Institutions / Strategies Wealth Advisors, LLC
Strategies Wealth Advisors, LLC
CIK 1976435 · Institution · as of Dec 31, 2025
Portfolio value
$998.17M
Positions
187
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 187 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $158.38M | 15.9% |
| Vanguard Index Fds | $139.03M | 13.9% |
| Vanguard Index Fds | $127.89M | 12.8% |
| iShares Tr | $90.14M | 9.0% |
| iShares MSCI UAE ETF | $56.96M | 5.7% |
| Vanguard Index Fds | $44.65M | 4.5% |
| Vanguard Index Fds | $38.16M | 3.8% |
| iShares Tr | $35.68M | 3.6% |
| iShares Tr | $28.14M | 2.8% |
| iShares Tr | $21.59M | 2.2% |
| iShares Tr | $20.09M | 2.0% |
| Vanguard Specialized Funds | $15.11M | 1.5% |
| Invesco Exchange Traded Fd T | $11.70M | 1.2% |
| NVIDIA Corp | $11.48M | 1.2% |
| Vanguard Admiral Fds Inc | $9.81M | 1.0% |
| Amazon.com Inc | $9.51M | 1.0% |
| Apple Inc. | $9.09M | 0.9% |
| Microsoft Corp | $8.46M | 0.8% |
| SPDR Series Trust | $7.03M | 0.7% |
| iShares Tr | $7.02M | 0.7% |
| Vanguard Admiral Fds Inc | $6.43M | 0.6% |
| SPDR Series Trust | $6.15M | 0.6% |
| Meta Platforms Inc | $5.13M | 0.5% |
| iShares Tr | $4.58M | 0.5% |
| SPDR Series Trust | $4.46M | 0.4% |
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.