Global Wealth Management Investment Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Global Wealth Management Investment Advisory, Inc. held in its portfolio 149 assets valued at $624,000,156 (i.e. $624.00M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($22.85M), VANGUARD SCOTTSDALE FDS ($22.54M), and NVIDIA CORPORATION ($21.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Global Wealth Management Investment Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 389123 | 22853212 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 269149 | 22541237 | INT-TERM CORP |
| NVIDIA CORPORATION | 114239 | 21305644 | COM |
| J P MORGAN EXCHANGE TRADED F | 371626 | 21271888 | EQUITY PREMIUM |
| INVESCO QQQ TR | 32466 | 19944123 | UNIT SER 1 |
| APPLE INC | 73329 | 19935274 | COM |
| ISHARES TR | 27050 | 18527645 | CORE S&P500 ETF |
| ISHARES TR | 200827 | 17965999 | CORE MSCI EAFE |
| MICROSOFT CORP | 32471 | 15703734 | COM |
| ISHARES TR | 180649 | 14565757 | IBOXX HI YD ETF |
| VANGUARD WHITEHALL FDS | 98270 | 14103643 | HIGH DIV YLD |
| ISHARES TR | 258597 | 13110880 | 0-5YR INVT GR CP |
| JPMORGAN CHASE & CO. | 40432 | 13027943 | COM |
| BANK AMERICA CORP | 235200 | 12936017 | COM |
| CHEVRON CORP NEW | 76596 | 11674032 | COM |
| ALPHABET INC | 34275 | 10728061 | CAP STK CL A |
| ISHARES TR | 158028 | 10429880 | CORE S&P MCP ETF |
| ABBVIE INC | 45251 | 10339456 | COM |
| AMAZON COM INC | 40559 | 9361770 | COM |
| ISHARES TR | 60184 | 7232889 | CORE S&P SCP ETF |
| MORGAN STANLEY | 40459 | 7182712 | COM NEW |
| EXXON MOBIL CORP | 58317 | 7017895 | COM |
| JOHNSON & JOHNSON | 32523 | 6730570 | COM |
| TRUIST FINL CORP | 135408 | 6663422 | COM |
| CAPITOL SER TR | 258993 | 6566768 | STERLING CAP ENH |
| VERIZON COMMUNICATIONS INC | 157849 | 6429171 | COM |
| CATERPILLAR INC | 11060 | 6335744 | COM |
| ISHARES INC | 89896 | 6042789 | CORE MSCI EMKT |
| ELI LILLY & CO | 5617 | 6036310 | COM |
| PROCTER AND GAMBLE CO | 41325 | 5922296 | COM |
| VICI PPTYS INC | 204881 | 5761262 | COM |
| DOUBLELINE ETF TRUST | 110036 | 5710850 | COMMERCIAL REAL |
| DOMINION ENERGY INC | 96667 | 5663728 | COM |
| KIMBERLY-CLARK CORP | 55967 | 5646533 | COM |
| CROWN CASTLE INC | 62798 | 5580848 | COM |
| CISCO SYS INC | 72238 | 5564455 | COM |
| META PLATFORMS INC | 8419 | 5557000 | CL A |
| WALMART INC | 49271 | 5489325 | COM |
| DIGITAL RLTY TR INC | 35276 | 5457543 | COM |
| AMERICAN EXPRESS CO | 14550 | 5382649 | COM |
| RTX CORPORATION | 28084 | 5150631 | COM |
| CVS HEALTH CORP | 64101 | 5087024 | COM |
| AMGEN INC | 15504 | 5074672 | COM |
| ORACLE CORP | 25870 | 5042387 | COM |
| DUKE ENERGY CORP NEW | 41622 | 4878540 | COM NEW |
