Global Wealth Management Investment Advisory, Inc. holds a diversified book of 160 stocks worth $702.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard Int-Term Corporate at 4% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767855/holdings"
Use Arkolith to show Global Wealth Management Investment Advisory, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Global Wealth Management Investment Advisory, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Global Wealth Management Investment Advisory, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
| MORGAN STANLEY | 79 / 80 | $563.7B |
| UBS Group AG | 79 / 80 | $152.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $98.4B |
| AE Wealth Management LLC | 79 / 80 | $5.3B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.3B |
| LPL Financial LLC | 78 / 80 | $82.8B |
| JONES FINANCIAL COMPANIES LLLP | 78 / 80 | $76.0B |
Ranked by how many of Global Wealth Management Investment Advisory, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $25.2M | 304.4K | 3.6% | ▲+9.1% Added · +25K sh | |
| 2 | J P Morgan Exchange Traded F EQUITY PREMIUM | $23.9M | 423.9K | 3.4% | ▲+9.6% Added · +37K sh | |
| 3 | Vanguard Scottsdale FDS SHORT TERM TREAS | $22.7M | 389.7K | 3.2% | ▲+4.8% Added · +18K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $22.6M | 30.6K | 3.2% | ▼−5.3% Reduced · −2K sh | |
| 5 | Nvidia Corporation COM | $22.4M | 111.8K | 3.2% | ▼−0.1% Reduced · −59 sh | |
| 6 | Apple Inc COM | $21.4M | 73.9K | 3.0% | ▲+2.0% Added · +1K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $21.1M | 218.5K | 3.0% | ▲+4.2% Added · +9K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $20.0M | 26.7K | 2.8% | ▼−0.7% Reduced · −186 sh | |
| 9 | Microsoft Corp COM | $16.4M | 44.0K | 2.3% | ▲+9.3% Added · +4K sh | |
| 10 | Ishares TR IBOXX HI YD ETF | $16.1M | 201.5K | 2.3% | ▲+7.0% Added · +13K sh | |
| 11 | Vanguard Whitehall FDS HIGH DIV YLD | $15.2M | 95.9K | 2.2% | ▲+3.1% Added · +3K sh | |
| 12 | Bank Of Amer Corp COM | $15.0M | 264.1K | 2.1% | ▲+6.6% Added · +16K sh | |
| 13 | JPMorgan Chase & Co COM | $14.4M | 43.9K | 2.0% | ▲+4.8% Added · +2K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $14.1M | 182.2K | 2.0% | ▲+7.4% Added · +13K sh | |
| 15 | Ishares TR 0-5YR INVT GR CP | $13.9M | 275.4K | 2.0% | ▲+3.9% Added · +10K sh | |
| 16 | Chevron Corporation COM | $13.1M | 79.0K | 1.9% | ▲+5.0% Added · +4K sh | |
| 17 | Abbvie Inc COM | $12.7M | 50.3K | 1.8% | ▲+7.0% Added · +3K sh | |
| 18 | Alphabet Inc CAP STK CL A | $11.3M | 31.6K | 1.6% | ▲+0.3% Added · +90 sh | |
| 19 | Amazon Com Inc COM | $10.5M | 43.9K | 1.5% | ▲+2.7% Added · +1K sh | |
| 20 | Ishares TR CORE S&P SCP ETF | $10.0M | 67.5K | 1.4% | ▲+5.6% Added · +4K sh | |
| 21 | Crowdstrike Hldgs Inc CL A | $9.8M | 12.8K | 1.4% | ▼−2.5% Reduced · −327 sh | |
| 22 | Palo Alto Networks Inc COM | $9.5M | 27.8K | 1.4% | ▼−0.7% Reduced · −188 sh | |
