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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001697490

IHT Wealth Management, LLC

Chicago, IL · File #028-17839

Latest AUM
$4.12B
Positions
1,186
Top-10 Concentration
42.5%
Filings
12

Sector Allocation

Financials
14.7%$606.5M
Technology
10.4%$427.3M
Healthcare
2.3%$96.6M
Industrials
2.2%$90.1M
Materials
0.9%$38.5M
Energy
0.6%$26.5M
Utilities
0.4%$17.5M
Real Estate
0.1%$4.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Apple IncAAPL447,970$121.8M6.30%
2Nvidia CorpNVDA517,410$96.5M4.99%
3WISDOMTREE FLOATINGWT1,915,280$96.4M4.99%
4Tesla IncTSLA195,388$87.9M4.55%
5INVESCO QQQIVZ141,120$86.7M4.49%
6SPDR PORTFOLIO78464A5081,461,794$83.0M4.30%
7ISHARES CORE464287200102,554$70.2M3.63%
8SPDR PORTFOLIO78464A409583,434$62.3M3.22%
9Microsoft CorpMSFT122,460$59.2M3.06%
10FIRST TRUST33740F7551,679,663$57.5M2.98%
11SPDR SERIES TRUST78468R721716,800$57.5M2.97%
12Amazon.com IncAMZN207,952$48.0M2.48%
13ISHARES RUSSELL464287655189,048$46.5M2.41%
14BLACKROCK ETF TRUSTBLK725,137$44.1M2.28%
15ISHARES MSCI46432F339218,528$43.4M2.25%
16ISHARES 20 Plus464287432495,380$43.2M2.23%
17INVESCO NASDAQIVZ166,868$42.2M2.18%
18SPDR S&P 500 ETF TRSPY60,475$41.2M2.13%
19AVANTIS EMERGING025072604483,815$37.3M1.93%
20INVESCO RUSSELLIVZ562,084$34.4M1.78%