§ 13F · FUND PROFILE
Strategies Wealth Advisors, LLC.
AUM · $1.1B (13F)Positions · 202Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 3.41M | $172M | 15.4% | −5% |
| 2 | VTV | VANGUARD INDEX FDS | 727K | $158M | 14.2% | −2% |
| 3 | VUG | VANGUARD INDEX FDS | 1.65M | $142M | 12.7% | +506% |
| 4 | DGRO | ISHARES TR | 1.11M | $84M | 7.5% | −12% |
| 5 | QUAL | ISHARES TR | 277K | $61M | 5.4% | −11% |
| 6 | VBK | VANGUARD INDEX FDS | 124K | $45M | 4.1% | −14% |
| 7 | VBR | VANGUARD INDEX FDS | 153K | $37M | 3.3% | −13% |
| 8 | DYNF | BLACKROCK ETF TRUST | 432K | $29M | 2.6% | +196% |
| 9 | IEFA | ISHARES TR | 289K | $28M | 2.5% | −13% |
| 10 | IUSG | ISHARES TR | 135K | $25M | 2.3% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIES SIGNAL
AC read
Strategies Wealth Advisors, LLC is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 202 positions.
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