Global Wealth Management Investment Advisory
Latest statistics and disclosures from Global Wealth Management Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, JEPI, VGSH, NVDA, IEFA, and represent 16.49% of Global Wealth Management Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: IBM, DABS, UPS, MSFT, NET, CRWD, SHOP, PANW, DMBS, JEPI.
- Started 14 new stock positions in JMHI, LMT, DABS, UPS, CW, TPL, AEP, VGT, MPC, JMUB. HYMB, ETN, SCHP, PNC.
- Reduced shares in these 10 stocks: , CAT, JNJ, WMT, FSK, VGSH, LLY, GOOGL, VYM, XOM.
- Sold out of its positions in T, FSK, GS, DVY, LOW, ORCL, PLTR.
- Global Wealth Management Investment Advisory was a net buyer of stock by $17M.
- Global Wealth Management Investment Advisory has $638M in assets under management (AUM), dropping by 2.32%.
- Central Index Key (CIK): 0001767855
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Portfolio Holdings for Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory holds 158 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $23M | +3% | 279k | 82.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.4 | $22M | +4% | 387k | 56.68 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.4 | $22M | -4% | 372k | 58.54 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $20M | -2% | 112k | 174.40 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $19M | +4% | 210k | 90.53 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $19M | 32k | 577.18 |
|
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| Apple (AAPL) | 2.9 | $18M | 73k | 253.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $18M | 27k | 653.21 |
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| Chevron Corporation (CVX) | 2.4 | $16M | 75k | 206.90 |
|
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.3 | $15M | +4% | 188k | 79.56 |
|
| Microsoft Corporation (MSFT) | 2.3 | $15M | +23% | 40k | 370.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $14M | -5% | 93k | 148.10 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.1 | $13M | +2% | 265k | 50.49 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $12M | +3% | 42k | 294.16 |
|
| Bank of America Corporation (BAC) | 1.9 | $12M | +5% | 248k | 48.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $12M | +7% | 170k | 67.53 |
|
| Abbvie (ABBV) | 1.6 | $10M | +3% | 47k | 217.49 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $9.2M | -7% | 54k | 169.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $9.0M | -8% | 32k | 287.56 |
|
| Amazon (AMZN) | 1.4 | $8.9M | +5% | 43k | 208.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $8.0M | +6% | 64k | 124.31 |
|
| Verizon Communications (VZ) | 1.2 | $7.9M | 157k | 50.20 |
|
|
| Morgan Stanley Com New (MS) | 1.1 | $6.9M | +3% | 42k | 164.57 |
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| Digital Realty Trust (DLR) | 1.0 | $6.6M | +3% | 36k | 180.21 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $6.5M | 186k | 35.14 |
|
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $6.5M | +2% | 93k | 69.75 |
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| Truist Financial Corp equities (TFC) | 1.0 | $6.4M | +3% | 140k | 45.97 |
|
| Johnson & Johnson (JNJ) | 1.0 | $6.2M | -22% | 25k | 244.44 |
|
| Dominion Resources (D) | 1.0 | $6.2M | +3% | 100k | 61.82 |
|
| Procter & Gamble Company (PG) | 1.0 | $6.1M | +2% | 42k | 144.44 |
|
| Capitol Ser Tr Sterling Cap Enh (SCEC) | 0.9 | $6.1M | -6% | 241k | 25.09 |
|
| Vici Pptys (VICI) | 0.9 | $6.0M | +7% | 219k | 27.32 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.9 | $5.9M | +3% | 114k | 51.96 |
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| Caterpillar (CAT) | 0.9 | $5.8M | -25% | 8.2k | 708.42 |
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| Cisco Systems (CSCO) | 0.9 | $5.7M | 74k | 77.59 |
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| Crown Castle Intl (CCI) | 0.9 | $5.6M | +10% | 69k | 81.31 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $5.6M | +2% | 43k | 130.94 |
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| Kimberly-Clark Corporation (KMB) | 0.9 | $5.6M | +3% | 58k | 96.47 |
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| Amgen (AMGN) | 0.8 | $5.4M | 15k | 351.85 |
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| Southern Company (SO) | 0.8 | $5.4M | +3% | 56k | 96.52 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $5.1M | +40% | 13k | 390.42 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $5.1M | -6% | 26k | 192.90 |
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| Cloudflare Cl A Com (NET) | 0.8 | $5.0M | +58% | 24k | 206.34 |
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| Meta Platforms Cl A (META) | 0.8 | $4.9M | +2% | 8.6k | 572.11 |
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| Costco Wholesale Corporation (COST) | 0.8 | $4.9M | +8% | 4.9k | 996.40 |
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| Coca-Cola Company (KO) | 0.7 | $4.8M | +2% | 63k | 76.05 |
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| Home Depot (HD) | 0.7 | $4.7M | +2% | 14k | 328.88 |
|
| International Business Machines (IBM) | 0.7 | $4.7M | +2441% | 19k | 242.39 |
|
| McDonald's Corporation (MCD) | 0.7 | $4.7M | -3% | 15k | 310.79 |
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| CVS Caremark Corporation (CVS) | 0.7 | $4.7M | 65k | 71.82 |
|
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| Wal-Mart Stores (WMT) | 0.7 | $4.7M | -23% | 38k | 124.28 |
|
| American Express Company (AXP) | 0.7 | $4.6M | +4% | 15k | 302.48 |
|
| Pepsi (PEP) | 0.7 | $4.6M | +2% | 30k | 155.29 |
