Global Wealth Management Investment Advisory, Inc. holds a diversified book of 160 reported positions worth $702.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Global Wealth Management Investment Advisory, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.1 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 each quarter's actual reporting lag, ~29 days for the latest filing, with 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
+5 sectors below the cut, 10% together
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 (an exit at the prior quarter-end), 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 |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 46 / 80 | $1.0B |
| New World Advisors LLC | 36 / 80 | $530.2M |
| Emerald Advisors, LLC | 37 / 80 | $689.4M |
| Draper Asset Management, LLC | 8 / 80 | $162.6M |
| Independent Investors Inc | 27 / 80 | $416.3M |
| Warren Buffett | 8 / 80 | $232.5B |
| Hoey Investments, Inc | 49 / 80 | $591.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Global Wealth Management Investment Advisory, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Global Wealth Management Investment Advisory, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 160 | $702.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 158 | $638.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 151 | $624.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 27d | 152 | $596.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 143 | $532.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29d | 139 | $500.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 143 | $485.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 135 | $463.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.