Skip to content
Disclosery

Institute for Wealth Management, LLC.

Follow

13F filer, CIK 1533954, DENVER, CO

Institute for Wealth Management, LLC. reported $938,450,329 across 542 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 30.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000382

Period
2026-03-31
Reported value
$938M
Holdings
542
Top 10 weight
30.15%
New
35
Sold out
37

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQadded+13,265$7.66M
DIAadded+6,696$3.1M
IMMXnew+337,552$3.08M
EDVadded+35,065$2.28M
SNOWadded+11,484$1.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMHexited-17,618-$6.34M
SPYreduced-3,483-$2.27M
JEPQexited-37,617-$2.19M
NVDAreduced-11,854-$2.07M
ARESexited-11,556-$1.87M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000382, largest first. % of portfolio is the value over $931,325,592, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 9,992 shares; 2025Q1: 8,992 shares; 2025Q2: 8,992 shares; 2025Q3: 8,992 shares; 2025Q4: 8,992 shares; 2026Q1: 8,954 shares 8,954$222K0.02%-38Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,468 shares; 2025Q2: 8,720 shares; 2025Q3: 9,856 shares; 2025Q4: 7,180 shares; 2026Q1: 7,180 shares 7,180$222K0.02%0Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 5,150 shares; 2025Q1: 5,150 shares; 2025Q2: 1,930 shares; 2025Q3: 1,745 shares; 2025Q4: not reported; 2026Q1: 2,751 shares 2,751$220K0.02%newTimeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,069 shares; 2025Q4: 995 shares; 2026Q1: 981 shares 981$220K0.02%-14Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,531 shares; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,685 shares 2,685$220K0.02%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: 2,535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares 1,013$220K0.02%newTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755$220K0.02%0Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,028 shares 22,028$219K0.02%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473$218K0.02%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 2,754 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares 1,679$215K0.02%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,154 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,254 shares; 2025Q4: 6,785 shares; 2026Q1: 6,685 shares 6,685$214K0.02%-100Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 29,300 shares; 2025Q3: 29,300 shares; 2025Q4: 29,300 shares; 2026Q1: 29,300 shares 29,300$213K0.02%0Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 8,700 shares; 2025Q1: 8,500 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300$211K0.02%0Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares 1,936$211K0.02%newTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,346 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286$209K0.02%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,243 shares 2,243$209K0.02%newTimeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 606 shares 606$209K0.02%0Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 5,501 shares; 2025Q1: 5,506 shares; 2025Q2: 5,453 shares; 2025Q3: 5,442 shares; 2025Q4: 5,301 shares; 2026Q1: 3,880 shares 3,880$208K0.02%-1,421Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820$205K0.02%newTimeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,965 shares 2,965$205K0.02%newTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,794 shares; 2025Q1: 1,797 shares; 2025Q2: 1,634 shares; 2025Q3: 1,527 shares; 2025Q4: 1,381 shares; 2026Q1: 1,371 shares 1,371$205K0.02%-10Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 261 shares; 2025Q1: 254 shares; 2025Q2: 3,792 shares; 2025Q3: 3,792 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220$205K0.02%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares 595$204K0.02%newTimeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,369 shares; 2025Q4: 6,233 shares; 2026Q1: 6,673 shares 6,673$203K0.02%+440Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 12,870 shares; 2025Q1: 13,730 shares; 2025Q2: 15,036 shares; 