Global Wealth Strategies & Associates

DOSSIER · 13F-HR · Q2 2026

Global Wealth Strategies & Associates

$528M in tracked AUM across 97 positions as of Q2 2026.

GW

CIK 0001912297 · last filed Jun 30, 2026

Total AUM

$528M

as of Q2 2026

Holdings

97

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Global Wealth Strategies & Associates filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VOO

VANGUARD S&P 500 ETF

$145M211K27.4%02

IEFA

ISHARES CORE MSCI EAFE ETF

$49M504K9.2%03

QQQM

INVESCO NASDAQ 100 ETF

$36M118K6.8%04

BND

VANGUARD TOTAL BOND MARKET ETF

$33M447K6.2%05

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$26M377K4.9%06

VIG

VANGUARD DIVIDEND APPRECIATION ETF

$25M107K4.8%07

QQQ

INVESCO QQQ TRUST SERIES I

$22M30K4.1%08

IJR

ISHARES CORE S&P SMALL CAP ETF

$16M105K3.0%09

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF