Wealth Management Associates, Inc. 13F Holdings · Q2 2026
Wealth Management Associates, Inc. reported 254 securities worth $362.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (12.52%), IVV (3.90%), TLT (3.53%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.4M | 12.52% | 156,777 | Added |
| 2 | IVV | ISHARES TR | $14.1M | 3.90% | 18,849 | Added |
| 3 | TLT | ISHARES TR | $12.8M | 3.53% | 147,990 | Added |
| 4 | MSFT | MICROSOFT CORP | $11.0M | 3.03% | 29,476 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $10.5M | 2.89% | 28,261 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $10.2M | 2.81% | 50,937 | Added |
| 7 | DVY | ISHARES TR | $9.5M | 2.63% | 61,063 | Added |
| 8 | GOOGL | ALPHABET INC | $8.3M | 2.29% | 23,239 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $7.2M | 1.98% | 45,408 | Added |
| 10 | TDIV | FIRST TR EXCHANGE TRADED FD | $6.5M | 1.78% | 56,227 | Trimmed |
| 11 | ITOT | ISHARES TR | $6.4M | 1.76% | 38,772 | Added |
| 12 | IDV | ISHARES TR | $6.2M | 1.71% | 149,439 | Added |
| 13 | GLD | SPDR GOLD TR | $5.9M | 1.63% | 16,015 | Added |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $5.7M | 1.56% | 48,536 | Added |
| 15 | GOOG | ALPHABET INC | $5.5M | 1.52% | 15,555 | Added |
| 16 | AIQ | GLOBAL X FDS | $5.4M | 1.49% | 82,563 | Trimmed |
| 17 | KMI | KINDER MORGAN INC DEL | $4.8M | 1.31% | 148,674 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $4.7M | 1.30% | 19,721 | Added |
| 19 | AVGO | BROADCOM INC | $4.0M | 1.11% | 10,680 | Trimmed |
| 20 | AGG | ISHARES TR | $4.0M | 1.09% | 39,976 | Added |
| 21 | XOM | EXXON MOBIL CORP | $3.8M | 1.05% | 27,893 | Added |
| 22 | APLD | APPLIED DIGITAL CORP | $3.6M | 1.00% | 97,475 | Trimmed |
| 23 | SRLN | SSGA ACTIVE ETF TR | $3.5M | 0.96% | 86,264 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $3.4M | 0.93% | 13,266 | Added |
| 25 | LLY | ELI LILLY & CO | $3.3M | 0.91% | 2,744 | 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