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Portfolio (Quarterly) Guide ↗

Portfolio Strategies, Inc.

· CIK 0001753271
13F Portfolio $864M AUM 60 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 15 Added 29 Reduced 5 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 238,524.0 $98.5M 11.40% -7K -2.7% $412.77 -78.0%
2 IXN ISHARES TR 936,140.0 $98.3M 11.38% -16K -1.6% $104.98 +34.6%
3 IYW ISHARES TR 398,245.0 $79.5M 9.21% -9K -2.3% $199.68 +25.0%
4 SMH VANECK ETF TRUST 207,260.0 $74.6M 8.64% -8K -3.8% $360.03 +66.6%
5 IWY ISHARES TR 253,178.0 $70.1M 8.12% -7K -2.8% $276.94 +7.7%
6 QQQ INVESCO QQQ TR Financial Services 93,969.0 $57.7M 6.68% -2K -1.7% $614.28 +19.8%
7 FTEC FIDELITY COVINGTON TRUST 235,462.0 $52.9M 6.12% -3K -1.4% $224.67 +26.4%
8 IWF ISHARES TR 96,378.0 $45.6M 5.28% -706.0 -0.7% $473.29 -73.1%
9 VTI VANGUARD INDEX FDS 92,175.0 $30.9M 3.58% -2K -2.3% $335.27 +10.9%
10 TMFC RBB FD INC 421,371.0 $30.2M 3.50% -7K -1.7% $71.77 +9.3%
11 VGT VANGUARD WORLD FD 39,794.0 $30.0M 3.47% -1K -3.4% $753.50 -84.2%
12 IWV ISHARES TR 71,095.0 $27.5M 3.18% -3K -3.9% $386.84 +10.6%
13 ONEQ FIDELITY COMWLTH TR 77,977.0 $7.1M 0.82% -5K -6.1% $91.40 +16.0%
14 AAPL APPLE INC Technology 12,266.0 $3.3M 0.39% -224.0 -1.8% $271.85 +15.0%
15 MSFT MICROSOFT CORP Technology 3,884.0 $1.9M 0.22% -38.0 -1.0% $483.63 -11.7%
16 GOOG ALPHABET INC Communication Services 5,407.0 $1.7M 0.20% -89.0 -1.6% $313.80 +23.0%
17 AMZN AMAZON COM INC Consumer Cyclical 4,947.0 $1.1M 0.13% -95.0 -1.9% $230.82 +18.7%
18 IVV ISHARES TR 1,493.0 $1.0M 0.12% -70.0 -4.5% $684.94 +10.7%
19 JEPI J P MORGAN EXCHANGE TRADED F 16,060.0 $919K 0.11% -20K -55.6% $57.24 -1.8%
20 SLV ISHARES SILVER TR Financial Services 13,489.0 $869K 0.10% -381.0 -2.8% $64.42 +6.1%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 83.4%
Technology 8.0%
Communication Services 3.1%
Consumer Cyclical 1.6%
Consumer Defensive 1.3%
Basic Materials 1.1%
Industrials 0.9%
Energy 0.6%
Healthcare 0.0%