Strategies Wealth Advisors, LLC - Portfolio overview

Strategies Wealth Advisors, LLC has 208 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 16.37%
2. VTV - VANGUARD INDEX FDS, 14.53%
3. VUG - VANGUARD INDEX FDS, 11.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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