13F Filings History of Wealth Management Strategies, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$217,135,618
Signature - Title
Bud Kahn - President & 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 39 stock holdings with total value $217,135,618 as of Q4 2025. Top holdings included VUG, VEA, DFAC, IBTK, and IBTG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $217,135,618 +$24,251,123 -$13,208,453 +$11,042,670 VUG, VEA, DFAC, IBTK, IBTG 13F-HR 17 Feb 2026, 15:19
Q3 2025 39 $201,898,858 +$45,979,248 -$14,202,539 +$31,776,709 VUG, VEA, DFAC, IBTF, IBTG 13F-HR 17 Nov 2025, 15:11
Q1 2025 36 $149,488,682 +$463,619 $0 +$463,619 VUG, DFAC, VEA, DUHP, IBTF 13F-HR 15 May 2025, 14:47
Q4 2024 36 $0 $0 $0 $0 13F-HR 20 Feb 2025, 15:35