StockDriftsStockDriftsTop 50 Global Wealth Strategies & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 27.6% | 214.8K | $150.6M | +1.94%(+4.09K) | $407.86(+72.75%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 9.13% | 514.1K | $49.8M | +2.04%(+10.30K) | $66.23(+44.90%) | 2026-09-30 | |
| QQQM | INVESCO NASDAQ 100 ETF | 6.67% | 119.4K | $36.4M | +1.51%(+1.78K) | $167.87(+76.19%) | 2026-09-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5.87% | 456.5K | $32.0M | +2.13%(+9.54K) | $72.52(-2.65%) | 2026-09-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 4.99% | 393.3K | $27.2M | +4.24%(+16.01K) | $60.02(+14.90%) | 2026-09-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.68% | 109.4K | $25.5M | +2.69%(+2.86K) | $188.38(+27.95%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.02% | 29.6K | $21.9M | -0.19%(-55) | $590.41(+21.67%) | 2026-09-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3.23% | 90.0K | $17.6M | +18.02%(+13.75K) | $152.39(+22.03%) | 2026-09-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2.63% | 105.3K | $14.3M | +0.01%(+10) | $134.34(+1.10%) | 2026-09-30 | |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 2.32% | 249.5K | $12.7M | -6.69%(-17.89K) | $52.55(-3.61%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.94% | +55.85% | — | — | +63.36% |
| Top 20 Holdings Unweighted | +15.43% | +53.81% | — | — | +57.87% |
Global Wealth Strategies & Associates reports $545.61M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are VOO (27.6%), IEFA (9.1%) and QQQM (6.7%). The top 20 holdings account for 86.42% of reported assets. Its disclosed equity book has returned +55.85% on a three-year cumulative basis. Figures reflect the Q3 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 Strategies & Associates’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912297). View Global Wealth Strategies & Associates’s 13F filings on SEC