Strategies Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1976435
Institutional-grade research for retail investors
13F Reported Value
ⓘ$995.4M
Holdings
193
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Strategies Wealth Advisors, LLC disclosed 193 positions worth $995.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 12 and a full exit from $SPOT. The portfolio is most concentrated in Other (88.1% of disclosed assets). All figures are sourced directly from Strategies Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1976435.
AI Fund Analysis
StableSPDR INDEX SHS FDS
16.5% weight
Held 6 quarters
VANGUARD INDEX FDS
14.6% weight
Held 6 quarters
VANGUARD INDEX FDS
11.9% weight
Held 6 quarters
ISHARES TR
8.9% weight
Held 6 quarters
ISHARES TR
6.0% weight
Held 6 quarters
SPDR INDEX SHS FDS
6 quarters accumulating
ISHARES TR
6 quarters accumulating
INVESCO EXCHANGE TRADED FD
6 quarters accumulating
$PFLA6 quarters accumulating
$AMZN5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR INDEX SHS FDS
—Quality
$164.0M3,593,551 shVANGUARD INDEX FDS
—Quality
$145.6M742,120 shVANGUARD INDEX FDS
—Quality
$118.9M272,288 shISHARES TR
—Quality
$88.7M1,264,195 shISHARES TR
—Quality
$60.0M312,815 shVANGUARD INDEX FDS
—Quality
$43.7M144,537 shVANGUARD INDEX FDS
—Quality
$38.0M174,938 shISHARES TR
—Quality
$30.0M331,441 shISHARES TR
—Quality
$23.3M150,231 shISHARES TR
—Quality
$20.8M203,013 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR INDEX SHS FDS | — | $164.0M | 3,593,551 |
| VANGUARD INDEX FDS | — | $145.6M | 742,120 |
| VANGUARD INDEX FDS | — | $118.9M | 272,288 |
| ISHARES TR | — | $88.7M | 1,264,195 |
| ISHARES TR | — | $60.0M | 312,815 |
| VANGUARD INDEX FDS | — | $43.7M | 144,537 |
| VANGUARD INDEX FDS | — | $38.0M | 174,938 |
| ISHARES TR | — | $30.0M | 331,441 |
| ISHARES TR | — | $23.3M | 150,231 |
| ISHARES TR | — | $20.8M | 203,013 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Strategies Wealth Advisors, LLC's 193 positions.
Showing top 10 of 193 holdings.
Sector Allocation
Other
$877.2M
Technology
$47.5M
Financials
$27.1M
Consumer Discretionary
$14.2M
Industrials
$8.8M
Healthcare
$7.9M
Energy
$3.8M
Utilities
$3.5M
Full Holdings — Strategies Wealth Advisors, LLC (Q1 2026)
All 193 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR INDEX SHS FDS | $164.0M | 16.5% | +1% | — |
| 2 | — | VANGUARD INDEX FDS | $145.6M | 14.6% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $118.9M | 11.9% | +4% | — |
| 4 | — | ISHARES TR | $88.7M | 8.9% | -3% | — |
| 5 | — | ISHARES TR | $60.0M | 6.0% | +9% | — |
| 6 | — | VANGUARD INDEX FDS | $43.7M | 4.4% | -2% | — |
| 7 | — | VANGUARD INDEX FDS | $38.0M | 3.8% | -3% | — |
| 8 | — | ISHARES TR | $30.0M | 3.0% | -17% | — |
| 9 | — | ISHARES TR | $23.3M | 2.3% | -10% | — |
| 10 | — | ISHARES TR | $20.8M | 2.1% | -4% | — |
| 11 | — | ISHARES TR | $19.2M | 1.9% | -5% | — |
| 12 | — | VANGUARD SPECIALIZED FUNDS | $14.5M | 1.4% | -2% | — |
| 13 |  $IVZ | Invesco Ltd. | $10.9M | 1.1% | -7% | — |
| 14 |  $NVDA | NVIDIA CORP | $10.8M | 1.1% | +1% | 90.2 |
