IHT Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
1,237
Total value ($000)
$4,701,397
Net value change ($000)
+397,989 (9.2%)
New positions
125
Sold out positions
132
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INVESCO QQQ TR 77,070 NEW
SPYM 63,892 NEW
SPY 60,963 NEW
DYNF 29,530 51.2%
SPYG 27,267 42.7%
AAPL 23,347 20.3%
SPTI 18,918 83.5%
SPYV 17,977 19.3%
STPZ 16,063 NEW
BAI 15,435 68.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -72,715 -100.0%
TFI -54,034 -98.2%
USFR -20,803 -23.2%
TLT -19,722 -31.5%
BIL -19,220 -63.2%
VUSB -15,286 -98.4%
QUAL -13,843 -34.7%
GBIL -6,552 -94.8%
TLH -6,267 -28.4%
XLE -6,131 -52.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 37 (0.0% 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