IHT Wealth Management, LLC

RIA/Wealth

IHT Wealth Management, LLC is a RIA/Wealth based in Chicago, IL led by Steven John Dudash, reporting $6.4B in AUM as of Q3 2025 with 64% ETF concentration.

CEOSteven John Dudash

Portfolio Value: $3.9B
Positions: 1,158
Top Holding: AAPL at 2.95%
Last Reported: Q3 2025

Address123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in IHT Wealth Management, LLC's portfolio (20.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$115.8M	2.95%	-$1.5M Sold	0.00% 454.6K shares	Q4 2016 Held for 8y 11m
2 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$102.1M	2.60%	-$7.3M Sold	— 2.0M shares	Q2 2022 Held for 3y 5m
3 Nvidia NVDA	Semiconductors Technology	$99.1M	2.52%	-$3.5M Sold	0.00% 531.2K shares	Q4 2016 Held for 8y 11m
4 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$86.8M	2.21%	+$161.9K Bought	0.01% 195.2K shares	Q1 2019 Held for 6y 8m
5 Invesco QQQ Trust QQQ	ETF ETF	$84.1M	2.14%	-$753.5K Sold	— 140.1K shares	Q4 2016 Held for 8y 11m
6 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$77.0M	1.96%	+$2.9M Bought	— 1.4M shares	Q4 2019 Held for 5y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$68.3M	1.74%	+$724.9K Bought	— 102.0K shares	Q4 2016 Held for 8y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$63.6M	1.62%	-$767.5K Sold	0.00% 122.9K shares	Q3 2017 Held for 8y 2m
9 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$59.4M	1.51%	+$9.5M Bought	— 758.5K shares	Q4 2019 Held for 5y 11m
10 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$58.5M	1.49%	+$756.4K Bought	— 559.4K shares	Q2 2017 Held for 8y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in IHT Wealth Management, LLC's latest filing

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Market Value

$3.9B

Prior: $3.6B

Q/Q Change

+8.19%

+$297.5M

Net Flows % of MV

+0.709%

Turnover Ratio

6.57%

New Purchases

42 stocks

$30.9M

Added To

555 stocks

+$232.9M

Sold Out Of

69 stocks

$46.6M

Reduced Holdings

465 stocks

-$189.3M

Increased Positions

Position	Shares Δ	Change
1 Avantis International Small Cap Value AVDV	New	0 → 39.6K +$3.5M
2 OMFS Invesco Russell 2000 Dynamic Multifactor OMFS	New	0 → 62.5K +$2.7M
3 iShares Asia 50 AIA	New	0 → 25.0K +$2.4M
4 Innovator U.S. Equity 5 to 15 Buffer ETF EALT	New	0 → 67.1K +$2.4M
5 ProShares Trust - ProShares Ultra VIX Short-Term Futures ETF UVIX	New	0 → 196.9K +$2.0M

Decreased Positions

Position	Shares Δ	Change
1 PIMCO 25+ Year Zero Coupon U.S. Treasury Index Fund ZROZ	Sold	91.7K → 0 −$6.1M
2 Innovator U.S. Equity Ultra Buffer ETF UDEC	Sold	111.3K → 0 −$4.1M
3 Direxion Daily 20+ Year Treasury Bull 3X Shares TMF	Sold	95.4K → 0 −$3.7M
4 Innovator U.S. Equity Ultra Buffer ETF UFEB	Sold	105.5K → 0 −$3.6M
5 Innovator U.S. Equity Ultra Buffer ETF UMAR	Sold	83.2K → 0 −$3.1M

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Analytics

Portfolio insights and performance metrics for IHT Wealth Management, LLC

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Sector Allocation

ETF

64.00%

Technology

11.50%

Consumer Cyclical

4.60%

Financial Services

3.60%

Industrials

3.00%

Communication Services

2.50%

Healthcare

2.30%

Consumer Defensive

1.90%

Energy

1.00%

Utilities

0.80%

Basic Materials

0.50%

Real Estate

0.40%

Market Cap Distribution

Mega Cap (> $200B)

20.22%

Large Cap ($10B - $200B)

10.40%

Mid Cap ($2B - $10B)

1.14%

Small Cap ($300M - $2B)

0.31%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.07%

N/A (ETF or Unknown)

67.85%

Portfolio Concentration

Top 10 Holdings %

20.73%

Top 20 Holdings %

31.23%

Top 50 Holdings %

47.28%

Top 100 Holdings %

62.53%