| 15 | $AMZN | AMAZON COM INC | $8.8M | 0.9% | +3% | 74.6 |
| 16 | — | VANGUARD ADMIRAL FDS INC | $8.7M | 0.9% | -4% | — |
| 17 | — | BLACKROCK ETF TRUST | $8.5M | 0.8% | NEW | — |
| 18 |  $AAPL | Apple Inc. | $8.5M | 0.8% | -0% | 76.1 |
| 19 | — | SPDR SERIES TRUST | $7.0M | 0.7% | -2% | — |
| 20 | — | ISHARES TR | $6.8M | 0.7% | -2% | — |
| 21 | — | VANGUARD ADMIRAL FDS INC | $6.4M | 0.6% | +0% | — |
| 22 | — | SPDR SERIES TRUST | $6.4M | 0.6% | +4% | — |
| 23 |  $MSFT | MICROSOFT CORP | $5.3M | 0.5% | -18% | 83.7 |
| 24 | — | SPDR SERIES TRUST | $4.5M | 0.5% | -3% | — |
| 25 | — | ISHARES TR | $4.4M | 0.4% | +1% | — |
| 26 |  $META | Meta Platforms, Inc. | $4.3M | 0.4% | -4% | 80.9 |
| 27 | — | VANGUARD INDEX FDS | $4.1M | 0.4% | -3% | — |
| 28 |  $LLY | ELI LILLY & Co | $3.7M | 0.4% | +3% | 89.3 |
| 29 | — | ISHARES TR | $3.2M | 0.3% | +345% | — |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.3% | +0% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 0.3% | +2% | 35.6 |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 0.3% | -4% | 67 |
| 33 | — | ISHARES TR | $2.7M | 0.3% | +1% | — |
| 34 |  $GOOG | Alphabet Inc. | $2.6M | 0.3% | +7% | 80.2 |
| 35 |  $GEV | GE Vernova Inc. | $2.6M | 0.3% | +0% | 70.1 |
| 36 |  $PLTR | Palantir Technologies Inc. | $2.5M | 0.3% | +16% | 85.8 |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.3% | +28% | — |
| 38 | — | VANGUARD BD INDEX FDS | $2.5M | 0.3% | +1% | — |
| 39 | — | VANGUARD INDEX FDS | $2.5M | 0.3% | +0% | — |
| 40 |  $TSLA | Tesla, Inc. | $2.4M | 0.3% | +6% | 50.1 |
| 41 | — | BLACKROCK ETF TRUST | $2.3M | 0.2% | NEW | — |
| 42 | — | BLACKROCK ETF TRUST | $2.3M | 0.2% | NEW | — |
| 43 | — | VANGUARD INDEX FDS | $2.0M | 0.2% | -10% | — |
| 44 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.2% | -10% | — |
| 45 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.8M | 0.2% | +72% | — |
| 46 | — | ISHARES TR | $1.7M | 0.2% | -8% | — |
| 47 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.1% | -14% | 71.7 |
| 48 | — | ISHARES TR | $1.5M | 0.1% | -6% | — |
| 49 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.1% | -9% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | -4% | 64.5 |
| 51 | — | GLOBAL X FDS | $1.5M | 0.1% | NEW | — |
| 52 | — | VANGUARD STAR FDS | $1.4M | 0.1% | -3% | — |
| 53 |  $GOOGL | Alphabet Inc. | $1.4M | 0.1% | +13% | 80.2 |
| 54 |  $AVGO | Broadcom Inc. | $1.3M | 0.1% | +5% | 86.4 |
| 55 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | +22% | — |
| 56 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.1% | -15% | 78.8 |
| 57 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | +0% | — |
| 58 |  $SYK | STRYKER CORP | $1.2M | 0.1% | -2% | 69.8 |
| 59 | — | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.1% | +0% | — |
| 60 | — | ISHARES TR | $1.1M | 0.1% | +151% | — |
| 61 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.1% | -7% | — |
| 62 | — | VANGUARD WORLD FD | $1.0M | 0.1% | -8% | — |
| 63 |  $KO | COCA COLA CO | $1.0M | 0.1% | -1% | 74 |
| 64 | $IVZ | Invesco Ltd. | $919,387 | 0.1% | -13% | — |
