Wealth Management Associates, Inc. holds a diversified book of 254 stocks worth $362.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Oracle Corp and trimmed FT Nasdaq Tech DVD Index FD. Their largest long position is Apple Inc at 13% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+19.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Wealth Management Associates, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +26.9%, a 3.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wealth Management Associates, 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.
61% 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 Wealth Management Associates, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $545.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $412.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $181.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.0B |
| UBS Group AG | 80 / 80 | $157.1B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $144.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $114.1B |
| LPL Financial LLC | 80 / 80 | $86.6B |
Ranked by how many of Wealth Management Associates, 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 | Apple Inc COM | $45.4M | 156.8K | 12.5% | ▲+160% Added · +96K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $14.1M | 18.8K | 3.9% | ▲~0% Added · +4 sh | |
| 3 | Ishares TR 20 YR TR BD ETF | $12.8M | 148.0K | 3.5% | ▲+1.2% Added · +2K sh | |
| 4 | Microsoft Corp COM | $11.0M | 29.5K | 3.0% | ▲+37% Added · +8K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $10.5M | 28.3K | 2.9% | ▲+1.5% Added · +429 sh | |
| 6 | Nvidia Corporation COM | $10.2M | 50.9K | 2.8% | ▲+2.7% Added · +1K sh | |
| 7 | Ishares TR SELECT DIVID ETF | $9.5M | 61.1K | 2.6% | ▲+1.6% Added · +933 sh | |
| 8 | Alphabet Inc CAP STK CL A | $8.3M | 23.2K | 2.3% | ▲+48% Added · +8K sh | |
| 9 | Vanguard Whitehall FDS HIGH DIV YLD | $7.2M | 45.4K | 2.0% | ▲+0.2% Added · +86 sh | |
| 10 | First TR Exchange Traded FD NASD TECH DIV | $6.5M | 56.2K | 1.8% | ▼−0.8% Reduced · −443 sh | |
| 11 | Ishares TR CORE S&P TTL STK | $6.4M | 38.8K | 1.8% | ▲+0.4% Added · +144 sh | |
| 12 | Ishares TR INTL SEL DIV ETF | $6.2M | 149.4K | 1.7% | ▲+1.5% Added · +2K sh | |
| 13 | SPDR Gold TR GOLD SHS | $5.9M | 16.0K | 1.6% | ▲+0.9% Added · +146 sh | |
| 14 | Palantir Technologies Inc CL A | $5.7M | 48.5K | 1.6% | ▲+3.0% Added · +1K sh | |
| 15 | Alphabet Inc CAP STK CL C | $5.5M | 15.6K | 1.5% | ▲+61% Added · +6K sh | |
| 16 | Global X FDS ARTIFICIAL ETF | $5.4M | 82.6K | 1.5% | ▼−0.6% Reduced · −493 sh | |
| 17 | Kinder Morgan Inc Del COM | $4.8M | 148.7K | 1.3% | ▼−1.5% Reduced · −2K sh | |
| 18 | Amazon Com Inc COM | $4.7M | 19.7K | 1.3% | ▲+56% Added · +7K sh | |
| 19 | Broadcom Inc COM | $4.0M | 10.7K | 1.1% | ▼−1.5% Reduced · −165 sh | |
| 20 | Ishares TR CORE US AGGBD ET | $4.0M | 40.0K | 1.1% | ▲+6.2% Added · +2K sh | |
| 21 | Exxon Mobil Corp COM | $3.8M | 27.9K | 1.1% | ▲+12% Added · +3K sh | |
