§ 13F · FUND PROFILE
Global Wealth Management Investment Advisory, Inc..
AUM · $703M (13F)Positions · 160Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 304K | $25M | 3.6% | +9% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 424K | $24M | 3.4% | +10% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 390K | $23M | 3.2% | +5% |
| 4 | QQQ | INVESCO QQQ TR | 31K | $23M | 3.2% | −5% |
| 5 | NVDA | NVIDIA CORPORATION | 112K | $22M | 3.2% | ±0% |
| 6 | AAPL | APPLE INC | 74K | $21M | 3.0% | +2% |
| 7 | IEFA | ISHARES TR | 219K | $21M | 3.0% | +4% |
| 8 | IVV | ISHARES TR | 27K | $20M | 2.8% | −1% |
| 9 | MSFT | MICROSOFT CORP | 44K | $16M | 2.3% | +9% |
| 10 | HYG | ISHARES TR | 201K | $16M | 2.3% | +7% |
§ 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 $703 million in assets. The fund runs a portfolio of 160 positions.
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