Institute for Wealth Management, LLC.
Long book
$931.3M
Q1 2026
Positions
540
Top-10 weight
30%
concentration
Last quarter
+17.7%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsInstitute for Wealth Management, LLC. is an institutional manager, running a $931.3M US long book across 540 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, INVESCO QQQ TRUST SERIES 1, MICROSOFT CORP, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.9%
Q2 2024
+4.9%
Q3 2024
+2.8%
Q4 2024
-6.9%
Q1 2025
+14.9%
Q2 2025
+8.0%
Q3 2025
+1.9%
Q4 2025
-3.3%
Q1 2026
+17.7%
Sector allocation
Technology 46%
Industrials 15%
Financials 9%
Consumer discretionary 9%
Services media 7%
Healthcare 6%
Energy 3%
Other 2%
Long book by quarter
What does Institute for own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 741.3K | $129.3M | 13.9% | -1.6% |
| AAPL APPLE INC | Technology | 119.4K | $30.3M | 3.3% | -2.6% |
| MSFT MICROSOFT CORP | Technology | 49.0K | $18.1M | 1.9% | +3.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 86.2K | $18.0M | 1.9% | +2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 56.6K | $16.3M | 1.7% | +2.1% |
| LRCX LAM RESEARCH CORP | Industrials | 72.4K | $15.5M | 1.7% | -0.4% |
| META META PLATFORMS INC-CLASS A | Technology | 19.8K | $11.3M | 1.2% | -0.1% |
| TSLA TESLA INC | Industrials | 27.9K | $10.4M | 1.1% | +7.5% |
| AXON AXON ENTERPRISE INC | Industrials | 20.5K | $8.7M | 0.9% | +0.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 8.6K | $8.5M | 0.9% | -5.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 9.6K | $8.1M | 0.9% | -2.1% |
| AVGO BROADCOM INC | Technology | 22.7K | $7.0M | 0.8% | -0.2% |
| SBUX STARBUCKS CORP | Consumer discretionary | 75.0K | $6.7M | 0.7% | -0.1% |
| AMAT APPLIED MATERIALS INC | Technology | 19.0K | $6.5M | 0.7% | -1.5% |
| URI UNITED RENTALS INC | Services media | 8.2K | $6.0M | 0.6% | -0.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 28.3K | $5.8M | 0.6% | -1.5% |
| TXN TEXAS INSTRUMENTS INC | Technology | 29.5K | $5.7M | 0.6% | 0.0% |
| LLY ELI LILLY & CO | Healthcare | 5.8K | $5.3M | 0.6% | +0.3% |
| MA MASTERCARD INC - A | Services media | 9.5K | $4.7M | 0.5% | -0.2% |
| GOOG ALPHABET INC-CL C | Technology | 16.3K | $4.7M | 0.5% | +1.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 9.7K | $4.7M | 0.5% | -1.0% |
| JPM JPMORGAN CHASE & CO | Financials | 15.7K | $4.6M | 0.5% | 0.0% |
| FTNT FORTINET INC | Technology | 54.4K | $4.4M | 0.5% | -0.5% |
| DIS WALT DISNEY CO/THE | Services media | 45.9K | $4.4M | 0.5% | +2.0% |
| NFLX NETFLIX INC | Services media | 44.5K | $4.3M | 0.5% | +7.5% |
| ADBE ADOBE INC | Technology | 17.5K | $4.3M | 0.5% | +3.7% |
| AMGN AMGEN INC | Healthcare | 11.7K | $4.1M | 0.4% | +0.1% |
| ABBV ABBVIE INC | Healthcare | 18.5K | $4.0M | 0.4% | -0.7% |
| BA BOEING CO/THE | Industrials | 20.1K | $4.0M | 0.4% | -3.7% |
| V VISA INC-CLASS A SHARES | Services media | 13.2K | $4.0M | 0.4% | +0.3% |
| FDX FEDEX CORP | Industrials | 11.0K | $3.9M | 0.4% | Held |
| BAC BANK OF AMERICA CORP | Financials | 78.5K | $3.8M | 0.4% | +1.2% |
| HIG HARTFORD INSURANCE GROUP INC | Financials | 26.2K | $3.5M | 0.4% | -0.3% |
| VKTX VIKING THERAPEUTICS INC | Healthcare | 108.7K | $3.5M | 0.4% | +0.7% |
| KLAC KLA CORP | Other | 2.3K | $3.4M | 0.4% | -2.8% |
| CRM SALESFORCE INC | Technology | 16.9K | $3.1M | 0.3% | +74.7% |
| CAT CATERPILLAR INC | Industrials | 4.4K | $3.1M | 0.3% | -1.5% |
| IMMX IMMIX BIOPHARMA INC | Healthcare | 337.6K | $3.1M | 0.3% | New |
| GM GENERAL MOTORS CO | Industrials | 41.0K | $3.1M | 0.3% | -1.0% |
| GE GENERAL ELECTRIC | Industrials | 10.3K | $2.9M | 0.3% | -12.9% |
| AXP AMERICAN EXPRESS CO | Financials | 9.4K | $2.9M | 0.3% | -1.7% |
| CSX CSX CORP | Industrials | 69.4K | $2.8M | 0.3% | -0.1% |
| MPC MARATHON PETROLEUM CORP | Energy | 11.6K | $2.8M | 0.3% | -1.7% |
| DELL DELL TECHNOLOGIES -C | Technology | 17.1K | $2.8M | 0.3% | -0.3% |
| MS MORGAN STANLEY | Financials | 16.7K | $2.7M | 0.3% | -0.3% |
| DE DEERE & CO | Industrials | 4.8K | $2.7M | 0.3% | -18.0% |
| RTX RTX CORP | Industrials | 13.9K | $2.7M | 0.3% | -0.6% |
| ETN EATON CORP PLC | Industrials | 7.3K | $2.6M | 0.3% | -0.6% |
| CME CME GROUP INC | Financials | 8.7K | $2.6M | 0.3% | -0.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.5K | $2.6M | 0.3% | +1.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 542 | $938.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 544 | $943.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 558 | $960.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 561 | $896.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 526 | $779.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 507 | $798.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 550 | $792.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 505 | $746.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 505 | $775.9M | canonical | SEC ↗ |
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