Fund HoldingsIHT Wealth Management, LLC

Total Portfolio Value
$4.70B
Total Bought
$796.49M
Total Sold
$696.93M
Net Transaction
+$99.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR47,300104,657+57,3571,06777,0701.64%+76,003
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
BLACKROCK ETF TRUST
ISHARES US EQUIT
990,5371,281,560+291,02357,62987,1591.85%+29,529
SPDR SERIES TRUST
ST STR P500GRW
652,119765,741+113,62263,84991,1161.94%+27,267
APPLE INC(AAPL)453,422478,371+24,949115,074138,4212.94%+23,348
SPDR SERIES TRUST
ST INTER ETF
790,5911,464,466+673,87522,65841,5760.88%+18,918
SPDR SERIES TRUST
ST STR P500VAL
1,646,9021,828,577+181,67593,182111,1592.36%+17,977
PIMCO ETF TR
1-5 US TIP IDX
0301,135+301,135016,0630.34%+16,063
BERKSHIRE HATHAWAY INC DEL6,25437,110+30,8562,99718,5700.39%+15,573
BLACKROCK ETF TRUST
ISHA I IN TE ETF
683,919720,220+36,30122,53537,9700.81%+15,435
SELECT SECTOR SPDR TR
ST STR TECHN ETF
224,626219,506-5,12029,85341,8200.89%+11,967
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
INVESCO EXCH TRADED FD TR II47,30074,923+27,6231,06712,1030.26%+11,036
NVIDIA CORPORATION(NVDA)517,912502,653-15,25990,324100,5762.14%+10,252
ELI LILLY & CO(LLY)35,45135,510+5932,60642,5920.91%+9,986
INVESCO EXCH TRADED FD TR II47,300457,954+410,6541,06710,7710.23%+9,704
BLACKROCK ETF TRUST
ISHA US THEM ETF
523,659641,857+118,19818,96727,6700.59%+8,704
ADVANCED MICRO DEVICES INC(AMD)34,36526,781-7,5846,99115,5570.33%+8,566
PGIM ROCK ETF TR
LADDE S&P 12 ETF
9,600259,642+250,0422858,3220.18%+8,036
TESLA INC(TSLA)196,718192,857-3,86173,13081,1161.73%+7,986
ALPHABET INC(GOOG)86,82288,586+1,76424,96731,6580.67%+6,691
ISHARES TR143,995181,968+37,97316,03722,6400.48%+6,604
FIDELITY MERRIMACK STR TR130,515265,008+134,4935,95412,0550.26%+6,101
INVESTMENT MANAGERS SER TR I03,058,099+3,058,09905,9630.13%+5,963
AMAZON COM INC(AMZN)215,282212,783-2,49944,83750,7151.08%+5,878
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
91,168117,811+26,64315,10720,8110.44%+5,705
ISHARES TR47,300297,695+250,3951,0676,6510.14%+5,584
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
244,557274,745+30,18816,69822,2710.47%+5,572
SPDR INDEX SHS FDS
ST STR PO EX ETF
406,494477,329+70,83518,55724,0530.51%+5,496
TCW ETF TRUST
FLEXIBLE INCOME
408,368542,760+134,39216,03721,2820.45%+5,245
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
76,17675,295-88118,10122,8120.49%+4,711
VANGUARD INDEX FDS29,36132,261+2,90017,54522,1570.47%+4,612
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)27,82925,853-1,9764,4628,8160.19%+4,355
BROADCOM INC(AVGO)76,18873,875-2,31323,58127,9070.59%+4,326
SELECT SECTOR SPDR TR
ST STR CARE ETF
107,338125,999+18,66115,73719,9910.43%+4,254
APPLIED MATLS INC11,24011,073-1673,8428,0060.17%+4,165
BLACKROCK ETF TRUST II444,545517,376+72,83123,08527,0790.58%+3,994
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
ABBVIE INC(ABBV)73,54678,550+5,00415,99619,7660.42%+3,771
LAM RESEARCH CORP(LRCX)21,42219,185-2,2374,5778,3130.18%+3,736
AB ACTIVE
ULTRA SHORT INCM
679,751751,307+71,55634,31037,8210.80%+3,510
CROWDSTRIKE HLDGS INC(CRWD)13,42111,460-1,9615,2408,7460.19%+3,506
VANECK ETF TRUST
SEMICONDUCTR ETF
21,76318,066-3,6978,34411,8490.25%+3,505
SPDR SERIES
ST STR SP HOME
