Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategies Wealth Advisors, LLC (CIK 1976435) reported $1.12B across 202 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPDW ($172.0M, 15.39%), VTV ($158.4M, 14.17%), VUG ($142.1M, 12.71%), DGRO ($83.9M, 7.50%), QUAL ($60.8M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $172.0M | 15.39% | 3.4M | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $158.4M | 14.17% | 726,738 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $142.1M | 12.71% | 1.6M | Added |
| 4 | DGRO | ISHARES TR | $83.9M | 7.50% | 1.1M | Trimmed |
| 5 | QUAL | ISHARES TR | $60.8M | 5.44% | 277,042 | Trimmed |
| 6 | VBK | VANGUARD INDEX FDS | $45.3M | 4.05% | 123,901 | Trimmed |
| 7 | VBR | VANGUARD INDEX FDS | $37.1M | 3.32% | 152,687 | Trimmed |
| 8 | DYNF | BLACKROCK ETF TRUST | $29.4M | 2.63% | 431,577 | Added |
| 9 | IEFA | ISHARES TR | $27.9M | 2.50% | 289,181 | Trimmed |
| 10 | IUSG | ISHARES TR | $25.3M | 2.26% | 134,539 | Trimmed |
| 11 | IUSV | ISHARES TR | $21.0M | 1.88% | 191,032 | Trimmed |
| 12 | EFA | ISHARES TR | $20.2M | 1.80% | 194,097 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $15.3M | 1.37% | 64,655 | Trimmed |
| 14 | SPHQ | INVESCO EXCHANGE TRADED FD T | $12.7M | 1.14% | 141,035 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $11.9M | 1.06% | 59,499 | Trimmed |
| 16 | VOOG | VANGUARD ADMIRAL FDS INC | $10.1M | 0.91% | 122,642 | Added |
| 17 | AMZN | AMAZON COM INC | $9.4M | 0.84% | 39,624 | Trimmed |
| 18 | AAPL | APPLE INC | $8.8M | 0.79% | 30,355 | Trimmed |
| 19 | BAI | BLACKROCK ETF TRUST | $8.3M | 0.75% | 158,184 | Added |
| 20 | SLYG | SPDR SERIES TRUST | $8.3M | 0.74% | 69,785 | Trimmed |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $6.9M | 0.62% | 31,407 | Added |
| 22 | SHM | SPDR SERIES TRUST | $5.7M | 0.51% | 117,928 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $5.4M | 0.48% | 14,393 | Added |
| 24 | THRO | BLACKROCK ETF TRUST | $5.4M | 0.48% | 125,029 | Added |
| 25 | GOVZ | ISHARES TR | $5.0M | 0.45% | 136,115 | New |
Source: SEC Form 13F filings · as of 2026-06-30