StockDriftsStockDriftsTop 50 Iht Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.94% | 478.4K | $138.4M | +5.50%(+24.95K) | $130.40(+134.18%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.36% | 1.83M | $111.2M | +11.03%(+181.68K) | $47.94(+32.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.14% | 502.7K | $100.6M | -2.95%(-15.26K) | $30.65(+637.55%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.94% | 765.7K | $91.1M | +17.42%(+113.62K) | $67.87(+81.04%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.85% | 1.28M | $87.2M | +29.38%(+291.02K) | $59.05(+18.83%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.73% | 192.9K | $81.1M | -1.96%(-3.86K) | $296.12(+15.01%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 1.47% | 1.37M | $68.9M | -23.21%(-413.51K) | $50.29(+0.32%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.36% | 727.0K | $63.9M | new | $57.13(+59.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.35% | 85.0K | $63.6M | -17.35%(-17.85K) | $420.56(+85.21%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.3% | 81.6K | $61.0M | new | $448.80(+72.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.75% | +67.46% | +10.72% | +66.42% |
| Top 20 Holdings Unweighted | +18.35% | +65.77% | +10.20% | +62.55% |
Iht Wealth Management LLC reports $4.70B in US-listed equity holdings across 1,236 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.9%), SPYV (2.4%) and NVDA (2.1%). The top 20 holdings account for 28.16% of reported assets. Its disclosed equity book has returned +67.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Iht Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697490). View Iht Wealth Management LLC’s 13F filings on SEC