8,50137,042+28,5418394,2810.09%+3,441
AMERICAN CENTY ETF TR462,739421,788-40,95137,28840,6980.87%+3,410
INTEL CORP(INTC)63,93144,233-19,6982,8216,1760.13%+3,355
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
073,596+73,59603,3100.07%+3,310
ALPHABET INC(GOOG)87,23879,727-7,51125,02528,1700.60%+3,145
VANGUARD INDEX FDS55,04256,182+1,14017,65820,7890.44%+3,131
CISCO SYS INC(CSCO)85,12582,022-3,1036,6059,6340.20%+3,029
DELL TECHNOLOGIES INC(DELL)14,07811,971-2,1072,3115,1650.11%+2,854
VANGUARD INDEX FDS39,421232,760+193,33917,21920,0500.43%+2,831
SPDR SERIES TRUST
ST POR TREAS ETF
092,969+92,96902,7950.06%+2,795
ISHARES IBOXX42,31576,365+34,0503,3676,1070.13%+2,740
JPMORGAN CHASE & CO(JPM)72,35473,319+96521,28423,9990.51%+2,716
ISHARES TR82,53882,368-17012,80215,4930.33%+2,690
SELECT SECTOR
ST STR REAL ETF
175,572223,893+48,3217,1699,8580.21%+2,689
ISHARES TR48,57845,383-3,1958,81311,4470.24%+2,634
VANGUARD INDEX FDS75,78480,284+4,50014,86917,4960.37%+2,627
VANGUARD MUNICIPAL57,311107,313+50,0022,8595,4280.12%+2,569
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
91,051149,575+58,5243,2245,7710.12%+2,546
MARVELL TECHNOLOGY INC(MRVL)14,44413,320-1,1241,4313,9680.08%+2,537
CORNING INC(GLW)19,77420,392+6182,6895,2090.11%+2,520
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
276,974388,937+111,9636,1888,6690.18%+2,482
VANGUARD WHITEHALL FDS48,61561,106+12,4917,2009,6570.21%+2,457
SPDR PORTFOLIO
ST STR SP600 SML
273,555270,994-2,56113,21815,6280.33%+2,410
ISHARES TR33,958135,763+101,80514,48016,8580.36%+2,378
SPDR SERIES TRUST
ST STR SP AERO
23,85829,702+5,8446,0598,4290.18%+2,370
ISHARES TR3,4555,313+1,8581,1363,4040.07%+2,269
HONEYWELL INTL INC010,013+10,01302,2420.05%+2,242
SCHWAB STRATEGIC TR719,480723,491+4,01117,80720,0410.43%+2,234
ISHARES TR258,819255,541-3,27817,47819,7050.42%+2,227
DBX ETF TR103,839134,639+30,8005,1307,3550.16%+2,226
HONEYWELL AEROSPACE INC09,992+9,99202,2090.05%+2,209
TIDAL TRUST I11,80688,480+76,6742822,4460.05%+2,165
NEOS ETF TRUST
NASDAQ 100 HIGH
28,22862,707+34,4791,4033,5610.08%+2,158
NEOS ETF TRUST
NEOS S&P 500 HI
54,50491,312+36,8082,6914,8480.10%+2,157
VANGUARD WORLD FD
INF TECH ETF
7,52261,499+53,9775,2487,3500.16%+2,102
ROUNDHILL ETF TRUST028,208+28,20802,0830.04%+2,083
JOHNSON & JOHNSON(JNJ)56,84362,778+5,93513,89515,9440.34%+2,049
SCHWAB STRATEGIC TR445,910457,932+12,02211,43313,4770.29%+2,044
INNOVATOR ETFS TRUST
INTL MAN FLO ETF
038,147+38,14702,0240.04%+2,024
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
124,517145,334+20,8176,9138,9320.19%+2,019
ISHARES TR108,578104,596-3,98213,49715,5130.33%+2,015
AMERICAN CENTY ETF TR042,956+42,95602,0010.04%+2,001
INNOVATOR ETFS TRUST0102,791+102,79101,9900.04%+1,990
DIREXION SHARES ETF TRUST
DLY MU BEAR 1X
0201,300+201,30001,9710.04%+1,971
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
050,281+50,28101,9680.04%+1,968
KLA CORP(KLAC)1,58614,152+12,5662,3364,2700.09%+1,934
ISHARES TR4,37725,171+20,7943502,2810.05%+1,930
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
97,445129,954+32,5093,4685,3410.11%+1,873
GE VERNOVA INC(GEV)4,1534,676+5233,6255,4930.12%+1,868
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
31,38431,334-504,9866,8060.14%+1,820
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