§ 13F · FUND PROFILE
Global Wealth Management Investment Advisory, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $532.9T (13F)Positions · 143Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 389K | $22.9T | 3.7% | +10% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 269K | $22.5T | 3.6% | +7% |
| 3 | NVDA | NVIDIA CORPORATION | 114K | $21.3T | 3.4% | +2% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 372K | $21.3T | 3.4% | +8% |
| 5 | QQQ | INVESCO QQQ TR | 32K | $19.9T | 3.2% | +2% |
| 6 | AAPL | APPLE INC | 73K | $19.9T | 3.2% | ±0% |
| 7 | IVV | ISHARES TR | 27K | $18.5T | 3.0% | +3% |
| 8 | IEFA | ISHARES TR | 201K | $18.0T | 2.9% | +6% |
| 9 | MSFT | MICROSOFT CORP | 32K | $15.7T | 2.5% | +8% |
| 10 | HYG | ISHARES TR | 181K | $14.6T | 2.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLOBAL SIGNAL
AC read
Global Wealth Management Investment Advisory, Inc. is a Other fund managing $532896.5 trillion in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed