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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 1 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 114,542.0 $33.1M 2.93% -5K -4.0% $289.36 +5.6%
2 GOOGL ALPHABET INC Communication Services 55,480.0 $19.8M 1.75% -1K -2.0% $357.37 -3.7%
3 AMD ADVANCED MICRO DEVICES INC Technology 27,331.0 $15.9M 1.40% -957.0 -3.4% $580.91 -12.9%
4 QQQ INVESCO QQQ TR Financial Services 20,442.0 $15.1M 1.33% -19K -48.7% $736.41 -0.9%
5 AMAT APPLIED MATLS INC Technology 18,840.0 $13.6M 1.20% -174.0 -0.9% $722.98 -26.0%
6 AXON AXON ENTERPRISE INC Industrials 19,839.0 $11.1M 0.98% -612.0 -3.0% $560.61 +7.8%
7 GS GOLDMAN SACHS GROUP INC Financial Services 9,512.0 $9.6M 0.85% -60.0 -0.6% $1011.37 +3.9%
8 VTWG VANGUARD SCOTTSDALE FDS 32,625.0 $9.4M 0.83% -1K -3.0% $287.68 +0.2%
9 TXN TEXAS INSTRS INC Technology 28,671.0 $8.5M 0.75% -826.0 -2.8% $298.07 -5.1%
10 URI UNITED RENTALS INC Industrials 7,509.0 $8.5M 0.75% -663.0 -8.1% $1132.82 +2.8%
11 VTWV VANGUARD SCOTTSDALE FDS 42,835.0 $8.4M 0.74% -528.0 -1.2% $195.44 +2.3%
12 XLK SELECT SECTOR SPDR TR 42,561.0 $8.1M 0.72% -412.0 -1.0% $190.52 -0.1%
13 MU MICRON TECHNOLOGY INC Technology 6,939.0 $8.0M 0.71% -46.0 -0.7% $1154.31 -12.4%
14 DELL DELL TECHNOLOGIES INC Technology 16,707.0 $7.2M 0.64% -428.0 -2.5% $431.46 +11.2%
15 VBK VANGUARD INDEX FDS 19,478.0 $7.1M 0.63% -467.0 -2.3% $365.70 +0.1%
16 LLY ELI LILLY & CO Healthcare 5,669.0 $6.8M 0.60% -85.0 -1.5% $1199.52 -1.2%
17 VBR VANGUARD INDEX FDS 23,212.0 $5.6M 0.50% -534.0 -2.2% $242.99 +2.8%
18 GOOG ALPHABET INC Communication Services 14,171.0 $5.0M 0.44% -2K -13.3% $353.32 -3.4%
19 BERKSHIRE HATHAWAY INC DEL 9,616.0 $4.8M 0.42% -111.0 -1.1% $500.41
20 PWB INVESCO EXCHANGE TRADED FD T 27,904.0 $4.7M 0.41% -2K -6.5% $168.46 -2.8%
Page 1 of 14  ·  269 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 46.9%
Financial Services 13.8%
Consumer Cyclical 10.0%
Industrials 9.5%
Communication Services 7.1%
Healthcare 6.0%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%