13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealth Management Associates, Inc.

$362M in tracked AUM across 254 positions as of Q2 2026.

WM
CIK 0002067339 · last filed Jun 30, 2026
Total AUM
$362M
as of Q2 2026
Holdings
254
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealth Management Associates, Inc. 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
AAPL
APPLE INC
$45M157K12.5%02
IVV
ISHARES TR
$14M19K3.9%03
TLT
ISHARES TR
$13M148K3.5%04
MSFT
MICROSOFT CORP
$11M29K3.0%05
VTI
VANGUARD INDEX FDS
$10M28K2.9%06
NVDA
NVIDIA CORPORATION
$10M51K2.8%07
DVY
ISHARES TR
$10M61K2.6%08
GOOGL
ALPHABET INC
$8M23K2.3%09
VYM
VANGUARD WHITEHALL FDS
$7M45K2.0%10
TDIV
FIRST TR EXCHANGE TRADED FD
$6M56K1.8%

Filing history

2026Q2Jun 30
$362M▲ 25.1%
254 positionsView →2026Q1Mar 31
$290M▲ 0.7%
234 positionsView →2025Q4Dec 31
$288M▲ 2.0%
235 positionsView →2025Q3Sep 30
$282M▲ 9.7%
230 positionsView →2025Q2Jun 30
$257M▲ 164.7%
219 positionsLocked2025Q1Mar 31
$97M▲ 1.0%
104 positionsLocked2024Q4Dec 31
$96M▲ 6.8%
105 positionsLocked2024Q3Sep 30
$90M▲ 8.7%
104 positionsLocked2024Q2Jun 30
$83M— 0.0%
96 positionsLocked2024Q1Mar 31
$83M▲ 14.8%
96 positionsLocked2023Q4Dec 31
$72M▲ 9.4%
92 positionsLocked2023Q3Sep 30
$66M▼ 1.0%
90 positionsLocked
Showing 12 of 31