Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory reported 160 stocks worth $703M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VCIT (3.6%), JEPI (3.4%) and VGSH (3.2%). Compared with Q1 2026, the fund opened new positions in DVN, KHC and GSBD, added to VCIT, JEPI and VGSH, trimmed QQQ, IVV and CRWD and sold out of XOM, CTRA and MFIC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $25.2M | 3.6% | 304K | +25K (+9%) | 8 of 8 | |
| 2 |  JEPI J P Morgan Exchange Traded F | $23.9M | 3.4% | 424K | +37K (+10%) | 8 of 8 | |
| 3 |  VGSH Vanguard Scottsdale Fds | $22.7M | 3.2% | 390K | +18K (+5%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $22.6M | 3.2% | 31K | −1,718 (−5%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $22.4M | 3.2% | 112K | No change | 8 of 8 | |
| 6 |  AAPL Apple Inc | $21.4M | 3.0% | 74K | +1,440 (+2%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $21.1M | 3.0% | 219K | +8,788 (+4%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $20M | 2.9% | 27K | −186 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $16.4M | 2.3% | 44K | +3,725 (+9%) | 8 of 8 | |
| 10 |  HYG Ishares TR | $16.1M | 2.3% | 201K | +13K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $9.2M | 54K |
 CTRA Coterra Energy Inc | $6.5M | 186K |
 MFIC Midcap Financial Invstmnt Corp Com New | $1.3M | 112K |
 SPMO Invesco S&P | $527K | 4,700 |
 VGT Vanguard World FD | $304K | 435 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Global Wealth Management Investment Advisory 13F FAQ
What does Global Wealth Management Investment Advisory own?
Global Wealth Management Investment Advisory reported 160 stocks worth $703M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VCIT (3.6%), JEPI (3.4%) and VGSH (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Global Wealth Management Investment Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 84 added to, 56 trimmed and 10 sold out. New positions include DVN, KHC and GSBD. It sold all of XOM, CTRA and MFIC.
When will Global Wealth Management Investment Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Global Wealth Management Investment Advisory's portfolio worth?
The Q2 2026 filing reports $703M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.