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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 55.20% of Strategies Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$119M), DYNF (+$19M), VOOG (+$8.4M), GOVZ, BAI, BLCR, SHLD, IALT, GGOV, VGIT.
Started 26 new stock positions in MO, DRI, IJJ, CMCSA, PJAN, IUSB, GNRC, PBUS, T, KMI.
Reduced shares in these 10 stocks: DGRO (-$12M), SPDW (-$9.1M), QUAL (-$7.8M), VBK (-$7.5M), Ishares Tr (-$6.8M), VBR (-$5.4M), IEFA, VTV, IUSG, IUSV.
Sold out of its positions in GLTR, BRO, F, Immunic, SLV, MTUM, IAGG, Ishares Tr, MA, NIO. NKE, NAK, ORCL, PEP, FNDX, GDX, ACN.
Strategies Wealth Advisors was a net buyer of stock by $124M.
Strategies Wealth Advisors has $1.1B in assets under management (AUM), dropping by 12.31%.
Central Index Key (CIK): 0001976435

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Portfolio Holdings for Strategies Wealth Advisors

Strategies Wealth Advisors holds 202 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	15.4	$172M	-5%	3.4M	50.39	View chart
Vanguard Index Fds Value Etf (VTV)	14.2	$158M	-2%	727k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	12.7	$142M	+505%	1.6M	86.14	View chart
Ishares Tr Core Div Grwth (DGRO)	7.5	$84M	-12%	1.1M	75.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.4	$61M	-11%	277k	219.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.1	$45M	-14%	124k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.3	$37M	-12%	153k	242.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$29M	+195%	432k	68.01	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$28M	-12%	289k	96.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.3	$25M	-10%	135k	188.09	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.9	$21M	-5%	191k	110.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$20M		194k	103.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$15M	-3%	65k	236.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$13M	-2%	141k	90.10	View chart
NVIDIA Corporation (NVDA)	1.1	$12M	-4%	60k	200.09	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.9	$10M	+477%	123k	82.62	View chart
Amazon (AMZN)	0.8	$9.4M	-6%	40k	238.34	View chart
Apple (AAPL)	0.8	$8.8M	-9%	30k	289.36	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.7	$8.3M	+126%	158k	52.72	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.7	$8.3M	-4%	70k	119.13	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$6.9M		31k	219.21	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$5.7M	-11%	118k	47.96	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$5.4M	+94%	125k	43.11	View chart
Microsoft Corporation (MSFT)	0.5	$5.4M		14k	373.02	View chart
Ishares Tr Ishares 25 Plus (GOVZ)	0.4	$5.0M	NEW	136k	36.73	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.4	$4.9M	-5%	45k	109.11	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$4.9M	+296%	82k	59.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$4.6M	-2%	12k	370.05	View chart
Eli Lilly & Co. (LLY)	0.4	$4.5M	-6%	3.8k	1199.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.4M	-14%	5.8k	748.85	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$4.3M	NEW	85k	50.37	View chart
Meta Platforms Cl A (META)	0.4	$4.2M		7.5k	563.30	View chart
Ge Vernova (GEV)	0.3	$3.4M	-2%	2.9k	1174.67	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$3.4M	+22%	32k	107.62	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.4M		10k	327.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.2M		9.0k	357.37	View chart
Advanced Micro Devices (AMD)	0.3	$3.2M	-13%	5.6k	580.91	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$3.0M	NEW	107k	28.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$3.0M	+889%	51k	58.98	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$2.9M	+791%	111k	26.23	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$2.9M	-7%	63k	46.05	View chart
Tesla Motors (TSLA)	0.3	$2.9M	+3%	6.8k	420.60	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$2.8M	NEW	55k	50.29	View chart
Goldman Sachs (GS)	0.2	$2.7M	-9%	2.7k	1011.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.7M	-5%	8.9k	303.10	View chart
Costco Wholesale Corporation (COST)	0.2	$2.6M		2.8k	935.57	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$2.5M	+900%	107k	23.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.4M		3.3k	736.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.4M		33k	73.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.3M		3.4k	686.87	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.2M	-28%	27k	82.11	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.1M	+4%	18k	116.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.9M	-5%	14k	137.53	View chart
Applied Materials (AMAT)	0.2	$1.9M	+22%	2.6k	723.11	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.8M	+697%	34k	52.34	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.7M	+10%	34k	51.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M		4.8k	353.31	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.1	$1.6M	+558%	67k	24.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.6M	+189%	21k	75.51	View chart
