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.
Wealth Management Associates, Inc. (CIK 2067339) reported $289.6M across 234 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.3M, 5.29%), TLT ($12.7M, 4.37%), IVV ($12.3M, 4.25%), DVY ($9.1M, 3.14%), VTI ($8.9M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.3M | 5.29% | 60,318 | Added |
| 2 | TLT | ISHARES TR | $12.7M | 4.37% | 146,168 | Added |
| 3 | IVV | ISHARES TR | $12.3M | 4.25% | 18,845 | Added |
| 4 | DVY | ISHARES TR | $9.1M | 3.14% | 60,130 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $8.9M | 3.08% | 27,832 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $8.6M | 2.99% | 49,580 | Added |
| 7 | MSFT | MICROSOFT CORP | $7.9M | 2.74% | 21,442 | Added |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $6.9M | 2.38% | 47,143 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $6.8M | 2.36% | 15,869 | Added |
| 10 | VYM | VANGUARD WHITEHALL FDS | $6.7M | 2.32% | 45,322 | Added |
| 11 | IDV | ISHARES TR | $6.3M | 2.16% | 147,257 | Added |
| 12 | ITOT | ISHARES TR | $5.5M | 1.90% | 38,628 | Added |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | $5.3M | 1.83% | 56,670 | Added |
| 14 | KMI | KINDER MORGAN INC DEL | $5.1M | 1.75% | 150,912 | Added |
| 15 | GOOGL | ALPHABET INC | $4.5M | 1.56% | 15,686 | Added |
| 16 | XOM | EXXON MOBIL CORP | $4.2M | 1.45% | 24,805 | Trimmed |
| 17 | AIQ | GLOBAL X FDS | $3.9M | 1.34% | 83,056 | Added |
| 18 | AGG | ISHARES TR | $3.7M | 1.29% | 37,657 | Added |
| 19 | AVGO | BROADCOM INC | $3.4M | 1.16% | 10,845 | Added |
| 20 | SRLN | SSGA ACTIVE ETF TR | $3.4M | 1.16% | 83,996 | Added |
| 21 | HDV | ISHARES TR | $3.2M | 1.10% | 23,369 | Added |
| 22 | BIV | VANGUARD BD INDEX FDS | $3.0M | 1.02% | 38,309 | Added |
| 23 | T | AT&T INC | $2.9M | 1.01% | 100,931 | Added |
| 24 | GOOG | ALPHABET INC | $2.8M | 0.96% | 9,665 | Trimmed |
| 25 | PHYS | SPROTT ASSET MANAGEMENT LP | $2.7M | 0.93% | 76,351 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31