§ 13F · FUND PROFILE
Wealth Management Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282M (13F)Positions · 230Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 60K | $15M | 5.3% | +6% |
| 2 | TLT | ISHARES TR | 146K | $13M | 4.4% | +5% |
| 3 | IVV | ISHARES TR | 19K | $12M | 4.3% | +2% |
| 4 | DVY | ISHARES TR | 60K | $9M | 3.1% | +3% |
| 5 | VTI | VANGUARD INDEX FDS | 28K | $9M | 3.1% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 50K | $9M | 3.0% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 21K | $8M | 2.7% | +3% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 47K | $7M | 2.4% | −1% |
| 9 | GLD | SPDR GOLD TR | 16K | $7M | 2.4% | +8% |
| 10 | VYM | VANGUARD WHITEHALL FDS | 45K | $7M | 2.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Management Associates, Inc. is a Other fund managing $282 million in assets. The fund runs a broad portfolio of 230 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