Long-term investor
Wealth Management Strategies, Inc. @wealthmanagementstrategi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057285).
Record
- Tracked since 2025-09-30 (366 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 19.7% · long · since 2025-09-30
- VUG · 19.6% · long · since 2025-09-30
- DFAC · 11.2% · long · since 2025-09-30
- VTV · 5.4% · long · since 2025-09-30
- IBTK · 5.2% · long · since 2025-12-31
- IBTH · 4.9% · long · since 2025-09-30
- IBTJ · 4.9% · long · since 2025-09-30
- VB · 4.5% · long · since 2025-09-30
- IBTG · 4.4% · long · since 2025-09-30
- IBTI · 4.4% · long · since 2025-09-30
- DFSU · 2.3% · long · since 2025-09-30
- VWO · 2.2% · long · since 2025-09-30