account_balance
Investment manager · 13F filer · SEC CIK 2057285
Wealth Management Strategies, Inc.
Reported value$261Mas of Sep 30, 2026
Positions41 0 new, 4 sold out
Top 10 weight84.6%VUG alone is 20%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
20.3%
VEAVanguard Tax-Managed FDS
19.2%
DFACDimensional ETF Trust
10.9%
IBTKiShares Tr
5.4%+8%
VTVVanguard Index FDS
5.4%+3%
IBTHiShares Tr
5.2%Added +8%
IBTJiShares Tr
5.2%Added +10%
IBTIiShares Tr
4.7%Added +10%
VBVanguard Index FDS
4.2%
IBTGiShares Tr
4.1%Trimmed −5%
AAPLApple Inc.
2.3%
VWO2.2%
VUGVanguard Index FDS
20.3%
VEAVanguard Tax-Managed FDS
19.2%
DFACDimensional ETF Trust
10.9%
IBTKiShares Tr
5.4%
VTV5.4%
IBTH5.2%
IBTJiShares Tr
5.2%
IBTI4.7%
VB4.2%
IBTG
AAPLVWO2.2%
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
VUG Vanguard Index FDS 20.3% Held
VEA Vanguard Tax-Managed FDS 19.2% Held
DFAC Dimensional ETF Trust 10.9% Held
IBTK iShares Tr 5.4% Added +8%
VTV Vanguard Index FDS 5.4% Added +3%
IBTH iShares Tr 5.2% Added +8%
IBTJ iShares Tr 5.2% Added +10%
IBTI iShares Tr 4.7% Added +10%
VB Vanguard Index FDS 4.2% Held
IBTG iShares Tr 4.1% Trimmed −5%
AAPL Apple Inc. 2.3% HeldVWO Vanguard Intl Equity Index F 2.2% Added +4%
What changed
Biggest moves since Jun 30, 2026
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