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Wealth Management Strategies - Q2 2026 13F Filings

WE

Wealth Management Strategies, Inc.

CIK: 0002057285
Address: Pennsylvania Pittsburgh 17 Brilliant Ave Ste 302
$255.92 M
Portfolio Value
45
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/17/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+15.79%
$255.92 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wealth Management Strategies Q2 2026 Filing Summary

Wealth Management Strategies, Inc. filed its 13F report for Q2 2026 on August 17, 2026. The portfolio totaled 255.92 M reflecting a +15.79% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 84.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wealth Management Strategies’s Q2 2026 Filing

Wealth Management Strategies submitted their Form 13F-HR for the Q2 2026 period on 08/17/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wealth Management Strategies reported a managed portfolio value of 255.92 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Wealth Management Strategies bought or sold during Q2 2026, please visit Wealth Management Strategies's Portfolio Analysis page.