Institutions / Global Wealth Strategies & Associates
Global Wealth Strategies & Associates
CIK 1912297 · Institution · as of Dec 31, 2025
Portfolio value
$401.09M
Positions
549
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 549 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $156.00M | 38.9% |
| iShares Core MSCI Eafe ETF | $43.75M | 10.9% |
| Vanguard Total Bond Market ETF | $29.94M | 7.5% |
| Invesco Nasdaq 100 ETF | $26.92M | 6.7% |
| iShares MSCI UAE ETF | $15.04M | 3.8% |
| Vanguard Dividend Appreciation ETF | $13.54M | 3.4% |
| iShares National Muni Bond ETF | $11.62M | 2.9% |
| iShares Flexible Income Active ETF | $10.99M | 2.7% |
| iShares MSCI UAE ETF | $10.29M | 2.6% |
| iShares Gold Trust | $9.37M | 2.3% |
| iShares MSCI UAE ETF | $6.62M | 1.7% |
| Barings Corporate InvestorsMCI | $4.47M | 1.1% |
| Schwab Crypto Thematic ETF | $3.38M | 0.8% |
| iShares Semiconductor ETF | $3.27M | 0.8% |
| Columbia Multi-Sector Municipal Income ETF | $3.18M | 0.8% |
| Invesco Qqq Trust Series I | $3.15M | 0.8% |
| Apple Inc. | $3.06M | 0.8% |
| iShares S&P 100 ETF | $2.80M | 0.7% |
| Sherwin Williams Co | $2.49M | 0.6% |
| iShares A.i. Innovation and Tech Active ETF | $2.30M | 0.6% |
| Microsoft Corp | $1.57M | 0.4% |
| Amazon.com Inc | $1.50M | 0.4% |
| Schwab U.S. Large-Cap Growth ETF | $1.16M | 0.3% |
| State Street Technology Select Sector SPDR ETF | $1.04M | 0.3% |
| NVIDIA Corp | $968.7K | 0.2% |
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.