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Filers›Family Office›IHT Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

IHT Wealth Management, LLC

IHT Wealth's family office based in Omaha, NE — $4.3B in tracked AUM across 1,265 positions as of Q1 2026.

IW
IHT Wealth·Omaha, NE·Family Office
CIK 0001697490 · last filed Mar 31, 2026
Total AUM
$4.3B
▲ 12.5%
vs prior
Holdings
1,265
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

IHT Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$115M453K2.7%
02
SPYV
SPDR PORTFOLIO
$93M1.6M2.2%
03
NVDA
Nvidia Corp
$90M518K2.1%
04
USFR
WISDOMTREE FLOATING
$90M1.8M2.1%
05
TSLA
Tesla Inc
$75M227K1.8%
06
QQQ
INVESCO QQQ
$73M126K1.7%
07
IVV
ISHARES CORE
$67M103K1.6%
08
SPYG
SPDR PORTFOLIO
$64M652K1.5%
09
TLT
ISHARES 20plus
$63M722K1.5%
10
DYNF
BLACKROCK ETF TRUST
$58M991K1.3%

Filing history

Filing history loading…
AI Agent · grounded in IHT
haiku-4-5 · 1,265 positions indexed
Sector mix
  • Tech4%
  • Health Care10%
  • Cons. Disc.19%
  • Communications9%
  • Industrials17%
  • Other41%
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