Institutional Fund
Wealth Management Associates, Inc.
Cherry Hill, NJCIK 206733930 filings on record
Portfolio Value
$289.63M
Q1 2026
Holdings
234
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+0.7%
from $287.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.3%
- Ishares Tr4.4%
- Ishares Tr4.3%
- Ishares Tr3.1%
- Vanguard Index Fds3.1%
- Nvidia Corporation3.0%
- Other76.9%
Portfolio Holdings
234 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 60.3K | $15.31M | 5.3% | +3.4K | Added |
| 2 | Ishares Tr | 146.2K | $12.67M | 4.4% | +6.8K | Added |
| 3 | Ishares Tr | 18.8K | $12.31M | 4.3% | +291 | Added |
| 4 | Ishares Tr | 60.1K | $9.10M | 3.1% | +1.5K | Added |
| 5 | Vanguard Index Fds | 27.8K | $8.93M | 3.1% | +14 | Added |
| 6 | Nvidia Corporation | 49.6K | $8.65M | 3.0% | +115 | Added |
| 7 | Microsoft Corp | 21.4K | $7.94M | 2.7% | +712 | Added |
| 8 | Palantir Technologies Inc | 47.1K | $6.90M | 2.4% | −269 | Reduced |
| 9 | Spdr Gold Tr | 15.9K | $6.83M | 2.4% | +1.2K | Added |
| 10 | Vanguard Whitehall Fds | 45.3K | $6.71M | 2.3% | +2.2K | Added |
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