§ 13F · FUND PROFILE
Wealth Management Associates, Inc..
AUM · $362M (13F)Positions · 254Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 157K | $45M | 12.5% | +160% |
| 2 | IVV | ISHARES TR | 19K | $14M | 3.9% | ±0% |
| 3 | TLT | ISHARES TR | 148K | $13M | 3.5% | +1% |
| 4 | MSFT | MICROSOFT CORP | 29K | $11M | 3.0% | +37% |
| 5 | VTI | VANGUARD INDEX FDS | 28K | $10M | 2.9% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 51K | $10M | 2.8% | +3% |
| 7 | DVY | ISHARES TR | 61K | $10M | 2.6% | +2% |
| 8 | GOOGL | ALPHABET INC | 23K | $8M | 2.3% | +48% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 45K | $7M | 2.0% | ±0% |
| 10 | TDIV | FIRST TR EXCHANGE TRADED FD | 56K | $6M | 1.8% | −1% |
§ 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 $362 million in assets. The fund runs a broad portfolio of 254 positions.
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