Wela Strategies, LLC
RIA/Wealth
Wela Strategies, LLC is a RIA/Wealth based in Atlanta, GA led by Matthew Ross Reiner, managing $263.7M across 54 long positions as of Q3 2025 with 94% ETF concentration, 78% concentrated in top 10 holdings, and 25% allocation to IVV.
CEOMatthew Ross Reiner
- Portfolio Value
- $263.7M
- Positions
- 54
- Top Holding
- IVV at 25.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wela Strategies, LLC's portfolio (77.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $67.2M | 25.49% | -$2.6M Sold | — 100.4K shares | |
ETF ETF | $29.6M | 11.22% | +$719.5K Bought | — 1.0M shares | |
ETF ETF | $25.4M | 9.63% | +$800.8K Bought | — 227.9K shares | |
ETF ETF | $23.2M | 8.81% | -$3.0M Sold | — 266.2K shares | |
ETF ETF | $14.1M | 5.33% | +$809.1K Bought | — 189.1K shares | |
ETF ETF | $12.7M | 4.81% | +$1.0M Bought | — 234.2K shares | |
ETF ETF | $11.5M | 4.37% | +$657.3K Bought | — 126.2K shares | |
ETF ETF | $8.3M | 3.15% | -$51.8K Sold | — 127.1K shares | |
ETF ETF | $6.6M | 2.51% | +$66.7K Bought | — 122.7K shares | |
ETF ETF | $6.6M | 2.50% | +$792.3K Bought | — 47.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wela Strategies, LLC'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 | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-36.35% |
Analytics
Portfolio insights and performance metrics for Wela Strategies, LLC
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