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 56.10% of Strategies Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, AMZN, SPDW, VTV, QUAL, CRWV, AMD, DGRO, AAPL, LOW.
- Started 15 new stock positions in AMGN, GDX, MLI, NIO, XAR, CRWV, VLO, HBAN, DAL, FNDX. APLD, GNTX, ABT, CLS, NVTS.
- Reduced shares in these 10 stocks: VUG, IUSG, IEFA, QQQ, GOVZ, IVV, IUSV, VOO, VIG, ONEQ.
- Sold out of its positions in OKLO, AMPX.WS, CMCSA, ONEQ, FI, HYG, HDV, JEPI, KMB, HYMB. DIA, XLV, UAL, GRAB.
- Strategies Wealth Advisors was a net seller of stock by $-16M.
- Strategies Wealth Advisors has $962M in assets under management (AUM), dropping by 5.00%.
- Central Index Key (CIK): 0001976435
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Portfolio Holdings for Strategies Wealth Advisors
Strategies Wealth Advisors holds 185 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 15.0 | $144M | 3.4M | 42.79 |
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| Vanguard Index Fds Value Etf (VTV) | 13.5 | $130M | 696k | 186.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 13.2 | $127M | -3% | 265k | 479.61 |
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| Ishares Tr Core Div Grwth (DGRO) | 8.9 | $85M | 1.3M | 68.08 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.5 | $53M | 272k | 194.50 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 4.4 | $42M | 141k | 297.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.8 | $37M | -7% | 424k | 87.31 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.7 | $36M | 173k | 208.71 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 3.1 | $30M | -11% | 181k | 164.54 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.2 | $21M | -6% | 214k | 99.95 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.1 | $20M | -3% | 216k | 93.37 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $15M | -6% | 69k | 215.79 |
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| NVIDIA Corporation (NVDA) | 1.3 | $12M | +25% | 65k | 186.58 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $12M | -4% | 158k | 73.29 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.0 | $9.6M | 22k | 435.45 |
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| Amazon (AMZN) | 0.9 | $8.9M | +26% | 40k | 219.57 |
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| Microsoft Corporation (MSFT) | 0.9 | $8.7M | +5% | 17k | 517.96 |
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| Apple (AAPL) | 0.8 | $8.1M | +7% | 32k | 254.63 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.8 | $7.2M | -6% | 77k | 94.31 |
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| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.7 | $6.7M | -22% | 690k | 9.73 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.7 | $6.3M | 31k | 199.47 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.6 | $6.1M | +6% | 126k | 48.22 |
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| Meta Platforms Cl A (META) | 0.6 | $5.4M | +3% | 7.4k | 734.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.6M | -25% | 6.9k | 669.29 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.5 | $4.5M | -9% | 51k | 88.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.3M | -7% | 13k | 328.17 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $3.3M | 71k | 46.41 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.3M | +10% | 4.3k | 762.97 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.0M | 9.6k | 315.42 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.7M | -4% | 25k | 106.49 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.7M | -2% | 36k | 74.37 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.6M | +19% | 14k | 182.42 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.5M | +7% | 2.7k | 925.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.5M | -35% | 4.1k | 612.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | 9.4k | 254.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.2M | -46% | 3.7k | 600.39 |
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| Tesla Motors (TSLA) | 0.2 | $2.2M | +9% | 4.8k | 444.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $2.1M | -19% | 40k | 50.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.0M | -25% | 17k | 120.72 |
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| Ge Vernova (GEV) | 0.2 | $1.8M | +13% | 2.9k | 614.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | +17% | 6.9k | 243.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.6M | -6% | 3.2k | 502.75 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.6M | -31% | 7.5k | 206.51 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | -16% | 26k | 59.92 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.4M | -9% | 17k | 82.96 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.4M | 19k | 73.46 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | 3.7k | 369.70 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +152% | 8.1k | 161.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | 1.7k | 746.82 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.1k | 293.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.2M | -22% | 1.8k | 666.07 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $1.2M | 24k | 50.74 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.2M | -13% | 4.8k | 244.11 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | +35% | 16k | 75.49 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.1M | 4.3k | 247.11 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.0M | -15% | 13k | 80.17 |
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| General Dynamics Corporation (GD) | 0.1 | $1.0M | -25% | 3.0k | 340.95 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $1.0M | NEW | 7.4k | 136.85 |
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| Broadcom (AVGO) | 0.1 | $1.0M | 3.1k | 329.89 |
