Global Wealth Management Investment Advisory, Inc.

CIK 0001767855 · FORT LAUDERDALE, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Global Wealth Management Investment Advisory, Inc. reported 160 positions worth $702.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VCIT (3.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$702.7M
2026 Q2
Positions
160
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 160 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VCITVANGUARD SCOTTSDALE FDSSH$25.2M3.58%304,388
2JEPIJ P MORGAN EXCHANGE TRADED FSH$23.9M3.41%423,919
3VGSHVANGUARD SCOTTSDALE FDSSH$22.7M3.23%389,732
4QQQINVESCO QQQ TRSH$22.6M3.21%30,623
5NVDANVIDIA CORPORATIONSH$22.4M3.18%111,804
6AAPLAPPLE INCSH$21.4M3.04%73,896
7IEFAISHARES TRSH$21.1M3.00%218,529
8IVVISHARES TRSH$20.0M2.85%26,699
9MSFTMICROSOFT CORPSH$16.4M2.33%43,988
10HYGISHARES TRSH$16.1M2.29%201,473

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Global Wealth Management Investment Advisory, Inc. hold as of Q2 2026?

Global Wealth Management Investment Advisory, Inc. reported 160 positions worth $702.7M in its Q2 2026 13F filing. Largest positions: VCIT (3.6%), JEPI (3.4%), VGSH (3.2%), QQQ (3.2%) and NVDA (3.2%).

What did Global Wealth Management Investment Advisory, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Global Wealth Management Investment Advisory, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.