Wealth Management Strategies, Inc. (CIK: 0002057285) is a financial institution headquartered at 17 Brilliant Ave, Ste 302, Pittsburgh, Pennsylvania 15215. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $255.92 M, comprising 45 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 84.3%. Quarterly turnover: 0.3%. ▲ 6 new, +28 added, −8 reduced, ×1 exited.

Top Buys

Q2 2026

1. VUG Vanguard Growth Etf

+$42.19 M

2. VEA Vanguard Ftse Developed Markets Etf

+$2.76 M

3. VTV Vanguard Value Etf

+$1.58 M

4. IBTJ Ishares Ibonds Dec 2029 Term Treasury Etf

+$756,883.89

5. DFAC Dimensional Us Core Equity 2 Etf

+$723,733

Top Sells

Q2 2026

1. IBTG Ishares Ibonds Dec 2026 Term Treasury Etf

−$460,981.97

2. XOM Exxon Mobil Corporation

−$222,426

3. NVDA Nvidia Corporation

−$39,822.73

4. COHR Coherent

−$26,035.02

5. MDT Medtronic PLC

−$21,122.07

Stocks/ETFs

+15.79%

$255.92 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Ftse Developed Markets Etf ETF-VEA	706,718	$50.35 M	19.68%	▲ 38,679	Add 5.8%
Vanguard Growth Etf ETF-VUG	581,578	$50.1 M	19.58%	▲ 489,769	Add 533.5%
Dimensional Us Core Equity 2 Etf ETF-DFAC	647,044	$28.7 M	11.22%	▲ 16,315	Add 2.6%
Vanguard Value Etf ETF-VTV	63,061	$13.74 M	5.37%	▲ 7,248	Add 13.0%
Ishares Ibonds Dec 2030 Term Treasury Etf ETF-IBTK	686,872	$13.42 M	5.24%	▲ 20,987	Add 3.2%
Ishares Ibonds Dec 2027 Term Treasury Etf ETF-IBTH	564,719	$12.63 M	4.94%	▲ 27,501	Add 5.1%
Ishares Ibonds Dec 2029 Term Treasury Etf ETF-IBTJ	577,575	$12.5 M	4.89%	▲ 34,960	Add 6.4%
Vanguard Small-Cap Etf ETF-VB	38,346	$11.62 M	4.54%	▲ 1,931	Add 5.3%
Ishares Ibonds Dec 2026 Term Treasury Etf ETF-IBTG	495,686	$11.35 M	4.43%	▼ 20,139	Reduce -3.9%
Ishares Ibonds Dec 2028 Term Treasury Etf ETF-IBTI	506,332	$11.21 M	4.38%	▲ 30,753	Add 6.5%

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Wealth Management Strategies, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Wealth Management Strategies, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Wealth Management Strategies, Inc. Quarterly 13F Statistics

Discover detailed insights into Wealth Management Strategies, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Wealth Management Strategies, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Wealth Management Strategies, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Wealth Management Strategies, Inc. 13F Filings, Portfolio & Analysis

Wealth Management Strategies, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Wealth Management Strategies, Inc.'s Portfolio

Wealth Management Strategies, Inc. Quarterly 13F Statistics

Wealth Management Strategies, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)