Institutional Fund
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FLCIK 17678555 filings on record
Portfolio Value
$638.45M
Q1 2026
Holdings
158
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+2.3%
from $624.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds3.6%
- J P Morgan Exchange Traded F3.4%
- Vanguard Scottsdale Fds3.4%
- Nvidia Corporation3.1%
- Ishares Tr3.0%
- Invesco Qqq Tr2.9%
- Other80.6%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 279.1K | $23.09M | 3.6% | +9.9K | Added |
| 2 | J P Morgan Exchange Traded F | 386.8K | $21.93M | 3.4% | +15.2K | Added |
| 3 | Vanguard Scottsdale Fds | 371.7K | $21.76M | 3.4% | −17.4K | Reduced |
| 4 | Nvidia Corporation | 111.9K | $19.51M | 3.1% | −2.4K | Reduced |
| 5 | Ishares Tr | 209.7K | $18.99M | 3.0% | +8.9K | Added |
| 6 | Invesco Qqq Tr | 32.3K | $18.67M | 2.9% | −125 | Reduced |
| 7 | Apple Inc | 72.5K | $18.39M | 2.9% | −873 | Reduced |
| 8 | Ishares Tr | 26.9K | $17.56M | 2.8% | −165 | Reduced |
| 9 | Chevron Corp New | 75.2K | $15.56M | 2.4% | −1.4K | Reduced |
| 10 | Ishares Tr | 188.3K | $14.98M | 2.3% | +7.6K | Added |
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