StockDriftsStockDriftsTop 50 Wealth Management Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.52% | 156.8K | $45.4M | +159.92%(+96.46K) | $197.05(+54.98%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.9% | 18.8K | $14.1M | +0.02%(+4) | $416.59(+86.98%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.53% | 148.0K | $12.8M | +1.25%(+1.82K) | $100.03(-18.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.03% | 29.5K | $11.0M | +37.47%(+8.03K) | $240.08(+102.46%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.89% | 28.3K | $10.5M | +1.54%(+429) | $173.19(+121.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.81% | 50.9K | $10.2M | +2.74%(+1.36K) | $67.89(+232.97%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.63% | 61.1K | $9.5M | +1.55%(+933) | $94.77(+73.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.29% | 23.2K | $8.3M | +48.15%(+7.55K) | $189.12(+82.27%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.98% | 45.4K | $7.2M | +0.19%(+86) | $91.03(+82.66%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 1.78% | 56.2K | $6.5M | -0.78%(-443) | $40.92(+186.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.65% | +58.74% | +9.37% | +56.47% |
| Top 20 Holdings Unweighted | +18.46% | +66.23% | +9.63% | +58.37% |
Wealth Management Associates, Inc. reports $362.38M in US-listed equity holdings across 254 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.5%), IVV (3.9%) and TLT (3.5%). The top 20 holdings account for 51.84% of reported assets. Its disclosed equity book has returned +58.74% 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 Wealth Management Associates, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067339). View Wealth Management Associates, Inc.’s 13F filings on SEC