13F Insight
DOSSIER · 13F-HR · Q2 2026

Strategies Wealth Advisors, LLC

$1.1B in tracked AUM across 202 positions as of Q2 2026.

SW
CIK 0001976435 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
202
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Strategies Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$172M3.4M15.4%02
VTV
VANGUARD INDEX FDS
$158M727K14.2%03
VUG
VANGUARD INDEX FDS
$142M1.6M12.7%04
DGRO
ISHARES TR
$84M1.1M7.5%05
QUAL
ISHARES TR
$61M277K5.4%06
VBK
VANGUARD INDEX FDS
$45M124K4.1%07
VBR
VANGUARD INDEX FDS
$37M153K3.3%08
DYNF
BLACKROCK ETF TRUST
$29M432K2.6%09
IEFA
ISHARES TR
$28M289K2.5%10
IUSG
ISHARES TR
$25M135K2.3%

Filing history

2026Q2Jun 30
$1.1B▲ 12.3%
202 positionsView →2026Q1Mar 31
$995M▼ 0.3%
193 positionsView →2025Q4Dec 31
$998M▲ 3.8%
187 positionsView →2025Q3Sep 30
$962M▲ 5.0%
185 positionsView →2025Q2Jun 30
$916M▲ 11.8%
185 positionsLocked2025Q1Mar 31
$819M▲ 2.0%
176 positionsLocked2024Q4Dec 31
$803M▲ 7.4%
125 positionsLocked2024Q3Sep 30
$748M▲ 8.9%
98 positionsLocked2024Q2Jun 30
$687M▲ 5.6%
93 positionsLocked2024Q1Mar 31
$650M▲ 11.0%
98 positionsLocked2023Q4Dec 31
$585M▲ 15.0%
90 positionsLocked2023Q3Sep 30
$509M▲ 4.1%
78 positionsLocked
Showing 12 of 18