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Aryn Sands

Institute For Wealth Management, Llc.

Assets Managed
$938.45M
Holdings
542
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-0.57%(2Q avg: -1.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Institute For Wealth Management, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 542 positions.

Assets under management

The assets under management (AUM) of Institute For Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 938.45M in assets, with a quarterly growth rate of -0.57% and a 2-quarter average growth rate of -1.13%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.62%
13.78%
$129.289M
741,338 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.8%
3.23%
$30.296M
119,375 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 49.86%
2.46%
$23.014M
39,873 shares@ $577.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.12%
1.94%
$18.13M
48,978 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.23%
1.92%
$17.952M
86,198 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.52%
1.74%
$16.273M
56,591 shares@ $287.57 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -0.42%
1.65%
$15.466M
72,385 shares@ $213.67 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.14%
1.21%
$11.343M
19,826 shares@ $572.14 avg price
TSLA
Tesla Inc
Recent Activity
Increased 7.48%
1.11%
$10.364M
27,878 shares@ $371.75 avg price
AXON
Axon Enterprise Inc
Recent Activity
Increased 0.08%
0.93%
$8.685M
20,451 shares@ $424.7 avg price

1-10 of 542