Strategies Wealth Advisors
Latest statistics and disclosures from Strategies Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPDW, VTV, VUG, DGRO, QUAL, and represent 57.35% of Strategies Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPDW (+$8.5M), VTV (+$6.2M), DGRO, QUAL, VBK, VBR, GS, FBTC, GOVZ, TSLA.
- Started 9 new stock positions in TSE, WU, PEG, MU, Q, MRK, UBER, CMI, NKE.
- Reduced shares in these 10 stocks: IUSG, IEFA, JPST, VUG, IBIT, NVDA, SHY, EFA, SMH, .
- Sold out of its positions in ABT, ARCC, DUK, GNTX, IBIT, NVTS, SMH.
- Strategies Wealth Advisors was a net buyer of stock by $16M.
- Strategies Wealth Advisors has $998M in assets under management (AUM), dropping by 3.81%.
- Central Index Key (CIK): 0001976435
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Portfolio Holdings for Strategies Wealth Advisors
Strategies Wealth Advisors holds 187 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 15.9 | $158M | +5% | 3.6M | 44.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 13.9 | $139M | +4% | 728k | 190.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.8 | $128M | 262k | 487.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 9.0 | $90M | +3% | 1.3M | 69.42 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.7 | $57M | +5% | 287k | 198.62 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 4.5 | $45M | +4% | 148k | 302.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.8 | $38M | +4% | 180k | 211.79 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $36M | -5% | 399k | 89.46 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 2.8 | $28M | -7% | 168k | 167.94 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.2 | $22M | 211k | 102.54 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.0 | $20M | -3% | 209k | 96.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $15M | 69k | 219.78 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $12M | 156k | 75.05 |
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| NVIDIA Corporation (NVDA) | 1.2 | $12M | -5% | 62k | 186.50 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.0 | $9.8M | 22k | 444.59 |
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| Amazon (AMZN) | 1.0 | $9.5M | 41k | 230.82 |
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| Apple (AAPL) | 0.9 | $9.1M | +5% | 33k | 271.86 |
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| Microsoft Corporation (MSFT) | 0.8 | $8.5M | +4% | 18k | 483.62 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.7 | $7.0M | -2% | 75k | 94.19 |
|
| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.7 | $7.0M | +10% | 759k | 9.25 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.6 | $6.4M | 31k | 204.85 |
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| Spdr Series Trust State Street Spd (SHM) | 0.6 | $6.1M | 128k | 47.99 |
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| Meta Platforms Cl A (META) | 0.5 | $5.1M | +5% | 7.8k | 660.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.6M | -2% | 6.7k | 684.94 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.4 | $4.5M | -3% | 49k | 90.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.4M | 13k | 335.26 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | -7% | 4.0k | 1074.61 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.3M | +7% | 10k | 322.23 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $3.2M | -2% | 69k | 46.29 |
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| Tesla Motors (TSLA) | 0.3 | $2.8M | +28% | 6.2k | 449.74 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.7M | 26k | 107.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.7M | +25% | 8.6k | 312.98 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.7M | +7% | 15k | 177.75 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.5M | +7% | 2.9k | 862.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.5M | -7% | 33k | 74.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | 9.4k | 257.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.4M | -7% | 3.8k | 627.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | 3.7k | 614.26 |
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| Goldman Sachs (GS) | 0.2 | $2.1M | +184% | 2.3k | 878.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.0M | -4% | 16k | 123.26 |
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| Ge Vernova (GEV) | 0.2 | $1.9M | +4% | 3.0k | 653.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.6M | 3.2k | 502.66 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | -6% | 7.5k | 214.16 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.6M | 7.5k | 212.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | 26k | 62.47 |
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| Nextera Energy (NEE) | 0.2 | $1.5M | +22% | 19k | 80.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.4M | 19k | 75.44 |
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| Broadcom (AVGO) | 0.1 | $1.4M | +32% | 4.1k | 346.11 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.4M | +534% | 18k | 76.23 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | +4% | 3.9k | 351.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.3M | +5% | 4.2k | 313.82 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | +8% | 4.5k | 290.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.3M | +2% | 1.9k | 681.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | -2% | 1.6k | 754.01 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $1.2M | 24k | 51.50 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.1M | +3% | 4.5k | 252.92 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.0M | -13% | 4.2k | 251.15 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | +14% | 2.2k | 468.76 |
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| Constellation Energy (CEG) | 0.1 | $1.0M | -4% | 2.9k | 353.28 |
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| General Dynamics Corporation (GD) | 0.1 | $983k | -2% | 2.9k | 336.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $982k | -11% | 2.5k | 396.24 |
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| Coca-Cola Company (KO) | 0.1 | $970k | 14k | 69.91 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $953k | 9.1k | 105.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $914k | 1.9k | 473.41 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $856k | +24% | 1.5k | 580.71 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $855k | -20% | 10k | 82.48 |