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| Constellation Energy (CEG) | 0.1 | $1.0M | 3.0k | 329.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $994k | -36% | 2.8k | 355.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $975k | -35% | 4.0k | 243.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $953k | +18% | 1.9k | 490.38 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $953k | 9.2k | 103.21 |
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| Coca-Cola Company (KO) | 0.1 | $909k | 14k | 66.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $905k | -47% | 1.9k | 468.51 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $891k | +53% | 14k | 65.00 |
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| Lowe's Companies (LOW) | 0.1 | $872k | +214% | 3.5k | 251.32 |
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| Linde SHS (LIN) | 0.1 | $830k | -28% | 1.7k | 475.13 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $829k | +22% | 1.2k | 698.00 |
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| ConocoPhillips (COP) | 0.1 | $811k | +34% | 8.6k | 94.59 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $806k | 2.5k | 320.01 |
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| Caterpillar (CAT) | 0.1 | $784k | +87% | 1.6k | 477.29 |
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| Palo Alto Networks (PANW) | 0.1 | $771k | 3.8k | 203.62 |
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| UnitedHealth (UNH) | 0.1 | $755k | +94% | 2.2k | 345.28 |
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| American Express Company (AXP) | 0.1 | $752k | +10% | 2.3k | 332.20 |
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| American Centy Etf Tr Focused Dynamic (FDG) | 0.1 | $749k | 6.2k | 120.44 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $747k | 27k | 27.30 |
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| Eaton Corp SHS (ETN) | 0.1 | $702k | +51% | 1.9k | 374.23 |
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| Kroger (KR) | 0.1 | $684k | 10k | 67.41 |
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| O'reilly Automotive (ORLY) | 0.1 | $673k | 6.2k | 107.81 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $669k | 4.7k | 142.11 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $664k | 3.8k | 176.80 |
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| Goldman Sachs (GS) | 0.1 | $653k | -9% | 820.00 | 796.13 |
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| Blackrock (BLK) | 0.1 | $640k | +11% | 549.00 | 1166.17 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $638k | -24% | 4.2k | 150.87 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $620k | -3% | 8.7k | 71.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $612k | +127% | 2.5k | 241.92 |
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| Chevron Corporation (CVX) | 0.1 | $603k | +4% | 3.9k | 155.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $601k | +6% | 1.8k | 326.37 |
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| Southern Company (SO) | 0.1 | $601k | 6.3k | 94.77 |
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| Rockwell Automation (ROK) | 0.1 | $598k | 1.7k | 349.43 |
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| Contineum Therapeutics Cl A (CTNM) | 0.1 | $588k | 50k | 11.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $584k | +9% | 4.7k | 123.74 |
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| Home Depot (HD) | 0.1 | $576k | 1.4k | 405.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $572k | -31% | 4.8k | 118.83 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $568k | -29% | 3.9k | 145.64 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $564k | 12k | 46.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $561k | -21% | 5.6k | 100.24 |
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| Philip Morris International (PM) | 0.1 | $545k | -28% | 3.4k | 162.22 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $538k | -16% | 6.0k | 89.77 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $529k | -4% | 930.00 | 569.10 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $521k | 2.4k | 213.74 |
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| Netflix (NFLX) | 0.1 | $520k | -9% | 434.00 | 1198.92 |
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| Boeing Company (BA) | 0.1 | $508k | 2.4k | 215.80 |
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| Dow (DOW) | 0.1 | $500k | +4% | 22k | 22.93 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $494k | 3.5k | 142.43 |
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| Mercantile Bank (MBWM) | 0.1 | $493k | +21% | 11k | 45.00 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $489k | 12k | 40.73 |
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| Qualcomm (QCOM) | 0.1 | $485k | 2.9k | 166.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $479k | -31% | 7.3k | 65.26 |
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| Abbvie (ABBV) | 0.0 | $477k | 2.1k | 231.54 |
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| Wal-Mart Stores (WMT) | 0.0 | $474k | -3% | 4.6k | 103.06 |
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| Corning Incorporated (GLW) | 0.0 | $474k | +14% | 5.8k | 82.02 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $438k | 2.8k | 154.25 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $433k | -11% | 4.1k | 104.51 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $431k | 34k | 12.77 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $431k | 600.00 | 718.54 |
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| Valero Energy Corporation (VLO) | 0.0 | $431k | NEW | 2.5k | 170.25 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $430k | 3.2k | 133.88 |
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| Devon Energy Corporation (DVN) | 0.0 | $410k | 12k | 35.06 |
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| Procter & Gamble Company (PG) | 0.0 | $407k | -41% | 2.6k | 153.63 |
