Wealth Management Strategies, Inc.

Portfolio Overview

Wealth Management Strategies, Inc. reports a $35.90M equity portfolio as of 2025-09-30, up 9.1% from $32.92M on 2025-03-31. The portfolio contains 14 reported positions and is highly concentrated in ETFs: $33.87M (94.4% of assets) are held in exchange-traded funds. The portfolio shows limited individual-stock exposure (roughly $1.99M, ~5.6%), and no complete exits were reported this quarter. Net portfolio value increased by $2.98M; reported trading activity shows material in...