account_balance
Investment manager · 13F filer · SEC CIK 1976435
Strategies Wealth Advisors, LLC
Reported value$1.16Bas of Sep 30, 2026
Positions195 10 new, 17 sold out
Top 10 weight64.9%SPDW alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPDWSPDR Index SHS FDS
14.5%
VTVVanguard Index FDS
12.9%Trimmed −4%
VUGVanguard Index FDS
12.7%
DGROiShares Tr
6.0%Trimmed −16%
QUALiShares Tr
4.6%Trimmed −14%
DYNFBlackRock ETF Trust
4.3%Added +68%
VBKVanguard Index FDS
3.1%Trimmed −14%
VBRVanguard Index FDS
2.6%Trimmed −15%
IUSGiShares Tr
2.2%Trimmed −2%
IEFAiShares Tr
2.0%−16%
COROBlackRock ETF Trust
1.9%New
IUSViShares Tr
1.7%−4%
SPDWSPDR Index SHS FDS
14.5%
VTVVanguard Index FDS
12.9%Trimmed −4%
VUGVanguard Index FDS
12.7%
DGROiShares Tr
6.0%−16%
QUALiShares Tr
4.6%
DYNFBlackRock ETF Trust
4.3%
VBK3.1%
VBR2.6%
IUSG
IEFA
CORO
IUSV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPDW SPDR Index SHS FDS 14.5% Held
VTV Vanguard Index FDS 12.9% Trimmed −4%
VUG Vanguard Index FDS 12.7% Held
DGRO iShares Tr 6.0% Trimmed −16%
QUAL iShares Tr 4.6% Trimmed −14%
DYNF BlackRock ETF Trust 4.3% Added +68%
VBK Vanguard Index FDS 3.1% Trimmed −14%
VBR Vanguard Index FDS 2.6% Trimmed −15%
IUSG iShares Tr 2.2% Trimmed −2%
IEFA iShares Tr 2.0% Trimmed −16%
CORO BlackRock ETF Trust 1.9% New
IUSV iShares Tr 1.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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