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Portfolio (Quarterly) Guide ↗

Institute for Wealth Management, LLC.

· CIK 0001533954
13F Portfolio $1.1B AUM 1,770 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New 87 Added 269 Reduced 12 Exited
Page 31 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NEBIUS GROUP N.V. 74.0 $20K 0.00% NEW $276.18
602 NTNX NUTANIX INC Technology 400.0 $20K 0.00% NEW $50.96 +32.7%
603 GEO GEO GROUP INC Industrials 685.0 $20K 0.00% NEW $29.55 +10.7%
604 ARKG ARK ETF TR 479.0 $20K 0.00% NEW $42.08 +17.7%
605 RF REGIONS FINANCIAL CORP NEW Financial Services 667.0 $20K 0.00% NEW $30.20 +0.7%
606 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 230.0 $20K 0.00% NEW $86.27 +17.1%
607 CGO CALAMOS GLOBAL TOTAL RETURN Financial Services 1,447.0 $20K 0.00% NEW $13.66 -3.7%
608 ZM ZOOM COMMUNICATIONS INC Technology 227.0 $20K 0.00% NEW $86.36 +24.4%
609 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 36.0 $20K 0.00% NEW $541.83 -5.3%
610 IMO IMPERIAL OIL LTD Energy 174.0 $20K 0.00% NEW $112.07 +23.2%
611 PAYC PAYCOM SOFTWARE INC Technology 155.0 $19K 0.00% NEW $125.68 +82.3%
612 OMC OMNICOM GROUP INC Communication Services 267.0 $19K 0.00% NEW $72.83 +20.2%
613 IEUR ISHARES TR 258.0 $19K 0.00% NEW $75.17 +4.3%
614 VT VANGUARD INTL EQUITY INDEX F 123.0 $19K 0.00% NEW $156.91 +2.5%
615 MRNA MODERNA INC Healthcare 275.0 $19K 0.00% NEW $69.91 +107.6%
616 PDM PIEDMONT REALTY TRUST INC Real Estate 2,095.0 $19K 0.00% NEW $9.15 +5.5%
617 GDX VANECK ETF TRUST 254.0 $19K 0.00% NEW $75.36 +36.5%
618 NNN NNN REIT INC Real Estate 411.0 $19K 0.00% NEW $46.53 -1.5%
619 VIAV VIAVI SOLUTIONS INC Technology 400.0 $19K 0.00% NEW $47.75 -18.5%
620 EWT ISHARES INC 175.0 $19K 0.00% NEW $108.61 -4.0%
Page 31 of 62  ·  1,239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.3%
Financial Services 13.7%
Consumer Cyclical 10.0%
Industrials 9.6%
Communication Services 6.5%
Healthcare 6.1%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%