| 65 |  $DOW | DOW INC. | $908,400 | 0.1% | -1% | 38 |
| 66 | — | ISHARES TR | $906,949 | 0.1% | +0% | — |
| 67 |  $GD | GENERAL DYNAMICS CORP | $905,523 | 0.1% | -10% | 73 |
| 68 |  $GE | GENERAL ELECTRIC CO | $872,097 | 0.1% | +25% | 74.8 |
| 69 | — | VANGUARD WORLD FD | $855,736 | 0.1% | -13% | — |
| 70 |  $CVX | CHEVRON CORP | $836,458 | 0.1% | +4% | 54.7 |
| 71 |  $CEG | Constellation Energy Corp | $811,696 | 0.1% | -0% | 62.5 |
| 72 | — | ISHARES TR | $800,559 | 0.1% | -3% | — |
| 73 |  $CAT | CATERPILLAR INC | $774,901 | 0.1% | +28% | 67.8 |
| 74 | — | SCHWAB STRATEGIC TR | $759,361 | 0.1% | +1% | — |
| 75 | — | ISHARES TR | $753,994 | 0.1% | -13% | — |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $728,654 | 0.1% | NEW | 74.8 |
| 77 | — | AMERICAN CENTY ETF TR | $709,620 | 0.1% | +0% | — |
| 78 |  $COP | CONOCOPHILLIPS | $700,551 | 0.1% | -16% | 74.8 |
| 79 |  $LRCX | LAM RESEARCH CORP | $692,838 | 0.1% | +0% | 82.4 |
| 80 |  $CRWD | CrowdStrike Holdings, Inc. | $687,513 | 0.1% | -21% | 55 |
| 81 |  $PG | PROCTER & GAMBLE Co | $676,768 | 0.1% | -10% | 72.9 |
| 82 |  $DVN | DEVON ENERGY CORP/DE | $668,353 | 0.1% | +13% | 70.2 |
| 83 |  $CTNM | Contineum Therapeutics, Inc. | $653,000 | 0.1% | +0% | — |
| 84 |  $IAU | ISHARES GOLD TRUST | $650,621 | 0.1% | +112% | — |
| 85 |  $VRT | Vertiv Holdings Co | $648,751 | 0.1% | -32% | 82.7 |
| 86 |  $VLO | VALERO ENERGY CORP/TX | $638,417 | 0.1% | -8% | 51.4 |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $614,590 | 0.1% | -11% | — |
| 88 |  $SO | SOUTHERN CO | $612,259 | 0.1% | -0% | 65.1 |
| 89 | — | VANGUARD INTL EQUITY INDEX F | $606,680 | 0.1% | -5% | — |
| 90 |  $ROK | ROCKWELL AUTOMATION, INC | $598,200 | 0.1% | +0% | 68.2 |
| 91 |  $ORLY | O REILLY AUTOMOTIVE INC | $576,015 | 0.1% | +0% | 72.7 |
| 92 | — | ISHARES TR | $572,956 | 0.1% | -12% | — |
| 93 | — | ISHARES TR | $571,244 | 0.1% | -21% | — |
| 94 |  $MBWM | MERCANTILE BANK CORP | $560,535 | 0.1% | +1% | — |
| 95 |  $CCJ | CAMECO CORP | $553,477 | 0.1% | NEW | — |
| 96 | — | VANGUARD WORLD FD | $548,975 | 0.1% | +0% | — |
| 97 | — | ISHARES TR | $533,206 | 0.1% | -3% | — |
| 98 |  $XOM | EXXON MOBIL CORP | $532,967 | 0.1% | -10% | 61.8 |
| 99 | $GS | GOLDMAN SACHS GROUP INC | $518,286 | 0.1% | +0% | — |
| 100 |  $NFLX | NETFLIX INC | $516,999 | 0.1% | +22% | 86.7 |
| 101 | — | ISHARES TR | $510,392 | 0.1% | -8% | — |
| 102 |  $SLV | iShares Silver Trust | $510,165 | 0.1% | NEW | — |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $508,339 | 0.1% | -16% | 66.8 |
| 104 |  $WMT | Walmart Inc. | $477,134 | 0.1% | -19% | 63.2 |
| 105 | — | SPDR INDEX SHS FDS | $475,690 | 0.1% | +0% | — |
| 106 |  $PSX | Phillips 66 | $472,119 | 0.1% | +10% | 47.6 |
| 107 |  $HD | HOME DEPOT, INC. | $463,518 | 0.1% | +3% | 69.2 |
| 108 |  $PH | Parker-Hannifin Corp | $448,397 | 0.1% | +1% | 73.8 |
| 109 |  $BA | BOEING CO | $445,483 | 0.0% | -1% | 51.8 |
| 110 | — | ISHARES TR | $444,535 | 0.0% | +0% | — |
| 111 | — | ISHARES TR | $441,621 | 0.0% | -5% | — |
| 112 |  $LOW | LOWES COMPANIES INC | $441,607 | 0.0% | -2% | 63.5 |
