Wealth Management Strategies, Inc.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$442M
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 40.8% (76.3k → 45.1k shares)
19.4%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 9.1% (12.2k → 11.1k shares)
18.2%
03
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
11.1%
04
$IBTK
ISHARES TR
Held since at least Q1 2024
5.9%
05
$IBTH
ISHARES TR
Held since at least Q1 2024
5.5%
06
$IBTJ
ISHARES TR
Held since at least Q1 2024
5.4%
07
$IBTG
ISHARES TR
Held since at least Q1 2024
5.4%
08
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
5.0%
09
$IBTI
ISHARES TR
Held since at least Q1 2024
4.8%
10
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.