AiSiWhale

AI & tech investing

IHT Wealth Management, LLC

CIK 1697490

13F filing for Q2 2026・No. 951

Holdings
US$4.7B
Quarter change
+US$397.99M
Entries
1,392
Net bought (estimate)
−US$22.34M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 125
  • Sold out 133
  • Cut 660
  • Added 426
  • Corporate actions 10
  • Unchanged 25

Largest holdings

1,236 stocks worth US$4.7B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$138.42M2.94%
SPDR SERIES TRUSTST STR P500VALAddedUS$111.16M2.36%
NVDANvidiaCOMCutUS$100.58M2.14%
SPDR SERIES TRUSTST STR P500GRWAddedUS$91.12M1.94%
BLACKROCK ETF TRUSTISHARES US EQUITAddedUS$87.16M1.85%
TSLATeslaCOMCutUS$81.12M1.73%
INVESCO QQQ TRUNIT SER 1NewCorporate action, not estimatedUS$77.07M1.64%
WISDOMTREE TRFLOATNG RAT TREACutUS$68.89M1.47%
SPDR SERIES TRUSTST STR P500ETFNewUS$63.89M1.36%
IVVISHARES TRCORE S&P500 ETFCutUS$63.65M1.35%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.