§ 13F · FUND PROFILE
Strategies Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $962M (13F)Positions · 185Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 3.59M | $164M | 16.5% | +1% |
| 2 | VTV | VANGUARD INDEX FDS | 742K | $146M | 14.6% | +2% |
| 3 | VUG | VANGUARD INDEX FDS | 272K | $119M | 11.9% | +4% |
| 4 | DGRO | ISHARES TR | 1.26M | $89M | 8.9% | −3% |
| 5 | QUAL | ISHARES TR | 313K | $60M | 6.0% | +9% |
| 6 | VBK | VANGUARD INDEX FDS | 145K | $44M | 4.4% | −2% |
| 7 | VBR | VANGUARD INDEX FDS | 175K | $38M | 3.8% | −3% |
| 8 | IEFA | ISHARES TR | 331K | $30M | 3.0% | −17% |
| 9 | IUSG | ISHARES TR | 150K | $23M | 2.3% | −10% |
| 10 | IUSV | ISHARES TR | 203K | $21M | 2.1% | −4% |
§ 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 $962 million in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed