Institutions / Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc.
CIK 1767855 · Institution · as of Dec 31, 2025
Portfolio value
$624.00M
Positions
151
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 151 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $22.85M | 3.7% |
| Vanguard Scottsdale Fds | $22.54M | 3.6% |
| NVIDIA Corp | $21.31M | 3.4% |
| J P Morgan Exchange Traded F | $21.27M | 3.4% |
| Invesco Qqq Tr | $19.94M | 3.2% |
| Apple Inc. | $19.94M | 3.2% |
| iShares Tr | $18.53M | 3.0% |
| iShares Tr | $17.97M | 2.9% |
| Microsoft Corp | $15.70M | 2.5% |
| iShares Tr | $14.57M | 2.3% |
| Vanguard Whitehall Fds | $14.10M | 2.3% |
| iShares Tr | $13.11M | 2.1% |
| JPMorgan Chase & Co | $13.03M | 2.1% |
| Bank of America Corp /De | $12.94M | 2.1% |
| Chevron Corp | $11.67M | 1.9% |
| Alphabet Inc. | $10.73M | 1.7% |
| iShares Tr | $10.43M | 1.7% |
| AbbVie Inc. | $10.34M | 1.7% |
| Amazon.com Inc | $9.36M | 1.5% |
| iShares Tr | $7.23M | 1.2% |
| Morgan Stanley | $7.18M | 1.2% |
| Exxon Mobil Corp | $7.02M | 1.1% |
| Johnson & Johnson | $6.73M | 1.1% |
| Truist Financial Corp | $6.66M | 1.1% |
| Capitol Ser Tr | $6.57M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.