SEC Form 13F · Q4 2024

Wealth Management Strategies, Inc.

Institutional Holdings Report (Amended)

13F-HR/APA
$130.8M
Portfolio Value
36
Holdings
Q4 2024
Reporting Period
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Filing Details

Manager
Wealth Management Strategies, Inc.
CIK
2057285
Accession No.
0002057285-26-000008
Location
PITTSBURGH, PA
Form Type
13F-HR/A (Amendment)
Portfolio Value
$130.8M
Holdings Reported
36
Reporting Period
Q4 2024
Filed
August 17, 2026

About this Filing

Wealth Management Strategies, Inc. is an institutional investment manager based in PITTSBURGH, PA reporting approximately $130.8M in 13(f) securities across 36 positions as of Q4 2024. 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/A filing on EDGAR.