Broadcom (AVGO)	0.1	$1.6M		4.3k	377.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.6M		7.0k	227.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.5M		3.1k	500.44	View chart
Micron Technology (MU)	0.1	$1.5M	+104%	1.3k	1153.99	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.5M	+73%	4.5k	334.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+545%	12k	124.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M	+312%	19k	80.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.5M	-9%	21k	71.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M	+699%	12k	119.52	View chart
Nextera Energy (NEE)	0.1	$1.4M	-2%	16k	87.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.4M		3.2k	433.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M	-9%	16k	85.49	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M		9.1k	144.48	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$1.3M		24k	55.45	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.3M	-3%	1.7k	746.68	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M		3.1k	373.68	View chart
Caterpillar (CAT)	0.1	$1.2M		1.1k	1065.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.2M		3.8k	303.00	View chart
Coca-Cola Company (KO)	0.1	$1.1M		14k	81.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M		3.0k	368.33	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.1M	NEW	24k	46.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M	-5%	11k	98.98	View chart
General Dynamics Corporation (GD)	0.1	$934k		2.6k	354.19	View chart
Cameco Corporation (CCJ)	0.1	$896k	+72%	8.8k	101.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$894k	-33%	1.2k	763.14	View chart
Corning Incorporated (GLW)	0.1	$888k	+8%	3.5k	255.46	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$865k	-12%	3.2k	273.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$832k	+5%	26k	31.71	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$828k		6.2k	133.10	View chart
Rockwell Automation (ROK)	0.1	$825k		1.7k	495.04	View chart
Contineum Therapeutics Cl A (CTNM)	0.1	$820k		50k	16.39	View chart
Qnity Electronics Common Stock (Q)	0.1	$814k	+45%	5.0k	163.31	View chart
Palo Alto Networks (PANW)	0.1	$812k		2.4k	341.02	View chart
UnitedHealth (UNH)	0.1	$777k		1.9k	415.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$767k	+24%	4.7k	164.26	View chart
Constellation Energy (CEG)	0.1	$722k		2.9k	248.37	View chart
Procter & Gamble Company (PG)	0.1	$715k	+4%	4.9k	146.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$706k		1.8k	393.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$691k	+13%	4.7k	148.32	View chart
Johnson & Johnson (JNJ)	0.1	$686k	+82%	2.7k	253.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$671k		3.0k	221.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$666k		7.9k	83.75	View chart
Southern Company (SO)	0.1	$650k	+6%	6.8k	95.71	View chart
Mercantile Bank (MBWM)	0.1	$639k		11k	57.42	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$624k		12k	52.00	View chart
Stryker Corporation (SYK)	0.1	$613k	-48%	1.9k	314.78	View chart
Dow (DOW)	0.1	$602k		22k	27.36	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$583k	+10%	11k	51.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$583k		293.00	1988.95	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$578k	-28%	6.5k	89.02	View chart
Devon Energy Corporation (DVN)	0.1	$576k	+4%	14k	41.32	View chart
O'reilly Automotive (ORLY)	0.1	$575k		6.2k	92.09	View chart
Qxo Com New (QXO)	0.1	$574k	NEW	33k	17.28	View chart
Valero Energy Corporation (VLO)	0.1	$559k	-16%	2.1k	260.45	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$553k		2.5k	225.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$545k	-11%	11k	50.57	View chart
ConocoPhillips (COP)	0.0	$515k	-6%	5.0k	103.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$508k		3.5k	146.39	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.0	$504k	NEW	5.7k	88.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$494k	-2%	6.4k	77.11	View chart
Parker-Hannifin Corporation (PH)	0.0	$488k		499.00	978.22	View chart
Boeing Company (BA)	0.0	$484k		2.2k	216.50	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$480k	NEW	4.7k	102.16	View chart
Netflix (NFLX)	0.0	$474k	+23%	6.6k	71.40	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$472k		2.5k	185.23	View chart
Chevron Corporation (CVX)	0.0	$468k	-30%	2.8k	165.75	View chart
Home Depot (HD)	0.0	$463k	-6%	1.3k	352.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$445k	NEW	9.0k	49.49	View chart
Wal-Mart Stores (WMT)	0.0	$431k		3.8k	113.26	View chart
Raytheon Technologies Corp (RTX)	0.0	$430k	+2%	2.3k	189.71	View chart
Phillips 66 (PSX)	0.0	$425k	-3%	2.5k	169.06	View chart
Exxon Mobil Corporation (XOM)	0.0	$424k		3.1k	136.73	View chart
Lowe's Companies (LOW)	0.0	$411k		1.9k	220.44	View chart
