§ 13F · FUND PROFILE
Wealth Management Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $227.4T (13F)Positions · 209Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7T 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 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 57K | $15.5T | 5.4% | −9% |
| 2 | IVV | ISHARES TR | 19K | $12.7T | 4.4% | −1% |
| 3 | TLT | ISHARES TR | 139K | $12.1T | 4.2% | +8% |
| 4 | MSFT | MICROSOFT CORP | 21K | $10.0T | 3.5% | −1% |
| 5 | VTI | VANGUARD INDEX FDS | 28K | $9.3T | 3.2% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 49K | $9.2T | 3.2% | −2% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 47K | $8.4T | 2.9% | −1% |
| 8 | DVY | ISHARES TR | 59K | $8.3T | 2.9% | ±0% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 43K | $6.2T | 2.2% | ±0% |
| 10 | GLD | SPDR GOLD TR | 15K | $5.8T | 2.0% | −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 $227425.5 trillion in assets. The fund runs a broad portfolio of 209 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
27 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