Institute for Wealth Management, LLC.
RIA/Wealth
Institute for Wealth Management, LLC. is a RIA/Wealth based in Denver, CO led by Matthew Douglas Medeiros, reporting $1.2B in AUM as of Q3 2025 with 31% Technology concentration.
PresidentMatthew Douglas Medeiros
- Portfolio Value
- $956.7M
- Positions
- 555
- Top Holding
- NVDA at 14.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Institute for Wealth Management, LLC.'s portfolio (31.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $142.5M | 14.89% | -$4.4M Sold | 0.00% 763.5K shares | |
Consumer Electronics Technology | $31.6M | 3.31% | -$385.3K Sold | 0.00% 124.3K shares | |
Software - Infrastructure Technology | $24.9M | 2.61% | -$338.2K Sold | 0.00% 48.2K shares | |
Specialty Retail Consumer Cyclical | $18.6M | 1.95% | -$1.1M Sold | 0.00% 84.8K shares | |
ETF ETF | $16.9M | 1.77% | +$1.1M Bought | — 28.2K shares | |
Internet Content & Information Communication Services | $14.8M | 1.55% | -$294.5K Sold | 0.00% 20.1K shares | |
Aerospace & Defense Industrials | $14.8M | 1.54% | -$91.9K Sold | 0.03% 20.6K shares | |
Internet Content & Information Communication Services | $13.7M | 1.43% | -$544.8K Sold | 0.00% 56.3K shares | |
Auto - Manufacturers Consumer Cyclical | $11.7M | 1.22% | -$280.2K Sold | 0.00% 26.2K shares | |
Semiconductors Technology | $9.8M | 1.03% | -$133.9 Sold | 0.01% 73.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Institute for Wealth Management, LLC.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Institute for Wealth Management, LLC.
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