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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 18 of 89  ·  1,769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QQEW FIRST TR EXCHANGE-TRADED FD 2,965.0 $473K 0.04% $159.60 +3.0%
342 PM PHILIP MORRIS INTL INC Consumer Defensive 2,573.0 $465K 0.04% -18.0 -0.7% $180.89 +3.8%
343 SGOV ISHARES TR 4,537.0 $457K 0.04% +89.0 +2.0% $100.66 -0.1%
344 EA ELECTRONIC ARTS INC Communication Services 2,227.0 $457K 0.04% +75.0 +3.5% $205.04 +2.3%
345 BND VANGUARD BD INDEX FDS 6,213.0 $456K 0.04% -1K -14.3% $73.41 -1.6%
346 MHO M/I HOMES INC Consumer Cyclical 2,831.0 $455K 0.04% -98.0 -3.4% $160.79 -6.8%
347 EW EDWARDS LIFESCIENCES CORP Healthcare 5,010.0 $453K 0.04% $90.46 +1.0%
348 ULTA ULTA BEAUTY INC Consumer Cyclical 1,004.0 $453K 0.04% $450.80 +15.9%
349 NU NU HLDGS LTD Financial Services 33,726.0 $451K 0.04% NEW $13.36 +8.1%
350 TWLO TWILIO INC Communication Services 2,172.0 $448K 0.04% -30.0 -1.4% $206.33 +13.5%
351 CARR CARRIER GLOBAL CORPORATION Industrials 6,083.0 $446K 0.04% +363.0 +6.3% $73.35 -16.6%
352 COMP COMPASS INC Technology 35,800.0 $441K 0.04% -36K -50.1% $12.33 -0.3%
353 XRT SPDR SERIES TRUST 4,960.0 $435K 0.04% +270.0 +5.8% $87.74 +0.4%
354 DASH DOORDASH INC Communication Services 2,349.0 $433K 0.04% +145.0 +6.6% $184.53 +19.8%
355 DDS DILLARDS INC Consumer Cyclical 818.0 $432K 0.04% $528.36 +11.4%
356 RDN RADIAN GROUP INC Financial Services 11,456.0 $432K 0.04% $37.67 -1.7%
357 USMV ISHARES TR 4,444.0 $429K 0.04% -512.0 -10.3% $96.46 +4.6%
358 VYM VANGUARD WHITEHALL FDS 2,712.0 $429K 0.04% +122.0 +4.7% $158.03 +4.8%
359 MMM 3M CO Industrials 2,643.0 $428K 0.04% -131.0 -4.7% $161.93 +11.9%
360 BTO HANCOCK JOHN FINL OPPTYS Financial Services 10,784.0 $425K 0.04% $39.42 +3.1%
Page 18 of 89  ·  1,769 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%