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| Visa Com Cl A (V) | 0.0 | $400k | -7% | 1.2k | 341.35 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $394k | 4.2k | 93.64 |
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| International Business Machines (IBM) | 0.0 | $390k | -12% | 1.4k | 282.21 |
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| Abbott Laboratories (ABT) | 0.0 | $386k | NEW | 2.9k | 133.95 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $381k | 2.3k | 167.34 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $381k | 3.4k | 112.76 |
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| McDonald's Corporation (MCD) | 0.0 | $379k | 1.2k | 303.77 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $377k | 497.00 | 758.12 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $376k | +27% | 9.8k | 38.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $376k | -6% | 1.5k | 246.61 |
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| Walt Disney Company (DIS) | 0.0 | $368k | -2% | 3.2k | 114.50 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $358k | -20% | 19k | 19.29 |
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| Ge Aerospace Com New (GE) | 0.0 | $356k | -5% | 1.2k | 300.92 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $338k | 2.4k | 139.68 |
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| Gentex Corporation (GNTX) | 0.0 | $334k | NEW | 12k | 28.30 |
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| Phillips 66 (PSX) | 0.0 | $329k | +25% | 2.4k | 136.05 |
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| Oracle Corporation (ORCL) | 0.0 | $328k | +2% | 1.2k | 281.26 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $324k | 8.9k | 36.45 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $307k | +3% | 1.6k | 189.75 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $301k | +5% | 5.6k | 53.87 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $300k | -9% | 600.00 | 499.44 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $299k | -17% | 4.4k | 67.26 |
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| Cisco Systems (CSCO) | 0.0 | $299k | -11% | 4.4k | 68.42 |
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| CSX Corporation (CSX) | 0.0 | $298k | 8.4k | 35.51 |
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| Johnson & Johnson (JNJ) | 0.0 | $296k | 1.6k | 185.41 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $293k | 950.00 | 308.02 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $286k | 3.2k | 89.33 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $283k | 293.00 | 966.92 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $281k | 2.8k | 99.83 |
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| Amgen (AMGN) | 0.0 | $278k | NEW | 985.00 | 282.20 |
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| Ares Capital Corporation (ARCC) | 0.0 | $272k | +36% | 13k | 20.41 |
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| Celestica (CLS) | 0.0 | $271k | NEW | 1.1k | 246.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $271k | 970.00 | 279.36 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $270k | 2.0k | 137.80 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $267k | -44% | 947.00 | 281.87 |
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| Bank of America Corporation (BAC) | 0.0 | $266k | 5.2k | 51.60 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $261k | -23% | 4.2k | 61.93 |
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| Pfizer (PFE) | 0.0 | $259k | -2% | 10k | 25.48 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $254k | 3.5k | 72.77 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $254k | +8% | 567.00 | 447.23 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $253k | NEW | 4.5k | 56.76 |
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| Automatic Data Processing (ADP) | 0.0 | $252k | 858.00 | 293.37 |
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| Prologis (PLD) | 0.0 | $246k | 2.2k | 114.52 |
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| Ford Motor Company (F) | 0.0 | $240k | -16% | 20k | 11.96 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $236k | 3.1k | 76.72 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $232k | 2.4k | 95.89 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $231k | NEW | 32k | 7.22 |
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| Applied Digital Corp Com New (APLD) | 0.0 | $230k | NEW | 10k | 22.94 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $228k | 1.2k | 183.76 |
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| Mueller Industries (MLI) | 0.0 | $223k | NEW | 2.2k | 101.12 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $221k | NEW | 2.9k | 76.39 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $220k | 857.00 | 256.45 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $211k | -64% | 1.5k | 140.98 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $209k | NEW | 12k | 17.27 |
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| MiMedx (MDXG) | 0.0 | $207k | 30k | 6.98 |
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| Pepsi (PEP) | 0.0 | $205k | -36% | 1.5k | 140.46 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $204k | NEW | 868.00 | 234.99 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $202k | NEW | 7.7k | 26.30 |
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| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $118k | +2% | 13k | 8.89 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $95k | -8% | 35k | 2.75 |
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| Immunic (IMUX) | 0.0 | $88k | 100k | 0.88 |
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| Nio Spon Ads (NIO) | 0.0 | $77k | NEW | 10k | 7.62 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $12k | 10k | 1.20 |
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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 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