1.1% | +9.7% |
| SMHVaneck Etf Trust | $11.4M | 1.0% | New |
| AXONAxon Enterprise Inc | $11.1M | 1.0% | −3.0% |
| VGSHVanguard Scottsdale Fds | $10.0M | 0.9% | +90.9% |
| GSGoldman Sachs Group Inc | $9.6M | 0.8% | |
| VTWGVanguard Scottsdale Fds | $9.4M | 0.8% | −3.0% |
| AVGOBroadcom Inc | $8.6M | 0.8% | |
| TXNTexas Instrs Inc | $8.5M | 0.8% | −2.8% |
| URIUnited Rentals Inc | $8.5M | 0.8% | −8.1% |
| VTWVVanguard Scottsdale Fds | $8.4M | 0.7% | −1.2% |
| FTNTFortinet Inc | $8.3M | 0.7% | |
| XLKSelect Sector Spdr Tr | $8.1M | 0.7% | |
| XLISelect Sector Spdr Tr | $8.1M | 0.7% | +4.0% |
| COSTCostco Wholesale Corporation | $8.0M | 0.7% | |
| MUMicron Technology Inc | $8.0M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $148.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $8.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $13.6M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $15.9M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $7.2M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $8.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $6.8M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $31.4M |
| AXONAxon Enterprise Inc | June 30, 2020 | +471.3% | $11.1M |
| FTNTFortinet Inc | June 30, 2020 | +459.6% | $8.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- NUKZExchange Traded Concepts Tru was $840K
- FEPIEtf Opportunities Trust was $807K
- SPGPInvesco Exchange Traded Fd T was $514K
- Onestream IncCUSIP 68278B107 was $492K
- Dupont De Nemours IncCUSIP 26614N102 was $420K
- XPGPXPimco Global Stockspls Incm was $315K
- QUADQuad / Graphics Inc was $239K
- GSHDGoosehead Ins Inc was $224K
- PTYPimco Corporate & Income Opp was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.2% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +14.5% | +10.5% |
| March 31, 2025 | −7.1% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +4.5% | +4.0% |
| March 31, 2024 | +13.3% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +10.3% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −18.9% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Institute for Wealth Management, LLC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1533954&type=13F-HR&dateb=&owner=include&count=40CIK 1533954
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1533954/000175496026000654/Filed July 28, 2026 · accession 0001754960-26-000654