Portfolio Strategies, Inc. has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $1.02 billion as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and market positioning.

The filing, made on November 6, 2026, outlines the firm’s investments across various sectors, with a notable focus on technology and consumer goods. The report indicates that Portfolio Strategies holds shares in major companies such as Apple Inc., Microsoft Corporation, and Amazon.com Inc., reflecting a strong commitment to growth-oriented assets.

Portfolio Strategies, Inc., incorporated in New York, operates primarily in the investment management sector. The firm has been active in filing various forms with the SEC, including its recent 13F-HR, which is designed to provide transparency regarding institutional investment activities. The firm’s address is located at 180 Summit Avenue, Suite 200, Montvale, NJ 07645.

According to the latest filing (accession number 0001765380-26-000437), the total reported value of the firm’s holdings is approximately $1,019,913,883. This figure reflects a comprehensive portfolio that includes 75 different securities. The filing also indicates that the firm exercises sole investment discretion over its reported holdings.

Among the key highlights from the filing, Portfolio Strategies holds:

  • Apple Inc. (CUSIP: 037833100) with a reported value of $4,661,779.
  • Vanguard Index Funds S&P 500 ETF Shares (CUSIP: 922908363) valued at $349,136.
  • Vanguard Index Funds Morningstar Total Stock Market ETF (CUSIP: 922908769) worth $1,051,203.
  • iShares Russell 1000 Growth ETF (CUSIP: 464287614) with a total value of $50,445,345.
  • iShares Global Tech ETF (CUSIP: 464287291) valued at $133,092,467.

The impact of this filing extends beyond Portfolio Strategies itself. As the investment management industry continues to evolve, the disclosures made by Portfolio Strategies may influence its peers and competitors. Firms operating in similar sectors will likely analyze these holdings to gauge market trends and adjust their strategies accordingly.

Looking ahead, the next steps for Portfolio Strategies are not detailed in the filing. However, the firm is expected to continue monitoring its investments closely and may provide further updates in future filings.

In summary, Portfolio Strategies, Inc.'s recent filing underscores its strategic investments in high-growth sectors, reflecting a proactive approach to capital management in a competitive investment landscape.