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Strategies Wealth Advisors, LLC
Strategies Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Grand Rapids, Michigan. Founded in 2011, the firm focuses on comprehensive wealth planning and investment management for high-net-worth individuals, families, and select institutional clients. With an employee base of roughly 26–30, the firm emphasizes a tailored advisory approach and fiduciary standards, serving over 3,000 client accounts as of 2024.
Investment Strategy
Strategies Wealth Advisors offers a personalized, goal-oriented investment approach with a focus on comprehensive wealth management for individuals and families. Their strategy centers on understanding each client’s financial objectives, risk tolerance, and time horizon, utilizing asset allocation, risk management, tax-loss harvesting, and strategic portfolio construction. The firm manages both discretionary and non-discretionary assets, primarily for high-net-worth clients, and supports investment plans with simulations and customized asset allocation analysis to maximize the probability of meeting long-term financial goals.
Latest 13F Filing Activity
Strategies Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions and 1 options positions with a total 13F market value of $916M. The fund increased holdings in Vanguard Index FDS, SPDR Index SHS FDS, Ishares TR among other positions. Strategies Wealth Advisors, LLC reduced exposure to Goldman Sachs Group Inc., Disney Walt Co., Apple Inc. among others.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 14.76% | $135.2M | 3,339,020 | $34.28 | $40.49 | +$14.8M |
V VTV | VANGUARD INDEX FDS | 13.27% | $121.6M | 687,740 | $149.82 | $176.74 | +$2.5M |
V VUG | VANGUARD INDEX FDS | 13.16% | $120.5M | 274,919 | $224.01 | $438.40 | +$15.6M |
D DGRO | ISHARES TR | 8.68% | $79.5M | 1,243,746 | $52.42 | $63.94 | +$2.8M |
Q QUAL | ISHARES TR | 5.33% | $48.8M | 267,059 | $131.99 | $182.82 | +$3.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | New | Call | $349.4K | 11 | $317.66 | $317.66 | +11 | +$349.4K |
Industry Allocation
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