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Bud Kahn

Wealth Management Strategies, Inc.

Assets Managed
$221.015M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
1.79%(2Q avg: 4.67%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Management Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Wealth Management Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.015M in assets, with a quarterly growth rate of 1.79% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Bud Kahn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.55%
19.37%
$42.808M
668,039 shares@ $64.08 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.97%
18.15%
$40.101M
91,809 shares@ $436.79 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.94%
11.09%
$24.51M
630,729 shares@ $38.86 avg price
IBTK
Ishares Ibonds Dec 2030 Trea
Recent Activity
Increased 3.64%
5.95%
$13.131M
665,885 shares@ $19.72 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Increased 4.32%
5.46%
$12.05M
537,218 shares@ $22.44 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 5.92%
5.37%
$11.852M
542,615 shares@ $21.85 avg price
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -0.43%
5.35%
$11.82M
515,825 shares@ $22.92 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.11%
4.96%
$10.95M
55,813 shares@ $196.2 avg price
IBTI
Ishares Ibonds Dec 2028 Term
Recent Activity
Increased 4.16%
4.8%
$10.597M
475,579 shares@ $22.29 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.38%
4.32%
$9.538M
36,415 shares@ $261.92 avg price

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