Wealth Management Strategies, Inc. Portfolio Holdings
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
Wealth Management Strategies, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25.3M, Dimensional ETF Tr U S Core Eq with a value of $16.2M, Vanguard Ftse Developed Market with a value of $15.9M, Dimensional ETF Tr Dimensional with a value of $11M, and Ishares Tr Ibonds Dec 2025 Ter with a value of $9.21M.
Examining the 13F form we can see an increase of $16.6M in the current position value, from $129M to 145M.
Wealth Management Strategies, Inc. is based out at Pittsburgh, PA
Below you can find more details about Wealth Management Strategies, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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