2025Q3: 16,619 shares; 2025Q4: 16,669 shares; 2026Q1: 16,736 shares 16,736$202K0.02%+67Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,030 shares; 2026Q1: 22,280 shares 22,280$201K0.02%-2,750Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,205 shares; 2026Q1: 3,202 shares 3,202$201K0.02%-3Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 780 shares; 2026Q1: 766 shares 766$201K0.02%-14Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 1,828 shares 1,828$200K0.02%-3Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,744 shares; 2024Q4: 34,948 shares; 2025Q1: 34,541 shares; 2025Q2: 35,976 shares; 2025Q3: 37,185 shares; 2025Q4: 6,154 shares; 2026Q1: 4,399 shares 4,399$200K0.02%-1,755Timeline
TSITCW STRATEGIC INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,850 shares; 2024Q4: 49,404 shares; 2025Q1: 49,404 shares; 2025Q2: 49,004 shares; 2025Q3: 49,004 shares; 2025Q4: 40,028 shares; 2026Q1: 40,028 shares 40,028$180K0.02%0Timeline
THWABRDN WORLD HEALTHCARE FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,333 shares; 2025Q3: 14,333 shares; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares 14,333$167K0.02%0Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,804 shares; 2024Q4: 13,804 shares; 2025Q1: 13,804 shares; 2025Q2: 13,804 shares; 2025Q3: 13,804 shares; 2025Q4: 13,804 shares; 2026Q1: 13,804 shares 13,804$159K0.02%0Timeline
VGMINVESCO TR INVT GRADE MUNSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares; 2026Q1: 15,100 shares 15,100$149K0.02%0Timeline
VKQINVESCO MUNICIPAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400$147K0.02%0Timeline
GGTGABELLI MULTIMEDIA TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,346 shares; 2024Q4: 15,946 shares; 2025Q1: 14,571 shares; 2025Q2: 14,571 shares; 2025Q3: 13,416 shares; 2025Q4: 13,416 shares; 2026Q1: 13,149 shares 13,149$51.7K0.01%-267Timeline
BYNDBEYOND MEAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$35.1K<0.01%newTimeline
RCREADY CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,346 shares; 2024Q4: 16,346 shares; 2025Q1: 16,762 shares; 2025Q2: 16,762 shares; 2025Q3: 16,762 shares; 2025Q4: 16,762 shares; 2026Q1: 16,762 shares 16,762$27.2K<0.01%0Timeline
CRWSCROWN CRAFTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$25.8K<0.01%0Timeline
HKDAMTD DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500$19.5K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SMHVANECK ETF TRUST COMput17,757$6.81Mnew
IWFISHARES TR STOKput743$317Knew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SMHVANECK ETF TRUST17,618$6.34Mshares
JEPQJ P MORGAN EXCHANGE TRADED F37,617$2.19Mshares
ARESARES MANAGEMENT CORPORATION11,556$1.87Mshares
BXMTBLACKSTONE MORTGAGE TRUST IN38,319$733Kshares
HOUSANYWHERE REAL ESTATE INC50,000$708Kshares
RITMRITHM CAPITAL CORP55,468$605Kshares
AZNASTRAZENECA PLC-SPONS ADR5,171$475Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR28,143$429Kshares
BARGRANITESHARES GOLD TR9,767$415Kshares
TOLTOLL BROTHERS INC2,500$338Kshares
TTDTHE TRADE DESK INC8,840$336Kshares
IBITISHARES BITCOIN TRUST ETF6,614$328Kshares
ODDODDITY TECH LTD8,111$326Kshares
NUMGNUSHARES ETF TR6,756$323Kshares
DSLDOUBLELINE INCOME SOLUTIONS25,774$290Kshares
NULGNUSHARES ETF TR2,864$280Kshares
NULVNUSHARES ETF TR6,047$272Kshares
ETHWBITWISE ETHEREUM ETF12,724$271Kshares
IEFISHARES TR2,670$257Kshares
DBDEUTSCHE BK AG6,533$252Kshares
RDDTREDDIT INC1,071$246Kshares
GISGENERAL MILLS INC5,278$245Kshares
QRVOQORVO INC2,856$241Kshares
LIILENNOX INTL INC487$236Kshares
NUMVNUSHARES ETF TR5,803$227Kshares
IWFISHARES TR455$215Kshares
MCYMERCURY GENL CORP NEW2,266$213Kshares
ITBISHARES TR2,150$207Kshares
ARIAPOLLO COML REAL ESTATE FIN12,093$117Kshares
GOOGLALPHABET INC300$93.9Kput
AMZNAMAZON COM INC400$92.3Kput
AAPLAPPLE INC300$81.6Kput
NVDANVIDIA CORPORATION400$74.6Kput
SMHVANECK ETF TRUST200$72Kput
ACREARES COML REAL ESTATE CORP13,244$63.3Kshares
ORCLORACLE CORP200$39Kput
STRIVE INCSTRIVE INC35,000$25.8Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000382 base2026-05-14acceptance time not in the bulk data set