Wealth Management Strategies, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    pittsburgh, PA
  • CIK
    0002057285
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

39

$201.90 M
VUG, VEA, DFAC, IBTF
13F-HR
Nov 17, 2025
000205728525000005

36

$149.49 M
VUG, DFAC, VEA, DUHP
13F-HR
May 15, 2025
000205728525000002

36

$1.31 M
VUG, DFAC, VEA, DUHP
13F-HR
Feb 20, 2025
000205728525000001
Wealth Management Strategies, Inc. Stock Trades - Wealth Management Strategies, Inc. 13F