13F Filings History of Strategies Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$998,167,649
Signature - Title
Gregory Bosch - Chief Investment Officer
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by Strategies Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategies Wealth Advisors, LLC reported 187 stock holdings with total value $998,167,649 as of Q4 2025. Top holdings included SPDW, VTV, VUG, DGRO, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 187 $998,167,649 +$36,243,613 -$19,975,076 +$16,268,537 SPDW, VTV, VUG, DGRO, QUAL 13F-HR 13 Feb 2026, 14:09
Q3 2025 185 $961,531,432 +$22,849,673 -$38,042,737 -$15,193,064 SPDW, VTV, VUG, DGRO, QUAL 13F-HR 12 Nov 2025, 10:04
Q2 2025 184 $915,401,810 +$42,768,752 -$20,560,321 +$22,208,431 SPDW, VTV, VUG, DGRO, QUAL 13F-HR 08 Aug 2025, 13:07
Q1 2025 174 $818,452,904 +$71,802,725 -$13,129,895 +$58,672,830 SPDW, VTV, VUG, DGRO, QUAL 13F-HR 14 May 2025, 11:37
Q4 2024 124 $801,321,524 +$83,968,423 -$45,549,380 +$38,419,043 VUG, VTV, SPDW, DGRO, QUAL 13F-HR 13 Feb 2025, 14:25
Q3 2024 97 $747,579,670 +$30,692,304 -$13,317,033 +$17,375,271 VUG, VTV, SPDW, DGRO, IEFA 13F-HR 07 Oct 2024, 13:28
Q2 2024 93 $686,613,691 +$52,968,522 -$23,298,063 +$29,670,459 VUG, VTV, SPDW, DGRO, IEFA 13F-HR 29 Jul 2024, 14:45
Q1 2024 98 $649,981,347 +$38,564,219 -$17,163,367 +$21,400,852 VUG, VTV, SPDW, DGRO, IEFA 13F-HR 22 Apr 2024, 09:44
Q4 2023 90 $585,443,258 +$57,214,351 -$32,864,222 +$24,350,129 VUG, VTV, SPDW, DGRO, IEFA 13F-HR 22 Jan 2024, 11:03
Q3 2023 78 $509,122,771 +$44,665,642 -$7,365,660 +$37,299,982 VUG, VTV, DGRO, IEFA, QUAL 13F-HR 10 Oct 2023, 09:52
Q2 2023 84 $489,133,077 +$16,996,627 -$5,978,484 +$11,018,143 VUG, VTV, DGRO, IEFA, QUAL 13F-HR 12 Jul 2023, 09:30
Q1 2023 78 $454,495,732 +$30,155,958 -$4,425,314 +$25,730,644 VUG, VTV, DGRO, IEFA, QUAL 13F-HR 27 Jun 2023, 09:05
Q4 2022 78 $405,847,572 +$79,741,675 -$26,925,926 +$52,815,749 VUG, VTV, DGRO, IEFA, IUSG 13F-HR 27 Jun 2023, 08:58
Q2 2022 84 $348,544,505 +$40,259,243 -$9,642,722 +$30,616,521 VUG, VTV, IEFA, DGRO, QUAL 13F-HR 27 Jun 2023, 08:37
Q1 2022 83 $373,985,444 +$49,696,785 -$12,069,544 +$37,627,241 VUG, VTV, IEFA, QUAL, DGRO 13F-HR 27 Jun 2023, 08:26
Q4 2021 81 $356,346,186 $0 $0 $0 VUG, VTV, IEFA, QUAL, DGRO 13F-HR 26 Jun 2023, 12:45