StockDriftsStockDriftsTop 50 Global Wealth Management Investment Advisory, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 3.58% | 304.4K | $25.2M | +9.07%(+25.32K) | $82.21(-1.29%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.41% | 423.9K | $23.9M | +9.59%(+37.10K) | $55.92(+3.51%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.23% | 389.7K | $22.7M | +4.86%(+18.06K) | $58.58(-0.74%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.21% | 30.6K | $22.6M | -5.31%(-1.72K) | $274.63(+166.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.18% | 111.8K | $22.4M | -0.05%(-59) | $43.29(+422.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.04% | 73.9K | $21.4M | +1.99%(+1.44K) | $95.08(+221.18%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3% | 218.5K | $21.1M | +4.19%(+8.79K) | $71.04(+42.63%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.85% | 26.7K | $20.0M | -0.69%(-186) | $292.89(+165.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.33% | 44.0K | $16.4M | +9.25%(+3.73K) | $296.56(+63.90%) | 2026-06-30 | |
| HYG | ISHARES TR | 2.29% | 201.5K | $16.1M | +7.01%(+13.20K) | $54.25(+46.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.12% | +40.94% | +5.12% | +28.34% |
| Top 20 Holdings Unweighted | +13.53% | +46.33% | +5.56% | +31.04% |
Global Wealth Management Investment Advisory, Inc. reports $702.74M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (3.6%), JEPI (3.4%) and VGSH (3.2%). The top 20 holdings account for 48.62% of reported assets. Its disclosed equity book has returned +40.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Global Wealth Management Investment Advisory, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767855). View Global Wealth Management Investment Advisory, Inc.’s 13F filings on SEC