Global Wealth Management Investment Advisory, Inc.: 13F holdings
CIK 17678552026Q2
| Positions | 160 |
|---|---|
| Reported value | $702.7m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VCIT VANGUARD SCOTTSDALE FDS | 304,388 | $25.2m | 3.6% |
| JEPI J P MORGAN EXCHANGE TRADED F | 423,919 | $23.9m | 3.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 389,732 | $22.7m | 3.2% |
| QQQ INVESCO QQQ TR | 30,623 | $22.6m | 3.2% |
| NVDA NVIDIA CORPORATION | 111,804 | $22.4m | 3.2% |
| AAPL APPLE INC | 73,896 | $21.4m | 3.0% |
| IEFA ISHARES TR | 218,529 | $21.1m | 3.0% |
| IVV ISHARES TR | 26,699 | $20.0m | 2.8% |
| MSFT MICROSOFT CORP | 43,988 | $16.4m | 2.3% |
| HYG ISHARES TR | 201,473 | $16.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767855")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.