Wealth Management Strategies, Inc.
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
39
- Value ($000)
$201,899
- Date Filed11/17/2025
- Form type13F-HR
- CIK0002057285
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $39.57 M | 20 % | 82,515 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.44 M | 18 % | 591,389 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $22.67 M | 11 % | 587,745 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $12.48 M | 6 % | 534,122 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $11.29 M | 6 % | 491,741 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $10.91 M | 5 % | 484,367 | ||
IBTJ ISHARES TR | IBONDS 29 TRM TS | 46436E825 | $10.38 M | 5 % | 472,931 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $9.72 M | 5 % | 434,019 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.98 M | 4 % | 48,129 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.80 M | 4 % | 34,595 |
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