13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001697490
Total reported value
$4.7B
$4.7B
1185 檔
10.4%
At the close of Q4 2025, IHT Wealth Management, LLC disclosed equity holdings valued at approximately $4.7B, spread across 1185 reported holdings.
In Q4 2025, IHT Wealth Management, LLC displayed an active expansion posture, initiating 31 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1185 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.27% | -1.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +0.04% | -2.60% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.34% | -0.61% | -5.72% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.13% | -0.02% | +0.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.11% | -1.69% | EXIT | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.02% | +0.19% | +5.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | -0.21% | +0.56% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.51% | +0.46% | +4.30% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.10% | -0.32% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.42% | -1.28% | +2786.62% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.40% | -0.21% | +9.49% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.04% | +0.55% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.13% | -0.13% | +15.31% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.07% | +0.51% | +48.25% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.38% | +2.68% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.05% | -0.54% | -1.33% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.03% | +0.07% | +3.38% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +1.30% | NEW | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.91% | — | +25.72% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.83% | +0.18% | +5.42% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | -0.15% | +2.55% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.20% | +100.46% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.15% | -4.62% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.05% | +6.08% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.02% | -1.30% | |
| 26 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.65% | +0.04% | +0.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.09% | +4.39% | |
| 28 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.61% | -0.16% | -0.76% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.04% | -2.61% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.59% | -0.17% | +10.40% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | +0.06% | +17.80% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.54% | +0.04% | +1.91% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.02% | +0.62% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | -0.07% | -23.33% | |
| 35 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.52% | — | +2.11% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.01% | -3.69% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.06% | +29.14% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | -0.47% | +22.53% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.14% | -10.91% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.48% | -0.04% | -5.87% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.03% | +23.47% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.47% | -0.04% | +0.96% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.01% | -1.42% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.03% | +2.91% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.04% | +0.28% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | +0.08% | +1.26% | |
| 47 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.44% | +0.29% | +52.11% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | +0.02% | -1.77% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | -0.08% | -1.01% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.08% | -1.58% |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1185 disclosed positions in Q4 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, NVDA, USFR) accounted for 10.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSJT
市值: $7.9M
Top Position Liquidated / Trimmed
SPYM
前期市值: $59.4M
During Q4 2025, IHT Wealth Management, LLC's top holdings by market value included AAPL (3.0%)、NVDA (2.3%)、USFR (2.3%). The largest single position, AAPL, represented 3.0% of total portfolio value.
In Q4 2025, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 31 new buys, adding to 100 positions, trimming 51 holdings, and fully liquidating 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.