Sign In
test

Steven Dudash

Iht Wealth Management, Llc

Assets Managed
$4.303B
Holdings
1257
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
4.55%(2Q avg: 4.33%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Iht Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1257 positions.

Assets under management

The assets under management (AUM) of Iht Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.303B in assets, with a quarterly growth rate of 4.55% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Steven Dudash, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.22%
2.68%
$115.074M
453,422 shares@ $253.79 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 12.67%
2.17%
$93.182M
1.647M shares@ $56.58 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.1%
2.1%
$90.324M
517,912 shares@ $174.41 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -6.97%
2.09%
$89.689M
1.782M shares@ $50.34 avg price
TSLA
Tesla Inc
Recent Activity
Increased 16.04%
1.76%
$75.341M↑ Call
226,718 shares@ $332.32 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.72%
1.69%
$72.715M
125,984 shares@ $577.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.28%
1.57%
$67.175M
102,838 shares@ $653.22 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 11.78%
1.49%
$63.849M
652,119 shares@ $97.91 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 45.8%
1.46%
$62.611M
722,236 shares@ $86.7 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 36.6%
1.34%
$57.629M
990,537 shares@ $58.19 avg price

1-10 of 1257