Strategies Wealth Advisors, LLC: 13F holdings
CIK 19764352026Q2
| Positions | 202 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 202 (+9 vs prior quarter) |
|---|
| Reported value | $1.1bn (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SPDR INDEX SHS FDS | 3,413,848 | $172.0m | 15.4% |
| VTV VANGUARD INDEX FDS | 726,738 | $158.4m | 14.2% |
| VUG VANGUARD INDEX FDS | 1,649,735 | $142.1m | 12.7% |
| DGRO ISHARES TR | 1,106,388 | $83.9m | 7.5% |
| QUAL ISHARES TR | 277,042 | $60.8m | 5.4% |
| VBK VANGUARD INDEX FDS | 123,901 | $45.3m | 4.1% |
| VBR VANGUARD INDEX FDS | 152,687 | $37.1m | 3.3% |
| DYNF BLACKROCK ETF TRUST | 431,577 | $29.4m | 2.6% |
| IEFA ISHARES TR | 289,181 | $27.9m | 2.5% |
| IUSG ISHARES TR | 134,539 | $25.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1976435")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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