Portfolio Strategies Inc Ny
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 3,412
- Avg AUM / client
- $298K
- Accounts
- 3,412
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Investments (13F portfolio — 75 positions, $811,090,941)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | GLOBAL TECH ETF | $91,660,113 | 916,859 | 11.3% | 9.02% |
| 2 | Vanguard World Fd | MEGA GRWTH IND | $86,530,454 | 234,679 | 10.7% | 8.52% |
| 3 | Ishares Tr | U.S. TECH ETF | $71,316,209 | 391,292 | 8.79% | 7.02% |
| 4 | Vaneck Etf Trust | SEMICONDUCTR ETF | $62,613,854 | 163,291 | 7.72% | 6.16% |
| 5 | Ishares Tr | RUS TP200 GR ETF | $61,838,083 | 248,470 | 7.62% | 6.09% |
| 6 | Invesco Qqq Tr | UNIT SER 1 | $53,433,998 | 92,546 | 6.59% | 5.26% |
| 7 | Fidelity Covington Trust | MSCI INFO TECH I | $48,324,876 | 232,265 | 5.96% | 4.76% |
| 8 | Ishares Tr | EXPND TEC SC ETF | $40,907,839 | 345,165 | 5.04% | 4.03% |
| 9 | Ishares Tr | RUS 1000 GRW ETF | $40,699,291 | 95,414 | 5.02% | 4.01% |
| 10 | Fidelity Covington Trust | BLUE CHIP GRWTH | $37,424,972 | 746,596 | 4.61% | 3.68% |
| 11 | Vanguard Index Fds | TOTAL STK MKT | $30,884,012 | 95,555 | 3.81% | 3.04% |
| 12 | Rbb Fd Inc | MOTLEY FOL ETF | $27,410,585 | 415,504 | 3.38% | 2.7% |
| 13 | Vanguard World Fd | INF TECH ETF | $27,200,198 | 38,984 | 3.35% | 2.68% |
| 14 | Ishares Tr | RUSSELL 3000 ETF | $26,066,463 | 70,321 | 3.21% | 2.57% |
| 15 | Global X Fds | DEFENSE TECH ETF | $19,676,666 | 277,726 | 2.43% | 1.94% |
| 16 | Exchange Traded Concepts Tru | ROBO GLB ARTIF | $12,702,512 | 215,244 | 1.57% | 1.25% |
| 17 | Spdr Series Trust | STATE STREET SPD | $12,313,849 | 155,228 | 1.52% | 1.21% |
| 18 | Fidelity Covington Trust | MOMENTUM FACTR | $12,112,327 | 151,115 | 1.49% | 1.19% |
| 19 | Fidelity Comwlth Tr | NASDAQ COMPSIT | $6,551,162 | 77,124 | 0.81% | 0.64% |
| 20 | First Tr Exchange Traded Fd | RBA INDL ETF | $5,049,281 | 45,583 | 0.62% | 0.5% |
| 21 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $4,099,439 | 37,067 | 0.51% | 0.4% |
| 22 | Apple Inc | COM | $3,591,434 | 14,151 | 0.44% | 0.35% |
| 23 | Microsoft Corp | COM | $1,859,570 | 5,024 | 0.23% | 0.18% |
| 24 | Alphabet Inc | CAP STK CL C | $1,764,476 | 6,151 | 0.22% | 0.17% |
| 25 | J P Morgan Exchange Traded F | BETABUILDERS USD | $1,477,513 | 32,239 | 0.18% | 0.15% |
Top 25 of 75 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,070 | $350M | 34.5% |
| High net worth individuals | 186 | $501M | 49.4% |
| Charitable organizations | 3 | $11.6M | 1.15% |
| Corporations and other businesses | 153 | $152M | 15.0% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kirshenbaum, Miriam, G | Secretary | Sep 1993 (33y) | Less than 5% | |
| Kirshenbaum, Paul, S | President | Sep 1993 (33y) | 25% – 50% | |
| Munk, Chaim, Mordechai | Shareholder | Sep 1993 (33y) | 5% – 10% | |
| Kirshenbaum, Chaim, Zev | Shareholder | Dec 1993 (33y) | 5% – 10% | |
| Kirshenbaum, Yehudah | Shareholder | Dec 1993 (33y) | 5% – 10% | |
| Kirshenbaum, Aharon | Vice President | Jan 1996 (31y) | 5% – 10% | |
| Katz, Yocheved | Shareholder | Jul 1999 (27y) | Less than 5% | |
| Kirshenbaum, Mordy | Shareholder | Jul 1999 (27y) | 5% – 10% | |
| Neiman, Deana, Nellie | Shareholder | Jul 1999 (27y) | Less than 5% | |
| Kirshenbaum, David, Pinchas | Shareholder | Dec 1999 (27y) | 5% – 10% | |
| Liebster, Chayna, Anne | Shareholder | Jan 2016 (11y) | Less than 5% | |
| Hedges, Madeline, Elaine | Chief Compliance Officer | Oct 2018 (8y) | Less than 5% | |
| Oratz, Elisheva | Shareholder | Dec 2020 (6y) | Less than 5% | |
| Israel C. Spiegel | Registered representative | Apr 2021 (5y) | ||
| Zev Katz | Registered representative | Mar 2024 (2y) | ||
| Aron Soifer | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $1.0B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