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Strategies Wealth Advisors, LLCETFConcentrated trader

CIK: 0001976435 | GRAND RAPIDS, MI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR202$1.1B2026-08-14SEC ↗
Q1 2026
13F-HR193$995.4M2026-05-15SEC ↗
Q4 2025
13F-HR187$998.2M2026-02-13SEC ↗
Q3 2025
13F-HR185$961.5M2025-11-12SEC ↗
Q2 2025
13F-HR185$915.8M2025-08-08SEC ↗
Q1 2025
13F-HR176$818.9M2025-05-14SEC ↗
Q4 2024
13F-HR125$803.2M2025-02-13SEC ↗
Q3 2024
13F-HR98$748.0M2024-10-07SEC ↗
Q2 2024
13F-HR93$686.6M2024-07-29SEC ↗
Q1 2024
13F-HR98$650.0M2024-04-22SEC ↗
Q4 2023
13F-HR90$585.4M2024-01-22SEC ↗
Q3 2023
13F-HR78$509.1M2023-10-10SEC ↗
Q2 2023
13F-HR84$489.1M2023-07-12SEC ↗
Q1 2023
13F-HR78$454.5M2023-06-27SEC ↗
Q4 2022
13F-HR78$405.8M2023-06-27SEC ↗
Q2 2022
13F-HR84$348.5M2023-06-27SEC ↗
Q1 2022
13F-HR83$374.0M2023-06-27SEC ↗
Q4 2021
13F-HR81$356.3M2023-06-26SEC ↗