13F Insight
DOSSIER · 13F-HR · Q1 2026

Global Wealth Management Investment Advisory, Inc.

$638M in tracked AUM across 158 positions as of Q1 2026.

GW
CIK 0001767855 · last filed Mar 31, 2026
Total AUM
$638M
as of Q1 2026
Holdings
158
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Global Wealth Management Investment Advisory, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$23M279K3.6%02
JEPI
J P MORGAN EXCHANGE TRADED F
$22M387K3.4%03
VGSH
VANGUARD SCOTTSDALE FDS
$22M372K3.4%04
NVDA
NVIDIA CORPORATION
$20M112K3.1%05
IEFA
ISHARES TR
$19M210K3.0%06
QQQ
INVESCO QQQ TR
$19M32K2.9%07
AAPL
APPLE INC
$18M72K2.9%08
IVV
ISHARES TR
$18M27K2.8%09
CVX
CHEVRON CORPORATION
$16M75K2.4%10
HYG
ISHARES TR
$15M188K2.3%

Filing history

2026Q1Mar 31
$638M▲ 2.3%
158 positionsView →2025Q4Dec 31
$624M▲ 4.6%
151 positionsView →2025Q3Sep 30
$596M▲ 11.9%
152 positionsView →2025Q2Jun 30
$533M▲ 6.6%
143 positionsLocked2025Q1Mar 31
$500M▲ 3.1%
139 positionsLocked2024Q4Dec 31
$485M▲ 4.7%
143 positionsLocked2024Q3Sep 30
$463M▲ 7.8%
135 positionsLocked2024Q2Jun 30
$430M▲ 5.3%
131 positionsLocked2024Q1Mar 31
$408M▲ 4.8%
133 positionsLocked2023Q4Dec 31
$390M▲ 9.1%
475 positionsLocked2023Q3Sep 30
$357M▼ 2.0%
477 positionsLocked2023Q2Jun 30
$364M▲ 9.7%
484 positionsLocked
Showing 12 of 30