Managers / Q3 2022 · view latest →
IHT Wealth Management, LLC
CIK 0001697490 · 123 N. WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606 · 3127541316
Reported Value
$1.3B
Q3 2022
Positions
869
Filings on Record
30
2019–present window
Filed
Nov 22, 2022
original filing
Summary
Iht Wealth Management, Llc reported $1.3B in U.S.-listed holdings across 869 positions for Q3 2022.
Its largest position, AAPL, represents 4.3% of the portfolio.
Compared with Q2 2022, the fund opened 175 new positions and exited 45.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.3B | 1,265 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.1B | 1,186 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $4.0B | 1,170 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.6B | 1,148 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.2B | 1,086 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.1B | 1,078 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.5B | 1,143 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.7B | 1,023 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.5B | 1,010 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.2B | 975 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.0B | 968 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.9B | 970 | Aug 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.8B | 952 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.59T | 903 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 869 | Nov 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 739 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.3B | 766 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 805 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 802 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.6B | 941 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 829 | May 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 747 | Feb 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $996M | 662 | Nov 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $730M | 577 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $695M | 555 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $845M | 620 | Feb 18, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $735M | 611 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $689M | 545 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $600M | 516 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $520M | 475 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.