Strategies Wealth Advisors
$1.1B 13F equity value
217 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Strategies Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 3,413,848 | $172M | 15.4% |
| VTV | VANGUARD INDEX FDS | 726,738 | $158M | 14.2% |
| VUG | VANGUARD INDEX FDS | 1,649,735 | $142M | 12.7% |
| DGRO | ISHARES TR | 1,106,388 | $84M | 7.5% |
| QUAL | ISHARES TR | 277,042 | $61M | 5.4% |
| VBK | VANGUARD INDEX FDS | 123,901 | $45M | 4.1% |
| VBR | VANGUARD INDEX FDS | 152,687 | $37M | 3.3% |
| DYNF | BLACKROCK ETF TRUST | 431,577 | $29M | 2.6% |
| IEFA | ISHARES TR | 289,181 | $28M | 2.5% |
| IUSG | ISHARES TR | 134,539 | $25M | 2.3% |
Track Strategies Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 217 positions. Top holdings and quarterly changes on SentiSense.
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