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Wealth Management Strategies, Inc.

Q4 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    39

  • Value ($000)

    $217,136

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002057285
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$42.67M
20 %

87,465

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$39.92M
18 %

639,020

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$24.26M
11 %

612,771

I
IBTK

ISHARES TR

IBOND DEC 2030
46436E593
$12.75M
6 %

642,500

I
IBTG

ISHARES TR

IBONDS 26 TRM TS
46436E858
$11.85M
6 %

518,098

I
IBTH

ISHARES TR

IBONDS 27 TRM TS
46436E841
$11.57M
5 %

515,014

I
IBTJ

ISHARES TR

IBONDS 29 TRM TS
46436E825
$11.24M
5 %

512,315

I
IBTI

ISHARES TR

IBONDS 28 TRM TS
46436E833
$10.21M
5 %

456,598

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$9.86M
5 %

51,627

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$9.09M
4 %

35,225

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