Current Market Value 915,751,236
Current Holdings 185
Most Recent File Date 2025-08-08
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Strategies Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 185 915,751
2025-05-14 2025-03-31 13F-HR 176 818,911
2025-02-13 2024-12-31 13F-HR 125 803,168
2024-10-07 2024-09-30 13F-HR 98 748,039
2024-07-29 2024-06-30 13F-HR 93 686,614
2024-04-22 2024-03-31 13F-HR 98 649,981
2024-01-22 2023-12-31 13F-HR 90 585,443
2023-10-10 2023-09-30 13F-HR 78 509,123
2023-07-12 2023-06-30 13F-HR 84 489,133
2023-06-27 2023-03-31 13F-HR 78 454,496
2023-06-27 2022-12-31 13F-HR 78 405,848
2023-06-27 2022-06-30 13F-HR 84 348,545
2023-06-27 2022-03-31 13F-HR 83 373,985
2023-06-26 2021-12-31 13F-HR 81 356,346