Universe · entity
IHT Wealth Management, LLC
Institutional manager (13F) · CIK 1697490
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc | $115M | 453,422 |
| 2 | SPDR PORTFOLIO | $93M | 1,646,902 |
| 3 | Nvidia Corp | $90M | 517,912 |
| 4 | WISDOMTREE FLOATING | $90M | 1,781,664 |
| 5 | Tesla Inc | $73M | 196,718 |
| 6 | INVESCO QQQ | $73M | 125,984 |
| 7 | ISHARES CORE | $67M | 102,838 |
| 8 | SPDR PORTFOLIO | $64M | 652,119 |
| 9 | ISHARES 20plus | $63M | 722,236 |
| 10 | BLACKROCK ETF TRUST | $58M | 990,537 |
| 11 | FIRST TRUST | $56M | 1,666,914 |
| 12 | SPDR NUVEEN | $56M | 741,800 |
| 13 | SPDR S&P 500 ETF TR | $52M | 79,446 |
| 14 | Microsoft Corp | $51M | 137,964 |
| 15 | ISHARES RUSSELL | $46M | 186,492 |
| 16 | Amazon.com Inc | $45M | 215,282 |
| 17 | ISHARES MSCI | $40M | 207,760 |
| 18 | INVESCO RUSSELL | $37M | 620,816 |
| 19 | AVANTIS EMERGING | $37M | 462,739 |
| 20 | AB ACTIVE | $34M | 679,751 |
| 21 | ISHARES MSCI | $33M | 445,408 |
| 22 | Eli Lilly & Co | $33M | 35,451 |
| 23 | Ast Spacemobile Inc Cl A | $32M | 380,695 |
| 24 | SPDR BLOOMBERG | $30M | 331,752 |
| 25 | ISHARES IBOXX | $30M | 276,301 |
| 26 | SECTOR TECHNOLOGY | $30M | 224,626 |
| 27 | PGIM ULTRA | $26M | 530,350 |
| 28 | Meta Platforms Inc Cl A | $25M | 44,359 |
| 29 | Alphabet Inc Cl C | $25M | 87,238 |
| 30 | Alphabet Inc Cl A | $25M | 86,822 |
| 31 | INDUSTRIAL SELECT | $24M | 149,478 |
| 32 | Broadcom Inc | $24M | 76,188 |
| 33 | STRATEGY DAY | $23M | 495,627 |
| 34 | BLACKROCK FLEXIBLE | $23M | 444,545 |
| 35 | SPDR INTERMEDIATE | $23M | 790,591 |
| 36 | BLACKROCK ETF TRUST | $23M | 683,919 |
| 37 | PACER US | $22M | 353,082 |
| 38 | ISHARES 10-20YR | $22M | 218,841 |
| 39 | Walmart Inc | $22M | 177,071 |
| 40 | Jpmorgan Chase & Co | $21M | 72,354 |
| 41 | JANUS DETROIT | $21M | 421,526 |
| 42 | SPDR GOLD | $20M | 47,087 |
| 43 | SPDR PORTFOLIO | $19M | 748,829 |
| 44 | BLACKROCK ETF TRUST | $19M | 523,659 |
| 45 | SPDR PORTFOLIO | $19M | 406,494 |
| 46 | INVESCO NASDAQ | $18M | 76,176 |
| 47 | SCHWAB INTL | $18M | 719,480 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $18M | 37,114 |
| 49 | VANGUARD INDEX FDS | $18M | 55,042 |
| 50 | VANGUARD S&P | $18M | 29,361 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.