Data as of Q4 2025 (Dec 31, 2025)

IHT Wealth Management, LLC

โ€ขCIK: 1697490โ€ขFiling: Q4 2025

IHT Wealth Management, LLC, managed by the seasoned team of Ian Harnett and Tim Haywood, currently oversees $4.1 billion in assets with a focus on growth-oriented tech and healthcare stocks, as evidenced by top holdings like AAPL and NVDA. Recently, the fund has made notable moves by adding TFI and FTLS, which have surged by 4907% and 763% respectively, while exiting positions in SPYM and BACRP.

Total AUM
$4.1B
+ $3.6M in options
QoQ Performance
+4.6%
Positions
840
+ 8 options
Top 10 Concentration
26.3%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL3.0%
NVDA2.3%
USFR2.3%
TSLA2.1%
NDQ2.1%
SPYV2.0%
IVV1.7%
SPYG1.5%

๐Ÿ“ˆ Biggest Buys

TFI
SPDR NUVEEN
+2786.6%
1.4% of portfolio
GQ9
SPDR GOLD
+9940.8%
0.5% of portfolio
XLK
SECTOR TECHNOLOGY
+100.5%
0.8% of portfolio
DYNF
BLACKROCK ETF TRUST
+48.3%
1.1% of portfolio
PLTD
DIREXION SHS ETF TR
+1514.5%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

SPY
SPDR S&P 500 ETF TR
-27.4%
1.0% of portfolio
FTA
FIRST TRUST
-59.1%
0.2% of portfolio
AIRR
FIRST TRUST
-31.9%
0.4% of portfolio
XLP
SECTOR CONSUMER
-49.1%
0.2% of portfolio
COWZ
PACER US
-23.3%
0.5% of portfolio

Sector Breakdown

Other70.6%
Technology13.0%
Consumer5.8%
ETF4.2%
Financial2.5%
Healthcare2.3%
Industrial0.7%
Consumer Staples0.3%

๐Ÿšช Exited Positionssold since Q3 2025

SPYM
SPDR PORTFOLIO
SOLD
$59.4M
โ€”
PROSHARES TR
SOLD
$7.7M
HYDB
ISHARES TR
SOLD
$7.1M
โ€”
TIDAL TRUST II
SOLD
$6.5M
IVZ
INVESCO BULLETSHARES
SOLD
$6.3M
+966 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘121 increased
โ†“75 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023