SEC Form 13F

Strategies Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,117,965,464
Positions202

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$172,023,8203,413,848
VANGUARD INDEX FDSVTVVALUE ETF$158,378,101726,738
VANGUARD INDEX FDSVUGGROWTH ETF$142,108,1481,649,735
ISHARES TRDGROCORE DIV GRWTH$83,853,1511,106,388
ISHARES TRQUALMSCI USA QLT FCT$60,791,268277,042
VANGUARD INDEX FDSVBKSML CP GRW ETF$45,310,721123,901
VANGUARD INDEX FDSVBRSM CP VAL ETF$37,101,369152,687
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$29,351,531431,577
ISHARES TRIEFACORE MSCI EAFE$27,929,084289,181
ISHARES TRIUSGCORE S&P US GWT$25,305,357134,539

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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