Wealth Management Strategies, Inc.
Wealth Management Strategies, Inc. reported 45 positions worth $255.9M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: VEA (19.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $50.4M | 19.68% | 706,718 | — | — | |
| ▸ 2 | VUG | SH | $50.1M | 19.58% | 581,578 | — | — | |
| ▸ 3 | DFAC | SH | $28.7M | 11.22% | 647,044 | — | — | |
| ▸ 4 | VTV | SH | $13.7M | 5.37% | 63,061 | — | — | |
| ▸ 5 | IBTK | SH | $13.4M | 5.24% | 686,872 | — | — | |
| ▸ 6 | IBTH | SH | $12.6M | 4.94% | 564,719 | — | — | |
| ▸ 7 | IBTJ | SH | $12.5M | 4.89% | 577,575 | — | — | |
| ▸ 8 | VB | SH | $11.6M | 4.54% | 38,346 | — | — | |
| ▸ 9 | IBTG | SH | $11.3M | 4.43% | 495,686 | — | — | |
| ▸ 10 | IBTI | SH | $11.2M | 4.38% | 506,332 | — | — |
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Frequently Asked Questions
What stocks does Wealth Management Strategies, Inc. hold as of Q2 2026?
Wealth Management Strategies, Inc. reported 45 positions worth $255.9M in its Q2 2026 13F filing. Largest positions: VEA (19.7%), VUG (19.6%), DFAC (11.2%), VTV (5.4%) and IBTK (5.2%).
What did Wealth Management Strategies, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Management Strategies, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.