§ 13F · FUND PROFILE
Global Wealth Management Investment Advisory, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $596M (13F)Positions · 152Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 279K | $23M | 3.6% | +4% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 387K | $22M | 3.4% | +4% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 372K | $22M | 3.4% | −4% |
| 4 | NVDA | NVIDIA CORPORATION | 112K | $20M | 3.1% | −2% |
| 5 | IEFA | ISHARES TR | 210K | $19M | 3.0% | +4% |
| 6 | QQQ | INVESCO QQQ TR | 32K | $19M | 2.9% | ±0% |
| 7 | AAPL | APPLE INC | 72K | $18M | 2.9% | −1% |
| 8 | IVV | ISHARES TR | 27K | $18M | 2.8% | −1% |
| 9 | CVX | CHEVRON CORPORATION | 75K | $16M | 2.4% | −2% |
| 10 | HYG | ISHARES TR | 188K | $15M | 2.3% | +4% |
§ 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 $596 million in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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