| 23 | Morgan Stanley COM NEW | $8.7M | 41.6K | 1.2% | ▼−0.3% Reduced · −148 sh | |
| 24 | Ishares Inc CORE MSCI EMKT | $8.0M | 97.1K | 1.1% | ▲+4.9% Added · +5K sh | |
| 25 | Caterpillar Inc COM | $7.7M | 7.2K | 1.1% | ▼−12% Reduced · −1K sh | |
| 26 | Truist Finl Corp COM | $7.5M | 149.6K | 1.1% | ▲+6.8% Added · +10K sh | |
| 27 | Verizon Communications Inc COM | $7.0M | 165.1K | 1.0% | ▲+5.1% Added · +8K sh | |
| 28 | Dominion Energy Inc COM | $6.9M | 101.3K | 1.0% | ▲+1.6% Added · +2K sh | |
| 29 | Cisco Sys Inc COM | $6.8M | 58.0K | 1.0% | ▼−21% Reduced · −16K sh | |
| 30 | Johnson & Johnson COM | $6.8M | 26.7K | 1.0% | ▲+5.3% Added · +1K sh | |
| 31 | Procter & Gamble Co COM | $6.7M | 46.0K | 1.0% | ▲+8.8% Added · +4K sh | |
| 32 | Digital Rlty TR Inc COM | $6.7M | 37.1K | 0.9% | ▲+2.0% Added · +739 sh | |
| 33 | Kimberly-Clark Corp COM | $6.6M | 60.3K | 0.9% | ▲+4.0% Added · +2K sh | |
| 34 | Capitol Ser TR STERL CAP BD ETF | $6.6M | 264.0K | 0.9% | ▲+9.4% Added · +23K sh | |
| 35 | Amgen Inc COM | $6.0M | 16.7K | 0.9% | ▲+8.5% Added · +1K sh | |
| 36 | Cloudflare Inc CL A COM | $6.0M | 24.4K | 0.9% | ▲+1.5% Added · +356 sh | |
| 37 | Doubleline ETF Trust COMMERCIAL REAL | $6.0M | 115.6K | 0.9% | ▲+1.8% Added · +2K sh | |
| 38 | Delta Air Lines Inc COM NEW | $5.9M | 63.0K | 0.8% | ▲+5.0% Added · +3K sh | |
| 39 | International Business Machs COM | $5.8M | 20.6K | 0.8% | ▲+6.3% Added · +1K sh | |
| 40 | Duke Energy Corp New COM NEW | $5.8M | 45.6K | 0.8% | ▲+6.6% Added · +3K sh | |
| 41 | McDonalds Corp COM | $5.5M | 20.4K | 0.8% | ▲+35% Added · +5K sh | |
| 42 | American Express Co COM | $5.5M | 16.1K | 0.8% | ▲+5.9% Added · +893 sh | |
| 43 | Eli Lilly & Co COM | $5.4M | 4.5K | 0.8% | ▼−1.1% Reduced · −49 sh | |
| 44 | Home Depot Inc COM | $5.4M | 15.2K | 0.8% | ▲+6.2% Added · +886 sh | |
| 45 | Southern Co COM | $5.3M | 55.8K | 0.8% | ▼−0.2% Reduced · −133 sh | |
| 46 | RTX Corporation COM | $5.3M | 28.1K | 0.8% | ▲+7.2% Added · +2K sh | |
| 47 | Coca Cola Co COM | $5.3M | 65.1K | 0.8% | ▲+3.7% Added · +2K sh | |
| 48 | Devon Energy Corp New COM | $5.3M | 128.0K | 0.8% | ▲New New position | |
| 49 | Vici Pptys Inc COM | $5.1M | 193.7K | 0.7% | ▼−12% Reduced · −26K sh | |
| 50 | CVS Health Corp COM | $5.1M | 49.6K | 0.7% | ▼−24% Reduced · −15K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 160 | $702.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 158 | $638.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 151 | $624.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 152 | $596.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 143 | $532.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 139 | $500.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 143 | $485.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 135 | $463.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.