Institute for Wealth Management, LLC. ETF holdings
Denver, CO
Reported $339.6M in 559 ETFs in its Form 13F for June 30, 2026.
ETF value
$339.6M
ETFs held
559
Change from prior quarter
+18.7%
With price moves
ETFs as a share of its 13F
30.0%
of $1.1B
Top 10 of 559 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $15.1M | 20,442 | −19,431 shares |
| SMH | VanEck Semiconductor ETF | $11.4M | 17,372 | New position |
| VGSH | Vanguard Short-Term Treasury ETF | $10.0M | 171,380 | +81,618 shares |
| VTWG | Vanguard Russell 2000 Growth ETF | $9.4M | 32,625 | −1,017 shares |
| VTWV | Vanguard Russell 2000 Value ETF | $8.4M | 42,835 | −528 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $8.1M | 42,561 | −412 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $8.1M | 43,753 | +1,671 shares |
| EDV | Vanguard Extended Duration Treasury ETF | $8.0M | 122,588 | +79,101 shares |
| XMMO | Invesco S&P MidCap Momentum ETF | $8.0M | 46,822 | +291 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $7.9M | 234,282 | +7,109 shares |
549 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001533954. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Institute for Wealth Management, LLC. own?
Institute for Wealth Management, LLC. reported 559 ETF positions worth $339.6M in its Form 13F for June 30, 2026. The largest was QQQ, at $15.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.