IHT Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$62M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$59.2M |
| 3 |
SNDQ
Tradr 2X Short SNDK Daily ETF
SNDQ
|
+$26.2M |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$19.2M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$18.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$32.8M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$20.8M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$19.4M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$19.2M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$18.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 67.65% |
| 2 | Technology | 11.74% |
| 3 | Consumer Discretionary | 3.88% |
| 4 | Industrials | 3.47% |
| 5 | Financials | 3.33% |
Similar funds
IHT Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, IHT Wealth Management held 1,374 positions worth $4.7B, up 9.2% from $4.3B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
IHT Wealth Management's Q2 2026 filing shows 116 new, 429 increased, 667 reduced and 137 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 727,035 shares worth $63.9M. The largest sale was State Street SPDR Nuveen ICE Municipal Bond ETF, an estimated $32.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, down from 68% a quarter earlier, followed by Technology and Consumer Discretionary.
- IHT Wealth Management's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 727,035 shares worth $63.9M.
- IHT Wealth Management added most to State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2026, an estimated $19.2M increase.
- IHT Wealth Management's biggest Q2 2026 reduction was State Street SPDR Nuveen ICE Municipal Bond ETF, cutting an estimated $32.8M.
- IHT Wealth Management fully exited US Foods in Q2 2026, selling an estimated $2.76M.
- IHT Wealth Management's ten largest holdings make up 19% of its $4.7B portfolio in Q2 2026.
- IHT Wealth Management opened 116 new positions and closed 137 in Q2 2026.
- IHT Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $4.7B.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.