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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
Page 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACN ACCENTURE PLC IRELAND Technology 1,439.0 $386K 0.04% -85.0 -5.6% $268.27 -33.2%
122 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 18,962.0 $364K 0.04% +400.0 +2.1% $19.20 +5.9%
123 DIS DISNEY WALT CO Communication Services 3,073.0 $350K 0.04% -141.0 -4.4% $113.77 -9.5%
124 MA MASTERCARD INCORPORATED Financial Services 610.0 $348K 0.04% -320.0 -34.4% $570.45 -12.6%
125 NKE NIKE INC Consumer Cyclical 5,399.0 $344K 0.03% NEW $63.71 -29.9%
126 IWS ISHARES TR 2,420.0 $341K 0.03% $141.06 +12.4%
127 SPYG SPDR SERIES TRUST 3,178.0 $339K 0.03% -962.0 -23.2% $106.70 +10.9%
128 FTCS FIRST TR EXCHANGE-TRADED FD 3,663.0 $339K 0.03% -540.0 -12.8% $92.51 +2.2%
129 CSCO CISCO SYS INC Technology 4,385.0 $338K 0.03% $77.03 +56.3%
130 DFAC DIMENSIONAL ETF TRUST 8,457.0 $335K 0.03% -1K -13.3% $39.59 +10.1%
131 JNJ JOHNSON & JOHNSON Healthcare 1,601.0 $331K 0.03% $207.00 +13.2%
132 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,090.0 $331K 0.03% +120.0 +12.4% $303.90 +33.1%
133 AMGN AMGEN INC Healthcare 1,010.0 $331K 0.03% +25.0 +2.5% $327.44 +3.6%
134 MU MICRON TECHNOLOGY INC Technology 1,151.0 $329K 0.03% NEW $285.48 +163.1%
135 ISRG INTUITIVE SURGICAL INC Healthcare 577.0 $327K 0.03% +10.0 +1.8% $566.36 -22.6%
136 ASML ASML HOLDING N V Technology 305.0 $326K 0.03% +12.0 +4.1% $1070.27 +52.6%
137 TPYP TORTOISE CAPITAL SERIES TRUS 8,895.0 $314K 0.03% $35.29 +25.1%
138 RSP INVESCO EXCHANGE TRADED FD T 1,621.0 $311K 0.03% $191.61 +7.8%
139 CSX CSX CORP Industrials 8,441.0 $306K 0.03% $36.25 +25.6%
140 PSX PHILLIPS 66 Energy 2,348.0 $303K 0.03% -72.0 -3.0% $129.03 +37.7%
Page 7 of 10  ·  187 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
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%