Institutional
Wealth Management Strategies, Inc.
CIK 0002057285
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-11
Filed
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.
Portfolio · Q1 2026
Top holdings
No holdings ingested yet.
Source: SEC EDGAR · accession 0002057285-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.