INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 741K | $129.29M |
 | IMMX | 338K | $3.08M |
 | ABSI | 146K | $437.38K |
 | KVUE | 123K | $2.11M |
 | AAPL | 119K | $30.30M |
 | VKTX | 109K | $3.54M |
 | AMZN | 86K | $17.95M |
 | BORR | 80K | $461.60K |
 | BAC | 79K | $3.83M |
 | SBUX | 75K | $6.72M |
 | LRCX | 72K | $15.47M |
 | COMP | 72K | $524.86K |
 | CSX | 69K | $2.85M |
 | ERIC | 62K | $693.39K |
 | GOOGL | 57K | $16.27M |
 | FTNT | 54K | $4.45M |
 | BYND | 50K | $35.08K |
 | MSFT | 49K | $18.13M |
 | DIS | 46K | $4.43M |
 | NFLX | 45K | $4.28M |
NVIDIA Corporation
NVDA
Shares Held
741K
Value
$129.29M
Immix Biopharma, Inc.
IMMX
Shares Held
338K
Value
$3.08M
Absci Corporation
ABSI
Shares Held
146K
Value
$437.38K
Kenvue Inc.
KVUE
Shares Held
123K
Value
$2.11M
Apple Inc.
AAPL
Shares Held
119K
Value
$30.30M
Viking Therapeutics, Inc.
VKTX
Shares Held
109K
Value
$3.54M
Amazon.com, Inc.
AMZN
Shares Held
86K
Value
$17.95M
Borr Drilling Limited
BORR
Shares Held
80K
Value
$461.60K
Bank of America Corporation
BAC
Shares Held
79K
Value
$3.83M
Starbucks Corporation
SBUX
Shares Held
75K
Value
$6.72M
Lam Research Corporation
LRCX
Shares Held
72K
Value
$15.47M
Compass, Inc.
COMP
Shares Held
72K
Value
$524.86K
CSX Corporation
CSX
Shares Held
69K
Value
$2.85M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
62K
Value
$693.39K
Alphabet Inc.
GOOGL
Shares Held
57K
Value
$16.27M
Fortinet, Inc.
FTNT
Shares Held
54K
Value
$4.45M
Beyond Meat, Inc.
BYND
Shares Held
50K
Value
$35.08K
Microsoft Corporation
MSFT
Shares Held
49K
Value
$18.13M
The Walt Disney Company
DIS
Shares Held
46K
Value
$4.43M
Netflix, Inc.
NFLX
Shares Held
45K
Value
$4.28M