# EDGAR Filing Document

**Accession Number:** 0001753271
**File Stem:** 0001765380-26-000150
**Filing Date:** 2026-5
**Character Count:** 11156
**Document Hash:** 58bf0e5de30c889046dc655be3cebda1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000150.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001765380-26-000150

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Portfolio Strategies, Inc.
- **CENTRAL INDEX KEY:** 0001753271

**ORGANIZATION NAME:**
- **EIN:** 133736192
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18904
- **FILM NUMBER:** 26940952

**BUSINESS ADDRESS:**
- **STREET 1:** 180 SUMMIT AVENUE
- **STREET 2:** SUITE 200
- **CITY:** MONTVALE
- **STATE:** NJ
- **ZIP:** 07645
- **BUSINESS PHONE:** 201-571-4100

**MAIL ADDRESS:**
- **STREET 1:** 180 SUMMIT AVENUE
- **STREET 2:** SUITE 200
- **CITY:** MONTVALE
- **STATE:** NJ
- **ZIP:** 07645

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Portfolio Strategies Inc.<br>**Address:** 180 SUMMIT AVENUE<br>SUITE 200<br>MONTVALE, NJ 07645

**Form 13F File Number:** 028-18904

**CRD Number (if applicable):** 000106942

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Madeline Hedges<br>**Title:** Chief Compliance Officer<br>**Phone:** 5138325467

**Signature, Place, and Date of Signing:**

Madeline Hedges  Cincinnati, OH  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $811090941

