Fund HoldingsIHT Wealth Management, LLC

Total Portfolio Value
$4.70B
Total Bought
$1.44B
Total Sold
$1.32B
Net Transaction
+$117.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500VAL
01,828,577+1,828,5770111,1592.36%+111,159
SPDR SERIES TRUST
ST STR P500GRW
0765,741+765,741091,1161.94%+91,116
INVESCO QQQ TR0104,657+104,657077,0701.64%+77,070
SPDR SERIES TRUST
ST STR P500ETF
0727,035+727,035063,8921.36%+63,892
SPDR S&P 500 ETF TR(SPY)081,635+81,635060,9631.30%+60,963
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,411,271+1,411,271051,5541.10%+51,554
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0219,506+219,506041,8200.89%+41,820
SPDR SERIES TRUST
ST INTER ETF
01,464,466+1,464,466041,5760.88%+41,576
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0720,220+720,220037,9700.81%+37,970
BLACKROCK ETF TRUST
ISHARES US EQUIT
990,5371,281,560+291,02357,62987,1591.85%+29,529
BLACKROCK ETF TRUST
ISHA US THEM ETF
0641,857+641,857027,6700.59%+27,670
BLACKROCK ETF TRUST II0517,376+517,376027,0790.58%+27,079
SPDR INDEX SHS FDS
ST STR PO EX ETF
0477,329+477,329024,0530.51%+24,053
APPLE INC(AAPL)0478,371+478,3710138,4212.94%+138,421
SELECT SECTOR SPDR TR
ST STR INDL ETF
0121,925+121,925022,5840.48%+22,584
SCHWAB STRATEGIC TR0723,491+723,491020,0410.43%+20,041
SELECT SECTOR SPDR TR
ST STR CARE ETF
0125,999+125,999019,9910.43%+19,991
SPDR SERIES TRUST
ST STR AGGRE ETF
0746,702+746,702019,0560.41%+19,056
STRATEGY SHS
DAY HAGAN SMART
0326,874+326,874018,0790.38%+18,079
SELECT SECTOR SPDR TR
ST STR FINL ETF
0332,073+332,073017,8020.38%+17,802
PIMCO ETF TR
1-5 US TIP IDX
0301,135+301,135016,0630.34%+16,063
SPDR SERIES TRUST
ST STR SP DIV
077,741+77,741011,8310.25%+11,831
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
620,816716,998+96,18237,32349,1431.05%+11,820
MICRON TECHNOLOGY INC(MU)20,79116,036-4,7557,02418,5100.39%+11,486
SPDR SERIES TRUST
ST STR BLO 1 ETF
0122,019+122,019011,1820.24%+11,182
NVIDIA CORPORATION(NVDA)0502,653+502,6530100,5762.14%+100,576
ELI LILLY & CO(LLY)035,510+35,510042,5920.91%+42,592
SELECT SECTOR SPDR TR
ST STR DISCR ETF
079,207+79,20709,2890.20%+9,289
SPDR SERIES TRUST
ST STR P400MID
0137,072+137,07209,2610.20%+9,261
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0194,300+194,30008,8100.19%+8,810
ADVANCED MICRO DEVICES INC(AMD)026,781+26,781015,5570.33%+15,557
SPDR SERIES TRUST
ST STR SP AERO
029,702+29,70208,4290.18%+8,429
VANGUARD TAX-MANAGED FDS0117,102+117,10208,3430.18%+8,343
LAM RESEARCH CORP(LRCX)019,185+19,18508,3130.18%+8,313
PGIM ROCK ETF TR
LADDE S&P 12 ETF
0259,642+259,64208,3220.18%+8,322
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
0170,759+170,75908,0030.17%+8,003
TESLA INC(TSLA)0192,857+192,857081,1161.73%+81,116
SPDR INDEX SHS FDS
ST PORT MARK ETF
0139,650+139,65007,2310.15%+7,231
EATON VANCE TAX-MANAGED DIVE
COM
0481,281+481,28106,9980.15%+6,998
SELECT SECTOR SPDR TR
ST STR SVC ETF
064,132+64,13206,8710.15%+6,871
ALPHABET INC(GOOG)088,586+88,586031,6580.67%+31,658
ISHARES TR143,995181,968+37,97316,03722,6400.48%+6,604
SELECT SECTOR SPDR TR
ST STR STAPL ETF
079,097+79,09706,5710.14%+6,571
SPDR SERIES TRUST
ST STR SP600SM C
059,287+59,28706,4690.14%+6,469
FIDELITY MERRIMACK STR TR0265,008+265,008012,0550.26%+12,055
ISHARES TR
MSCI USA MIN ETF
062,285+62,28506,0080.13%+6,008
INVESTMENT MANAGERS SER TR I03,058,099+3,058,09905,9630.13%+5,963
