Long-term investor
Iht Wealth Management, LLC @ihtwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697490).
Record
- Tracked since 2025-12-31 (257 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.9% · long · since 2025-12-31
- SPYV · 2.4% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31
- SPYG · 1.9% · long · since 2025-12-31
- DYNF · 1.9% · long · since 2025-12-31
- TSLA · 1.7% · long · since 2025-12-31
- 46090E903 · 1.6% · long · since 2026-06-30
- USFR · 1.5% · long · since 2025-12-31
- SPYM · 1.4% · long · since 2026-06-30
- IVV · 1.4% · long · since 2025-12-31
- SPY · 1.3% · long · since 2025-12-31
- BUFR · 1.1% · long · since 2025-12-31