| 22 | Applied Digital Corp COM NEW | $3.6M | 97.5K | 1.0% | ▼~0% Reduced · −35 sh | |
| 23 | Ssga Active ETF TR ST STR BL LN ETF | $3.5M | 86.3K | 1.0% | ▲+2.7% Added · +2K sh | |
| 24 | Johnson & Johnson COM | $3.4M | 13.3K | 0.9% | ▲+30% Added · +3K sh | |
| 25 | Eli Lilly & Co COM | $3.3M | 2.7K | 0.9% | ▼−0.4% Reduced · −11 sh | |
| 26 | Ishares TR CORE HIGH DV ETF | $3.3M | 119.1K | 0.9% | ▲+410% Added · +96K sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $3.2M | 4.2K | 0.9% | ▼−8.9% Reduced · −410 sh | |
| 28 | Vanguard World FD INF TECH ETF | $3.1M | 26.3K | 0.9% | ▲+689% Added · +23K sh | |
| 29 | Vanguard BD Index FDS INTERMED TERM | $3.0M | 39.7K | 0.8% | ▲+3.6% Added · +1K sh | |
| 30 | JPMorgan Chase & Co COM | $2.8M | 8.6K | 0.8% | ▲+3.7% Added · +305 sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $2.8M | 3.8K | 0.8% | ▲+2.1% Added · +78 sh | |
| 32 | Axon Enterprise Inc COM | $2.6M | 4.7K | 0.7% | ▼−6.8% Reduced · −342 sh | |
| 33 | Fidelity Comwlth TR NASDAQ COMPSIT | $2.4M | 23.0K | 0.7% | ▲+2.3% Added · +516 sh | |
| 34 | Sprott Asset Management LP PHYSICAL GOLD TR | $2.3M | 75.1K | 0.6% | ▼−1.6% Reduced · −1K sh | |
| 35 | Micron Technology Inc COM | $2.0M | 1.8K | 0.6% | ▲+20% Added · +298 sh | |
| 36 | AT&T Inc COM | $2.0M | 98.2K | 0.6% | ▼−2.7% Reduced · −3K sh | |
| 37 | Merck & Co Inc COM | $2.0M | 15.6K | 0.6% | ▲+37% Added · +4K sh | |
| 38 | Public SVC Enterprise Group COM | $2.0M | 24.4K | 0.5% | ▼−0.4% Reduced · −105 sh | |
| 39 | Ishares TR FUTU AI TECH ETF | $2.0M | 25.7K | 0.5% | ▲+2.2% Added · +550 sh | |
| 40 | Ge Aerospace COM NEW | $2.0M | 5.2K | 0.5% | ▲+2.8% Added · +141 sh | |
| 41 | Bank Of Amer Corp COM | $1.9M | 33.7K | 0.5% | ▲+6.9% Added · +2K sh | |
| 42 | Chevron Corporation COM | $1.9M | 11.5K | 0.5% | ▲+46% Added · +4K sh | |
| 43 | Oracle Corp COM | $1.8M | 12.3K | 0.5% | ▲New New position | |
| 44 | Navitas Semiconductor Corp COM | $1.7M | 97.3K | 0.5% | ▲+3.7% Added · +3K sh | |
| 45 | Verizon Communications Inc COM | $1.7M | 40.5K | 0.5% | ▼−3.8% Reduced · −2K sh | |
| 46 | Abbvie Inc COM | $1.7M | 6.8K | 0.5% | ▲+3.9% Added · +253 sh | |
| 47 | Columbia ETF TR I CORE BOND ETF | $1.6M | 53.2K | 0.4% | ▲+3.9% Added · +2K sh | |
| 48 | Cisco Sys Inc COM | $1.5M | 13.1K | 0.4% | ▲+23% Added · +2K sh | |
| 49 | Pfizer Inc COM | $1.5M | 63.1K | 0.4% | ▲+2.2% Added · +1K sh | |
| 50 | Ge Vernova Inc COM | $1.5M | 1.2K | 0.4% | ▼−3.5% Reduced · −45 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 21, 2026 | 254 | $362.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 234 | $289.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 235 | $287.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 230 | $281.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 219 | $257.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 212 | $233.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 28, 2025 | 210 | $234.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | May 28, 2025 | 209 | $227.4M | 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.