StockDriftsStockDriftsTop 50 Strategies Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 15.39% | 3.41M | $172.0M | -5.00%(-179.70K) | $34.61(+50.84%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 14.17% | 726.7K | $158.4M | -2.07%(-15.38K) | $152.34(+49.34%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 12.71% | 1.65M | $142.1M | +0.98%(+16.01K) | $50.39(+76.96%) | 2026-06-30 | |
| DGRO | ISHARES TR | 7.5% | 1.11M | $83.9M | -12.48%(-157.81K) | $53.76(+48.04%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.44% | 277.0K | $60.8M | -11.44%(-35.77K) | $153.71(+46.40%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 4.05% | 123.9K | $45.3M | -14.28%(-20.64K) | $259.39(+41.26%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.32% | 152.7K | $37.1M | -12.72%(-22.25K) | $174.88(+43.24%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.63% | 431.6K | $29.4M | +195.59%(+285.57K) | $61.30(+14.47%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.5% | 289.2K | $27.9M | -12.75%(-42.26K) | $71.61(+41.50%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.26% | 134.5K | $25.3M | -10.45%(-15.69K) | $95.37(+103.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.40% | +61.81% | — | — | +43.67% |
| Top 20 Holdings Unweighted | +20.70% | +75.83% | — | — | +57.97% |
Strategies Wealth Advisors LLC reports $1.12B in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are SPDW (15.4%), VTV (14.2%) and VUG (12.7%). The top 20 holdings account for 81.25% of reported assets. Its disclosed equity book has returned +61.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategies Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1976435). View Strategies Wealth Advisors LLC’s 13F filings on SEC