Institutional Fund
Iht Wealth Management, LLC
Chicago, ILCIK 16974905 filings on record
Portfolio Value
$4.30B
Q1 2026
Holdings
1,244
Reported positions
New Buys
153
Opened this quarter
QoQ Change
+4.6%
from $4.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.7%
- Spdr Series Trust2.2%
- Nvidia Corporation2.1%
- Wisdomtree Tr2.1%
- Tesla Inc1.7%
- Invesco Qqq Tr1.7%
- Other87.6%
Portfolio Holdings
1,244 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 453.4K | $115.07M | 2.7% | +5.5K | Added |
| 2 | Spdr Series Trust | 1.65M | $93.18M | 2.2% | +185.1K | Added |
| 3 | Nvidia Corporation | 517.9K | $90.32M | 2.1% | +502 | Added |
| 4 | Wisdomtree Tr | 1.78M | $89.69M | 2.1% | −133.6K | Reduced |
| 5 | Tesla Inc | 196.7K | $73.13M | 1.7% | +1.3K | Added |
| 6 | Invesco Qqq Tr | 126.0K | $72.72M | 1.7% | −15.1K | Reduced |
| 7 | Ishares Tr | 102.8K | $67.17M | 1.6% | +284 | Added |
| 8 | Spdr Series Trust | 652.1K | $63.85M | 1.5% | +68.7K | Added |
| 9 | Ishares Tr | 722.2K | $62.61M | 1.5% | +226.9K | Added |
| 10 | Blackrock ETF Trust | 990.5K | $57.63M | 1.3% | +265.4K | Added |
1,234 more holdings on Premium
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