IHT WEALTH MANAGEMENT LLC
Q2 2026 Form 13-F
CHICAGO, ILLINOIS
CIK 0001697490
· CRD 171481
· SEC-registered investment adviser
$4.7B Reported Value Total
IHT WEALTH MANAGEMENT LLC reports 25,536 total accounts under management (AUM). There are 25,533 discretionary accounts valued at $9,799,518,954, and 3 non-discretionary accounts valued at $2,232,573.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-31
Reported value
$4.7B
Quarter over quarter
+10.7%
Holdings
1,236
Top-10 concentration
18.8%
Key People
Form ADV owners & control persons
Steven John Dudash
CEO
Darla Dustin Douglas
COMPLIANCE DIRECTOR
Matthew T Hilding
PRESIDENT
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $4.7B |
| Positions | 1,236 |
| Change in reported value | +9.3% |
| New positions | 125 |
| Exited positions | 133 |
| Position turnover | 18.9% |
| Top-10 concentration | 18.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
1,236 | $4.7B |
|
Q1 2026 13F
Filed May 15, 2026
|
1,243 | $4.3B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
1,177 | $4.1B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
1,166 | $4.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
1,148 | $3.6B |
|
Q1 2025 13F
Filed May 15, 2025
|
1,085 | $3.2B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
1,078 | $3.1B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
1,143 | $3.5B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
1,023 | $2.7B |
|
Q1 2024 13F
Filed May 15, 2024
|
1,008 | $2.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
975 | $2.2B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
964 | $2.0B |
|
Q2 2023 13F
Filed Aug 15, 2023
|
969 | $1.9B |
|
Q1 2023 13F
Filed May 15, 2023
|
951 | $1.8B |
|
Q4 2022 13F
Filed Feb 15, 2023
|
902 | $1.6B |
|
Q3 2022 13F
Filed Nov 22, 2022
|
869 | $1.3B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
739 | $1.1B |
|
Q1 2022 13F
Filed May 16, 2022
|
765 | $1.3B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
804 | $1.4B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
802 | $1.2B |
19 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $138.4M | 2.94% |
| 2 | SPYV SPDR SERIES TRUST | $111.2M | 2.36% |
| 3 | NVDA NVIDIA CORPORATION | $100.6M | 2.14% |
| 4 | SPYG SPDR SERIES TRUST | $91.1M | 1.94% |
| 5 | DYNF BLACKROCK ETF TRUST | $87.2M | 1.85% |
| 6 | TSLA TESLA INC | $81.1M | 1.73% |
| 7 | QQQ INVESCO QQQ TR | $77.1M | 1.64% |
| 8 | USFR WISDOMTREE TR | $68.9M | 1.47% |
| 9 | SPYM SPDR SERIES TRUST | $63.9M | 1.36% |
| 10 | IVV ISHARES TR | $63.6M | 1.35% |
| 11 | SPY SPDR S&P 500 ETF TR | $61.0M | 1.3% |
| 12 | BUFR FIRST TR EXCHNG TRADED FD VI | $51.6M | 1.1% |
| 13 | MSFT MICROSOFT CORP | $51.2M | 1.09% |
| 14 | AMZN AMAZON COM INC | $50.7M | 1.08% |
| 15 | OMFL INVESCO EXCH TRD SLF IDX FD | $49.1M | 1.05% |
| 16 | IWM ISHARES TR | $44.4M | 0.94% |
| 17 | TLT ISHARES TR | $42.9M | 0.91% |
| 18 | LLY ELI LILLY & CO | $42.6M | 0.91% |
| 19 | XLK SELECT SECTOR SPDR TR | $41.8M | 0.89% |
| 20 | SPTI SPDR SERIES TRUST | $41.6M | 0.88% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.