Institute for Wealth Management, LLC.
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$1.9B
Holdings
541
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3381.5% (800 → 27.9k shares)
13.9%
02
$AAPL
APPLE INC
Q1 2026: Increased +5149.7% (600 → 31.5k shares)
3.2%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 68.4% (26.6k → 8.4k shares)
2.5%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 79.4% (47.5k → 9.8k shares)
1.9%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +1219.8% (800 → 10.6k shares)
1.9%
06
$GOOGL
ALPHABET INC
Q1 2026: Sold 92.2% (110.9k → 8.7k shares)
1.7%
07
$LRCX
LAM RESEARCH CORP
Q1 2026: Exited (was 72.7k shares)
1.7%
08
$META
META PLATFORMS INC
Q1 2026: Sold 93.5% (19.9k → 1.3k shares)
1.2%
09
$TSLA
TESLA INC
Q1 2026: Sold 78.4% (25.9k → 5.6k shares)
1.1%
10
$AXON
AXON ENTERPRISE INC
Q1 2026: Exited (was 20.4k shares)
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:27 UTC.