| 113 |  $GLW | CORNING INC /NY | $437,341 | 0.0% | -36% | 72.7 |
| 114 |  $RTX | RTX Corp | $427,565 | 0.0% | -2% | 70 |
| 115 | — | SELECT SECTOR SPDR TR | $411,856 | 0.0% | -9% | — |
| 116 |  $LMT | LOCKHEED MARTIN CORP | $395,639 | 0.0% | +9% | 65 |
| 117 |  $Q | Qnity Electronics, Inc. | $395,523 | 0.0% | -48% | — |
| 118 |  $MCD | MCDONALDS CORP | $392,070 | 0.0% | -2% | 73.9 |
| 119 |  $ASML | ASML HOLDING NV | $388,873 | 0.0% | -4% | — |
| 120 |  $PANW | Palo Alto Networks Inc | $388,296 | 0.0% | -34% | 66.5 |
| 121 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $382,894 | 0.0% | -9% | 74.6 |
| 122 | — | TORTOISE CAPITAL SERIES TRUS | $376,803 | 0.0% | +0% | — |
| 123 |  $V | VISA INC. | $363,450 | 0.0% | -0% | 83.5 |
| 124 |  $JNJ | JOHNSON & JOHNSON | $361,588 | 0.0% | -8% | 72.8 |
| 125 | — | SELECT SECTOR SPDR TR | $359,910 | 0.0% | -3% | — |
| 126 | — | ISHARES TR | $352,723 | 0.0% | +0% | — |
| 127 |  $AMGN | AMGEN INC | $351,166 | 0.0% | -1% | 79.5 |
| 128 |  $ETN | Eaton Corp plc | $350,959 | 0.0% | -51% | — |
| 129 | — | FIRST TR EXCHANGE-TRADED FD | $340,771 | 0.0% | +0% | — |
| 130 | — | SPDR SERIES TRUST | $328,330 | 0.0% | +1337% | — |
| 131 |  $GBTC | Grayscale Bitcoin Trust ETF | $327,376 | 0.0% | +0% | — |
| 132 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $324,630 | 0.0% | +0% | — |
| 133 | $IVZ | Invesco Ltd. | $311,802 | 0.0% | +0% | — |
| 134 | — | SPDR SERIES TRUST | $311,252 | 0.0% | +0% | — |
| 135 | — | VANGUARD SCOTTSDALE FDS | $304,763 | 0.0% | NEW | — |
| 136 |  $MCHP | MICROCHIP TECHNOLOGY INC | $302,513 | 0.0% | NEW | 40 |
| 137 |  $LIN | LINDE PLC | $298,982 | 0.0% | -4% | — |
| 138 | — | FIRST TR EXCHANGE TRADED FD | $296,164 | 0.0% | +0% | — |
| 139 | — | VANECK ETF TRUST | $289,730 | 0.0% | +3% | — |
| 140 | — | DIMENSIONAL ETF TRUST | $289,690 | 0.0% | -12% | — |
| 141 |  $PLD | Prologis, Inc. | $288,848 | 0.0% | -0% | 67.5 |
| 142 |  $DAL | DELTA AIR LINES, INC. | $283,676 | 0.0% | +0% | 64.4 |
| 143 |  $ABBV | AbbVie Inc. | $278,777 | 0.0% | -41% | 59.3 |
| 144 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $278,315 | 0.0% | -24% | — |
| 145 |  $CRWV | CoreWeave, Inc. | $277,266 | 0.0% | +20% | 46.5 |
| 146 | — | ISHARES TR | $276,452 | 0.0% | +0% | — |
| 147 |  $BLK | BlackRock, Inc. | $276,275 | 0.0% | -55% | 70.3 |
| 148 |  $UBER | Uber Technologies, Inc | $275,871 | 0.0% | +6% | 79.3 |
| 149 |  $DOV | DOVER Corp | $271,527 | 0.0% | -0% | 63.1 |
| 150 |  $ACN | Accenture plc | $270,223 | 0.0% | -5% | — |
| 151 |  $PFE | PFIZER INC | $265,685 | 0.0% | -4% | 69 |
| 152 |  $CSCO | CISCO SYSTEMS, INC. | $265,323 | 0.0% | -22% | 72.3 |
| 153 | — | ISHARES TR | $264,212 | 0.0% | +503% | — |
| 154 | — | VANGUARD INDEX FDS | $263,779 | 0.0% | -7% | — |
| 155 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $262,425 | 0.0% | -23% | 66.7 |
| 156 |  $ISRG | INTUITIVE SURGICAL INC | $262,304 | 0.0% | -1% | 81.4 |
| 157 |  $NKE | NIKE, Inc. | $254,320 | 0.0% | -11% | 53.4 |
| 158 |  $CLS | CELESTICA INC | $253,512 | 0.0% | +0% | 69 |
| 159 |  $MA | Mastercard Inc | $247,727 | 0.0% | -19% | 81.7 |
