§ 13F · FUND PROFILE
Strategies Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $915.8T (13F)Positions · 185Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 3.57M | $158.4T | 15.9% | +6% |
| 2 | VTV | VANGUARD INDEX FDS | 728K | $139.0T | 13.9% | +5% |
| 3 | VUG | VANGUARD INDEX FDS | 262K | $127.9T | 12.8% | −1% |
| 4 | DGRO | ISHARES TR | 1.30M | $90.1T | 9.0% | +4% |
| 5 | QUAL | ISHARES TR | 287K | $57.0T | 5.7% | +5% |
| 6 | VBK | VANGUARD INDEX FDS | 148K | $44.6T | 4.5% | +5% |
| 7 | VBR | VANGUARD INDEX FDS | 180K | $38.2T | 3.8% | +4% |
| 8 | IEFA | ISHARES TR | 399K | $35.7T | 3.6% | −6% |
| 9 | IUSG | ISHARES TR | 168K | $28.1T | 2.8% | −8% |
| 10 | IUSV | ISHARES TR | 211K | $21.6T | 2.2% | −2% |
§ 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 $915751.2 trillion in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed