SEC Form 13F · Q2 2026

Wealth Management Strategies, Inc.

Institutional Holdings Report

13F-HRPA
$255.9M
Portfolio Value
45
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Wealth Management Strategies, Inc.
CIK
2057285
Accession No.
0002057285-26-000005
Location
PITTSBURGH, PA
Form Type
13F-HR
Portfolio Value
$255.9M
Holdings Reported
45
Reporting Period
Q2 2026
Filed
August 17, 2026

About this Filing

Wealth Management Strategies, Inc. is an institutional investment manager based in PITTSBURGH, PA reporting approximately $255.9M in 13(f) securities across 45 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.