Wealth Management Strategies, Inc.
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 255,918
- Description
- —
- 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 | 8/17/2026 | 45 | 255,918 | 13F-HR | Wealth Management Strategies, Inc. |
| Q1 2026 | 5/11/2026 | 40 | 221,015 | 13F-HR | Wealth Management Strategies, Inc. |
| Q4 2025 | 2/17/2026 | 39 | 217,136 | 13F-HR | Wealth Management Strategies, Inc. |
| Q3 2025 | 11/17/2025 | 39 | 201,899 | 13F-HR | Wealth Management Strategies, Inc. |
| Q2 2025 | 8/17/2026 | 39 | 186,066 | 13F-HR | Wealth Management Strategies, Inc. |
| Q4 2024 | 8/17/2026 | 36 | 130,752 | 13F-HR/A - RESTATEMENT | Wealth Management Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.66 K | 5.3% | 2.03 K | 0 | 2.03 K |
| ETFs | 180.7 K | 70.6% | 30.81 K | 0 | 30.81 K |
| Debt | 61.52 K | 24.0% | 2.067 K | 0 | 2.067 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
255,918
Holdings
45
QoQ value change ($000)
34,903
(15.8%)
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.