Wealth Management Strategies, Inc.ETFConcentrated trader

CIK: 0002057285 | PITTSBURGH, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	45	$255.9M	2026-08-17	SEC ↗
Q1 2026	13F-HR	40	$221.0M	2026-05-11	SEC ↗
Q4 2025	13F-HR	39	$217.1M	2026-02-17	SEC ↗
Q3 2025	13F-HR	39	$201.9M	2025-11-17	SEC ↗
Q2 2025	13F-HR	39	$186.1M	2026-08-17	SEC ↗
Q1 2025	13F-HR	36	$149.5M	2025-05-15	SEC ↗
Q4 2024Amended	13F-HR/A	36	$1.3M	2025-02-20	SEC ↗