AMAZON COM INC(AMZN)0212,783+212,783050,7151.08%+50,715
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
91,168117,811+26,64315,10720,8110.44%+5,705
ISHARES BITCOIN TRUST ETF(IBIT)0169,533+169,53305,6440.12%+5,644
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0274,745+274,745022,2710.47%+22,271
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0103,750+103,75005,5100.12%+5,510
TCW ETF TRUST
FLEXIBLE INCOME
408,368542,760+134,39216,03721,2820.45%+5,245
DELL TECHNOLOGIES INC(DELL)011,971+11,97105,1650.11%+5,165
PROSHARES TR
S&P 500 HIGH ETF
0105,259+105,25905,0720.11%+5,072
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
075,295+75,295022,8120.49%+22,812
VANGUARD INDEX FDS032,261+32,261022,1570.47%+22,157
MODINE MFG CO(MOD)017,177+17,17704,5870.10%+4,587
ISHARES TR
TOP 20 U S ETF
98,686224,723+126,0372,8247,3980.16%+4,573
AST SPACEMOBILE INC(ASTS)380,695404,776+24,08131,54835,9680.77%+4,420
PALO ALTO NETWORKS INC(PANW)025,853+25,85308,8160.19%+8,816
BROADCOM INC(AVGO)073,875+73,875027,9070.59%+27,907
APPLIED MATLS INC011,073+11,07308,0060.17%+8,006
SPACE EXPLORATION TECHN CORP023,037+23,03703,9360.08%+3,936
CATERPILLAR INC(CAT)10,24810,497+2497,26111,1790.24%+3,918
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
223,820230,119+6,29916,82920,7340.44%+3,905
INVESCO EXCH TRADED FD TR II074,923+74,923012,1030.26%+12,103
BERKSHIRE HATHAWAY INC DEL037,110+37,110018,5700.39%+18,570
ABBVIE INC(ABBV)73,54678,550+5,00415,99619,7660.42%+3,771
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
045,264+45,26403,7090.08%+3,709
VANECK ETF TRUST
URANI NUCLE ETF
031,482+31,48203,6510.08%+3,651
AB ACTIVE
ULTRA SHORT INCM
679,751751,307+71,55634,31037,8210.80%+3,510
CROWDSTRIKE HLDGS INC(CRWD)011,460+11,46008,7460.19%+8,746
VANECK ETF TRUST
SEMICONDUCTR ETF
018,066+18,066011,8490.25%+11,849
EATON CORP PLC(ETN)08,211+8,21103,4990.07%+3,499
SPDR SERIES
ST STR SP HOME
037,042+37,04204,2810.09%+4,281
AMERICAN CENTY ETF TR0421,788+421,788040,6980.87%+40,698
ISHARES TR05,313+5,31303,4040.07%+3,404
INTEL CORP(INTC)044,233+44,23306,1760.13%+6,176
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
073,596+73,59603,3100.07%+3,310
ASML HLDG NV
N Y REGISTRY SHS
01,597+1,59703,1770.07%+3,177
ALPHABET INC(GOOG)079,727+79,727028,1700.60%+28,170
VANGUARD INDEX FDS056,182+56,182020,7890.44%+20,789
CISCO SYS INC(CSCO)082,022+82,02209,6340.20%+9,634
SELECT SECTOR SPDR TR
ST STR MATER ETF
056,169+56,16902,8550.06%+2,855
ARISTA NETWORKS INC(ANET)016,776+16,77602,8500.06%+2,850
VANGUARD INDEX FDS0232,760+232,760020,0500.43%+20,050
SPDR SERIES TRUST
ST POR TREAS ETF
092,969+92,96902,7950.06%+2,795
FIDELITY COVINGTON TRUST
ENH MID COR ETF
068,826+68,82602,7930.06%+2,793
SPROTT ASSET MANAGEMENT LP(CEF)068,444+68,44402,7540.06%+2,754
ISHARES IBOXX42,31576,365+34,0503,3676,1070.13%+2,740
JPMORGAN CHASE & CO(JPM)073,319+73,319023,9990.51%+23,999
ISHARES TR082,368+82,368015,4930.33%+15,493
SELECT SECTOR
ST STR REAL ETF
175,572223,893+48,3217,1699,8580.21%+2,689
ISHARES TR045,383+45,383011,4470.24%+11,447
VANGUARD INDEX FDS080,284+80,284017,4960.37%+17,496
SPROTT ASSET MANAGEMENT LP(PHYS)085,749+85,74902,5870.06%+2,587
VANGUARD MUNICIPAL0107,313+107,31305,4280.12%+5,428
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0149,575+149,57505,7710.12%+5,771
MARVELL TECHNOLOGY INC(MRVL)013,320+13,32003,9680.08%+3,968
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