Microchip Technology (MCHP)	0.0	$404k	-5%	4.4k	91.21	View chart
Delta Air Lines Com New (DAL)	0.0	$401k		4.3k	93.67	View chart
Public Service Enterprise (PEG)	0.0	$401k	+4%	4.9k	81.17	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$398k		2.4k	164.62	View chart
Visa Com Cl A (V)	0.0	$396k	-3%	1.2k	342.95	View chart
Coreweave Com Cl A (CRWV)	0.0	$396k	+11%	4.0k	99.54	View chart
Applied Digital Corp Com New (APLD)	0.0	$381k		10k	37.30	View chart
Texas Instruments Incorporated (TXN)	0.0	$377k		1.3k	298.08	View chart
Amgen (AMGN)	0.0	$371k	+2%	1.0k	362.16	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$369k	-5%	18k	20.56	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.0	$358k	NEW	4.8k	74.85	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$357k	+14%	6.7k	53.11	View chart
Eaton Corp SHS (ETN)	0.0	$356k	-14%	836.00	426.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$352k		4.3k	81.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$346k		3.7k	93.91	View chart
Ares Capital Corporation (ARCC)	0.0	$343k	NEW	19k	18.53	View chart
McDonald's Corporation (MCD)	0.0	$339k		1.3k	270.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$335k	-3%	1.6k	212.71	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$333k	-12%	2.8k	118.99	View chart
Celestica (CLS)	0.0	$328k		900.00	364.80	View chart
Abbvie (ABBV)	0.0	$321k		1.3k	251.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$321k	-4%	1.1k	300.42	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$313k	-5%	7.1k	44.36	View chart
Linde SHS (LIN)	0.0	$312k		601.00	519.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$309k		2.0k	156.94	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$307k		4.1k	75.88	View chart
Lockheed Martin Corporation (LMT)	0.0	$307k	-7%	603.00	509.44	View chart
International Business Machines (IBM)	0.0	$305k		1.1k	281.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$298k	-24%	624.00	477.41	View chart
Intel Corporation (INTC)	0.0	$296k	NEW	2.1k	139.65	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$296k	-10%	1.6k	190.48	View chart
Prologis (PLD)	0.0	$296k		2.2k	135.50	View chart
Kinder Morgan (KMI)	0.0	$288k	NEW	9.0k	31.97	View chart
Bank of America Corporation (BAC)	0.0	$287k		5.0k	56.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$286k	-5%	832.00	343.79	View chart
Generac Holdings (GNRC)	0.0	$285k	NEW	974.00	292.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$284k		2.4k	117.50	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$283k		6.2k	45.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$282k	NEW	6.2k	45.49	View chart
Blackrock (BLK)	0.0	$277k		288.00	960.52	View chart
Mueller Industries (MLI)	0.0	$271k		2.2k	122.95	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$266k	NEW	4.6k	57.67	View chart
Uber Technologies (UBER)	0.0	$260k	-6%	3.6k	72.17	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$249k		877.00	283.82	View chart
Comcast Corp Cl A (CMCSA)	0.0	$248k	NEW	10k	24.55	View chart
Cisco Systems (CSCO)	0.0	$246k	-38%	2.1k	117.46	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$244k	NEW	2.9k	82.83	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$242k		4.5k	53.61	View chart
American Express Company (AXP)	0.0	$242k		716.00	338.05	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$240k	+2%	22k	10.87	View chart
Darden Restaurants (DRI)	0.0	$228k	NEW	1.1k	206.01	View chart
Pfizer (PFE)	0.0	$227k		9.4k	24.08	View chart
Intuitive Surgical Com New (ISRG)	0.0	$226k		568.00	397.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$224k	-3%	1.4k	158.03	View chart
At&t (T)	0.0	$221k	NEW	11k	20.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$220k		1.4k	156.34	View chart
Altria (MO)	0.0	$219k	NEW	3.0k	71.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$219k	NEW	2.0k	110.33	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$212k		12k	17.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$208k	NEW	1.4k	147.77	View chart
Gentex Corporation (GNTX)	0.0	$205k	NEW	8.1k	25.27	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.0	$202k	-45%	4.8k	41.93	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$202k	NEW	1.0k	200.47	View chart
Duke Energy Corp Com New (DUK)	0.0	$201k		1.6k	126.56	View chart
Immunic Com New (IMUX)	0.0	$154k	NEW	10k	15.37	View chart
MiMedx (MDXG)	0.0	$114k		30k	3.85	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$111k	+3%	15k	7.48	View chart
Prospect Capital Corporation (PSEC)	0.0	$94k	+5%	41k	2.31	View chart
Western Union Company (WU)	0.0	$92k		12k	7.70	View chart
Stellantis SHS (STLA)	0.0	$72k	+18%	13k	5.74	View chart

Past Filings by Strategies Wealth Advisors

SEC 13F filings are viewable for Strategies Wealth Advisors going back to 2021

Strategies Wealth Advisors 2026 Q2 filed Aug. 14, 2026
Strategies Wealth Advisors 2026 Q1 filed May 15, 2026
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

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