13F-HR filed by Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 544 holding rows worth $943,839,613.
- Accession
- 0002085853-26-000093
- Filer
- CIK 1533954
- Filed
- 2026-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 544 entries on the cover page, a total value of $943,839,613 stated on the cover page (in dollars after the unit check, H1), rows summing to $943,839,613 with VALUE read as dollars as filed, 13F file number 028-14899. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LENNOX INTL INC COM | 526107107 | Stock | 487 | $236,480 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 1,114 | $232,473 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 2,577 | $232,008 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,679 | $229,923 | dollars as filed | |
| NUVEEN ESG MID-CAP VALUE ETF | 67092P508 | ETF | 5,803 | $226,898 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 2,576 | $226,895 | dollars as filed | |
| QUAD / GRAPHICS INC | 747301109 | COM CL A | 36,179 | $226,843 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 1,286 | $225,513 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 1,831 | $225,207 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 5,405 | $220,849 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 1,136 | $219,885 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 4,473 | $219,848 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 385 | $219,765 | dollars as filed | |
| CALAMOS GBL DYN INCOME FUND | 12811L107 | COM | 29,300 | $217,113 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,530 | $215,904 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 455 | $215,352 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 16,669 | $215,024 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 606 | $214,380 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 1,435 | $213,787 | dollars as filed | |
| MERCURY GENL CORP NEW | 589400100 | COM | 2,266 | $213,110 | dollars as filed | |
| JOHN HANCOCK TAX-ADVANTAGED DI | 41013V100 | COM | 8,992 | $212,751 | dollars as filed | |
| VANECK ETF TRUST | 92189F486 | IG FLOA RATE ETF | 8,300 | $211,484 | dollars as filed | |
| ROYCE MICRO-CAP TRUST INC | 780915104 | COM | 19,948 | $208,062 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 2,150 | $207,045 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,220 | $202,487 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 780 | $201,183 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 8,180 | $200,083 | dollars as filed | |
| TCW CONV SECS FD INC | 872340104 | COM | 40,028 | $197,740 | dollars as filed | |
| ABRDN WORLD HEALTHCARE FUND | 87911L108 | BEN INT SHS | 14,333 | $183,176 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 13,804 | $165,925 | dollars as filed | |
| INVESCO TR INVT GRADE MUNS | 46131M106 | COM | 15,100 | $156,587 | dollars as filed | |
| INVESCO MUNICIPAL TRUST | 46131J103 | COM | 15,400 | $148,610 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 12,093 | $117,061 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 300 | $93,900 | dollars as filed | put |
| Amazon.com, Inc | 023135106 | COM | 400 | $92,328 | dollars as filed | put |
| Apple Inc | 037833100 | COM | 300 | $81,558 | dollars as filed | put |
| NVIDIA Corp | 67066G104 | COM | 400 | $74,600 | dollars as filed | put |
| VANECK ETF TRUST | 92189F676 | COM | 200 | $72,026 | dollars as filed | put |
| ARES COML REAL ESTATE CORP | 04013V108 | COM | 13,244 | $63,307 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 13,416 | $56,348 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 200 | $38,982 | dollars as filed | put |
| READY CAPITAL CORP | 75574U101 | COM | 16,762 | $36,542 | dollars as filed | |
| CROWN CRAFTS INC | 228309100 | COM | 10,000 | $27,700 | dollars as filed | |
| STRIVE INC | 862945102 | CL A COM | 35,000 | $25,830 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000093 | this filing | 2026-01-27 | acceptance time not in the bulk data set |