Iht Wealth Management
$4.2B Assets Reported
1,328 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 453,422 | $115M | 2.8% |
| SPYV | SPDR PORTFOLIO | 1,646,902 | $93M | 2.2% |
| NVDA | Nvidia Corp | 517,912 | $90M | 2.2% |
| USFR | WISDOMTREE FLOATING | 1,781,664 | $90M | 2.1% |
| QQQ | INVESCO QQQ | 125,984 | $73M | 1.7% |
| IVV | ISHARES CORE | 102,838 | $67M | 1.6% |
| SPYG | SPDR PORTFOLIO | 652,119 | $64M | 1.5% |
| TLT | ISHARES 20plus | 722,236 | $63M | 1.5% |
| DYNF | BLACKROCK ETF TRUST | 990,537 | $58M | 1.4% |
| BUFR | FIRST TRUST | 1,666,914 | $56M | 1.3% |
Track Iht Wealth Management's 13F portfolio: $4.2B in reported holdings, 1,328 positions. Top holdings, AUM, and quarterly changes on SentiSense.