WM

Wealth Management Strategies, Inc.

13F
Wealth Management Strategies, Inc.
Last update 2025-05-15 36 Stocks (2 new)
Value $149.00 Mil Turnover 15 %
Countries:
Top Holdings: VUG(16.89%)DFAC(10.84%)VEA(10.64%)DUHP(7.34%)IBTF(6.16%)
Summary Stock Picks Current Portfolio
Wealth Management Strategies, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
68,101
25,253.3
+14.13%
16.890
+2.09%
0.020
+25.10%
+10.01%
165,393.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
491,315
16,208.5
+7.26%
10.840
+0.73%
0.050
+18.17%
+7.50%
36,018.1
 
VEA
Vanguard FTSE Developed Markets ETF
312,928
15,906.1
+16.74%
10.640
+1.53%
0.010
+14.16%
+23.88%
163,588.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
331,100
10,972.6
+8.25%
7.340
+0.56%
0.140
+15.94%
+8.82%
8,960.8
 
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
394,006
9,207.9
+11.86%
6.160
+0.65%
0.430
+1.00%
+2.24%
1,954.3
 
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
392,562
9,005.4
+11.56%
6.020
+0.62%
0.480
+0.92%
+2.33%
1,933.8
 
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
392,313
8,795.6
+11.71%
5.880
+0.62%
0.580
+0.95%
+2.96%
1,639.9
 
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
353,920
7,874.7
+11.41%
5.270
+0.54%
0.790
+1.08%
+3.66%
1,071.7
 
VTV
Vanguard Value ETF
43,743
7,556.1
+24.55%
5.050
+1.00%
0.010
+11.15%
+7.87%
135,521.3
 
VWO
Vanguard FTSE Emerging Markets ETF
153,015
6,925.4
+13.66%
4.630
+0.56%
0.010
+15.56%
+16.78%
86,562.3
 

Wealth Management Strategies, Inc.'s Historical Top Holdings Breakdowns

Wealth Management Strategies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
iShares iBonds Dec 2029 Term Treasury ETF
2025-03-31
Add
Add
+3.92%
●
21.16 ($21.48) 21.77
$21.79
1.42%
Add 967.67%
297,293
269,448
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+2.09%
●
369.1 ($404.54) 427.61
$450.40
11.34%
Add 14.13%
68,101
8,433
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.53%
●
47.4 ($50.6) 52.99
$58.50
15.61%
Add 16.74%
312,928
44,874
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
2025-03-31
Add
Add
+1.28%
●
35.3 ($37.97) 39.61
$40.54
6.77%
Add 144.45%
90,477
53,465
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+1.00%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Add 24.55%
43,743
8,621
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.73%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Add 7.26%
491,315
33,266
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2025-03-31
Add
Add
+0.65%
●
23.29 ($23.34) 23.38
$23.34
0.02%
Add 11.86%
394,006
41,775
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
2025-03-31
Add
Add
+0.62%
●
22.77 ($22.84) 22.94
$22.88
0.15%
Add 11.56%
392,562
40,669
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
2025-03-31
Add
Add
+0.62%
●
22.11 ($22.27) 22.43
$22.41
0.63%
Add 11.71%
392,313
41,139
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.56%
●
32.57 ($34.36) 35.83
$36.56
6.40%
Add 8.25%
331,100
25,239

Wealth Management Strategies, Inc. Total Holding History ($B)

To

Wealth Management Strategies, Inc.'s Asset Allocation

To

Wealth Management Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Wealth Management Strategies, Inc.'s Hypothetical Growth since 2025-03-31

Wealth Management Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Management Strategies, Inc.'s Holdings Heat Map

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Wealth Management Strategies, Inc.'s Holdings Bubble Chart

Wealth Management Strategies, Inc. News

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