IHT Wealth Management, LLC

CIK 0001697490 · Q2 2026

13F Equity AUM

$4.7B

+9.3% QoQ

Positions

1,236

-1247 QoQ

AUM Rank

#1,553

Top 12%

Skill Alpha (FF)

-1.1%/yr

Underperformer

Rank #3,902 · Top 48%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 11.2%Top 10: 18.8%Top 20: 28.9%

AAPL2.9%

SPYV2.4%

NVDA2.1%

SPYG1.9%

DYNF1.9%

TSLA1.7%

INVESCO QQQ TR1.6%

USFR1.5%

SPYM1.4%

IVV1.4%

Others (1226)81.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 1236Median: 0.02%Avg: 0.08%

0–0.5%

1200(60.9%)

0.5–1%

21(14.8%)

1–3%

15(24.4%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,236vs 20 funds

0%Low

1,236

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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