Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1767855

Global Wealth Management Investment Advisory, Inc.

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$702.7M
Reported positions
160
Top holdings a year, 3 yrs
+14.0%
Assets under management
$722.8M

Global Wealth Management Investment Advisory, Inc. is a wealth manager that reported 160 positions worth $702.7M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard Scottsdale Fds (VCIT, 3.6%), Jpmorgan Equity Premium Income ETF (JEPI, 3.4%), Vanguard Short-Term Treasury ETF Total (VGSH, 3.2%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 20.4% for the S&P 500.

Global Wealth Management Investment Advisory, Inc. holdings largest 50 of 160 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Global Wealth Management Investment Advisory, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
VCITVanguard Scottsdale Fds3.6%+9.1%$25.2M
JEPIJpmorgan Equity Premium Income ETF3.4%+9.6%$23.9M
VGSHVanguard Short-Term Treasury ETF Total3.2%+4.9%$22.7M
QQQInvesco Qqq Tr3.2%-5.3%$22.6M
NVDANvidia Corporation Com3.2%-0.1%$22.4M
AAPLApple Inc3.0%+2.0%$21.4M
IEFAIshares Core Msci Eafe ETF3.0%+4.2%$21.1M
IVVIshares Core S&p 500 ETF2.8%-0.7%$20.0M
MSFTMicrosoft Corp2.3%+9.3%$16.4M
HYGIshares Trust2.3%+7.0%$16.1M
VYMVym2.2%+3.1%$15.2M
BACBank of Amer Corp2.1%+6.6%$15.0M
JPMJpmorgan Chase & Co2.0%+4.8%$14.4M
IJHIshares Tr2.0%+7.4%$14.1M
SLQDIshares 0-5 Year Investmt2.0%+3.9%$13.9M
CVXChevron Corp New1.9%+5.0%$13.1M
ABBVAbbvie Inc1.8%+7.0%$12.7M
GOOGLAlphabet Inc1.6%+0.3%$11.3M
AMZNAmazon Com Inc Com1.5%+2.7%$10.5M
IJRIshares Core S&p Small Cap ETF1.4%+5.6%$10.0M
CRWDCrowdstrike Hldgs Inc Class A1.4%-2.5%$9.8M
PANWPalo Alto Networks Inc1.4%—$9.5M
MSMorgan Stanley Com New1.2%-0.4%$8.7M
IEMGIshares1.1%+4.9%$8.0M
CATCaterpillar Inc Com1.1%-12.5%$7.7M
TFCTruist Financial Ord Shs1.1%+6.8%$7.5M
VZVerizon Communications Inc Com1.0%+5.1%$7.0M
DDominion Energy Inc1.0%+1.6%$6.9M
CSCOCisco Sys Inc1.0%-21.1%$6.8M
JNJJohnson & Johnson1.0%+5.3%$6.8M
PGProcter & Gamble Co Com1.0%+8.8%$6.7M
DLRDigital Realty Trust Inc0.9%+2.0%$6.7M
KMBKimberly-Clark Corporation0.9%+4.0%$6.6M
SCECCapitol Ser Tr0.9%+9.4%$6.6M
AMGNAmgen Inc Com0.9%+8.5%$6.0M
NETCloudflare Inc0.9%+1.5%$6.0M
DCREDoubleline ETF Trust0.9%+1.8%$6.0M
DALDelta Air Lines Inc Com New0.8%—$5.9M
IBMInternational Business Machs0.8%+6.3%$5.8M
DUKDuke Energy0.8%+6.6%$5.8M
MCDMcdonalds Corp Com0.8%+35.3%$5.5M
AXPAmerican Express Co Com0.8%—$5.5M
LLYLilly Eli & Co0.8%—$5.4M
HDHome Depot Inc Com0.8%+6.2%$5.4M
SOSouthern Co.0.8%-0.2%$5.3M
RTXRtx Corporation Com0.8%+7.2%$5.3M
KOCoca Cola Co0.8%+3.7%$5.3M
DVNDevon Energy Corp0.8%—$5.3M
VICIVICI Properties Inc0.7%-11.7%$5.1M
CVSCvs Caremark Corporation0.7%-23.8%$5.1M

What Global Wealth Management Investment Advisory, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+13.5% /yr
S&P 500 +20.1%
3 years
+14.0% /yr
S&P 500 +20.4%
5 years
+6.2% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$702.7M160
Q1 2026$638.4M158
Q4 2025$624.0M151
Q3 2025$596.5M152
Q2 2025$532.9M143
Q1 2025$500.0M139
Q4 2024$485.1M143
Q3 2024$463.4M135
Q2 2024$429.8M131
Q1 2024$408.2M133
Q4 2023$389.6M474
Q3 2023$357.1M477

Questions about Global Wealth Management Investment Advisory, Inc.'s portfolio

What stocks does Global Wealth Management Investment Advisory, Inc. own?

Global Wealth Management Investment Advisory, Inc.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 160 positions worth $702.7M. The largest are Vanguard Scottsdale Fds (VCIT) at 3.6%, Jpmorgan Equity Premium Income ETF (JEPI) at 3.4%, Vanguard Short-Term Treasury ETF Total (VGSH) at 3.2%, Invesco Qqq Tr (QQQ) at 3.2% and Nvidia Corporation Com (NVDA) at 3.2%.

What did Global Wealth Management Investment Advisory, Inc. buy last quarter?

In Q2 2026, Global Wealth Management Investment Advisory, Inc. added Mcdonalds Corp Com (MCD) (+35.3% shares), Jpmorgan Equity Premium Income ETF (JEPI) (+9.6% shares) and Capitol Ser Tr (SCEC) (+9.4% shares), compared with its Q1 2026 filing.

What did Global Wealth Management Investment Advisory, Inc. sell last quarter?

In Q2 2026, Global Wealth Management Investment Advisory, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Crown Castle Inc (CCI), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Costco Whsl Corp New (COST), Cvs Caremark Corporation (CVS) (-23.8% shares), Cisco Sys Inc (CSCO) (-21.1% shares) and Caterpillar Inc Com (CAT) (-12.5% shares), compared with its Q1 2026 filing.

How has Global Wealth Management Investment Advisory, Inc.'s portfolio performed?

A portfolio copying Global Wealth Management Investment Advisory, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: +6.2% a year against +11.6%.

When is Global Wealth Management Investment Advisory, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Global Wealth Management Investment Advisory, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Global Wealth Management Investment Advisory, Inc. manage?

Global Wealth Management Investment Advisory, Inc. reported $722.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $702.7M.