IHT Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001697490
13F-HR · 353 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.04B
Top-10 concentration
42.4%
IHT Wealth Management, LLC — $2.04B AUM allocation strategy
IHT Wealth Management, LLC files SEC Form 13F and reports $2.04B of long US equity value across 353 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.7%, followed by Financials 12.0% and Consumer Discretionary 5.8%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
IHT Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.04B
total across 353 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +144K sh · +$5.65M+$XLE +99.5K sh · +$7.59M+$XLU +83.7K sh · +$4.45M
Biggest trims (shares)
−$IVV −189K sh · −$10M−$QQQM −90.7K sh · −$24.1M−$SCHW −88.9K sh · −$2.46M
Exited to nil (held last quarter, gone now)
$SPY ($41.2M last qtr)$WAB ($1.04M last qtr)$BIIB ($435K last qtr)$XYZ ($237K last qtr)$DASH ($233K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks7.0%—
- Technology Hardware, Storage & Peripherals5.7%—
- Semiconductors5.6%—
- Interactive Media & Services3.7%—
- Automobile Manufacturers3.6%—
- Investment Banking & Brokerage3.3%—
- Systems Software2.5%—
- Broadline Retail2.2%—
- Other holdings66.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 453K | $115M | +5.45K | 5.6% |
| $IVZ | Invesco Ltd | 1.61M | $95.5M | +52.7K | 4.7% |
| $NVDA | NVIDIA Corporation | 518K | $90.3M | +502 | 4.4% |
| $TSLA | Tesla Inc | 197K | $73.1M | +1.33K | 3.6% |
| $SCHW | Charles Schwab Corporation | 2.4M | $67.7M | -88.9K | 3.3% |
| $MSFT | Microsoft Corporation | 138K | $51.1M | +15.5K | 2.5% |
| $BLK | BlackRock Inc | 1.1M | $47.2M | +144K | 2.3% |
…and 346 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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