Wealth Management Associates, Inc.
Wealth Management Associates, Inc. reported 254 positions worth $362.4M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $45.4M | 12.52% | 156,777 | — | — | |
| ▸ 2 | IVV | SH | $14.1M | 3.90% | 18,849 | — | — | |
| ▸ 3 | TLT | SH | $12.8M | 3.53% | 147,990 | — | — | |
| ▸ 4 | MSFT | SH | $11.0M | 3.03% | 29,476 | — | — | |
| ▸ 5 | VTI | SH | $10.5M | 2.89% | 28,261 | — | — | |
| ▸ 6 | NVDA | SH | $10.2M | 2.81% | 50,937 | — | — | |
| ▸ 7 | DVY | SH | $9.5M | 2.63% | 61,063 | — | — | |
| ▸ 8 | GOOGL | SH | $8.3M | 2.29% | 23,239 | — | — | |
| ▸ 9 | VYM | SH | $7.2M | 1.98% | 45,408 | — | — | |
| ▸ 10 | TDIV | SH | $6.5M | 1.78% | 56,227 | — | — |
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Frequently Asked Questions
What stocks does Wealth Management Associates, Inc. hold as of Q2 2026?
Wealth Management Associates, Inc. reported 254 positions worth $362.4M in its Q2 2026 13F filing. Largest positions: AAPL (12.5%), IVV (3.9%), TLT (3.5%), MSFT (3.0%) and VTI (2.9%).
What did Wealth Management Associates, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Management Associates, 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.