Wealth Management Strategies, Inc.
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 217,136
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.41 K | 42.1% | 7.916 K | 0 | 7.916 K |
| ETFs | 68.1 K | 31.4% | 4.466 K | 0 | 4.466 K |
| Debt | 57.63 K | 26.5% | 2.856 K | 0 | 2.856 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
217,136
Holdings
39
QoQ value change ($000)
15,237
(7.5%)
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.