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Institute for Wealth Management, LLC.

Q4 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    544

  • Value ($000)

    $943,840

  • Date Filed
    01/27/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$140.47M
15 %

753,192

A
AAPL

APPLE INC

COM
037833100
$33.31M
4 %

122,517

M
MSFT

MICROSOFT CORP

COM
594918104
$22.97M
2 %

47,497

A
AMZN

AMAZON COM INC

COM
023135106
$19.37M
2 %

83,922

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$17.35M
2 %

55,446

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.35M
2 %

26,608

M
META

META PLATFORMS INC

CL A
30303M102
$13.11M
1 %

19,854

---

LAM RESEARCH CORP

COM NEW
512807306
$12.44M
1 %

72,697

T
TSLA

TESLA INC

COM
88160R101
$11.67M
1 %

25,940

A
AXON

AXON ENTERPRISE INC

COM
05464C101
$11.61M
1 %

20,436

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