Institutional Fund
Strategies Wealth Advisors, LLC
Grand Rapids, MICIK 19764355 filings on record
Portfolio Value
$995.40M
Q1 2026
Holdings
193
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-0.3%
from $998.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Index Shs Fds16.5%
- Vanguard Index Fds14.6%
- Vanguard Index Fds11.9%
- Ishares Tr8.9%
- Ishares Tr6.0%
- Vanguard Index Fds4.4%
- Other37.6%
Portfolio Holdings
193 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Index Shs Fds | 3.59M | $164.05M | 16.5% | +27.2K | Added |
| 2 | Vanguard Index Fds | 742.1K | $145.60M | 14.6% | +14.2K | Added |
| 3 | Vanguard Index Fds | 272.3K | $118.93M | 11.9% | +10.1K | Added |
| 4 | Ishares Tr | 1.26M | $88.72M | 8.9% | −34.3K | Reduced |
| 5 | Ishares Tr | 312.8K | $60.00M | 6.0% | +26.0K | Added |
| 6 | Vanguard Index Fds | 144.5K | $43.69M | 4.4% | −3.2K | Reduced |
| 7 | Vanguard Index Fds | 174.9K | $38.01M | 3.8% | −5.2K | Reduced |
| 8 | Ishares Tr | 331.4K | $30.01M | 3.0% | −67.4K | Reduced |
| 9 | Ishares Tr | 150.2K | $23.30M | 2.3% | −17.3K | Reduced |
| 10 | Ishares Tr | 203.0K | $20.76M | 2.1% | −7.5K | Reduced |
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