Institutions / Wealth Management Associates, Inc.
Wealth Management Associates, Inc.
CIK 2067339 · Institution · as of Dec 31, 2025
Portfolio value
$287.51M
Positions
235
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 235 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $15.48M | 5.4% |
| iShares Tr | $12.71M | 4.4% |
| iShares MSCI UAE ETF | $12.15M | 4.2% |
| Microsoft Corp | $10.03M | 3.5% |
| Vanguard Index Fds | $9.33M | 3.2% |
| NVIDIA Corp | $9.23M | 3.2% |
| Palantir Technologies Inc | $8.43M | 2.9% |
| iShares Tr | $8.28M | 2.9% |
| Vanguard Whitehall Fds | $6.19M | 2.2% |
| SPDR Gold Tr | $5.81M | 2.0% |
| iShares Tr | $5.76M | 2.0% |
| iShares MSCI UAE ETF | $5.71M | 2.0% |
| First Tr Exchange Traded Fd | $5.37M | 1.9% |
| Alphabet Inc. | $4.49M | 1.6% |
| Kinder Morgan, Inc. | $4.13M | 1.4% |
| ELI LILLY & Co | $3.97M | 1.4% |
| Global X Artificial Intelligence & Technology ETF | $3.85M | 1.3% |
| iShares Tr | $3.67M | 1.3% |
| Broadcom Inc. | $3.59M | 1.2% |
| Ssga Active ETF Tr | $3.40M | 1.2% |
| Alphabet Inc. | $3.20M | 1.1% |
| Exxon Mobil Corp | $3.08M | 1.1% |
| Amazon.com Inc | $2.99M | 1.0% |
| Vanguard Bd Index Fds | $2.90M | 1.0% |
| Axon Enterprise Inc | $2.84M | 1.0% |
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.