Wealth Management Strategies, Inc. | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 39 of 39 positions

VUG

Vanguard Growth ETF

87,465 shares

$42.7M

19.65%

VEA

Vanguard FTSE Developed Markets ETF

639,020 shares

$39.9M

18.38%

DFAC

Dimensional US Core Equity 2 ETF

612,771 shares

$24.3M

11.17%

IBTK

642,500 shares

$12.8M

5.87%

IBTG

518,098 shares

$11.9M

5.46%

IBTH

515,014 shares

$11.6M

5.33%

IBTJ

512,315 shares

$11.2M

5.18%

IBTI

456,598 shares

$10.2M

4.70%

VTV

Vanguard Value ETF

51,627 shares

$9.9M

4.54%

Vanguard Small-Cap ETF

35,225 shares

$9.1M

4.18%

DFSU

123,852 shares

$5.4M

2.48%

AAPL

Apple Inc.

17,820 shares

$4.8M

2.23%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

80,409 shares

$4.3M

1.99%

DUHP

108,550 shares

$4.1M

1.90%

VTI

Vanguard Total Stock Market ETF

7,992 shares

$2.7M

1.23%

LLY

ELI LILLY & Co

1,235 shares

$1.3M

0.61%

MSFT

MICROSOFT CORP

2,517 shares

$1.2M

0.56%

DFSI

25,015 shares

$1.1M

0.49%

VOO

Vanguard S&P 500 ETF

1,647 shares

$1.0M

0.48%

IBM

INTERNATIONAL BUSINESS MACHINES CORP

2,341 shares

$0.7M

0.32%

PNC

PNC FINANCIAL SERVICES GROUP, INC.

3,305 shares

$0.7M

0.32%

DFAT

10,381 shares

$0.6M

0.28%

ESGV

3,873 shares

$0.5M

0.22%

VXUS

Vanguard Total International Stock ETF

5,548 shares

$0.4M

0.19%

NVDA

NVIDIA CORP

2,143 shares

$0.4M

0.18%

VSGX

5,418 shares

$0.4M

0.18%

SPY

SPDR S&P 500 ETF TRUST

566 shares

$0.4M

0.18%

DFSE

8,921 shares

$0.4M

0.17%

SMA

SmartStop Self Storage REIT, Inc.

11,604 shares

$0.4M

0.17%

VYM

Vanguard High Dividend Yield ETF

2,501 shares

$0.4M

0.17%

COHR

COHERENT CORP.

1,879 shares

$0.3M

0.16%

MDT

Medtronic plc

3,280 shares

$0.3M

0.15%

ONEQ

3,370 shares

$0.3M

0.14%

Bank of New York Mellon Corp

2,580 shares

$0.3M

0.14%

GOOG

Alphabet Inc.

866 shares

$0.3M

0.13%

VIG

Vanguard Dividend Appreciation ETF

1,233 shares

$0.3M

0.12%

GLD

SPDR GOLD TRUST

643 shares

$0.3M

0.12%

BROOKFIELD Corp /ON/

5,372 shares

$0.2M

0.11%

WPC

W. P. Carey Inc.

3,793 shares

$0.2M

0.11%

Most Active Tickers

VUG

Vanguard Growth ETF

2 signals

VEA

Vanguard FTSE Developed Markets ETF

2 signals

DFAC

Dimensional US Core Equity 2 ETF

2 signals

2 signals

2 signals

2 signals

2 signals

Vanguard Value ETF

2 signals

IBTI

2 signals

Vanguard Small-Cap ETF

2 signals

Activity (Last 7 Days)

Jul 14, 2026

+39-0

May 11, 2026

+40-0

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