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 37.3%

Financial Services 13.6%

Consumer Cyclical 13.1%

Communication Services 8.3%

Healthcare 8.0%

Industrials 6.2%

Consumer Defensive 5.1%

Utilities 4.8%

Energy 2.5%

Basic Materials 0.7%