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Gregory Bosch

Strategies Wealth Advisors, Llc

Assets Managed
$995.396M
Holdings
193
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-0.27%(2Q avg: 1.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategies Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of Strategies Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 995.396M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of 1.77%. The portfolio is managed by Gregory Bosch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.77%
16.49%
$164.046M
3.594M shares@ $45.66 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.95%
14.63%
$145.604M
742,120 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.87%
11.95%
$118.933M
272,288 shares@ $436.79 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -2.63%
8.92%
$88.721M
1.264M shares@ $70.18 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 9.08%
6.03%
$60.001M
312,815 shares@ $191.82 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -2.19%
4.39%
$43.686M
144,537 shares@ $302.25 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -2.9%
3.82%
$38.005M
174,938 shares@ $217.25 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -16.9%
3.02%
$30.005M
331,441 shares@ $90.54 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -10.34%
2.35%
$23.302M
150,231 shares@ $155.12 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Decreased -3.57%
2.09%
$20.758M
203,013 shares@ $102.26 avg price

1-10 of 193