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 203136 | 934 | SH |  | SOLE |  | 0 | 0 | 934 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1764476 | 6151 | SH |  | SOLE |  | 0 | 0 | 6151 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 561317 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| AMAZON COM INC | COM | 023135106 |  | 1221712 | 5866 | SH |  | SOLE |  | 0 | 0 | 5866 |
| APPLE INC | COM | 037833100 |  | 3591434 | 14151 | SH |  | SOLE |  | 0 | 0 | 14151 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 273074 | 1344 | SH |  | SOLE |  | 0 | 0 | 1344 |
| BALCHEM CORP | COM | 057665200 |  | 319470 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 610980 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| BIOXCEL THERAPEUTICS INC | COM NEW | 09075P204 |  | 16319 | 12178 | SH |  | SOLE |  | 0 | 0 | 12178 |
| BROADCOM INC | COM | 11135F101 |  | 296511 | 958 | SH |  | SOLE |  | 0 | 0 | 958 |
| CENCORA INC | COM | 03073E105 |  | 285867 | 910 | SH |  | SOLE |  | 0 | 0 | 910 |
| COOPER COS INC | COM | 216648501 |  | 211251 | 2955 | SH |  | SOLE |  | 0 | 0 | 2955 |
| DEERE | COM | 244199105 |  | 238276 | 423 | SH |  | SOLE |  | 0 | 0 | 423 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 204506 | 1246 | SH |  | SOLE |  | 0 | 0 | 1246 |
| EATON CORP PLC | SHS | G29183103 |  | 339787 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| EATON VANCE RISK-MANAGED DIV | COM | 27829G106 |  | 261081 | 31956 | SH |  | SOLE |  | 0 | 0 | 31956 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | 301505731 |  | 12702512 | 215244 | SH |  | SOLE |  | 0 | 0 | 215244 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 552530 | 3257 | SH |  | SOLE |  | 0 | 0 | 3257 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 6551162 | 77124 | SH |  | SOLE |  | 0 | 0 | 77124 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 48324876 | 232265 | SH |  | SOLE |  | 0 | 0 | 232265 |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 316092816 |  | 12112327 | 151115 | SH |  | SOLE |  | 0 | 0 | 151115 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 37424972 | 746596 | SH |  | SOLE |  | 0 | 0 | 746596 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 5049281 | 45583 | SH |  | SOLE |  | 0 | 0 | 45583 |
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 |  | 162282 | 10855 | SH |  | SOLE |  | 0 | 0 | 10855 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 |  | 1163834 | 12920 | SH |  | SOLE |  | 0 | 0 | 12920 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 19676666 | 277726 | SH |  | SOLE |  | 0 | 0 | 277726 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 513104 | 11123 | SH |  | SOLE |  | 0 | 0 | 11123 |
| HONEYWELL INTL INC | COM | 438516106 |  | 280277 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 53433998 | 92546 | SH |  | SOLE |  | 0 | 0 | 92546 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 |  | 785930 | 9951 | SH |  | SOLE |  | 0 | 0 | 9951 |
| ISHARES INC | MSCI GLB SLV | 464286327 |  | 772673 | 21790 | SH |  | SOLE |  | 0 | 0 | 21790 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1106295 | 16236 | SH |  | SOLE |  | 0 | 0 | 16236 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 40699291 | 95414 | SH |  | SOLE |  | 0 | 0 | 95414 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 26066463 | 70321 | SH |  | SOLE |  | 0 | 0 | 70321 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 91660113 | 916859 | SH |  | SOLE |  | 0 | 0 | 916859 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 61838083 | 248470 | SH |  | SOLE |  | 0 | 0 | 248470 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 71316209 | 391292 | SH |  | SOLE |  | 0 | 0 | 391292 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 40907839 | 345165 | SH |  | SOLE |  | 0 | 0 | 345165 |
| ISHARES TR | CORE S ETF | 464287200 |  | 970017 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 810716 | 10190 | SH |  | SOLE |  | 0 | 0 | 10190 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 1030629 | 24359 | SH |  | SOLE |  | 0 | 0 | 24359 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 904017 | 24539 | SH |  | SOLE |  | 0 | 0 | 24539 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 370800 | 12230 | SH |  | SOLE |  | 0 | 0 | 12230 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 221159 | 4369 | SH |  | SOLE |  | 0 | 0 | 4369 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 995698 | 17567 | SH |  | SOLE |  | 0 | 0 | 17567 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 338172 | 6091 | SH |  | SOLE |  | 0 | 0 | 6091 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q878 |  | 1477513 | 32239 | SH |  | SOLE |  | 0 | 0 | 32239 |
| JPMORGAN CHASE | COM | 46625H100 |  | 404764 | 1376 | SH |  | SOLE |  | 0 | 0 | 1376 |
| LINDE PLC | SHS | G54950103 |  | 631102 | 1273 | SH |  | SOLE |  | 0 | 0 | 1273 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 423677 | 701 | SH |  | SOLE |  | 0 | 0 | 701 |
| LOWES COS INC | COM | 548661107 |  | 361508 | 1530 | SH |  | SOLE |  | 0 | 0 | 1530 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 254038 | 508 | SH |  | SOLE |  | 0 | 0 | 508 |
| MICROSOFT CORP | COM | 594918104 |  | 1859570 | 5024 | SH |  | SOLE |  | 0 | 0 | 5024 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 318114 | 1933 | SH |  | SOLE |  | 0 | 0 | 1933 |
| NBT BANCORP INC | COM | 628778102 |  | 324800 | 7628 | SH |  | SOLE |  | 0 | 0 | 7628 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 268586 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| ORACLE CORP | COM | 68389X105 |  | 241113 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| RBB FD INC | MOTLEY FOL ETF | 74933W601 |  | 27410585 | 415504 | SH |  | SOLE |  | 0 | 0 | 415504 |
| S GLOBAL INC | COM | 78409V104 |  | 212670 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| SMARTKEM INC | COM NEW | 83193D203 |  | 3425 | 15054 | SH |  | SOLE |  | 0 | 0 | 15054 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 664548 | 1544 | SH |  | SOLE |  | 0 | 0 | 1544 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 589742 | 2322 | SH |  | SOLE |  | 0 | 0 | 2322 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 12313849 | 155228 | SH |  | SOLE |  | 0 | 0 | 155228 |
| SSGA ACTIVE TR | STATE STREET BLA | 78470P846 |  | 577095 | 20729 | SH |  | SOLE |  | 0 | 0 | 20729 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 310924 | 478 | SH |  | SOLE |  | 0 | 0 | 478 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 209350 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 62613854 | 163291 | SH |  | SOLE |  | 0 | 0 | 163291 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 806567 | 8789 | SH |  | SOLE |  | 0 | 0 | 8789 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 30884012 | 95555 | SH |  | SOLE |  | 0 | 0 | 95555 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 289354 | 484 | SH |  | SOLE |  | 0 | 0 | 484 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 4099439 | 37067 | SH |  | SOLE |  | 0 | 0 | 37067 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 27200198 | 38984 | SH |  | SOLE |  | 0 | 0 | 38984 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 86530454 | 234679 | SH |  | SOLE |  | 0 | 0 | 234679 |
| VISA INC | COM CL A | 92826C839 |  | 298489 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| WALMART INC | COM | 931142103 |  | 370479 | 2981 | SH |  | SOLE |  | 0 | 0 | 2981 |

---