Institutional Fund
Wealth Management Strategies, Inc.
Pittsburgh, PACIK 20572854 filings on record
Portfolio Value
$221.01M
Q1 2026
Holdings
40
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.8%
from $217.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds19.4%
- Vanguard Index Fds18.1%
- Dimensional ETF Trust11.1%
- Ishares Tr5.9%
- Ishares Tr5.5%
- Ishares Tr5.4%
- Other34.6%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 668.0K | $42.81M | 19.4% | +29.0K | Added |
| 2 | Vanguard Index Fds | 91.8K | $40.10M | 18.1% | +4.3K | Added |
| 3 | Dimensional ETF Trust | 630.7K | $24.51M | 11.1% | +18.0K | Added |
| 4 | Ishares Tr | 665.9K | $13.13M | 5.9% | +23.4K | Added |
| 5 | Ishares Tr | 537.2K | $12.05M | 5.5% | +22.2K | Added |
| 6 | Ishares Tr | 542.6K | $11.85M | 5.4% | +30.3K | Added |
| 7 | Ishares Tr | 515.8K | $11.82M | 5.3% | −2.3K | Reduced |
| 8 | Vanguard Index Fds | 55.8K | $10.95M | 5.0% | +4.2K | Added |
| 9 | Ishares Tr | 475.6K | $10.60M | 4.8% | +19.0K | Added |
| 10 | Vanguard Index Fds | 36.4K | $9.54M | 4.3% | +1.2K | Added |
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