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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1257 檔
9.9%
During the Q1 2026 filing period, IHT Wealth Management, LLC (CIK: 0001697490) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.7B across 1257 reported positions.
In Q1 2026, IHT Wealth Management, LLC displayed an active expansion posture, initiating 26 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.27% | +1.22% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.17% | +0.19% | +12.66% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.04% | +0.10% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.08% | -0.61% | -6.98% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | -0.02% | +16.03% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | -1.69% | EXIT | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.21% | +0.28% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.48% | +0.46% | +11.77% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.45% | -0.54% | +45.79% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.34% | +0.51% | +36.60% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.31% | -0.21% | -0.76% | |
| 12 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.30% | -1.28% | -0.04% | |
| 13 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 1.20% | -1.20% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.10% | +12.66% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | -0.13% | -1.35% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.04% | +3.52% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.38% | -4.93% | |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.87% | +0.18% | +10.45% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.87% | — | -4.36% | |
| 20 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.80% | — | +61.30% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -0.15% | -4.03% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.15% | +17.31% | |
| 23 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.73% | +0.04% | +2.70% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | -0.47% | +52.24% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | -0.04% | +56.97% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.20% | -1.77% | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.61% | -0.06% | +84.35% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.05% | +4.22% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | +0.92% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.09% | +3.60% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | -0.08% | +31.66% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.04% | +7.44% | |
| 33 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.54% | -0.16% | -3.54% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.54% | +0.04% | +6.49% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.53% | +0.35% | +975.84% | |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.52% | +0.29% | +27.05% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.07% | -1.19% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | -0.17% | -9.09% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.04% | +9.04% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.02% | +7.64% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | -0.05% | +85.97% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.14% | -6.21% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | -0.04% | -2.05% | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.44% | +0.15% | +18.73% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.08% | +2.96% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | +0.07% | -54.35% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | +0.02% | -3.40% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.01% | -1.41% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.03% | +1.20% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.06% | -7.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr S&P 500 Etf Tr Put Option | +1.2% | +164.82% | Add |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.5% | +975.84% | Add |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +45.79% | Add |
| 4 | YEAR | AB Ultra Short Income ETF | +0.3% | +61.30% | Add |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +36.60% | Add |
| 6 | PULS | Pgim Ultra Short Bond ETF | +0.3% | +84.35% | Add |
| 7 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +199.50% | Add |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +56.97% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +52.24% | Add |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +85.97% | Add |
| 11 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +150.92% | Add |
| 12 | FLXR | Tcw Flexible Income ETF | +0.2% | +115.46% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.2% | +109.97% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +62.72% | Add |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +12.66% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +38.40% | Add |
| 17 | XLI | Ss Industrial Select Sector | +0.1% | +31.66% | Add |
| 18 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +279.44% | Add |
| 19 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +175.61% | Add |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +43.49% | Add |
| 21 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +214.56% | Add |
| 22 | TAFI | AB Tax Aware Short Dur Muni | +0.1% | +503.70% | Add |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +984.95% | Add |
| 24 | ASTS | Ast Spacemobile Inc | +0.1% | +2.70% | Add |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +27.05% | Add |
| 26 | IAU | Ishares Gold Trust | +0.1% | +45.13% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +9.04% | Add |
| 28 | PSX | Phillips 66 | +0.1% | +91.30% | Add |
| 29 | JBND | Jpmorgan Active Bond ETF | +0.1% | +94.63% | Add |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +891.22% | Add |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +467.11% | Add |
| 32 | FELV | Fidelity Enh Lrg Cap Val ETF | +0.1% | +193.67% | Add |
| 33 | VZ | Verizon Communications Inc | +0.1% | +49.79% | Add |
| 34 | XLRE | Ss Real Estate Select Sector | +0.1% | +61.00% | Add |
| 35 | SO | Southern Co/the | +0.1% | +95.36% | Add |
| 36 | FTCB | Ft Core Investment Grade ETF | +0.1% | +52.08% | Add |
| 37 | ADBE | Adobe Inc | +0.1% | +333.33% | Add |
| 38 | NFTY | First Trust India Nifty 50 E | +0.1% | +603.30% | Add |
| 39 | JNJ | Johnson & Johnson | +0.1% | +5.80% | Add |
| 40 | IBM | Intl Business Machines CORP | +0.1% | +79.12% | Add |
| 41 | T | At&t Inc | +0.1% | +42.43% | Add |
| 42 | FLIN | Franklin Ftse India ETF | +0.1% | +92.44% | Add |
| 43 | ETHA | Ishares Ethereum Trust ETF | +0.1% | +695.20% | Add |
| 44 | CEF | Sprott Physical Gold And Sil | +0.1% | +156.71% | Add |
| 45 | GILD | Gilead Sciences Inc | +0.1% | +83.08% | Add |
| 46 | DFAU | Dimensional US Core Equity M | +0.1% | +693.41% | Add |
| 47 | MCK | Mckesson CORP | +0.1% | +194.82% | Add |
| 48 | OMFL | Invesco Russell 1000 Dyn M/f | 0% | +10.45% | Add |
| 49 | ABBV | Abbvie Inc | 0% | +22.57% | Add |
| 50 | PPA | Invesco Aerospace & Defense | 0% | +10.74% | 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 1257 disclosed positions in Q1 2026.
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, SPYV, NVDA) accounted for 9.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVMV
市值: $8.8M
Top Position Liquidated / Trimmed
SPY
前期市值: $41.2M
During Q1 2026, IHT Wealth Management, LLC's top holdings by market value included AAPL (2.7%)、SPYV (2.2%)、NVDA (2.1%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q1 2026, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 110 positions, trimming 52 holdings, and fully liquidating 12 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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