StockDriftsStockDriftsTop 50 Global Wealth Strategies & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 27.44% | 210.7K | $144.7M | +2.95%(+6.03K) | $402.31(+77.15%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 9.22% | 503.8K | $48.7M | +3.50%(+17.03K) | $65.60(+54.44%) | 2026-06-30 | |
| QQQM | INVESCO NASDAQ 100 ETF | 6.76% | 117.7K | $35.6M | +4.29%(+4.84K) | $165.82(+81.78%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 6.22% | 446.9K | $32.8M | +2.91%(+12.62K) | $72.54(-0.40%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 4.86% | 377.3K | $25.7M | +6.11%(+21.74K) | $59.65(+17.62%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.78% | 106.6K | $25.2M | +10.85%(+10.43K) | $187.13(+30.96%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.14% | 29.7K | $21.8M | +491.17%(+24.65K) | $590.41(+24.07%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2.96% | 105.3K | $15.6M | +11312.78%(+104.42K) | $134.34(+11.63%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.76% | 76.3K | $14.5M | +1008.35%(+69.42K) | $145.05(+31.49%) | 2026-06-30 | |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 2.65% | 267.4K | $14.0M | +8.01%(+19.83K) | $52.55(-1.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.73% | — | — | +64.12% |
| Top 20 Holdings Unweighted | +14.95% | +51.91% | — | — | +60.96% |
Global Wealth Strategies & Associates reports $527.58M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are VOO (27.4%), IEFA (9.2%) and QQQM (6.8%). The top 20 holdings account for 87.86% of reported assets. Its disclosed equity book has returned +50.73% 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 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