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Strategies Wealth Advisors, LLC

Q2 2026 13F filing

Updated 27 days ago

202 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
202
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

S

SPDR INDEX SHS FDS

Value
$172M
Shares
3.41M
% Port
15.39%
V

VANGUARD INDEX FDS

Value
$158.4M
Shares
726.7K
% Port
14.17%
V

VANGUARD INDEX FDS

Value
$142.1M
Shares
1.65M
% Port
12.71%
E

ISHARES TR

Value
$83.9M
Shares
1.11M
% Port
7.50%
E

ISHARES TR

Value
$60.8M
Shares
277.0K
% Port
5.44%
T
6.THQ

VANGUARD INDEX FDS

Value
$45.3M
Shares
123.9K
% Port
4.05%
V

VANGUARD INDEX FDS

Value
$37.1M
Shares
152.7K
% Port
3.32%
E

BLACKROCK ETF TRUST

Value
$29.4M
Shares
431.6K
% Port
2.63%
E

ISHARES TR

Value
$27.9M
Shares
289.2K
% Port
2.50%
I

ISHARES TR

Value
$25.3M
Shares
134.5K
% Port
2.26%
E
11.ETHA

ISHARES TR

Value
$21M
Shares
191.0K
% Port
1.88%
E
12.ETHA

ISHARES TR

Value
$20.2M
Shares
194.1K
% Port
1.80%
B
13.BX

VANGUARD SPECIALIZED FUNDS

Value
$15.3M
Shares
64.7K
% Port
1.37%
E
14.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$12.7M
Shares
141.0K
% Port
1.14%
N
15.NVDA

NVIDIA CORPORATION

Value
$11.9M
Shares
59.5K
% Port
1.06%
V
16.VGES

VANGUARD ADMIRAL FDS INC

Value
$10.1M
Shares
122.6K
% Port
0.91%
A
17.AMZN

AMAZON COM INC

Value
$9.4M
Shares
39.6K
% Port
0.84%
A
18.AAPL

APPLE INC

Value
$8.8M
Shares
30.4K
% Port
0.79%
E
19.ETHA

BLACKROCK ETF TRUST

Value
$8.3M
Shares
158.2K
% Port
0.75%
S

SPDR SERIES TRUST

Value
$8.3M
Shares
69.8K
% Port
0.74%
V
21.VGES

VANGUARD ADMIRAL FDS INC

Value
$6.9M
Shares
31.4K
% Port
0.62%
S

SPDR SERIES TRUST

Value
$5.7M
Shares
117.9K
% Port
0.51%
E
23.ETHA

BLACKROCK ETF TRUST

Value
$5.4M
Shares
125.0K
% Port
0.48%
M
24.MSFT

MICROSOFT CORP

Value
$5.4M
Shares
14.4K
% Port
0.48%
?
25.N/A

ISHARES TR

Value
$5M
Shares
136.1K
% Port
0.45%
S

SPDR SERIES TRUST

Value
$4.9M
Shares
44.9K
% Port
0.44%
G

GLOBAL X FDS

Value
$4.9M
Shares
81.9K
% Port
0.44%
V
28.VGES

VANGUARD INDEX FDS

Value
$4.6M
Shares
12.4K
% Port
0.41%
L
29.LLY

ELI LILLY & CO

Value
$4.5M
Shares
3.8K
% Port
0.41%
E
30.ETHA

ISHARES TR

Value
$4.4M
Shares
5.8K
% Port
0.39%
E
31.ETHA

BLACKROCK ETF TRUST

Value
$4.3M
Shares
85.1K
% Port
0.38%
M
32.META

META PLATFORMS INC

Value
$4.2M
Shares
7.5K
% Port
0.38%
G
33.GEV

GE VERNOVA INC

Value
$3.4M
Shares
2.9K
% Port
0.31%
E
34.ETHA

ISHARES TR

Value
$3.4M
Shares
31.6K
% Port
0.30%
J

JPMORGAN CHASE & CO

Value
$3.4M
Shares
10.3K
% Port
0.30%
G

ALPHABET INC

Value
$3.2M
Shares
9.0K
% Port
0.29%
A
37.AMD

ADVANCED MICRO DEVICES INC

Value
$3.2M
Shares
5.6K
% Port
0.29%
E
38.ETHA

BLACKROCK ETF TRUST

Value
$3M
Shares
107.4K
% Port
0.27%
V
39.VGES

VANGUARD SCOTTSDALE FDS

Value
$3M
Shares
50.7K
% Port
0.27%
S

SPDR SERIES TRUST

Value
$2.9M
Shares
111.3K
% Port
0.26%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.9M
Shares
63.1K
% Port
0.26%
T
42.TSLA

TESLA INC

Value
$2.9M
Shares
6.8K
% Port
0.26%
B
43.BSTZ

BLACKROCK ETF TRUST II

Value
$2.8M
Shares
55.1K
% Port
0.25%
G

GOLDMAN SACHS GROUP INC

Value
$2.7M
Shares
2.7K
% Port
0.25%
V
45.VGES

VANGUARD INDEX FDS

Value
$2.7M
Shares
8.9K
% Port
0.24%
C
46.COST

COSTCO WHOLESALE CORPORATION

Value
$2.6M
Shares
2.8K
% Port
0.23%
I
47.IVZ

INVESCO EXCH TRADED FD TR II

Value
$2.5M
Shares
106.8K
% Port
0.22%
Q
48.QQQ

INVESCO QQQ TR

Value
$2.4M
Shares
3.3K
% Port
0.22%
V
49.VGES

VANGUARD BD INDEX FDS

Value
$2.4M
Shares
33.1K
% Port
0.22%
V
50.VGES

VANGUARD INDEX FDS

Value
$2.3M
Shares
3.4K
% Port
0.21%