1y return+17.7%S&P 500 +20.9%
3y return+50.5%S&P 500 +68.5%
5y return+43.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $246 against $334 in the S&P 500.2
IHT Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $138.4M | 2.9% | +5.5% |
| SPYVSpdr Series Trust | $111.2M | 2.4% | +11.0% |
| NVDANvidia Corporation | $100.6M | 2.1% | −2.9% |
| SPYGSpdr Series Trust | $91.1M | 1.9% | +17.4% |
| DYNFBlackrock Etf Trust | $87.2M | 1.9% | +29.4% |
| TSLATesla Inc | $81.1M | 1.7% | −2.0% |
| Invesco Qqq TrCUSIP 46090E903 | $77.1M | 1.6% | New |
| USFRWisdomtree Tr | $68.9M | 1.5% | −23.2% |
| SPYMSpdr Series Trust | $63.9M | 1.4% | New |
| IVVIshares Tr | $63.6M | 1.4% | −17.4% |
| SPYSpdr S&p 500 Etf Tr | $61.0M | 1.3% | New |
| BUFRFirst Tr Exchng Traded Fd Vi | $51.6M | 1.1% | −15.3% |
| MSFTMicrosoft Corp | $51.2M | 1.1% | |
| AMZNAmazon Com Inc | $50.7M | 1.1% | −1.2% |
| OMFLInvesco Exch Trd Slf Idx Fd | $49.1M | 1.0% | +15.5% |
| IWMIshares Tr | $44.4M | 0.9% | −20.7% |
| TLTIshares Tr | $42.9M | 0.9% | −31.3% |
| LLYEli Lilly & Co | $42.6M | 0.9% | |
| XLKSelect Sector Spdr Tr | $41.8M | 0.9% | −2.3% |
| SPTISpdr Series Trust | $41.6M | 0.9% | +85.2% |
| AVEMAmerican Centy Etf Tr | $40.7M | 0.9% | −8.8% |
| BAIBlackrock Etf Trust | $38.0M | 0.8% | +5.3% |
| YEARAb Active | $37.8M | 0.8% | +10.5% |
| ASTSAst Spacemobile Inc | $36.0M | 0.8% | +6.3% |
| GOOGLAlphabet Inc | $31.7M | 0.7% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $100.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $27.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $42.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $31.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $28.2M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $41.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $24.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $138.4M |
| XLISelect Sector Spdr Tr | June 30, 2020 | +169.6% | $22.6M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $91.1M |
Sold off last quarter
- QQQInvesco Qqq was $72.7M
- Spdr S&p 500 Etf TrCUSIP 78462F953 was $51.7M
- Honeywell Intl IncCUSIP 438516106 was $4.2M
- USFDUs Foods Holding Corp was $2.8M
- JMBSJanus Detroit Str Tr was $1.8M
- Astrazeneca Plc Sponsored AdrCUSIP 046353108 was $1.7M
- Innovator IbdCUSIP 45782C102 was $1.6M
- JPIBJ P Morgan Exchange Traded F was $1.3M
- KHCKraft Heinz Co was $1.2M
- ASHRDbx Etf Tr was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IHT Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697490&type=13F-HR&dateb=&owner=include&count=40CIK 1697490
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697490/000110465926096531/Filed August 14, 2026 · accession 0001104659-26-096531