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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1167 檔
10.4%
As reported in its official Q3 2025 Form 13F filing, IHT Wealth Management, LLC's tracked investment portfolio stood at $4.7B with 1167 total positions.
In Q3 2025, IHT Wealth Management, LLC displayed an active expansion posture, initiating 30 new positions and adding to 101 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1167 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.27% | -1.27% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.58% | -0.61% | -6.66% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.04% | -3.41% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.20% | -0.02% | +0.19% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.13% | -1.69% | EXIT | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.95% | +0.19% | +3.94% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | -0.21% | +1.07% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.10% | -1.19% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +1.36% | NEW | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.48% | +0.46% | +1.31% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +1.30% | NEW | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.30% | -0.21% | +0.37% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.04% | -1.27% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.13% | -0.54% | +6.36% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.38% | -15.54% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.01% | +0.07% | +7.65% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.00% | -0.13% | -0.43% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.20% | +0.67% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.81% | +0.18% | -1.37% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.15% | +5.12% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.05% | -1.87% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.73% | +0.51% | +2099.23% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.73% | — | +35.00% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.68% | -0.07% | -0.46% | |
| 25 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.63% | -0.16% | -1.16% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.15% | +2.42% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.04% | -6.65% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.57% | -0.17% | +2.80% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.55% | +0.02% | -8.63% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.55% | +0.04% | -19.63% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.54% | -0.01% | +7.49% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.02% | -3.54% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.02% | -1.39% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | -0.04% | -21.60% | |
| 35 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.53% | — | +20.60% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.14% | +16.81% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | -3.28% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.49% | -0.04% | -6.95% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | -6.13% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.01% | +47.72% | |
| 41 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.46% | +0.04% | +5.03% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.46% | -0.05% | -10.67% | |
| 43 | FTA | First Trust L C Val Alp | ETF-Other | 0.45% | — | -10.40% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.45% | -0.08% | -2.53% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.02% | +7.93% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.03% | -7.20% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | +0.08% | +8.55% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.08% | -0.22% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.43% | +0.06% | -1.60% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | +0.01% | +7.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.7% | +2099.23% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -3.41% | Trim |
| 3 | TSLA | Tesla Inc | +0.7% | +0.19% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +1.07% | Add |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +7.65% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +19.15% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.4% | +7.93% | Add |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | +0.3% | +428.73% | Add |
| 9 | SCHX | Schwab US Large-cap ETF | +0.3% | +9.33% | Add |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | +10.29% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +7.14% | Add |
| 12 | GLDM | Spdr Gold Minishares Trust | +0.3% | +452.85% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | +0.3% | +47.72% | Add |
| 14 | ASTS | Ast Spacemobile Inc | +0.2% | +5.03% | Add |
| 15 | AVEM | Avantis Emerging Markets Eq | +0.2% | +35.00% | Add |
| 16 | IQLT | Ishares Msci International Q | +0.2% | -0.43% | Add |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +5.12% | Add |
| 18 | AVGO | Broadcom Inc | +0.2% | -6.65% | Trim |
| 19 | PPA | Invesco Aerospace & Defense | +0.2% | +205.20% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | -1.19% | Trim |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | -7.19% | Trim |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +1.31% | Add |
| 23 | FBND | Fidelity Total Bond ETF | +0.1% | +12.86% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -3.54% | Trim |
| 25 | PYLD | Pimco Multisector Bond Actv | +0.1% | +41.03% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.52% | Add |
| 27 | TTD | Trade Desk Inc/the -class A | +0.1% | +49.82% | Add |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.46% | Add |
| 29 | SLV | Ishares Silver Trust | +0.1% | +12.54% | Add |
| 30 | WWD | Woodward Inc | +0.1% | +651.55% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.28% | Trim |
| 32 | VTV | Vanguard Value ETF | +0.1% | +5.75% | Add |
| 33 | VFLO | Victoryshares Free Cash Flow | +0.1% | +883.83% | Add |
| 34 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +6.50% | Add |
| 35 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +6.66% | Add |
| 36 | ORCL | Oracle CORP | +0.1% | -4.56% | Add |
| 37 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +38.83% | Add |
| 38 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +176.56% | Add |
| 39 | XLK | Ss Technology Select Sector | +0.1% | +0.67% | Trim |
| 40 | XLF | Ss Financial Select Sector | +0.1% | +7.49% | Add |
| 41 | XLC | Ss Comm Select Sector Spdr | +0.1% | +2.47% | Add |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +2.78% | Add |
| 43 | IAU | Ishares Gold Trust | +0.1% | +24.06% | Add |
| 44 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +11.30% | Add |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +35.98% | Add |
| 46 | CGGR | Cap Group Growth Equity | +0.1% | +270.37% | Add |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.94% | Add |
| 48 | META | Meta Platforms Inc-class A | +0.1% | -1.87% | Add |
| 49 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +3.43% | Add |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +1.10% | Add |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1167 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, USFR, NVDA) accounted for 10.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $15.2M
Top Position Liquidated / Trimmed
ZROZ
前期市值: $5.7M
During Q3 2025, IHT Wealth Management, LLC's top holdings by market value included AAPL (2.9%)、USFR (2.6%)、NVDA (2.5%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q3 2025, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 30 new buys, adding to 101 positions, trimming 53 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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