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

Global Wealth Strategies & Associates

Global Wealth Strategies & Associates's hedge fund based in New York, NY — $407M in tracked AUM across 543 positions as of Q1 2026.

GW
Global Wealth Strategies & Associates·New York, NY·Hedge Fund
CIK 0001912297 · last filed Mar 31, 2026
Total AUM
$407M
▼ 9.6%
vs prior
Holdings
543
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Global Wealth Strategies & Associates 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
VOO
VANGUARD S&P 500 ETF
$122M205K30.1%
02
IEFA
ISHARES CORE MSCI EAFE ETF
$44M487K10.8%
03
BND
VANGUARD TOTAL BOND MARKET ETF
$32M434K7.9%
04
QQQM
INVESCO NASDAQ 100 ETF
$27M113K6.6%
05
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$21M356K5.1%
06
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$21M96K5.1%
07
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
$13M248K3.2%
08
MUB
ISHARES NATIONAL MUNI BOND ETF
$12M117K3.0%
09
IAU
ISHARES GOLD TRUST
$11M120K2.6%
10
SCHA
SCHWAB U.S. SMALL-CAP ETF
$8M286K2.0%

Filing history

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