| COTERRA ENERGY INC | 183990 | 4842624 | COM |
| HOME DEPOT INC | 13951 | 4800581 | COM |
| MCDONALDS CORP | 15570 | 4758551 | COM |
| SOUTHERN CO | 53961 | 4705380 | COM |
| MEDTRONIC PLC | 46411 | 4458210 | SHS |
| GENERAL DYNAMICS CORP | 13164 | 4431831 | COM |
| CROWDSTRIKE HLDGS INC | 9327 | 4372270 | CL A |
| VANGUARD SCOTTSDALE FDS | 72618 | 4351990 | INTER TERM TREAS |
| COCA COLA CO | 61545 | 4302588 | COM |
| NEXTERA ENERGY INC | 51841 | 4161789 | COM |
| PEPSICO INC | 28825 | 4136939 | COM |
| UBER TECHNOLOGIES INC | 49546 | 4048399 | COM |
| DELTA AIR LINES INC DEL | 57383 | 3982371 | COM NEW |
| NETFLIX INC | 42070 | 3944502 | COM |
| COSTCO WHSL CORP NEW | 4533 | 3908672 | COM |
| MARRIOTT INTL INC NEW | 11935 | 3702679 | CL A |
| ISHARES TR | 13309 | 3685697 | RUS TP200 GR ETF |
| PALO ALTO NETWORKS INC | 19417 | 3576552 | COM |
| WORLD GOLD TR | 41887 | 3575895 | SPDR GLD MINIS |
| TJX COS INC NEW | 23121 | 3551673 | COM |
| MCKESSON CORP | 4312 | 3537090 | COM |
| SHOPIFY INC | 21731 | 3498039 | CL A SUB VTG SHS |
| DOUBLELINE ETF TRUST | 65631 | 3258910 | MORTGAGE ETF |
| VANGUARD INDEX FDS | 6372 | 3108868 | GROWTH ETF |
| T-MOBILE US INC | 14956 | 3036570 | COM |
| CLOUDFLARE INC | 15227 | 3002003 | CL A COM |
| VANGUARD INDEX FDS | 15471 | 2954876 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 42537 | 2657310 | VAN FTSE DEV MKT |
| GLOBAL X FDS | 48126 | 2329758 | GLBL X MLP ETF |
| ISHARES TR | 22477 | 2064780 | RUS TP200 VL ETF |
| ISHARES TR | 25793 | 1790545 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 2657 | 1666587 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 6267 | 1616647 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 20427 | 1609844 | SHORT TRM BOND |
| KINDER MORGAN INC DEL | 57978 | 1593819 | COM |
| VANGUARD BD INDEX FDS | 20103 | 1565630 | INTERMED TERM |
| SELECT SECTOR SPDR TR | 10698 | 1540205 | STATE STREET TEC |
| DOUBLELINE ETF TRUST | 55489 | 1448080 | COMMODITY STRATE |
| ALPHABET INC | 4594 | 1441744 | CAP STK CL C |
| CELSIUS HLDGS INC | 31028 | 1419241 | COM NEW |
| TESLA INC | 3150 | 1416618 | COM |
| SPDR SERIES TRUST | 18858 | 1398976 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 28897 | 1360477 | MTG-BKD SECS ETF |
| ISHARES TR | 17566 | 1254363 | EAFE VALUE ETF |
| BERKSHIRE HATHAWAY INC DEL | 2389 | 1200831 | CL B NEW |
| ARES CAPITAL CORP | 57301 | 1159203 | COM |
| EQUITY RESIDENTIAL | 18311 | 1154343 | SH BEN INT |
| FS KKR CAP CORP | 77498 | 1147751 | COM |
| GOLUB CAP BDC INC | 83653 | 1135166 | COM |
| ISHARES TR | 8017 | 1130848 | RUS MDCP VAL ETF |
| ISHARES TR | 9837 | 1120639 | EAFE GRWTH ETF |
| MIDCAP FINANCIAL INVSTMNT CO | 97234 | 1112359 | COM NEW |
