Top Institutional Investors

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 and exited 133; 555 existing positions rose in reported value and 362 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL2.9% · +6%SPYV2.4% · +11%NVDA2.1% · -3%SPYG1.9% · +17%DYNF1.9% · +29%TSLA1.7% · -2%QQQ1.6% · -17%USFR1.5% · -23%SPYM1.4% · newIVV1.4% · -17%SPY1.3% · newBUFR1.1% · -15%MSFT1.1% · -1%AMZN1.1% · -1%OMFL1.0% · +16%IWM0.9% · -21%TLT0.9% · -31%LLY0.9% · +0%XLK0.9% · -2%SPTI0.9% · +85%AVEM0.9% · -9%BAI0.8% · +5%YEAR0.8% · +10%ASTS0.8% · +6%GOOGL0.7% · +2%LQD0.7% · +2%EFV0.6% · -14%GOOG0.6% · -9%AVGO0.6% · -3%THRO0.6% · +23%BINC0.6% · +16%QUAL0.6% · -43%PULS0.5% · -2%META0.5% · +1%SPDW0.5% · +17%JPM0.5% · +1%QQQM0.5% · -1%EFG0.5% · +26%XLI0.5% · -18%RDVY0.5% · +12%VOO0.5% · +10%WMT0.5% · +9%FLXR0.5% · +33%PPA0.4% · +29%VTI0.4% · +2%JAAA0.4% · -2%SPHQ0.4% · +3%COWZ0.4% · -6%VUG0.4% · +490%SCHF0.4% · +1%XLV0.4% · +17%ABBV0.4% · +7%IJH0.4% · -1%SPAB0.4% · -0%BRK.B0.4% · -0%MU0.4% · -23%SSUS0.4% · -34%EFA0.4% · +0%XLF0.4% · -2%VTV0.4% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 18.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$9.80B
Discretionary
$9.80B
Employees
179
Accounts
25,536
Address
123 N. WACKER DR.
SUITE 2300
CHICAGO, IL 60606
Phone
(855) 295-2828
Website
Name Title / Status Ownership Type
DOUGLAS, DARLA, DUSTIN ControlCOMPLIANCE DIRECTOR
since Apr 2026
Less than 5%Individual
DUDASH, STEVEN, JOHN ControlCEO
since May 2014
75% or moreIndividual
HILDING, MATTHEW, T ControlPRESIDENT
since Jun 2023
Less than 5%Individual
LEYTON, CORIANNE ControlCHIEF OPERATIONS OFFICER
since May 2018
Less than 5%Individual
MICHEL, LINDSEY, BROOKE ControlPRINCIPAL AND COMPLIANCE DIRECTOR
since Jan 2021
Less than 5%Individual
MURRAY, LANCE, DEVIN ControlCHIEF COMPLIANCE OFFICER
since Jan 2022
Less than 5%Individual
Ownership & leadership changes · 8 filings with changes since May 14, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • AddedDOUGLAS, DARLA, DUSTIN · COMPLIANCE DIRECTOR · Less than 5% · control person
  • AddedHILDING, MATTHEW, T · PRESIDENT · Less than 5% · control person
  • ChangedMICHEL, LINDSEY, BROOKE · title PRINCIPAL → PRINCIPAL AND COMPLIANCE DIRECTOR
Mar 26, 2024 filing
  • ChangedDUDASH, STEVEN, JOHN · title PRESIDENT → CEO
Jan 18, 2022 filing
  • No longer listedSADZEWICZ, GERY, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2018
  • AddedMURRAY, LANCE, DEVIN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 11, 2021 filing
  • AddedMICHEL, LINDSEY, BROOKE · PRINCIPAL · Less than 5% · control person
Jan 5, 2021 filing
  • No longer listedLEIGHTON, DEREK, ANDREW · SUPERVISORY PRINCIPAL · Less than 5% · listed since Apr 2020
Apr 30, 2020 filing
  • AddedLEIGHTON, DEREK, ANDREW · SUPERVISORY PRINCIPAL · Less than 5%
Aug 9, 2018 filing
  • AddedLEYTON, CORIANNE · CHIEF OPERATIONS OFFICER · Less than 5% · control person
Mar 30, 2018 filing
  • AddedSADZEWICZ, GERY, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedDUDASH, STEVEN, JOHN · title PRESIDENT & CCO → PRESIDENT
May 14, 2014 filing (earliest on record)
  • ListedDUDASH, STEVEN, JOHN · PRESIDENT & CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 555 →

Top Trims

Show all 362 →

New Positions

Show all 125 →

Exited Positions

Show all 133 →

IHT Wealth Management, LLC Holdings (2026-06-30)

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
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