§ 13F · FUND PROFILE
Global Wealth Strategies & Associates.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $349.4T (13F)Positions · 378Turnover · — · Q4Filed · Jan 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T 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 JAN 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 249K | $156.0T | 38.9% | +2% |
| 2 | IEFA | ISHARES CORE MSCI EAFE ETF | 489K | $43.8T | 10.9% | +4% |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 404K | $29.9T | 7.5% | +5% |
| 4 | QQQM | INVESCO NASDAQ 100 ETF | 106K | $26.9T | 6.7% | −3% |
| 5 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 76K | $15.0T | 3.8% | +3% |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 62K | $13.5T | 3.4% | +4% |
| 7 | MUB | ISHARES NATIONAL MUNI BOND ETF | 108K | $11.6T | 2.9% | +5% |
| 8 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 208K | $11.0T | 2.7% | +2% |
| 9 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 41K | $10.3T | 2.6% | −6% |
| 10 | IAU | ISHARES GOLD TRUST | 115K | $9.4T | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLOBAL SIGNAL
AC read
Global Wealth Strategies & Associates is a Other fund managing $349351.6 trillion in assets. The fund runs a broad portfolio of 378 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