IHT Wealth Management, LLC ETF holdings
Chicago, IL
Reported $3.1B in 666 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.1B
ETFs held
666
Change from prior quarter
+7.6%
With price moves
ETFs as a share of its 13F
65.0%
of $4.7B
Top 10 of 666 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $111.2M | 1,828,577 | +181,675 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $91.1M | 765,741 | +113,622 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $87.2M | 1,281,560 | +291,023 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $68.9M | 1,368,150 | −413,514 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $63.9M | 727,035 | New position |
| IVV | iShares Core S&P 500 ETF | $63.6M | 84,992 | −17,846 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $61.0M | 81,635 | New position |
| BUFR | FT Vest Laddered Buffer ETF | $51.6M | 1,411,271 | −255,643 shares |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | $49.1M | 716,998 | +96,182 shares |
| IWM | iShares Russell 2000 ETF | $44.4M | 147,840 | −38,652 shares |
656 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697490. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does IHT Wealth Management, LLC own?
IHT Wealth Management, LLC reported 666 ETF positions worth $3.1B in its Form 13F for June 30, 2026. The largest was SPYV, at $111.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.