| BLUE OWL CAPITAL CORPORATION | 87868 | 1092201 | COM |
| J P MORGAN EXCHANGE TRADED F | 18782 | 1091589 | NASDAQ EQT PREM |
| BLACKSTONE INC | 6595 | 1016608 | COM |
| VENTAS INC | 12942 | 1001465 | COM |
| PUBLIC STORAGE OPER CO | 3840 | 996354 | COM |
| KKR & CO INC | 7801 | 994518 | COM |
| ISHARES TR | 9236 | 989268 | NATIONAL MUN ETF |
| VANGUARD INTL EQUITY INDEX F | 18203 | 978611 | FTSE EMR MKT ETF |
| PROLOGIS INC. | 7333 | 936132 | COM |
| VANGUARD BD INDEX FDS | 13226 | 919488 | LONG TERM BOND |
| SPDR S&P 500 ETF TR | 1306 | 890846 | TR UNIT |
| REALTY INCOME CORP | 15735 | 886995 | COM |
| WISDOMTREE TR | 22612 | 859718 | FUTRE STRAT FD |
| WISDOMTREE TR | 40385 | 854151 | ENHNCD CMMDTY ST |
| ISHARES TR | 16089 | 813794 | ULTRA SHORT DUR |
| VANGUARD SCOTTSDALE FDS | 6454 | 785775 | VNG RUS1000GRW |
| BROADCOM INC | 2179 | 754152 | COM |
| ENBRIDGE INC | 14386 | 688081 | COM |
| VANGUARD CHARLOTTE FDS | 12960 | 626233 | TOTAL INT BD ETF |
| VANGUARD MUN BD FDS | 12204 | 613739 | TAX EXEMPT BD |
| ISHARES TR | 1258 | 595519 | RUS 1000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 5953 | 592458 | VNG RUS2000IDX |
| INVESCO EXCH TRADED FD TR II | 4789 | 571423 | S&P 500 MOMNTM |
| VISA INC | 1283 | 449812 | COM CL A |
| MASTERCARD INCORPORATED | 783 | 446999 | CL A |
| SALESFORCE INC | 1414 | 374596 | COM |
| BOEING CO | 1725 | 374532 | COM |
| ADVANCED MICRO DEVICES INC | 1698 | 363708 | COM |
| ISHARES TR | 2830 | 348826 | S&P 500 GRWT ETF |
| ISHARES TR | 2929 | 312524 | SHRT NAT MUN ETF |
| VANGUARD SPECIALIZED FUNDS | 1376 | 302337 | DIV APP ETF |
| CUMMINS INC | 586 | 299124 | COM |
| AT&T INC | 11514 | 286008 | COM |
| ISHARES TR | 1950 | 275223 | SELECT DIVID ETF |
| OREILLY AUTOMOTIVE INC | 2941 | 268249 | COM |
| AON PLC | 757 | 267130 | SHS CL A |
| ISHARES TR | 1935 | 265004 | RUS MD CP GR ETF |
| BERKLEY W R CORP | 3630 | 254536 | COM |
| BANK NOVA SCOTIA HALIFAX | 3420 | 252020 | COM |
| GOLDMAN SACHS GROUP INC | 282 | 248271 | COM |
| VANGUARD INTL EQUITY INDEX F | 1729 | 243893 | TT WRLD ST ETF |
| ISHARES TR | 966 | 237791 | RUSSELL 2000 ETF |
| PHILLIPS EDISON & CO INC | 6653 | 236647 | COMMON STOCK |
| TAIWAN SEMICONDUCTOR MFG LTD | 777 | 236226 | SPONSORED ADS |
| SPDR GOLD TR | 579 | 229436 | GOLD SHS |
| INTERNATIONAL BUSINESS MACHS | 764 | 226304 | COM |
| LOWES COS INC | 890 | 214617 | COM |
| PALANTIR TECHNOLOGIES INC | 1202 | 213656 | CL A |
| CITIGROUP INC | 1798 | 209809 | COM NEW |
| ALTRIA GROUP INC | 3593 | 207183 | COM |
| VANECK ETF TRUST | 570 | 205274 | SEMICONDUCTR ETF |
| FARMER BROS CO | 24508 | 35782 | COM |
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