Managers / Q3 2025 · view latest →
Institute for Wealth Management, LLC.
CIK 0001533954 · 9878 W. BELLEVIEW AVE., #2306, DENVER, CO, 80123 · 877-572-3500
Reported Value
$960M
Q3 2025
Positions
558
Filings on Record
31
2019–present window
Filed
Oct 17, 2025
original filing
Summary
Institute For Wealth Management, Llc. reported $960M in U.S.-listed holdings across 558 positions for Q3 2025.
Its largest position, NVDA, represents 14.8% of the portfolio.
Compared with Q2 2025, the fund opened 45 new positions and exited 47.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 66.1% · $635M
- ETP · 31.1% · $299M
- Other · 1.2% · $11M
- Closed-End Fund · 0.8% · $8M
- ADR · 0.5% · $5M
- Other · 0.3% · $3M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $938M | 542 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $944M | 544 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $960M | 558 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $897M | 561 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $779M | 526 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $798M | 507 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $792M | 550 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $746M | 505 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $776M | 505 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $616M | 485 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $554M | 456 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $593M | 463 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $524M | 449 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $475.7B | 453 | Feb 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $446M | 453 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $509M | 532 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $618M | 540 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $614M | 491 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $570M | 485 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $570M | 489 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $526M | 472 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $503M | 446 | Feb 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $438M | 416 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $408M | 426 | Jul 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $324M | 401 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $443M | 696 | Feb 27, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2019 | $397M | 419 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $452M | 469 | Aug 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $460M | 450 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $244M | 268 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.