IHT Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    1,169

  • Value ($000)

    $3,953,864

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001697490
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COM
037833100
$115.81 M
3 %

454,592

USFR
USFR

WISDOMTREE FLOATING

FLOATNG RAT TREA
97717Y527
$102.13 M
3 %

2,031,588

NVDA
NVDA

Nvidia Corp

COM
67066G104
$99.14 M
3 %

531,239

TSLA
TSLA

Tesla Inc

COM
88160R101
$86.83 M
2 %

195,237

NDQ
NDQ

INVESCO QQQ

UNIT SER 1
46090E103
$84.13 M
2 %

140,131

SPYV
SPYV

SPDR PORTFOLIO

PRTFLO S&P500 VL
78464A508
$77.01 M
2 %

1,391,783

IVV
IVV

ISHARES CORE

CORE S&P500 ETF
464287200
$68.26 M
2 %

101,984

MSFT
MSFT

Microsoft Corp

COM
594918104
$63.62 M
2 %

122,853

KRE
KRE

SPDR PORTFOLIO

PORTFOLIO S&P500
78464A854
$59.42 M
2 %

758,546

KRE
KRE

SPDR PORTFOLIO

PRTFLO S&P500 GW
78464A409
$58.46 M
2 %

559,378

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