Q1 2026 · 13F-HR
Wealth Management Strategies, Inc.holdings as filed
Filed 2026-05-11 · accession 0002057285-26-000003
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Wealth Management Strategies, Inc. · Q1 2026
AI · grounded in 13F
Wealth Management Strategies, Inc. closed its position in VUG for a reduction of $42.7M. The fund also exited positions in VEA and DFAC, reducing holdings by $39.9M and $24.3M respectively. In total, the fund reduced 39 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.