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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 2 of 89  ·  1,769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FORTINET INC 54,346.0 $8.3M 0.74% $153.62
22 XLK SELECT SECTOR SPDR TR 42,561.0 $8.1M 0.72% -412.0 -1.0% $190.52 -0.1%
23 XLI SELECT SECTOR SPDR TR 43,753.0 $8.1M 0.71% +2K +4.0% $185.23 +0.6%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,589.0 $8.0M 0.71% $935.43 +1.9%
25 MU MICRON TECHNOLOGY INC Technology 6,939.0 $8.0M 0.71% -46.0 -0.7% $1154.31 -12.4%
26 EDV VANGUARD WORLD FD 122,588.0 $8.0M 0.70% +79K +181.9% $65.08 -10.0%
27 XMMO INVESCO EXCHANGE TRADED FD T 46,822.0 $8.0M 0.70% +291.0 +0.6% $170.14 -2.2%
28 SCHG SCHWAB STRATEGIC TR 234,282.0 $7.9M 0.70% +7K +3.1% $33.84 +4.8%
29 CAIE CALAMOS ETF TR 283,681.0 $7.7M 0.68% +42K +17.5% $27.21 +0.2%
30 SBUX STARBUCKS CORP Consumer Cyclical 74,899.0 $7.7M 0.68% $102.19 +5.6%
31 VUG VANGUARD INDEX FDS 85,781.0 $7.4M 0.65% +71K +477.3% $86.14 +3.2%
32 DELL DELL TECHNOLOGIES INC Technology 16,707.0 $7.2M 0.64% -428.0 -2.5% $431.46 +11.2%
33 VBK VANGUARD INDEX FDS 19,478.0 $7.1M 0.63% -467.0 -2.3% $365.70 +0.1%
34 KLAC KLA CORP Technology 23,230.0 $7.0M 0.62% +21K +906.5% $301.71 -31.8%
35 XLF SELECT SECTOR SPDR TR 127,887.0 $6.9M 0.60% +2K +1.5% $53.61 +7.4%
36 LLY ELI LILLY & CO Healthcare 5,669.0 $6.8M 0.60% -85.0 -1.5% $1199.52 -1.2%
37 PDP INVESCO EXCHANGE TRADED FD T 42,767.0 $6.5M 0.57% $151.73 -4.4%
38 MRVL MARVELL TECHNOLOGY INC Technology 20,311.0 $6.1M 0.53% +110.0 +0.5% $297.89 -21.3%
39 GLD SPDR GOLD TR Financial Services 16,163.0 $6.0M 0.53% +11K +197.4% $368.39 +10.1%
40 VBR VANGUARD INDEX FDS 23,212.0 $5.6M 0.50% -534.0 -2.2% $242.99 +2.8%
Page 2 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%