IHT Wealth Management, LLC
CIK 0001697490 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.70B
2026 Q2
Positions
1,237
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
2.9%
SPYV
SPDR SERIES TRUST
2.4%
NVDA
NVIDIA CORPORATION
2.1%
SPYG
SPDR SERIES TRUST
1.9%
DYNF
BLACKROCK ETF TRUST
1.9%
TSLA
TESLA INC
1.7%
46090E903
INVESCO QQQ TR
1.6%
USFR
WISDOMTREE TR
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.