Wealth Management Strategies, Inc.

13F Filings History

Latest 13F report
Q1 2025 - May 15, 2025
Value $
$149M
Signature - Title
Bud Kahn - CCO
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Wealth Management Strategies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Management Strategies, Inc. reported 36 stock holdings with total value $149M as of Q1 2025. Top holdings included VUG, DFAC, VEA, DUHP, and IBTF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 36 $149M +$464K $0 +$464K VUG, DFAC, VEA, DUHP, IBTF 13F-HR 5/15/2025, 02:47 PM
Q4 2024 36 $0 $0 $0 13F-HR 2/20/2025, 03:35 PM