Wealth Management Strategies, Inc.
RIA/Wealth
Wealth Management Strategies, Inc. is a RIA/Wealth based in Pittsburgh, PA led by Herman Laibe Kahn, reporting $252.9M in AUM as of Q3 2025 with 95% ETF concentration, 84% concentrated in top 10 holdings, and 20% allocation to VUG.
PresidentHerman Laibe Kahn
- Portfolio Value
- $201.9M
- Positions
- 39
- Top Holding
- VUG at 19.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Management Strategies, Inc.'s portfolio (84.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.6M | 19.60% | +$6.9M Bought | — 82.5K shares | |
ETF ETF | $35.4M | 17.55% | +$16.7M Bought | — 591.4K shares | |
ETF ETF | $22.7M | 11.23% | +$3.7M Bought | — 587.7K shares | |
ETF ETF | $12.5M | 6.18% | +$3.3M Bought | — 534.1K shares | |
ETF ETF | $11.3M | 5.59% | +$2.3M Bought | — 491.7K shares | |
ETF ETF | $10.9M | 5.40% | +$2.1M Bought | — 484.4K shares | |
ETF ETF | $10.4M | 5.14% | +$3.9M Bought | — 472.9K shares | |
ETF ETF | $9.7M | 4.81% | +$1.8M Bought | — 434.0K shares | |
ETF ETF | $9.0M | 4.45% | +$818.0K Bought | — 48.1K shares | |
ETF ETF | $8.8M | 4.36% | +$1.4M Bought | — 34.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Management Strategies, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+88.99% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-70.04% | |
-50.85% | |
-14.6% | |
-13.52% | |
-8.19% |
Analytics
Portfolio insights and performance metrics for Wealth Management Strategies, Inc.
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