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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 5 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHW SHERWIN WILLIAMS CO Basic Materials 3,471.0 $1.2M 0.11% -20.0 -0.6% $344.32 +1.6%
82 ABSI ABSCI CORPORATION Healthcare 99,892.0 $1.2M 0.10% -46K -31.5% $11.59 -20.3%
83 VLO VALERO ENERGY CORP Energy 4,417.0 $1.2M 0.10% -108.0 -2.4% $260.44 +33.3%
84 U HAUL HOLDING COMPANY 19,824.0 $1.1M 0.10% -278.0 -1.4% $57.70
85 AIG AMERICAN INTL GROUP INC Financial Services 14,872.0 $1.1M 0.10% -580.0 -3.8% $74.53 +1.7%
86 PSX PHILLIPS 66 Energy 6,553.0 $1.1M 0.10% -526.0 -7.4% $169.04 +42.3%
87 VGK VANGUARD INTL EQUITY INDEX F 12,427.0 $1.1M 0.10% -535.0 -4.1% $88.54 +4.0%
88 BLOCK INC 14,237.0 $1.1M 0.10% -1K -6.9% $76.00
89 VFH VANGUARD WORLD FD 8,162.0 $1.1M 0.10% -8K -47.9% $131.60 +7.3%
90 COP CONOCOPHILLIPS Energy 10,171.0 $1.1M 0.09% -311.0 -3.0% $103.96 +22.7%
91 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,709.0 $1.0M 0.09% -14.0 -0.5% $386.73 +0.9%
92 TJX TJX COS INC NEW Consumer Cyclical 6,884.0 $1.0M 0.09% -61.0 -0.9% $151.49 -0.4%
93 SCHW SCHWAB CHARLES CORP Financial Services 10,886.0 $1.0M 0.09% -159.0 -1.4% $92.27 +19.8%
94 PWV INVESCO EXCHANGE TRADED FD T 13,152.0 $997K 0.09% -216.0 -1.6% $75.77 +7.5%
95 MCO MOODYS CORP Financial Services 2,146.0 $972K 0.09% -54.0 -2.5% $452.93 +5.4%
96 CMPR CIMPRESS PLC Communication Services 9,474.0 $964K 0.09% -223.0 -2.3% $101.70 -9.8%
97 MTN VAIL RESORTS INC Consumer Cyclical 6,977.0 $950K 0.08% -105.0 -1.5% $136.15 +7.7%
98 MSCI MSCI INC Financial Services 1,694.0 $949K 0.08% -52.0 -3.0% $560.10 -1.7%
99 VOX VANGUARD WORLD FD 5,046.0 $928K 0.08% -5K -50.6% $183.95 +1.0%
100 OXY OCCIDENTAL PETE CORP Energy 18,911.0 $919K 0.08% -600.0 -3.1% $48.57 +21.6%
Page 5 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%