Wealth Management Strategies, Inc. Top Holdings and 13F Report (2025) About Wealth Management Strategies, Inc.Investment ActivityWealth Management Strategies, Inc. has $1.31 million in total holdings as of December 31, 2024.Wealth Management Strategies, Inc. owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Growth ETF $244,902Dimensional U.S. Core Equity 2 ETF $158,439Vanguard FTSE Developed Markets ETF $128,183Dimensional US High Profitability ETF $103,350iShares iBonds Dec 2025 Term Treasury ETF $82,140 Sector AllocationMap of 500 Largest Holdings ofWealth Management Strategies, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVUGVanguard Growth ETF$244,90259,66818.8%ETFDFACDimensional U.S. Core Equity 2 ETF$158,439458,04912.1%ETFVEAVanguard FTSE Developed Markets ETF$128,183268,0549.8%ETFDUHPDimensional US High Profitability ETF$103,350305,8617.9%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$82,140352,2316.3%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$80,267351,8936.1%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$77,949351,1746.0%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$69,583317,6785.3%ManufacturingVBVanguard Small-Cap ETF$62,57026,0404.8%ETFVTVVanguard Value ETF$59,46235,1224.6%ETFVWOVanguard FTSE Emerging Markets ETF$59,291134,6304.5%ETFAAPLApple$48,32419,2973.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$22,1227,6331.7%ETFDFSUDimensional US Sustainability Core 1 ETF$14,02737,0121.1%ETFMSFTMicrosoft$10,5952,5140.8%Computer and TechnologyLLYEli Lilly and Company$9,4631,2260.7%MedicalVOOVanguard S&P 500 ETF$8,7691,6280.7%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$5,93827,8450.5%ManufacturingVIGVanguard Dividend Appreciation ETF$5,8793,0020.5%ETFDFATDimensional U.S. Targeted Value ETF$5,69110,2240.4%ETFIBMInternational Business Machines$5,0702,3060.4%Computer and TechnologyPNCThe PNC Financial Services Group$4,2892,2240.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$3,9313,0560.3%ETFVYMVanguard High Dividend Yield ETF$3,7702,9550.3%ETFVOVanguard Mid-Cap ETF$3,4701,3140.3%ETFNVDANVIDIA$3,3842,5200.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,2775590.3%FinanceESGVVanguard ESG US Stock ETF$2,9642,8260.2%ETFPGProcter & Gamble$2,7281,6270.2%Consumer StaplesMDTMedtronic$2,6203,2800.2%MedicalONEQFidelity NASDAQ Composite Index ETF$2,5483,3510.2%ETFDFSIDimensional International Sustainability Core 1 ETF$2,3627,1900.2%ETFWPCW. P. Carey$2,3454,3050.2%FinanceEXRExtra Space Storage$2,2791,5230.2%FinanceVSGXVanguard ESG International Stock ETF$2,0613,6350.2%ETFBNBrookfield$2,0583,5820.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
