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Manager record

Wealth Management Strategies, Inc.

Pittsburgh, PA · CIK 2057285 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$441.98MReported 13F valueQ2 2026 · as filed
84Holdings listed
+7899.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $130.8M$130.8MQ4 202436 holdingsQ3 2025: $201.9M$201.9MQ3 202539 holdingsQ4 2025: $217.1M$217.1MQ4 202539 holdingsQ1 2026: $5.5M$5.5MQ1 202640 holdingsQ2 2026: $442.0M$442.0MQ2 202684 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$255.92M · 45 holdings listed · View original SEC filing ↗
Aug 17 2026 13F-HR · period Q2 2026

$186.07M · 39 holdings listed · View original SEC filing ↗
Aug 17 2026 13F-HR/A · period Q4 2024

$130.75M · 36 holdings listed · amendment (restatement) · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$5.53M · 40 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$217.14M · 39 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR · period Q3 2025

$201.90M · 39 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology