SEC 13F Intelligence

Managers / Q3 2025 · view latest →

IHT Wealth Management, LLC

CIK 0001697490 · 123 N. WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606 · 3127541316

Reported Value
$4.0B
Q3 2025
Positions
1,170
Filings on Record
30
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Iht Wealth Management, Llc reported $4.0B in U.S.-listed holdings across 1,170 positions for Q3 2025.

Its largest position, AAPL, represents 2.9% of the portfolio.

Compared with Q2 2025, the fund opened 95 new positions and exited 76.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $520MQ4 ’18Q1 ’19: $600MQ2 ’19: $689MQ3 ’19: $735MQ4 ’19: $845MQ4 ’19Q1 ’20: $695MQ2 ’20: $730MQ3 ’20: $996MQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $1.6BQ3 ’21: $1.2BQ4 ’21: $1.4BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.1BQ3 ’22: $1.3BQ4 ’22: $1.59TQ4 ’22Q1 ’23: $1.8BQ2 ’23: $1.9BQ3 ’23: $2.0BQ4 ’23: $2.2BQ4 ’23Q1 ’24: $2.5BQ2 ’24: $2.7BQ3 ’24: $3.5BQ4 ’24: $3.1BQ4 ’24Q1 ’25: $3.2BQ2 ’25: $3.6BQ3 ’25: $4.0BQ4 ’25: $4.1BQ4 ’25Q1 ’26: $4.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.3B1,265May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.1B1,186Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.0B1,170Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.6B1,148Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.2B1,086May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.1B1,078Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.5B1,143Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.7B1,023Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.5B1,010May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B975Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.0B968Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.9B970Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B952May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.59T903Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B869Nov 22, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.1B739Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B766May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B805Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.2B802Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B941Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B829May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B747Feb 17, 202113F-HRchanges · EDGAR ↗
Q3 2020$996M662Nov 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$730M577Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$695M555May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$845M620Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$735M611Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$689M545Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$600M516May 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$520M475Feb 15, 201913F-HRchanges · 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 ↗.