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

Wealth Management Associates, Inc.

Wealth Associates's asset manager based in Chicago, IL — $290M in tracked AUM across 234 positions as of Q1 2026.

WA
Wealth Associates·Chicago, IL·Asset Manager
CIK 0002067339 · last filed Mar 31, 2026
Total AUM
$290M
▼ 15.7%
vs prior
Holdings
234
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wealth Management Associates, 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
AAPL
APPLE INC
$15M60K5.3%
02
TLT
ISHARES TR
$13M146K4.4%
03
IVV
ISHARES TR
$12M19K4.3%
04
DVY
ISHARES TR
$9M60K3.1%
05
VTI
VANGUARD INDEX FDS
$9M28K3.1%
06
NVDA
NVIDIA CORPORATION
$9M50K3.0%
07
MSFT
MICROSOFT CORP
$8M21K2.7%
08
PLTR
PALANTIR TECHNOLOGIES INC
$7M47K2.4%
09
GLD
SPDR GOLD TR
$7M16K2.4%
10
VYM
VANGUARD WHITEHALL FDS
$7M45K2.3%

Filing history

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