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| Nextera Energy (NEE) | 0.7 | $4.6M | -4% | 49k | 92.88 |
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| General Dynamics Corporation (GD) | 0.7 | $4.6M | 13k | 343.21 |
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| Palo Alto Networks (PANW) | 0.7 | $4.5M | +44% | 28k | 160.32 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $4.4M | +2% | 75k | 59.55 |
|
| Medtronic SHS (MDT) | 0.7 | $4.3M | +5% | 49k | 86.65 |
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| Netflix (NFLX) | 0.7 | $4.2M | +5% | 44k | 96.15 |
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| Eli Lilly & Co. (LLY) | 0.7 | $4.2M | -18% | 4.6k | 919.75 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.7 | $4.2M | +29% | 85k | 49.38 |
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| Doubleline Etf Trust Asset Backed Sec (DABS) | 0.6 | $4.1M | NEW | 81k | 50.79 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $4.0M | +55% | 34k | 118.62 |
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| Delta Air Lines Com New (DAL) | 0.6 | $4.0M | +4% | 60k | 66.48 |
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| TJX Companies (TJX) | 0.6 | $4.0M | +7% | 25k | 159.70 |
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| McKesson Corporation (MCK) | 0.6 | $3.9M | +5% | 4.5k | 865.37 |
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| Uber Technologies (UBER) | 0.6 | $3.9M | +9% | 54k | 71.93 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $3.9M | NEW | 39k | 98.38 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $3.8M | -2% | 41k | 92.69 |
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| Marriott Intl Cl A (MAR) | 0.6 | $3.6M | -8% | 11k | 327.07 |
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| Metropcs Communications (TMUS) | 0.5 | $3.4M | +8% | 16k | 210.03 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $3.2M | -2% | 13k | 248.83 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.9M | -5% | 15k | 196.21 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.7M | -4% | 6.1k | 436.82 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $2.6M | 49k | 53.87 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.6M | -5% | 40k | 64.08 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.1M | +18% | 31k | 70.18 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.3 | $2.0M | -3% | 22k | 92.67 |
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| Kinder Morgan (KMI) | 0.3 | $1.9M | 58k | 33.53 |
|
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| Doubleline Etf Trust Commodity Strate (DCMT) | 0.3 | $1.8M | 56k | 33.33 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.6M | -4% | 6.0k | 261.93 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.5M | -4% | 20k | 78.41 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.5M | -4% | 19k | 77.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.4M | -8% | 2.4k | 597.49 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.4M | -2% | 10k | 132.90 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.2 | $1.3M | +15% | 112k | 11.24 |
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| Golub Capital BDC (GBDC) | 0.2 | $1.2M | +17% | 98k | 12.66 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $1.2M | -9% | 26k | 46.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | -7% | 4.2k | 286.89 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.2M | -8% | 16k | 74.35 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | 3.2k | 371.75 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.1M | +9% | 21k | 55.52 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $1.1M | +4% | 19k | 59.15 |
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| Realty Income (O) | 0.2 | $1.1M | +17% | 19k | 61.18 |
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| Ares Capital Corporation (ARCC) | 0.2 | $1.1M | +9% | 63k | 18.02 |
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| Owl Rock Capital Corporation (OBDC) | 0.2 | $1.1M | +15% | 102k | 11.06 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.1M | -5% | 7.6k | 145.75 |
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| Public Storage (PSA) | 0.2 | $1.1M | +3% | 4.0k | 270.88 |
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| Ventas (VTR) | 0.2 | $1.1M | 13k | 81.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | -7% | 2.2k | 479.20 |
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| Celsius Hldgs Com New (CELH) | 0.2 | $1.0M | -6% | 29k | 35.48 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.0M | -7% | 9.1k | 111.37 |
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| Prologis (PLD) | 0.2 | $993k | +2% | 7.5k | 132.17 |
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| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.2 | $981k | 41k | 23.94 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $952k | +25% | 8.3k | 114.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $941k | -4% | 17k | 54.05 |
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| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $918k | +2% | 23k | 39.69 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $886k | 11k | 79.06 |
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| Kkr & Co (KKR) | 0.1 | $883k | +22% | 9.5k | 92.50 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $871k | -4% | 13k | 68.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $849k | 1.3k | 650.18 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $815k | 16k | 50.62 |