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| American Centy Etf Tr Focused Dynamic (FDG) | 0.1 | $789k | 6.2k | 126.85 |
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| Ge Aerospace Com New (GE) | 0.1 | $758k | +107% | 2.5k | 308.07 |
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| Procter & Gamble Company (PG) | 0.1 | $746k | +96% | 5.2k | 143.32 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $745k | -8% | 2.3k | 323.00 |
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| UnitedHealth (UNH) | 0.1 | $742k | +2% | 2.2k | 330.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $712k | -49% | 8.6k | 82.82 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $688k | -66% | 14k | 50.59 |
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| Blackrock (BLK) | 0.1 | $679k | +15% | 634.00 | 1071.10 |
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| Palo Alto Networks (PANW) | 0.1 | $676k | -3% | 3.7k | 184.20 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $672k | 4.8k | 141.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $669k | -10% | 24k | 27.43 |
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| Rockwell Automation (ROK) | 0.1 | $647k | -2% | 1.7k | 389.10 |
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| Eaton Corp SHS (ETN) | 0.1 | $637k | +6% | 2.0k | 318.47 |
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| Kroger (KR) | 0.1 | $637k | 10k | 62.48 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $625k | -8% | 3.4k | 181.23 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $623k | -2% | 8.5k | 73.56 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $621k | -9% | 3.8k | 161.99 |
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| Chevron Corporation (CVX) | 0.1 | $592k | 3.9k | 152.42 |
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| ConocoPhillips (COP) | 0.1 | $589k | -26% | 6.3k | 93.61 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $575k | 3.9k | 148.71 |
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| Contineum Therapeutics Cl A (CTNM) | 0.1 | $572k | 50k | 11.43 |
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| O'reilly Automotive (ORLY) | 0.1 | $569k | 6.2k | 91.21 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $555k | 3.2k | 171.16 |
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| Southern Company (SO) | 0.1 | $555k | 6.4k | 87.20 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $538k | NEW | 6.6k | 81.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $536k | -7% | 4.5k | 120.18 |
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| Wal-Mart Stores (WMT) | 0.1 | $529k | +3% | 4.7k | 111.40 |
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| Mercantile Bank (MBWM) | 0.1 | $528k | 11k | 48.10 |
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| Dow (DOW) | 0.1 | $517k | 22k | 23.38 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $514k | 2.4k | 211.24 |
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| Qualcomm (QCOM) | 0.1 | $503k | 2.9k | 171.02 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $499k | 12k | 41.62 |
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| Abbvie (ABBV) | 0.0 | $493k | +4% | 2.2k | 228.47 |
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| Boeing Company (BA) | 0.0 | $493k | -3% | 2.3k | 217.08 |
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| Caterpillar (CAT) | 0.0 | $489k | -47% | 854.00 | 572.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $475k | 3.5k | 136.95 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $475k | -15% | 10k | 46.81 |
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| Home Depot (HD) | 0.0 | $473k | -3% | 1.4k | 344.23 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $459k | -17% | 4.6k | 99.88 |
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| Lowe's Companies (LOW) | 0.0 | $459k | -45% | 1.9k | 241.14 |
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| Valero Energy Corporation (VLO) | 0.0 | $456k | +10% | 2.8k | 162.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $453k | -6% | 6.9k | 66.00 |
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| Corning Incorporated (GLW) | 0.0 | $438k | -13% | 5.0k | 87.55 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $438k | 498.00 | 878.91 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $433k | 2.8k | 155.12 |
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| Devon Energy Corporation (DVN) | 0.0 | $431k | 12k | 36.63 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $424k | +3% | 6.2k | 68.36 |
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| Visa Com Cl A (V) | 0.0 | $423k | +2% | 1.2k | 350.65 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $419k | +3% | 3.5k | 120.35 |
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| Public Service Enterprise (PEG) | 0.0 | $418k | NEW | 5.2k | 80.30 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $417k | 2.3k | 183.42 |
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| International Business Machines (IBM) | 0.0 | $415k | 1.4k | 296.13 |
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| Netflix (NFLX) | 0.0 | $413k | +914% | 4.4k | 93.76 |
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| McDonald's Corporation (MCD) | 0.0 | $394k | +3% | 1.3k | 305.52 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $386k | -5% | 1.4k | 268.27 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $364k | +2% | 19k | 19.20 |
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| Walt Disney Company (DIS) | 0.0 | $350k | -4% | 3.1k | 113.77 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $348k | -34% | 610.00 | 570.45 |
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| Nike CL B (NKE) | 0.0 | $344k | NEW | 5.4k | 63.71 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $341k | 2.4k | 141.06 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $339k | -23% | 3.2k | 106.70 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $339k | -12% | 3.7k | 92.51 |
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| Cisco Systems (CSCO) | 0.0 | $338k | 4.4k | 77.03 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $335k | -13% | 8.5k | 39.59 |
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| Johnson & Johnson (JNJ) | 0.0 | $331k | 1.6k | 207.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $331k | +12% | 1.1k | 303.90 |
