Institute for Wealth Management, LLC.

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
1,769
Total value ($000)
$1,132,770
Net value change ($000)
+194,320 (20.7%)
New positions
1222
Sold out positions
10
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 18,672 14.4%
LRCX 15,894 102.8%
SMH 11,394 NEW
AMD 10,122 175.9%
AMAT 7,122 109.6%
MU 5,650 239.4%
EDV 5,154 182.5%
VGSH 4,719 89.8%
DELL 4,396 156.3%
MRVL 4,049 202.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,960 -34.6%
DIA -3,141 -86.1%
AFRM -1,750 -96.2%
SNOW -1,477 -62.7%
MGK -1,210 -89.6%
JEPI -1,184 -77.0%
SPY -1,050 -25.0%
HON -1,043 -100.0%
ADSK -1,036 -93.7%
VOX -911 -49.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 311 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type