0002057285-26-000003.txt : 20260511
0002057285-26-000003.hdr.sgml : 20260511
20260511152055
ACCESSION NUMBER: 0002057285-26-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260511
DATE AS OF CHANGE: 20260511
EFFECTIVENESS DATE: 20260511
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealth Management Strategies, Inc.
CENTRAL INDEX KEY: 0002057285
ORGANIZATION NAME:
EIN: 251665213
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-25394
FILM NUMBER: 26962655
BUSINESS ADDRESS:
STREET 1: 17 BRILLIANT AVE
STREET 2: STE 302
CITY: PITTSBURGH
STATE: PA
ZIP: 15215
BUSINESS PHONE: 4127817100
MAIL ADDRESS:
STREET 1: 17 BRILLIANT AVE
STREET 2: STE 302
CITY: PITTSBURGH
STATE: PA
ZIP: 15215
13F-HR
1
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03-31-2026
03-31-2026
Wealth Management Strategies, Inc.
17 BRILLIANT AVE
STE 302
PITTSBURGH
PA
15215
13F HOLDINGS REPORT
028-25394
N
Bud Kahn
CCO
4127817100
/s Bud Kahn
Pittsburgh
PA
05-11-2026
0
40
5525367
false
INFORMATION TABLE
2
wms1q26.xml
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CAP STK CL C
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866
SH
SOLE
0
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APPLE INC
COM
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SH
SOLE
0
0
17836
BANK NEW YORK MELLON CORP
COM
064058100
307464
2592
SH
SOLE
0
0
2592
BROOKFIELD CORP
CL A LTD VT SH
11271J107
217394
5372
SH
SOLE
0
0
5372
COHERENT CORP
COM
19247G107
447597
1879
SH
SOLE
0
0
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SH
SOLE
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0
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US TARGETED VLU
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SOLE
0
0
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DIMENSIONAL ETF TRUST
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112093
SH
SOLE
0
0
112093
DIMENSIONAL ETF TRUST
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25075
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ELI LILLY & CO
COM
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COM
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FTSE EMR MKT ETF
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