Global Wealth Management Investment Advisory, Inc. 13F Holdings · Q2 2026
Global Wealth Management Investment Advisory, Inc. reported 160 securities worth $702.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VCIT (3.58%), JEPI (3.41%), VGSH (3.23%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $25.2M | 3.58% | 304,388 | Added |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $23.9M | 3.41% | 423,919 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $22.7M | 3.23% | 389,732 | Added |
| 4 | QQQ | INVESCO QQQ TR | $22.6M | 3.21% | 30,623 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $22.4M | 3.18% | 111,804 | Trimmed |
| 6 | AAPL | APPLE INC | $21.4M | 3.04% | 73,896 | Added |
| 7 | IEFA | ISHARES TR | $21.1M | 3.00% | 218,529 | Added |
| 8 | IVV | ISHARES TR | $20.0M | 2.85% | 26,699 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $16.4M | 2.33% | 43,988 | Added |
| 10 | HYG | ISHARES TR | $16.1M | 2.29% | 201,473 | Added |
| 11 | VYM | VANGUARD WHITEHALL FDS | $15.2M | 2.16% | 95,900 | Added |
| 12 | BAC | BANK OF AMER CORP | $15.0M | 2.14% | 264,099 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $14.4M | 2.05% | 43,907 | Added |
| 14 | IJH | ISHARES TR | $14.1M | 2.00% | 182,244 | Added |
| 15 | SLQD | ISHARES TR | $13.9M | 1.97% | 275,433 | Added |
| 16 | CVX | CHEVRON CORPORATION | $13.1M | 1.86% | 78,955 | Added |
| 17 | ABBV | ABBVIE INC | $12.7M | 1.80% | 50,291 | Added |
| 18 | GOOGL | ALPHABET INC | $11.3M | 1.60% | 31,551 | Added |
| 19 | AMZN | AMAZON COM INC | $10.5M | 1.49% | 43,946 | Added |
| 20 | IJR | ISHARES TR | $10.0M | 1.43% | 67,523 | Added |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $9.8M | 1.39% | 12,820 | Trimmed |
| 22 | PANW | PALO ALTO NETWORKS INC | $9.5M | 1.35% | 27,834 | Trimmed |
| 23 | MS | MORGAN STANLEY | $8.7M | 1.24% | 41,627 | Trimmed |
| 24 | IEMG | ISHARES INC | $8.0M | 1.14% | 97,096 | Added |
| 25 | CAT | CATERPILLAR INC | $7.7M | 1.09% | 7,204 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR