Wealth Management Strategies, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationpittsburgh, PA
- CIK0002057285
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
39 | $217.14M | VUG, VEA, DFAC, IBTK | 13F-HR | Feb 17, 2026 | 000205728526000001 | ||
39 | $201.9M | VUG, VEA, DFAC, IBTF | 13F-HR | Nov 17, 2025 | 000205728525000005 | ||
36 | $149.49M | VUG, DFAC, VEA, DUHP | 13F-HR | May 15, 2025 | 000205728525000002 | ||
36 | $1.31M | VUG, DFAC, VEA, DUHP | 13F-HR | Feb 20, 2025 | 000205728525000001 |