Portfolio Strategies, Inc.
All 13F Filings
- Location
- Montvale, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,019,490
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 81 | 1,019,490 | 13F-HR | Portfolio Strategies, Inc. |
| 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 | 177.8 K | 17.4% | 54.87 K | 0 | 54.87 K |
| ETFs | 841.7 K | 82.6% | 153.5 K | 0 | 153.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,019,490
Holdings
81
QoQ value change ($000)
208,399
(25.7%)
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.