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| Enbridge (ENB) | 0.1 | $779k | 14k | 54.14 |
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| Broadcom (AVGO) | 0.1 | $697k | +3% | 2.3k | 309.51 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $688k | -2% | 6.3k | 109.69 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $673k | -31% | 6.3k | 106.15 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $596k | -4% | 12k | 48.05 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $568k | -4% | 5.7k | 100.17 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $527k | 1.2k | 426.48 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $527k | 4.7k | 112.11 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $400k | NEW | 8.0k | 49.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $395k | 790.00 | 499.66 |
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| Visa Com Cl A (V) | 0.1 | $384k | 1.3k | 302.24 |
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| Boeing Company (BA) | 0.1 | $345k | 1.7k | 199.03 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $335k | NEW | 13k | 26.61 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $326k | -46% | 6.5k | 49.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $320k | 2.8k | 113.11 |
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| Cummins (CMI) | 0.0 | $316k | 587.00 | 538.02 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $304k | NEW | 435.00 | 697.72 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $300k | +20% | 2.3k | 128.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $296k | 1.4k | 215.06 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $273k | +4% | 3.6k | 76.53 |
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| O'reilly Automotive (ORLY) | 0.0 | $270k | 2.9k | 92.31 |
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| Advanced Micro Devices (AMD) | 0.0 | $263k | -23% | 1.3k | 203.48 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $252k | -3% | 746.00 | 338.10 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $249k | 6.7k | 37.42 |
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| salesforce (CRM) | 0.0 | $248k | -6% | 1.3k | 186.68 |
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| Aon Shs Cl A (AON) | 0.0 | $245k | 760.00 | 322.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $244k | 568.00 | 430.24 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $243k | -21% | 2.3k | 106.50 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $242k | 3.7k | 66.28 |
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| Curtiss-Wright (CW) | 0.0 | $241k | NEW | 354.00 | 681.12 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $241k | NEW | 9.7k | 24.80 |
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| J P Morgan Exchange Traded F High Yield Muni (JMHI) | 0.0 | $240k | NEW | 4.8k | 49.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $240k | 966.00 | 248.00 |
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| Bk Nova Cad (BNS) | 0.0 | $237k | 3.4k | 69.31 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $233k | +12% | 4.9k | 47.83 |
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| Altria (MO) | 0.0 | $228k | -3% | 3.5k | 65.99 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $221k | -7% | 1.6k | 138.32 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $219k | NEW | 362.00 | 603.96 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $219k | 570.00 | 383.40 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $216k | NEW | 884.00 | 244.18 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $214k | NEW | 450.00 | 474.56 |
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| Eaton Corp SHS (ETN) | 0.0 | $214k | NEW | 597.00 | 357.62 |
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| PNC Financial Services (PNC) | 0.0 | $208k | NEW | 997.00 | 208.09 |
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| American Electric Power Company (AEP) | 0.0 | $206k | NEW | 1.6k | 131.08 |
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| Citigroup Com New (C) | 0.0 | $204k | 1.8k | 113.41 |
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| Farmer Brothers (FARM) | 0.0 | $31k | 25k | 1.27 |
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Past Filings by Global Wealth Management Investment Advisory
SEC 13F filings are viewable for Global Wealth Management Investment Advisory going back to 2018
- Global Wealth Management Investment Advisory 2026 Q1 filed May 1, 2026
- Global Wealth Management Investment Advisory 2025 Q4 filed Feb. 4, 2026
- Global Wealth Management Investment Advisory 2025 Q3 filed Oct. 27, 2025
- Global Wealth Management Investment Advisory 2025 Q2 filed Aug. 7, 2025
- Global Wealth Management Investment Advisory 2025 Q1 filed April 29, 2025
- Global Wealth Management Investment Advisory 2024 Q4 filed Jan. 29, 2025
- Global Wealth Management Investment Advisory 2024 Q3 filed Oct. 30, 2024
- Global Wealth Management Investment Advisory 2024 Q2 filed Aug. 5, 2024
- Global Wealth Management Investment Advisory 2024 Q1 filed May 10, 2024
- Global Wealth Management Investment Advisory 2023 Q4 filed Feb. 5, 2024
- Global Wealth Management Investment Advisory 2023 Q3 filed Nov. 6, 2023
- Global Wealth Management Investment Advisory 2023 Q2 filed Aug. 10, 2023
- Global Wealth Management Investment Advisory 2023 Q1 filed May 8, 2023
- Global Wealth Management Investment Advisory 2022 Q4 filed Feb. 7, 2023
- Global Wealth Management Investment Advisory 2022 Q3 restated filed Nov. 9, 2022
- Global Wealth Management Investment Advisory 2022 Q3 filed Oct. 19, 2022