Institute for Wealth Management, LLC.

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    558

  • Value ($000)

    $960,098

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0001533954
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$142.46 M
15 %

763,512

AAPL
AAPL

APPLE INC

COM
037833100
$31.64 M
3 %

124,255

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$24.95 M
3 %

48,168

AMZN
AMZN

AMAZON COM INC

COM
023135106
$18.62 M
2 %

84,792

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.93 M
2 %

28,202

META
META

META PLATFORMS INC

CL A
30303M102
$14.79 M
2 %

20,140

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$14.76 M
2 %

20,566

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.70 M
1 %

56,345

TSLA
TSLA

TESLA INC

COM
88160R101
$11.67 M
1 %

26,237

---

LAM RESEARCH CORP

COM NEW
512807306
$9.84 M
1 %

73,472

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