EdgeMarket › What Global Wealth Management Investment Advisory, Inc. reported owning
What Global Wealth Management Investment Advisory, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
638.4MPositions
158Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 23.1M | 3.6% | 279.1K | 81.05 | -2.5% |
| JEPI JPMorgan Equity Premium Income ETF | 21.9M | 3.4% | 386.8K | 57.92 | +1.4% |
| VGSH Vanguard Short-Term Treasury ETF | 21.8M | 3.4% | 371.7K | 58.13 | -0.9% |
| NVDA NVIDIA CORP | 19.5M | 3.1% | 111.9K | 214.72 | +22.4% |
| IEFA iShares Core MSCI EAFE ETF | 19.0M | 3.0% | 209.7K | 100.85 | +16.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 18.7M | 2.9% | 32.3K | 713.44 | +26.1% |
| AAPL Apple Inc. | 18.4M | 2.9% | 72.5K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 17.6M | 2.8% | 26.9K | 769.31 | +20.0% |
| CVX CHEVRON CORP | 15.6M | 2.4% | 75.2K | 205.27 | +34.0% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 15.0M | 2.3% | 188.3K | 79.61 | -0.9% |
| MSFT MICROSOFT CORP | 14.9M | 2.3% | 40.3K | 483.24 | -4.4% |
| VYM Vanguard High Dividend Yield ETF | 13.8M | 2.2% | 93.0K | 164.97 | +19.9% |
| SLQD iShares 0-5 Year Investment Grade Corporate Bo | 13.4M | 2.1% | 265.0K | 50.16 | -0.9% |
| JPM JPMORGAN CHASE & CO | 12.3M | 1.9% | 41.9K | 351.58 | +20.3% |
| BAC BANK OF AMERICA CORP /DE/ | 12.1M | 1.9% | 247.8K | 61.69 | +27.6% |
| IJH iShares Core S&P Mid-Cap ETF | 11.5M | 1.8% | 169.6K | 76.77 | +20.8% |
| ABBV AbbVie Inc. | 10.2M | 1.6% | 47.0K | 264.96 | +26.7% |
| XOM ExxonMobil Holdings Corp | 9.2M | 1.4% | 54.0K | 165.11 | +52.1% |
| GOOGL Alphabet Inc. | 9.0M | 1.4% | 31.5K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 8.9M | 1.4% | 42.8K | 258.63 | +15.6% |
| IJR iShares Core S&P Small-Cap ETF | 8.0M | 1.2% | 64.0K | 147.31 | +29.0% |
| VZ VERIZON COMMUNICATIONS INC | 7.9M | 1.2% | 157.1K | 49.45 | +9.7% |
| MS MORGAN STANLEY | 6.9M | 1.1% | 41.8K | 214.20 | +48.6% |
| DLR DIGITAL REALTY TRUST, INC. | 6.6M | 1.0% | 36.4K | 190.62 | +15.3% |
| unmapped CUSIP 127097103 | 6.5M | 1.0% | 185.6K | — | — |
| IEMG iShares Core MSCI Emerging Markets ETF | 6.5M | 1.0% | 92.5K | 81.57 | +31.9% |
| TFC TRUIST FINANCIAL CORP | 6.4M | 1.0% | 140.0K | 50.42 | +13.6% |
| JNJ JOHNSON & JOHNSON | 6.2M | 1.0% | 25.3K | 270.24 | +51.1% |
| D DOMINION ENERGY, INC | 6.2M | 1.0% | 99.7K | 66.60 | +8.3% |
| PG PROCTER & GAMBLE Co | 6.1M | 1.0% | 42.3K | 144.68 | -9.3% |
| SCEC Sterling Capital Enhanced Core Bond ETF | 6.1M | 0.9% | 241.4K | 24.51 | -2.7% |
| VICI VICI PROPERTIES INC. | 6.0M | 0.9% | 219.3K | 26.51 | -19.6% |
| DCRE DoubleLine Commercial Real Estate Debt ETF | 5.9M | 0.9% | 113.6K | 51.62 | -0.8% |
| CAT CATERPILLAR INC | 5.8M | 0.9% | 8.2K | 827.90 | +96.8% |
| CSCO CISCO SYSTEMS, INC. | 5.7M | 0.9% | 73.6K | 111.04 | +65.5% |
| CCI CROWN CASTLE INC. | 5.6M | 0.9% | 69.1K | 75.51 | -26.6% |
| DUK Duke Energy CORP | 5.6M | 0.9% | 42.8K | 119.85 | -3.7% |
| KMB KIMBERLY CLARK CORP | 5.6M | 0.9% | 58.0K | 109.31 | -18.0% |
| AMGN AMGEN INC | 5.4M | 0.8% | 15.4K | 439.33 | +48.2% |
| SO SOUTHERN CO | 5.4M | 0.8% | 56.0K | 88.94 | -6.3% |
| CRWD CrowdStrike Holdings, Inc. | 5.1M | 0.8% | 13.1K | 191.95 | +83.2% |
| RTX RTX Corp | 5.1M | 0.8% | 26.2K | 209.91 | +34.1% |
| NET Cloudflare, Inc. | 5.0M | 0.8% | 24.1K | 293.14 | +51.7% |
| META Meta Platforms, Inc. | 4.9M | 0.8% | 8.6K | 549.90 | -26.5% |
| COST COSTCO WHOLESALE CORP /NEW | 4.9M | 0.8% | 4.9K | 947.74 | -4.7% |
| KO COCA COLA CO | 4.8M | 0.7% | 62.8K | 91.10 | +28.9% |
| HD HOME DEPOT, INC. | 4.7M | 0.7% | 14.3K | 335.61 | -16.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 4.7M | 0.7% | 19.4K | 235.68 | -2.8% |
| MCD MCDONALDS CORP | 4.7M | 0.7% | 15.1K | 270.95 | -13.5% |
| CVS CVS HEALTH Corp | 4.7M | 0.7% | 65.1K | 93.02 | +31.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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