EdgeMarket › What Iht Wealth Management, Llc reported owning
What Iht Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.3BPositions
1,258Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 115.1M | 2.7% | 453.4K | 309.35 | +36.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 93.2M | 2.2% | 1.6M | 63.51 | +17.5% |
| NVDA NVIDIA CORP | 90.3M | 2.1% | 517.9K | 214.72 | +22.4% |
| USFR WisdomTree Floating Rate Treasury Fund | 89.7M | 2.1% | 1.8M | 50.49 | +0.1% |
| TSLA Tesla, Inc. | 73.1M | 1.7% | 196.7K | 362.86 | +12.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 72.7M | 1.7% | 126.0K | 713.44 | +26.1% |
| IVV iShares Core S&P 500 ETF | 67.2M | 1.6% | 102.8K | 769.31 | +20.0% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 63.8M | 1.5% | 652.1K | 120.21 | +22.2% |
| TLT iShares 20 Year Treasury Bond ETF | 62.6M | 1.5% | 722.2K | 82.05 | -5.5% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 57.6M | 1.3% | 990.5K | 69.08 | +22.3% |
| BUFR FT Vest Laddered Buffer ETF | 56.3M | 1.3% | 1.7M | 37.30 | +14.5% |
| TFI State Street SPDR Nuveen ICE Municipal Bond ET | 56.1M | 1.3% | 741.8K | 44.87 | +0.7% |
| unmapped CUSIP 78462F953 | 51.7M | 1.2% | 79.4K | — | — |
| MSFT MICROSOFT CORP | 51.1M | 1.2% | 138.0K | 483.24 | -4.4% |
| IWM iShares Russell 2000 ETF | 46.2M | 1.1% | 186.5K | 299.96 | +33.1% |
| AMZN AMAZON COM INC | 44.8M | 1.0% | 215.3K | 258.63 | +15.6% |
| QUAL iShares MSCI USA Quality Factor ETF | 39.9M | 0.9% | 207.8K | 223.22 | +19.3% |
| OMFL Invesco Russell 1000 Dynamic Multifactor ETF | 37.3M | 0.9% | 620.8K | 70.70 | +19.6% |
| AVEM Avantis Emerging Markets Equity ETF | 37.3M | 0.9% | 462.7K | 94.24 | +33.1% |
| YEAR AB Ultra Short Income ETF | 34.3M | 0.8% | 679.8K | 50.32 | -0.6% |
| EFV iShares MSCI EAFE Value ETF | 33.1M | 0.8% | 445.4K | 82.23 | +21.4% |
| LLY ELI LILLY & Co | 32.6M | 0.8% | 35.5K | 1,255.40 | +78.0% |
| ASTS AST SpaceMobile, Inc. | 31.5M | 0.7% | 380.7K | 68.65 | +52.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 30.4M | 0.7% | 331.8K | 91.60 | -0.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 30.1M | 0.7% | 276.3K | 105.92 | -3.5% |
| XLK State Street Technology Select Sector SPDR ETF | 29.9M | 0.7% | 224.6K | 183.31 | +41.1% |
| PULS PGIM Ultra Short Bond ETF | 26.3M | 0.6% | 530.4K | 49.67 | -0.2% |
| META Meta Platforms, Inc. | 25.4M | 0.6% | 44.4K | 549.90 | -26.5% |
| GOOG Alphabet Inc. | 25.0M | 0.6% | 87.2K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 25.0M | 0.6% | 86.8K | 344.82 | +73.0% |
| XLI State Street Industrial Select Sector SPDR ETF | 24.2M | 0.6% | 149.5K | 180.25 | +19.2% |
| AVGO Broadcom Inc. | 23.6M | 0.5% | 76.2K | 368.45 | +26.5% |
| SSUS Day Hagan Smart Sector ETF | 23.1M | 0.5% | 495.6K | 56.18 | +21.8% |
| BINC iShares Flexible Income Active ETF | 23.1M | 0.5% | 444.5K | 52.00 | -1.7% |
| SPTI State Street SPDR Portfolio Intermediate Term | 22.7M | 0.5% | 790.6K | 28.07 | -2.3% |
| BAI iShares A.I. Innovation and Tech Active ETF | 22.5M | 0.5% | 683.9K | 44.30 | +46.6% |
| COWZ Pacer US Cash Cows 100 ETF | 22.1M | 0.5% | 353.1K | 72.02 | +26.3% |
| TLH iShares 10-20 Year Treasury Bond ETF | 22.0M | 0.5% | 218.8K | 96.69 | -4.0% |
| WMT Walmart Inc. | 22.0M | 0.5% | 177.1K | 103.70 | +1.1% |
| JPM JPMORGAN CHASE & CO | 21.3M | 0.5% | 72.4K | 351.58 | +20.3% |
| JAAA Janus Henderson AAA CLO ETF | 21.2M | 0.5% | 421.5K | 50.67 | -0.1% |
| GLD SPDR GOLD TRUST | 20.3M | 0.5% | 47.1K | 423.36 | +37.3% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 19.2M | 0.4% | 748.8K | 25.09 | -1.8% |
| THRO iShares U.S. Thematic Rotation Active ETF | 19.0M | 0.4% | 523.7K | 43.61 | +19.9% |
| SPDW State Street SPDR Portfolio Developed World ex | 18.6M | 0.4% | 406.5K | 52.02 | +24.4% |
| QQQM Invesco NASDAQ 100 ETF | 18.1M | 0.4% | 76.2K | 293.76 | +26.1% |
| SCHF Schwab International Equity ETF | 17.8M | 0.4% | 719.5K | 28.46 | +24.7% |
| unmapped CUSIP 084670702 | 17.8M | 0.4% | 37.1K | — | — |
| VTI Vanguard Morningstar Total Stock Market ETF | 17.7M | 0.4% | 55.0K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 17.5M | 0.4% | 29.4K | 703.71 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →