Global Wealth Management Investment Advisory, Inc.
CIK 1767855
13F filing for Q2 2026・No. 3,204
- Holdings
- US$702.74M
- Quarter change
- +US$64.29M
- Entries
- 160
- Net bought (estimate)
- +US$12.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 10
- Cut 59
- Added 84
- Corporate actions 0
- Unchanged 5
Largest holdings
160 stocks worth US$702.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 304,388 | US$25.16M | 3.58% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Added | 423,919 | US$23.94M | 3.41% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 389,732 | US$22.68M | 3.23% |
| QQQInvesco QQQUNIT SER 1 | Cut | 30,623 | US$22.55M | 3.21% |
| NVDANvidiaCOM | Cut | 111,804 | US$22.37M | 3.18% |
| AAPLAppleCOM | Added | 73,896 | US$21.38M | 3.04% |
| ISHARES TRCORE MSCI EAFE | Added | 218,529 | US$21.11M | 3.00% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 26,699 | US$19.99M | 2.85% |
| MSFTMicrosoftCOM | Added | 43,988 | US$16.41M | 2.33% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 201,473 | US$16.11M | 2.29% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.