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| Amgen (AMGN) | 0.0 | $331k | +2% | 1.0k | 327.44 |
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| Micron Technology (MU) | 0.0 | $329k | NEW | 1.2k | 285.48 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $327k | 577.00 | 566.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $326k | +4% | 305.00 | 1070.27 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $314k | 8.9k | 35.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $311k | 1.6k | 191.61 |
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| CSX Corporation (CSX) | 0.0 | $306k | 8.4k | 36.25 |
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| Phillips 66 (PSX) | 0.0 | $303k | -2% | 2.3k | 129.03 |
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| American Express Company (AXP) | 0.0 | $303k | -63% | 819.00 | 369.91 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $301k | -2% | 4.3k | 69.47 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $299k | 951.00 | 314.66 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $296k | -4% | 4.3k | 69.40 |
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| Uber Technologies (UBER) | 0.0 | $295k | NEW | 3.6k | 81.72 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $292k | 603.00 | 483.92 |
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| Bank of America Corporation (BAC) | 0.0 | $292k | +2% | 5.3k | 55.00 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $288k | -5% | 5.3k | 54.77 |
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| Astrazeneca Sponsored Adr | 0.0 | $285k | 3.1k | 91.93 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $283k | 3.5k | 81.17 |
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| Prologis (PLD) | 0.0 | $280k | 2.2k | 127.67 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $277k | 2.0k | 141.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $274k | -55% | 1.1k | 246.13 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $273k | +100% | 1.9k | 143.97 |
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| Oracle Corporation (ORCL) | 0.0 | $272k | +19% | 1.4k | 194.86 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $270k | +88% | 6.0k | 44.71 |
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| Linde SHS (LIN) | 0.0 | $267k | -64% | 626.00 | 426.38 |
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| Celestica (CLS) | 0.0 | $266k | -18% | 900.00 | 295.61 |
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| Ford Motor Company (F) | 0.0 | $265k | 20k | 13.12 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $263k | +5% | 3.1k | 85.77 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $260k | -38% | 21k | 12.43 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $255k | -4% | 4.0k | 62.92 |
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| Mueller Industries (MLI) | 0.0 | $253k | 2.2k | 114.82 |
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| Applied Digital Corp Com New (APLD) | 0.0 | $246k | 10k | 24.52 |
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| Pfizer (PFE) | 0.0 | $246k | -2% | 9.9k | 24.90 |
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| Merck & Co (MRK) | 0.0 | $239k | NEW | 2.3k | 105.28 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $234k | 2.4k | 96.88 |
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| Automatic Data Processing (ADP) | 0.0 | $226k | +2% | 877.00 | 257.34 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $219k | +2% | 875.00 | 250.31 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $218k | 1.3k | 173.53 |
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| Philip Morris International (PM) | 0.0 | $216k | -59% | 1.3k | 160.43 |
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| Cummins (CMI) | 0.0 | $215k | NEW | 421.00 | 510.06 |
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| Pepsi (PEP) | 0.0 | $214k | +2% | 1.5k | 143.48 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $213k | -59% | 3.0k | 71.61 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $210k | 7.7k | 27.21 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $210k | 869.00 | 241.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $208k | -3% | 1.5k | 143.52 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $207k | 12k | 17.35 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $204k | -49% | 303.00 | 673.82 |
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| MiMedx (MDXG) | 0.0 | $201k | 30k | 6.77 |
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| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $128k | +3% | 14k | 9.27 |
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| Western Union Company (WU) | 0.0 | $112k | NEW | 12k | 9.31 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $95k | +5% | 37k | 2.59 |
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| Immunic (IMUX) | 0.0 | $53k | 100k | 0.53 |
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| Nio Spon Ads (NIO) | 0.0 | $52k | 10k | 5.10 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $20k | 10k | 1.97 |
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| Trinseo SHS (TSE) | 0.0 | $9.0k | NEW | 18k | 0.50 |
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Past Filings by Strategies Wealth Advisors
SEC 13F filings are viewable for Strategies Wealth Advisors going back to 2021
- Strategies Wealth Advisors 2025 Q4 filed Feb. 13, 2026
- Strategies Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Strategies Wealth Advisors 2025 Q2 filed Aug. 8, 2025
- Strategies Wealth Advisors 2025 Q1 filed May 14, 2025
- Strategies Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- Strategies Wealth Advisors 2024 Q3 filed Oct. 7, 2024
- Strategies Wealth Advisors 2024 Q2 filed July 29, 2024
- Strategies Wealth Advisors 2024 Q1 filed April 22, 2024
- Strategies Wealth Advisors 2023 Q4 filed Jan. 22, 2024
- Strategies Wealth Advisors 2023 Q3 filed Oct. 10, 2023
- Strategies Wealth Advisors 2023 Q2 filed July 12, 2023
- Strategies Wealth Advisors 2022 Q1 filed June 27, 2023
- Strategies Wealth Advisors 2022 Q2 filed June 27, 2023
- Strategies Wealth Advisors 2022 Q4 filed June 27, 2023
- Strategies Wealth Advisors 2023 Q1 filed June 27, 2023
- Strategies Wealth Advisors 2021 Q4 filed June 26, 2023