Institutions / Portfolio Strategies, Inc.
Portfolio Strategies, Inc.
CIK 1753271 · Institution · as of Dec 31, 2025
Portfolio value
$863.69M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard World Fd | $98.45M | 11.4% |
| iShares Tr | $98.28M | 11.4% |
| iShares Tr | $79.52M | 9.2% |
| VanEck ETF Trust | $74.62M | 8.6% |
| iShares Tr | $70.11M | 8.1% |
| Invesco Qqq Tr | $57.72M | 6.7% |
| Fidelity Covington Trust | $52.90M | 6.1% |
| iShares Tr | $45.61M | 5.3% |
| iShares Tr | $45.36M | 5.3% |
| Fidelity Covington Trust | $41.99M | 4.9% |
| Vanguard Index Fds | $30.90M | 3.6% |
| Rbb Fd Inc | $30.24M | 3.5% |
| Vanguard World Fd | $29.98M | 3.5% |
| iShares Tr | $27.50M | 3.2% |
| Exchange Traded Concepts Tru | $13.91M | 1.6% |
| Fidelity Covington Trust | $12.93M | 1.5% |
| SPDR Series Trust | $12.91M | 1.5% |
| Fidelity Comwlth Tr | $7.13M | 0.8% |
| Vanguard Scottsdale Fds | $4.61M | 0.5% |
| Apple Inc. | $3.33M | 0.4% |
| Microsoft Corp | $1.88M | 0.2% |
| Alphabet Inc. | $1.70M | 0.2% |
| J P Morgan Exchange Traded F | $1.50M | 0.2% |
| Amazon.com Inc | $1.14M | 0.1% |
| Global X Fds | $1.05M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.