The Institute is an SEC-registered investment adviser based in Denver, CO that reports managing 1 hedge fund on Form ADV. It reports $1.4 billion in regulatory assets under management. Its private funds, of all types, hold $27.9 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +14.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +40.0% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $1.4 billionForm ADV Item 5.F
- Gross assets of private funds
- $27.9 millionAll private fund types, Form ADV
- Hedge funds managed
- 12 private funds in total
- Employees
- 18Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 127207
- Latest Form ADV
- 07/23/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +18.1% | +14.8% |
| Q1 2026 | -3.5% | -4.6% |
| Q4 2025 | +1.5% | +2.4% |
| Q3 2025 | +7.7% | +7.8% |
| Q2 2025 | +14.5% | +10.4% |
| Q1 2025 | -7.1% | -4.5% |
| Q4 2024 | +1.0% | +2.1% |
| Q3 2024 | +4.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Nvidia Corp$148.0 million
- Apple Inc Com$33.1 million
- Lam Research Corp Com New$31.4 million
- Amazon Com Inc Com$20.8 million
- Alphabet, Inc Voting Class$19.8 million
- Microsoft Corp Com$19.6 million
- Advanced Micro Devices Inc Com$15.9 million
- Invesco QQQ Trust$15.1 million
- Meta Platforms, Inc.$14.2 million
- Applied Matls Inc Com$13.6 million
As of 2026-06-30, from 13F filing by Institute for Wealth Management, LLC..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures