Wealth Management Strategies, Inc.: 13F holdings
CIK 20572852026Q2
| Positions | 45 |
|---|
| Reported value | $255.9m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 45 (+5 vs prior quarter) |
|---|
| Reported value | $255.9m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 706,718 | $50.4m | 19.7% |
| VUG VANGUARD INDEX FDS | 581,578 | $50.1m | 19.6% |
| DIMENSIONAL ETF TRUST | 647,044 | $28.7m | 11.2% |
| VTV VANGUARD INDEX FDS | 63,061 | $13.7m | 5.4% |
| IBTK ISHARES TR | 686,872 | $13.4m | 5.2% |
| IBTH ISHARES TR | 564,719 | $12.6m | 4.9% |
| IBTJ ISHARES TR | 577,575 | $12.5m | 4.9% |
| VB VANGUARD INDEX FDS | 38,346 | $11.6m | 4.5% |
| IBTG ISHARES TR | 495,686 | $11.3m | 4.4% |
| IBTI ISHARES TR | 506,332 | $11.2m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057285")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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