IHT Wealth Management, LLC
Annual return '25
-32.5%
SPY '25
+17.7%
Alpha
-50.2ptsvs SPY
Invested
$4.3B
Holdings
1,240
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
Apple Inc
Q1 2026: Increased +10.6% (36.7k → 40.5k shares)
2.7%
02
$SPYV
SPDR PORTFOLIO
Q4 2025: Exited (was 1.39M shares)
2.2%
03
$NVDA
Nvidia Corp
Q1 2026: Increased +10.9% (129.2k → 143.3k shares)
2.1%
04
$USFR
WISDOMTREE FLOATING
Q4 2025: Exited (was 2.03M shares)
2.1%
05
$TSLA
TSLA 260417C00320000
Q1 2026: Increased +11.7% (30.3k → 33.8k shares)
1.8%
06
$NDQ
INVESCO QQQ
Q4 2025: Exited (was 140.1k shares)
1.7%
07
$IVV
ISHARES CORE
Q4 2025: Exited (was 102.0k shares)
1.6%
08
$SPYG
SPDR PORTFOLIO
Q4 2025: Exited (was 559.4k shares)
1.5%
09
$TLT
ISHARES 20plus
Q4 2025: Exited (was 502.0k shares)
1.5%
10
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 489.1k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.