IHT Wealth Management, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,116,245
- Description
- Chicago Illinois based planning integrated investment advisor with an independent advisory structure and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through scenario based allocation review and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,186 | 4,116,245 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 1,169 | 3,953,864 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 1,148 | 3,637,507 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2025 | 5/15/2025 | 1,085 | 3,202,047 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2024 | 2/14/2025 | 1,078 | 3,099,564 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2024 | 11/14/2024 | 1,143 | 3,524,690 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2024 | 8/14/2024 | 1,023 | 2,680,988 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2024 | 5/15/2024 | 1,010 | 2,494,704 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2023 | 2/14/2024 | 975 | 2,242,859 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2023 | 11/14/2023 | 968 | 1,972,132 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2023 | 8/15/2023 | 969 | 1,919,972 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2023 | 5/15/2023 | 951 | 1,751,762 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2022 | 2/15/2023 | 902 | 1,591,692 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2022 | 11/22/2022 | 869 | 1,315,825 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2022 | 8/15/2022 | 739 | 1,134,415 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2022 | 5/16/2022 | 766 | 1,319,203 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2021 | 2/14/2022 | 805 | 1,356,340 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2021 | 11/15/2021 | 802 | 1,228,506 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2021 | 8/16/2021 | 940 | 1,576,791 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2021 | 5/18/2021 | 828 | 1,390,349 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2020 | 2/17/2021 | 744 | 1,202,996 | 13F-HR | IHT Wealth Management, LLC |
| Q3 2020 | 11/19/2020 | 662 | 996,398 | 13F-HR | IHT Wealth Management, LLC |
| Q2 2020 | 8/14/2020 | 577 | 729,895 | 13F-HR | IHT Wealth Management, LLC |
| Q1 2020 | 5/13/2020 | 554 | 694,551 | 13F-HR | IHT Wealth Management, LLC |
| Q4 2019 | 2/18/2020 | 620 | 844,542 | 13F-HR | IHT Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.616 K
(0.1% of total reported value)
· QoQ Δ:
+2.123 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.12 M | 75.9% | 108.6 K | 0 | 108.6 K |
| ETFs | 968 K | 23.5% | 50.36 K | 0 | 50.36 K |
| Debt | 21.22 K | 0.5% | 1.836 K | 0 | 1.836 K |
| Other | 2.513 K | 0.1% | 0 | 49 | -49 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,116,245
Holdings
1186
QoQ value change ($000)
162,381
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.