Global Wealth Management Investment Advisory, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Global Wealth Management Investment Advisory, Inc. disclosed 156 stock positions valued at approximately $702.74M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, J P MORGAN EXCHANGE TRADED F, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $702.74M
Holdings by Sector
Global Wealth Management Investment Advisory, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.58% | 304,388 | +25,317 | +9.07% | $25,157,703 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.41% | 423,919 | +37,098 | +9.59% | $23,942,929 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 3.23% | 389,732 | +18,056 | +4.86% | $22,682,375 |
| INVESCO QQQ TR | QQQ | Other | 3.21% | 30,623 | -1,718 | -5.31% | $22,551,139 |
| NVIDIA CORPORATION | NVDA | Technology | 3.18% | 111,804 | -59 | -0.05% | $22,370,796 |
| APPLE INC | AAPL | Technology | 3.04% | 73,896 | +1,440 | +1.99% | $21,382,595 |
| ISHARES TR | IEFA | Other | 3.00% | 218,529 | +8,788 | +4.19% | $21,105,485 |
| ISHARES TR | IVV | Other | 2.85% | 26,699 | -186 | -0.69% | $19,994,914 |
| MICROSOFT CORP | MSFT | Technology | 2.33% | 43,988 | +3,725 | +9.25% | $16,408,519 |
| ISHARES TR | HYG | Other | 2.29% | 201,473 | +13,200 | +7.01% | $16,111,806 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.16% | 95,900 | +2,892 | +3.11% | $15,155,112 |
| BANK OF AMER CORP | BAC | Financial Services | 2.14% | 264,099 | +16,313 | +6.58% | $15,048,380 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.05% | 43,907 | +2,001 | +4.77% | $14,371,943 |
| ISHARES TR | IJH | Other | 2.00% | 182,244 | +12,622 | +7.44% | $14,052,868 |
| ISHARES TR | SLQD | Other | 1.97% | 275,433 | +10,448 | +3.94% | $13,873,581 |
| CHEVRON CORPORATION | CVX | Energy | 1.86% | 78,955 | +3,735 | +4.97% | $13,087,652 |
| ABBVIE INC | ABBV | Healthcare | 1.80% | 50,291 | +3,270 | +6.95% | $12,655,172 |
| ALPHABET INC | GOOGL | Communication Services | 1.60% | 31,551 | +90 | +0.29% | $11,275,255 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 43,946 | +1,150 | +2.69% | $10,474,011 |
| ISHARES TR | IJR | Other | 1.43% | 67,523 | +3,568 | +5.58% | $10,014,394 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.39% | 12,820 | -327 | -2.49% | $9,783,691 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.35% | 27,834 | -188 | -0.67% | $9,491,842 |
| MORGAN STANLEY | MS | Financial Services | 1.24% | 41,627 | -148 | -0.35% | $8,701,773 |
| ISHARES INC | IEMG | Other | 1.14% | 97,096 | +4,551 | +4.92% | $8,043,448 |
| CATERPILLAR INC | CAT | Industrials | 1.09% | 7,204 | -1,026 | -12.47% | $7,672,071 |
| TRUIST FINL CORP | TFC | Financial Services | 1.06% | 149,572 | +9,583 | +6.85% | $7,451,688 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.99% | 165,056 | +7,954 | +5.06% | $6,988,481 |
| DOMINION ENERGY INC | D | Utilities | 0.98% | 101,280 | +1,599 | +1.60% | $6,916,403 |
| CISCO SYS INC | CSCO | Technology | 0.97% | 58,021 | -15,548 | -21.13% | $6,815,174 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.96% | 26,680 | +1,344 | +5.30% | $6,776,005 |
Showing 30 of 156 holdings in the latest reporting period.