13F Insight
DOSSIER · 13F-HR · Q3 2026

Global Wealth Strategies & Associates

$546M in tracked AUM across 114 positions as of Q3 2026.

GW
CIK 0001912297 · last filed Sep 30, 2026
Total AUM
$546M
as of Q3 2026
Holdings
114
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Global Wealth Strategies & Associates filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$151M215K27.6%02
IEFA
ISHARES CORE MSCI EAFE ETF
$50M514K9.1%03
QQQM
INVESCO NASDAQ 100 ETF
$36M119K6.7%04
BND
VANGUARD TOTAL BOND MARKET ETF
$32M456K5.9%05
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$27M393K5.0%06
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$26M109K4.7%07
QQQ
INVESCO QQQ TRUST SERIES I
$22M30K4.0%08
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$18M90K3.2%09
IJR
ISHARES CORE S&P SMALL CAP ETF
$14M105K2.6%10
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
$13M249K2.3%

Filing history

2026Q3Sep 30
$546M▲ 3.4%
114 positionsView →2026Q2Jun 30
$528M▲ 29.6%
97 positionsView →2026Q1Mar 31
$407M▲ 1.5%
543 positionsView →2025Q4Dec 31
$401M▲ 225.4%
549 positionsView →2025Q3Sep 30
$123M▼ 64.7%
252 positionsLocked2025Q2Jun 30
$349M▲ 5.9%
378 positionsLocked2025Q1Mar 31
$330M▲ 3.2%
473 positionsLocked2024Q4Dec 31
$320M▲ 5.0%
453 positionsLocked2024Q3Sep 30
$304M▲ 9.3%
373 positionsLocked2024Q2Jun 30
$279M▲ 4.8%
349 positionsLocked2024Q1Mar 31
$266M▲ 10.7%
361 positionsLocked2023Q4Dec 31
$240M▲ 12.2%
345 positionsLocked
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