SEC Form 13F

Institute for Wealth Management, LLC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$1,132,769,768
Positions1,769

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$147,961,422739,474
APPLE INCAAPLCOM$33,143,805114,542
LAM RESEARCH CORPLRCXCOM NEW$31,360,07972,370
AMAZON COM INCAMZNCOM$20,775,54287,168
ALPHABET INCGOOGLCAP STK CL A$19,826,72855,480
MICROSOFT CORPMSFTCOM$19,638,89152,648
ADVANCED MICRO DEVICES INCAMDCOM$15,876,85227,331
INVESCO QQQ TRQQQUNIT SER 1$15,053,61820,442
META PLATFORMS INCMETACL A$14,239,04225,278
APPLIED MATLS INCAMATCOM$13,621,03118,840

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page