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 $995.4M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($164.0M, 16.48%), VTV ($145.6M, 14.63%), VUG ($118.9M, 11.95%), DGRO ($88.7M, 8.91%), QUAL ($60.0M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $164.0M | 16.48% | 3.6M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $145.6M | 14.63% | 742,120 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $118.9M | 11.95% | 272,288 | Added |
| 4 | DGRO | ISHARES TR | $88.7M | 8.91% | 1.3M | Trimmed |
| 5 | QUAL | ISHARES TR | $60.0M | 6.03% | 312,815 | Added |
| 6 | VBK | VANGUARD INDEX FDS | $43.7M | 4.39% | 144,537 | Trimmed |
| 7 | VBR | VANGUARD INDEX FDS | $38.0M | 3.82% | 174,938 | Trimmed |
| 8 | IEFA | ISHARES TR | $30.0M | 3.01% | 331,441 | Trimmed |
| 9 | IUSG | ISHARES TR | $23.3M | 2.34% | 150,231 | Trimmed |
| 10 | IUSV | ISHARES TR | $20.8M | 2.09% | 203,013 | Trimmed |
| 11 | EFA | ISHARES TR | $19.2M | 1.93% | 198,053 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $14.5M | 1.45% | 67,226 | Trimmed |
| 13 | SPHQ | INVESCO EXCHANGE TRADED FD T | $10.9M | 1.10% | 145,091 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $10.8M | 1.09% | 62,041 | Added |
| 15 | AMZN | AMAZON COM INC | $8.8M | 0.89% | 42,395 | Added |
| 16 | VOOG | VANGUARD ADMIRAL FDS INC | $8.7M | 0.87% | 21,244 | Trimmed |
| 17 | AAPL | APPLE INC | $8.5M | 0.85% | 33,365 | Trimmed |
| 18 | DYNF | BLACKROCK ETF TRUST | $8.5M | 0.85% | 146,004 | New |
| 19 | SLYG | SPDR SERIES TRUST | $7.0M | 0.71% | 72,912 | Trimmed |
| 20 | GOVZ | ISHARES TR | $6.8M | 0.68% | 740,337 | Trimmed |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $6.4M | 0.64% | 31,392 | Added |
| 22 | SHM | SPDR SERIES TRUST | $6.4M | 0.64% | 133,524 | Added |
| 23 | MSFT | MICROSOFT CORP | $5.3M | 0.53% | 14,320 | Trimmed |
| 24 | SLYV | SPDR SERIES TRUST | $4.5M | 0.45% | 47,453 | Trimmed |
| 25 | IVV | ISHARES TR | $4.4M | 0.44% | 6,768 | Added |
Source: SEC Form 13F filings · as of 2026-03-31