Position in AI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,214
+$16,770 QoQ
Shares Held
14,435
+6.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 316 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IHT Wealth Management, LLC holds $86,035,595 across 13 Software - Infrastructure names. AI ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,154 | $51,161,184 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,086 | $8,993,623 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,853 | $8,816,389 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
45,840 | $8,745,584 | |
| 5 | ORCL |
Oracle Corp
|
41,319 | $6,055,299 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,790 | $874,956 | |
| 7 | TOST |
Toast, Inc.
|
17,539 | $487,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,177 | $334,430 |
All Filings in AI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,214 | 14,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $114,444 | 13,592 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $223,829 | 6,501 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $200,750 | 6,932 | Shares | Sole | 2024-08-14 | |
| 2021-06-30 | $405,944 | 6,492 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||