13F Filings History of Wealth Management Strategies, Inc.

Latest 13F report
Q3 2025 - Nov 17, 2025
Value $
$202M
Signature - Title
Herman 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 $202M as of Q3 2025. Top holdings included VUG, VEA, DFAC, IBTF, and IBTG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 39 $202M +$46M -$14.2M +$31.8M VUG, VEA, DFAC, IBTF, IBTG 13F-HR 11/17/2025, 03:11 PM
Q1 2025 36 $149M +$464K $0 +$464K VUG, DFAC, VEA, DUHP, IBTF 13F-HR 5/15/2025, 02:47 PM
Q4 2024 36 $0 $0 $0 13F-HR 2/20/2025, 03:35 PM