Wealth Management Associates, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Wealth Management Associates, Inc. disclosed 251 stock positions valued at approximately $362.38M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 251
- Portfolio Value
- $362.38M
Holdings by Sector
Wealth Management Associates, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 12.52% | 156,777 | +96,459 | +159.92% | $45,364,964 |
| ISHARES TR | IVV | Other | 3.90% | 18,849 | +4 | +0.02% | $14,115,633 |
| ISHARES TR | TLT | Other | 3.53% | 147,990 | +1,822 | +1.25% | $12,789,281 |
| MICROSOFT CORP | MSFT | Technology | 3.03% | 29,476 | +8,034 | +37.47% | $10,995,048 |
| VANGUARD INDEX FDS | VTI | Other | 2.89% | 28,261 | +429 | +1.54% | $10,457,737 |
| NVIDIA CORPORATION | NVDA | Technology | 2.81% | 50,937 | +1,357 | +2.74% | $10,191,907 |
| ISHARES TR | DVY | Other | 2.63% | 61,063 | +933 | +1.55% | $9,544,219 |
| ALPHABET INC | GOOGL | Communication Services | 2.29% | 23,239 | +7,553 | +48.15% | $8,305,049 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.98% | 45,408 | +86 | +0.19% | $7,175,785 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.78% | 56,227 | -443 | -0.78% | $6,459,401 |
| ISHARES TR | ITOT | Other | 1.76% | 38,772 | +144 | +0.37% | $6,369,008 |
| ISHARES TR | IDV | Other | 1.71% | 149,439 | +2,182 | +1.48% | $6,191,250 |
| SPDR GOLD TR | GLD | Other | 1.63% | 16,015 | +146 | +0.92% | $5,899,508 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.56% | 48,536 | +1,393 | +2.95% | $5,662,695 |
| ALPHABET INC | GOOG | Communication Services | 1.52% | 15,555 | +5,890 | +60.94% | $5,496,078 |
| GLOBAL X FDS | AIQ | Other | 1.49% | 82,563 | -493 | -0.59% | $5,416,931 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.31% | 148,674 | -2,238 | -1.48% | $4,753,109 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 19,721 | +7,048 | +55.61% | $4,700,303 |
| BROADCOM INC | AVGO | Technology | 1.11% | 10,680 | -165 | -1.52% | $4,034,387 |
| ISHARES TR | AGG | Other | 1.09% | 39,976 | +2,319 | +6.16% | $3,956,819 |
| EXXON MOBIL CORP | XOM | Energy | 1.05% | 27,893 | +3,088 | +12.45% | $3,813,502 |
| APPLIED DIGITAL CORP | APLD | Technology | 1.00% | 97,475 | -35 | -0.04% | $3,635,818 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.96% | 86,264 | +2,268 | +2.70% | $3,475,584 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.93% | 13,266 | +3,037 | +29.69% | $3,369,055 |
| ELI LILLY & CO | LLY | Healthcare | 0.91% | 2,744 | -11 | -0.40% | $3,291,339 |
| ISHARES TR | HDV | Other | 0.90% | 119,144 | +95,775 | +409.84% | $3,265,738 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.88% | 4,192 | -410 | -8.91% | $3,199,083 |
| VANGUARD WORLD FD | VGT | Other | 0.87% | 26,334 | +22,996 | +688.92% | $3,147,496 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.84% | 39,693 | +1,384 | +3.61% | $3,044,470 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.78% | 8,631 | +305 | +3.66% | $2,825,166 |
Showing 30 of 251 holdings in the latest reporting period.