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Portfolio (Quarterly) Guide ↗

Strategies Wealth Advisors, LLC

· CIK 0001976435
13F Portfolio $998M AUM 187 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 71 Added 67 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,703 $891K 0.09% SOLD
2 SMH VANECK ETF TRUST 1,842 $601K 0.06% SOLD
3 DUK DUKE ENERGY CORP NEW Utilities 4,723 $584K 0.06% SOLD
4 ABT ABBOTT LABS Healthcare 2,878 $386K 0.04% SOLD
5 GNTX GENTEX CORP Consumer Cyclical 11,800 $334K 0.04% SOLD
6 ARCC ARES CAPITAL CORP Financial Services 13,304 $272K 0.03% SOLD
7 NVTS NAVITAS SEMICONDUCTOR CORP Technology 32,000 $231K 0.02% SOLD
Sector Allocation
Technology 36.9%
Financial Services 13.4%
Consumer Cyclical 13.0%
Communication Services 9.4%
Healthcare 7.9%
Industrials 6.2%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 2.4%
Basic Materials 0.7%