Portfolio Strategies, Inc.
All 13F Filings
- Location
- Montvale, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 811,091
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 75 | 811,091 | 13F-HR | Portfolio Strategies, Inc. |
| Q4 2025 | 1/27/2026 | 60 | 863,690 | 13F-HR | Portfolio Strategies, Inc. |
| Q3 2025 | 10/29/2025 | 63 | 860,374 | 13F-HR | Portfolio Strategies, Inc. |
| Q2 2025 | 7/21/2025 | 52 | 767,580 | 13F-HR | Portfolio Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.9 K | 15.2% | 0 | 231.4 K | -231.4 K |
| ETFs | 688.2 K | 84.8% | 181.2 K | 0 | 181.2 K |
| Other | 0 | 0.0% | 0 | 2.417 K | -2.417 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
811,091
Holdings
75
QoQ value change ($000)
-52,599
(-6.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.