Institute for Wealth Management, LLC.
•CIK: 1533954•Filing: Q4 2025
**Institute for Wealth Management, LLC.** manages $776M across a diversified portfolio of 538 positions. The fund maintains significant exposure to mega-cap technology leaders, with top holdings including AAPL at $33.3M and MSFT at $23.0M. Notable allocations also feature AMZN ($19.4M), NDQ ($16.3M), and META ($13.1M). This concentration suggests a strategic focus on established growth and technology sectors.
Total AUM
$776.0M
+ $279.5K in options
QoQ Performance
-18.9%
Positions
397
+ 4 options
Top 10 Concentration
24.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.3%
MSFT3.0%
AMZN2.5%
NDQ2.1%
META1.7%
LRCX1.6%
TSLA1.5%
AXON1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.4%
Technology18.9%
Consumer9.5%
Financial6.3%
Industrial3.4%
Healthcare3.4%
Communication1.6%
ETF1.4%
🚪 Exited Positionssold since Q3 2025
+355 more exited positions
Changes from Q3 2025
NEW3 new positions
↑64 increased
↓123 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022