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IHT Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1697490 · latest 13F-HR filed 2026-08-14

Backtest portfolio

IHT Wealth Management, LLC manages $4.70B in 13F-reported U.S. long-equity assets across 1,392 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (2.94%), SPYV (2.36%), NVDA (2.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 125 new positions, exited 133, added to 555, and trimmed 362.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
123 N. WACKER DRIVE
SUITE 2300
CHICAGO, IL 60606
Phone
(312) 754-1316
Filing Manager
IHT Wealth Management, LLC
Chicago, IL
Signatory
Steven Dudash
President
Loading holdings…
AUM

$4.70B

Long-equity book

Holdings

1,392

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+125 / −133 / ↑555 / ↓362

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLACKROCK ETF TRUST$29.5M +51.2%
  • SPDR SERIES TRUST$27.3M +42.7%
  • APPLE INC$23.3M +20.3%
  • SPDR SERIES TRUST$18.9M +83.5%
  • SPDR SERIES TRUST$18.0M +19.3%
Show all 555 →

Top Trims

  • SPDR NUVEEN-$55.1M -98.2%
  • WISDOMTREE TR-$20.8M -23.2%
  • ISHARES TR-$19.7M -31.5%
  • SPDR SERIES TRUST-$19.2M -63.2%
  • VANGUARD BD INDEX FDS-$15.3M -98.4%
Show all 362 →

New Positions

  • INVESCO QQQ TR$77.1M
  • SPDR SERIES TRUST$63.9M
  • SPDR S&P 500 ETF TR$61.0M
  • PIMCO ETF TR$16.1M
  • INVESTMENT MANAGERS SER TR I$6.0M
Show all 125 →

Exited Positions

  • INVESCO QQQ$72.7M
  • SPDR S&P 500 ETF TR$51.7M
  • Honeywell Intl Inc$4.2M
  • Us Foods Holding Corp$2.8M
  • JANUS DETROIT STR TR$1.8M
Show all 133 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $138.4M 2.94% 478,371 SH
2 SPDR SERIES TRUST SPYV 78464A508 $111.2M 2.36% 1,828,577 SH
3 NVIDIA CORPORATION NVDA 67066G104 $100.6M 2.14% 502,653 SH
4 SPDR SERIES TRUST SPYG 78464A409 $91.1M 1.94% 765,741 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $87.2M 1.85% 1,281,560 SH
6 TESLA INC TSLA 88160R101 $81.1M 1.73% 192,857 SH
7 INVESCO QQQ TR QQQ 46090E903 $77.1M 1.64% 104,657 SH
8 WISDOMTREE TR USFR 97717Y527 $68.9M 1.47% 1,368,150 SH
9 SPDR SERIES TRUST SPYM 78464A854 $63.9M 1.36% 727,035 SH
10 SPDR S&P 500 ETF TR SPY 78462F103 $61.0M 1.30% 81,635 SH
11 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $51.6M 1.10% 1,411,271 SH
12 AMAZON COM INC AMZN 023135106 $50.7M 1.08% 212,783 SH
13 ISHARES TR IVV 464287200 $49.7M 1.06% 66,428 SH
14 INVESCO EXCH TRD SLF IDX FD OMFL 46138J619 $49.1M 1.05% 716,998 SH
15 SELECT SECTOR SPDR TR XLK 81369Y803 $41.8M 0.89% 219,506 SH
16 SPDR SERIES TRUST SPTI 78464A672 $41.6M 0.88% 1,464,466 SH
17 AMERICAN CENTY ETF TR AVEM 025072604 $40.7M 0.87% 421,788 SH
18 BLACKROCK ETF TRUST BAI 09290C780 $38.0M 0.81% 720,220 SH
19 AB ACTIVE YEAR 00039J103 $37.8M 0.80% 751,307 SH
20 MICROSOFT CORP MSFT 594918104 $36.2M 0.77% 97,066 SH
21 AST SPACEMOBILE INC ASTS 00217D100 $36.0M 0.77% 404,776 SH
22 ELI LILLY & CO LLY 532457108 $33.9M 0.72% 28,269 SH
23 ALPHABET INC GOOGL 02079K305 $31.7M 0.67% 88,586 SH
24 ISHARES TR IWM 464287655 $30.5M 0.65% 101,430 SH
25 ALPHABET INC GOOG 02079K107 $28.2M 0.60% 79,727 SH
26 BROADCOM INC AVGO 11135F101 $27.9M 0.59% 73,875 SH
27 BLACKROCK ETF TRUST THRO 09290C806 $27.7M 0.59% 641,857 SH
28 BLACKROCK ETF TRUST II BINC 092528603 $27.1M 0.58% 517,376 SH
29 ISHARES TR QUAL 46432F339 $26.0M 0.55% 118,519 SH
30 PGIM ETF TR PULS 69344A107 $25.8M 0.55% 521,161 SH
31 ISHARES TR EFV 464288877 $25.6M 0.54% 334,151 SH
32 META PLATFORMS INC META 30303M102 $25.2M 0.54% 44,683 SH
33 ISHARES TR TLT 464287432 $24.1M 0.51% 278,915 SH
34 SPDR INDEX SHS FDS SPDW 78463X889 $24.1M 0.51% 477,329 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $24.0M 0.51% 73,319 SH
36 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $22.8M 0.49% 75,295 SH
37 SELECT SECTOR SPDR TR XLI 81369Y704 $22.6M 0.48% 121,925 SH
38 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $22.3M 0.47% 274,745 SH
39 TCW ETF TRUST FLXR 29287L700 $21.3M 0.45% 542,760 SH
40 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $20.8M 0.44% 117,811 SH
41 JANUS DETROIT JAAA 47103U845 $20.8M 0.44% 411,062 SH
42 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $20.7M 0.44% 230,119 SH
43 PACER FDS TR COWZ 69374H881 $20.7M 0.44% 332,126 SH
44 SCHWAB STRATEGIC TR SCHF 808524805 $20.0M 0.43% 723,491 SH
45 SELECT SECTOR SPDR TR XLV 81369Y209 $20.0M 0.43% 125,999 SH
46 ISHARES TR EFG 464288885 $19.8M 0.42% 159,525 SH
47 ABBVIE INC ABBV 00287Y109 $19.8M 0.42% 78,550 SH
48 ISHARES TR LQD 464287242 $19.2M 0.41% 176,257 SH
49 SPDR SERIES TRUST SPAB 78464A649 $19.1M 0.41% 746,702 SH
50 ISHARES TR TLT 464287432 $18.8M 0.40% 217,373 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $4.70B 1,392 0001104659-26-096531
2026-03-31 2026-05-15 $4.30B 1,265 0001104659-26-061899
2025-12-31 2026-02-17 $4.12B 1,186 0001104659-26-016011
2025-09-30 2025-11-14 $3.95B 1,170 0001104659-25-112424