IHT Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,264
Total value ($000)
$4,303,408
Net value change ($000)
+187,163 (4.5%)
New positions
152
Sold out positions
85
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TFI 53,888 4665.6%
SPTI 20,539 969.3%
TLT 19,434 45.0%
DYNF 13,533 30.7%
YEAR 13,036 61.3%
PULS 11,987 84.0%
LQD 10,718 55.3%
EFG 10,560 192.8%
BIL 10,489 52.7%
SPYV 10,137 12.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -41,242 -100.0%
QQQM -24,103 -57.1%
TSLA -14,739 -16.8%
QQQ -13,976 -16.1%
IAGG -13,136 -80.2%
MDYV -11,842 -100.0%
PLTD -11,810 -100.0%
AIRR -9,108 -60.0%
MSFT -8,092 -13.7%
AAPL -6,722 -5.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,251 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type