StockDriftsStockDriftsTop 50 Wealth Management Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 20.08% | 413.9K | $29.3M | -1.60%(-6.74K) | — | 2023-09-30 | |
| MTUM | ISHARES TR | 12.32% | 128.6K | $18.0M | -2.16%(-2.85K) | — | 2023-09-30 | |
| SPTM | SPDR SER TR | 9.62% | 267.2K | $14.0M | -1.93%(-5.26K) | — | 2023-09-30 | |
| VHT | VANGUARD WORLD FDS | 7.6% | 47.2K | $11.1M | -3.73%(-1.83K) | — | 2023-09-30 | |
| FLTR | VANECK ETF TRUST | 6.93% | 399.6K | $10.1M | -1.61%(-6.54K) | — | 2023-09-30 | |
| QUAL | ISHARES TR | 5.91% | 65.4K | $8.6M | -3.94%(-2.69K) | — | 2023-09-30 | |
| SPSM | SPDR SER TR | 5.18% | 204.6K | $7.6M | -1.34%(-2.79K) | — | 2023-09-30 | |
| SCZ | ISHARES TR | 2.83% | 73.0K | $4.1M | -0.85%(-628) | — | 2023-09-30 | |
| ITOT | ISHARES TR | 1.94% | 30.1K | $2.8M | -1.10%(-336) | — | 2023-09-30 | |
| AAPL | APPLE INC | 1.78% | 15.1K | $2.6M | +0.07%(+10) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealth Management Solutions, Llc reports $145.84M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (20.1%), MTUM (12.3%) and SPTM (9.6%). Figures reflect the Q3 2023 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 Wealth Management Solutions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905979). View Wealth Management Solutions, Llc’s 13F filings on SEC