Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025

Strategies Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $962 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $144B, Vanguard Value ETF with a value of $130B, Vanguard Growth ETF with a value of $127B, Ishares Core Dividend Growth E with a value of $85.3B, and Ishares Msci Usa Quality Facto with a value of $53B.

Examining the 13F form we can see an increase of $45.8B in the current position value, from $916B to 962B.

Strategies Wealth Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Strategies Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $962 Billion
ETFs: $851 Billion
Technology: $39.3 Billion
Consumer Cyclical: $14.2 Billion
Communication Services: $9.76 Billion
Financial Services: $9.43 Billion
Healthcare: $7.86 Billion
Industrials: $6.69 Billion
Consumer Defensive: $5.73 Billion
Other: $7.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.2 Billion 1.27% of portfolio
65,426
Q3 2025 Added 25.72%
$2.39T
$8.88 Billion 0.92% of portfolio
40,431
Q3 2025 Added 26.33%
$3.78T
$8.66 Billion 0.9% of portfolio
16,721
Q3 2025 Added 5.99%
$4.3T
$8.08 Billion 0.84% of portfolio
31,739
Q3 2025 Added 7.97%
$1.37T
$5.4 Billion 0.56% of portfolio
7,358
Q3 2025 Added 3.94%
$971B
$3.26 Billion 0.34% of portfolio
4,275
Q3 2025 Added 10.44%
$881B
$3.03 Billion 0.31% of portfolio
9,591
Q3 2025 Added 1.32%
$342B
$2.55 Billion 0.27% of portfolio
13,993
Q3 2025 Added 19.67%
$404B
$2.5 Billion 0.26% of portfolio
2,705
Q3 2025 Added 7.17%
$1.29T
$2.15 Billion 0.22% of portfolio
4,841
Q3 2025 Added 45.07%
$1.65T
$1.67 Billion 0.17% of portfolio
6,865
Q3 2025 Added 17.71%
$662B
$1.6 Billion 0.17% of portfolio
3,174
Q3 2025 Reduced 6.78%
$136B
$1.36 Billion 0.14% of portfolio
3,690
Q3 2025 Reduced 1.99%
$388B
$1.3 Billion 0.14% of portfolio
8,053
Q3 2025 Added 152.45%
$168B
$1.18 Billion 0.12% of portfolio
15,624
Q3 2025 Added 35.83%
$94.5B
$1.02 Billion 0.11% of portfolio
2,994
Q3 2025 Reduced 25.22%
$1.74T
$975 Million 0.1% of portfolio
4,002
Q3 2025 Reduced 35.16%
$111B
$1 Billion 0.1% of portfolio
3,047
Q3 2025 Added 0.03%
$139B
$1.01 Billion 0.1% of portfolio
3,060
Q3 2025 Reduced 1.1%
$123B
$829 Million 0.09% of portfolio
1,188
Q3 2025 Added 22.6%
$140B
$872 Million 0.09% of portfolio
3,469
Q3 2025 Added 214.51%
$306B
$909 Million 0.09% of portfolio
13,710
Q3 2025 Reduced 0.12%
$255B
$752 Million 0.08% of portfolio
2,264
Q3 2025 Added 10.6%
$300B
$755 Million 0.08% of portfolio
2,186
Q3 2025 Added 94.14%
$61.4B
$770 Million 0.08% of portfolio
3,784
Q3 2025 Added 0.16%
$291B
$784 Million 0.08% of portfolio
1,642
Q3 2025 Added 87.87%
$113B
$811 Million 0.08% of portfolio
8,569
Q3 2025 Added 34.39%
$32.7B
$638 Million 0.07% of portfolio
4,230
Q3 2025 Reduced 24.91%
$265B
$653 Million 0.07% of portfolio
820
Q3 2025 Reduced 9.69%
$6.2B
$673 Million 0.07% of portfolio
6,240
Q3 2025 Reduced 0.16%
$47.8B
$684 Million 0.07% of portfolio
10,142
Q3 2025 Reduced 0.1%
$140B
$702 Million 0.07% of portfolio
1,875
Q3 2025 Added 51.7%
$98.6B
$601 Million 0.06% of portfolio
6,339
Q3 2025 Added 0.03%
$303B
$603 Million 0.06% of portfolio
3,881
Q3 2025 Added 4.47%
$43.5B
$598 Million 0.06% of portfolio
1,712
Q3 2025 Added 0.12%
$96.4B
$584 Million 0.06% of portfolio
4,723
Q3 2025 Added 9.61%
$512B
$529 Million 0.06% of portfolio
930
Q3 2025 Reduced 4.22%
$51.1B
$538 Million 0.06% of portfolio
5,990
Q3 2025 Reduced 16.34%
$237B
$545 Million 0.06% of portfolio
3,359
Q3 2025 Reduced 28.97%
$367B
$576 Million 0.06% of portfolio
1,422
Q3 2025 Reduced 0.97%
$414B
$477 Million 0.05% of portfolio
2,060
Q2 2025 Reduced 0.68%
$279B
$474 Million 0.05% of portfolio
4,599
Q3 2025 Reduced 3.58%
$69.4B
$474 Million 0.05% of portfolio
5,778
Q3 2025 Added 14.46%
$187B
$485 Million 0.05% of portfolio
2,915
Q3 2025 Reduced 0.92%
$722M
$493 Million 0.05% of portfolio
10,949
Q3 2025 Added 21.78%
$49.1B
$520 Million 0.05% of portfolio
434
Q3 2025 Reduced 9.39%
$114B
$508 Million 0.05% of portfolio
2,354
Q3 2025 Reduced 0.47%
$16.1B
$500 Million 0.05% of portfolio
21,808
Q3 2025 Added 4.51%
$490B
$381 Million 0.04% of portfolio
3,377
Q3 2025 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $962 Billion
  • Prior Value $916 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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