Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Wealth Management Investment Advisory, Inc. (CIK 1767855) reported $638.4M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($23.1M, 3.62%), JEPI ($21.9M, 3.43%), VGSH ($21.8M, 3.41%), NVDA ($19.5M, 3.06%), IEFA ($19.0M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $23.1M | 3.62% | 279,071 | Added |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $21.9M | 3.43% | 386,821 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $21.8M | 3.41% | 371,676 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $19.5M | 3.06% | 111,863 | Trimmed |
| 5 | IEFA | ISHARES TR | $19.0M | 2.97% | 209,741 | Added |
| 6 | QQQ | INVESCO QQQ TR | $18.7M | 2.92% | 32,341 | Trimmed |
| 7 | AAPL | APPLE INC | $18.4M | 2.88% | 72,456 | Trimmed |
| 8 | IVV | ISHARES TR | $17.6M | 2.75% | 26,885 | Trimmed |
| 9 | CVX | CHEVRON CORPORATION | $15.6M | 2.44% | 75,220 | Trimmed |
| 10 | HYG | ISHARES TR | $15.0M | 2.35% | 188,273 | Added |
| 11 | MSFT | MICROSOFT CORP | $14.9M | 2.33% | 40,263 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $13.8M | 2.16% | 93,008 | Trimmed |
| 13 | SLQD | ISHARES TR | $13.4M | 2.10% | 264,985 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $12.3M | 1.93% | 41,906 | Added |
| 15 | BAC | BANK AMERICA CORP | $12.1M | 1.89% | 247,786 | Added |
| 16 | IJH | ISHARES TR | $11.5M | 1.79% | 169,622 | Added |
| 17 | ABBV | ABBVIE INC | $10.2M | 1.60% | 47,021 | Added |
| 18 | XOM | EXXON MOBIL CORP | $9.2M | 1.44% | 54,008 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $9.0M | 1.42% | 31,461 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $8.9M | 1.40% | 42,796 | Added |
| 21 | IJR | ISHARES TR | $8.0M | 1.25% | 63,955 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $7.9M | 1.24% | 157,102 | Trimmed |
| 23 | MS | MORGAN STANLEY | $6.9M | 1.08% | 41,775 | Added |
| 24 | DLR | DIGITAL RLTY TR INC | $6.6M | 1.03% | 36,407 | Added |
| 25 | CTRA | COTERRA ENERGY INC | $6.5M | 1.02% | 185,585 | Added |
Source: SEC Form 13F filings · as of 2026-03-31