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CIK: 0001767855
Total reported value
$702.7M
$702.7M
158 檔
15.0%
The Q1 2026 SEC filing reveals that Global Wealth Management Investment Advisory, Inc. held a total portfolio value of $702.7M, covering 158 public equity positions.
In Q1 2026, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.62% | -0.04% | +3.69% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.43% | -0.02% | +4.09% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.41% | -0.18% | -4.48% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.12% | -2.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.97% | +0.03% | +4.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.92% | +0.29% | -0.39% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.16% | -1.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | +0.10% | -0.61% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.44% | -0.58% | -1.80% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.35% | -0.06% | +4.22% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | — | +24.00% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.16% | — | -5.35% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.10% | -0.13% | +2.47% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.12% | +3.65% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.89% | +0.25% | +5.35% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.79% | +0.21% | +7.34% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.20% | +3.91% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -1.44% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.18% | -8.21% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.09% | +5.52% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.18% | +6.27% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | -0.25% | -0.47% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.08% | +0.16% | +3.25% | |
| 24 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.03% | -0.08% | +3.21% | |
| 25 | CTRA | Coterra Energy Inc | Stock-Energy | 1.02% | -1.02% | EXIT | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.01% | +0.13% | +2.95% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 1.01% | +0.05% | +3.38% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.01% | -22.10% | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 0.97% | +0.01% | +3.12% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | — | +2.33% | |
| 31 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 0.95% | -0.01% | -6.81% | |
| 32 | VICI | Vici Properties Inc | Stock-Real Estate | 0.94% | -0.21% | +7.06% | |
| 33 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.92% | -0.07% | +3.21% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.18% | -25.59% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.08% | +1.84% | |
| 36 | CCI | Crown Castle Inc | Stock-Real Estate | 0.88% | -0.22% | +10.05% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.88% | -0.06% | +2.88% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.88% | +0.06% | +3.68% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | +0.01% | -0.76% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.85% | -0.09% | +3.71% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | +0.59% | +40.96% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.03% | -6.70% | |
| 43 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.78% | +0.07% | +58.06% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.05% | +2.64% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.07% | +8.12% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | — | +2.08% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | +0.02% | +2.72% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.09% | +2441.10% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | +0.05% | -3.20% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.73% | — | +1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.7% | +2441.10% | Add |
| 2 | CVX | Chevron CORP | +0.6% | -1.80% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -7.39% | Trim |
| 4 | NET | Cloudflare Inc - Class A | +0.3% | +58.06% | Add |
| 5 | CTRA | Coterra Energy Inc | +0.2% | +0.87% | Add |
| 6 | VZ | Verizon Communications Inc | +0.2% | -0.47% | Trim |
| 7 | DLR | Digital Realty Trust Inc | +0.2% | +3.21% | Add |
| 8 | DMBS | Doubleline Mortgage ETF | +0.1% | +29.30% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +8.12% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | +44.32% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.34% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +40.96% | Add |
| 13 | DUK | Duke Energy CORP | +0.1% | +2.88% | Add |
| 14 | SO | Southern Co/the | +0.1% | +3.71% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.44% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.27% | Add |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | +55.36% | Add |
| 18 | D | Dominion Energy Inc | +0.1% | +3.12% | Add |
| 19 | KO | Coca-cola Co/the | +0.1% | +2.08% | Add |
| 20 | PEP | Pepsico Inc | +0.1% | +2.54% | Add |
| 21 | DCMT | Doubleline Commodity ETF | +0.1% | — | Unchanged |
| 22 | NEE | Nextera Energy Inc | +0.1% | -4.93% | Trim |
| 23 | TJX | Tjx Companies Inc | +0.1% | +7.40% | Add |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +0.22% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | +18.24% | Add |
| 26 | IEMG | Ishares Core Msci Emerging | 0% | +2.95% | Add |
| 27 | MCK | Mckesson CORP | 0% | +5.19% | Add |
| 28 | TMUS | T-mobile US Inc | 0% | +8.18% | Add |
| 29 | AMGN | Amgen Inc | 0% | -0.76% | Trim |
| 30 | NFLX | Netflix Inc | 0% | +5.03% | Add |
| 31 | MLPA | Global X Mlp ETF | 0% | +0.92% | Add |
| 32 | O | Realty Income CORP | 0% | +17.26% | Add |
| 33 | JEPI | Jpmorgan Equity Premium Inco | 0% | +4.09% | Add |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +4.22% | Add |
| 35 | VICI | Vici Properties Inc | 0% | +7.06% | Add |
| 36 | GLDM | Spdr Gold Minishares Trust | 0% | -2.75% | Trim |
| 37 | MFIC | Midcap Financial Investment | 0% | +15.57% | Add |
| 38 | VCIT | Vanguard Int-term Corporate | 0% | +3.69% | Add |
| 39 | PG | Procter & Gamble Co/the | 0% | +2.33% | Add |
| 40 | GCC | Wisdomtree Enhanced Commodit | 0% | +1.51% | Add |
| 41 | GBDC | Golub Capital Bdc Inc | 0% | +17.33% | Add |
| 42 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 43 | PSA | Public Storage | 0% | +3.26% | Add |
| 44 | PLD | Prologis Inc | 0% | +2.47% | Add |
| 45 | VTR | Ventas Inc | 0% | -0.10% | Trim |
| 46 | JEPQ | JPM Nasdaq Equity Premium | 0% | +9.29% | Add |
| 47 | IWP | Ishares Russell Mid-cap Grow | 0% | +20.93% | Add |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +12.97% | Add |
| 49 | MO | Altria Group Inc | 0% | -3.95% | Trim |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | +2.47% | Add |
According to official SEC Form 13F filings, Global Wealth Management Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $702.7M across 158 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, JEPI, VGSH) accounted for 15.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
DABS
市值: $4.1M
Top Position Liquidated / Trimmed
ORCL
前期市值: $5.0M
During Q1 2026, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VCIT (3.6%)、JEPI (3.4%)、VGSH (3.4%). The largest single position, VCIT, represented 3.6% of total portfolio value.
In Q1 2026, Global Wealth Management Investment Advisory, Inc. made 156 total portfolio adjustments, initiating 14 new buys, adding to 76 positions, trimming 59 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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