| 160 |  $BAC | BANK OF AMERICA CORP /DE/ | $246,899 | 0.0% | -4% | 68.4 |
| 161 |  $TXN | TEXAS INSTRUMENTS INC | $246,127 | 0.0% | +1% | 70.4 |
| 162 | $IVZ | Invesco Ltd. | $245,335 | 0.0% | NEW | — |
| 163 | — | FIRST TR EXCHANGE TRADED FD | $244,703 | 0.0% | +0% | — |
| 164 |  $MLI | MUELLER INDUSTRIES INC | $244,024 | 0.0% | +0% | 77.5 |
| 165 | — | ISHARES TR | $243,098 | 0.0% | +0% | — |
| 166 | — | BLACKROCK ETF TRUST II | $242,950 | 0.0% | NEW | — |
| 167 |  $APLD | Applied Digital Corp. | $238,089 | 0.0% | +0% | 35.4 |
| 168 |  $OBDC | Blue Owl Capital Corp | $237,131 | 0.0% | +3% | — |
| 169 |  $F | FORD MOTOR CO | $231,688 | 0.0% | -1% | 58.5 |
| 170 |  $PEP | PEPSICO INC | $230,673 | 0.0% | -0% | 62.7 |
| 171 | — | SELECT SECTOR SPDR TR | $230,426 | 0.0% | -8% | — |
| 172 |  $BRO | BROWN & BROWN, INC. | $224,285 | 0.0% | NEW | 75.1 |
| 173 | — | SELECT SECTOR SPDR TR | $223,725 | 0.0% | -14% | — |
| 174 | — | SPDR SERIES TRUST | $222,711 | 0.0% | +1% | — |
| 175 | — | BLACKROCK ETF TRUST II | $220,599 | 0.0% | NEW | — |
| 176 | — | VANGUARD WHITEHALL FDS | $217,813 | 0.0% | +1% | — |
| 177 |  $MU | MICRON TECHNOLOGY INC | $217,047 | 0.0% | -44% | 88.4 |
| 178 |  $AXP | AMERICAN EXPRESS CO | $216,551 | 0.0% | -13% | 73.2 |
| 179 | — | SCHWAB STRATEGIC TR | $215,204 | 0.0% | +0% | — |
| 180 | — | ISHARES TR | $211,842 | 0.0% | -71% | — |
| 181 |  $ORCL | ORACLE CORP | $210,748 | 0.0% | +3% | 67.2 |
| 182 | — | ISHARES TR | $209,992 | 0.0% | +0% | — |
| 183 |  $DUK | Duke Energy CORP | $207,256 | 0.0% | NEW | 64 |
| 184 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $205,160 | 0.0% | NEW | — |
| 185 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $186,500 | 0.0% | +0% | 69.4 |
| 186 |  $MDXG | MIMEDX GROUP, INC. | $117,280 | 0.0% | +0% | 55.6 |
| 187 | $PFLA | PennantPark Floating Rate Capital Ltd. | $114,492 | 0.0% | +3% | — |
| 188 |  $IMUX | IMMUNIC, INC. | $111,000 | 0.0% | +0% | — |
| 189 |  $WU | Western Union CO | $104,760 | 0.0% | +0% | 52.8 |
| 190 |  $PSEC | PROSPECT CAPITAL CORP | $100,379 | 0.0% | +5% | — |
| 191 |  $STLA | Stellantis N.V. | $74,823 | 0.0% | NEW | — |
| 192 |  $NIO | NIO Inc. | $60,300 | 0.0% | -1% | — |
| 193 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $14,000 | 0.0% | +0% | — |
New Positions (15)
BLACKROCK ETF TRUST$8.5M
BLACKROCK ETF TRUST$2.3M
BLACKROCK ETF TRUST$2.3M
GLOBAL X FDS$1.5M
$AMAT APPLIED MATERIALS INC /DE$728,654$CCJ CAMECO CORP$553,477$SLV iShares Silver Trust$510,165 VANGUARD SCOTTSDALE FDS$304,763
$MCHP MICROCHIP TECHNOLOGY INC$302,513 BLACKROCK ETF TRUST II$242,950
$BRO BROWN & BROWN, INC.$224,285 BLACKROCK ETF TRUST II$220,599
$DUK Duke Energy CORP$207,256$GLTR abrdn Precious Metals Basket ETF Trust$205,160$STLA Stellantis N.V.$74,823
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AI-Powered Hedge Fund Analysis: Strategies Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Strategies Wealth Advisors, LLC (SEC CIK: 1976435), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Strategies Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.