Universe · entity

Global Wealth Management Investment Advisory, Inc.

Institutional manager (13F) · CIK 1767855
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $479M
#IssuerValueShares
1VANGUARD SCOTTSDALE FDS$23M279,071
2J P MORGAN EXCHANGE TRADED F$22M386,821
3VANGUARD SCOTTSDALE FDS$22M371,676
4NVIDIA CORPORATION$20M111,863
5ISHARES TR$19M209,741
6INVESCO QQQ TR$19M32,341
7APPLE INC$18M72,456
8ISHARES TR$18M26,885
9CHEVRON CORPORATION$16M75,220
10ISHARES TR$15M188,273
11MICROSOFT CORP$15M40,263
12VANGUARD WHITEHALL FDS$14M93,008
13ISHARES TR$13M264,985
14JPMORGAN CHASE & CO$12M41,906
15BANK AMERICA CORP$12M247,786
16ISHARES TR$11M169,622
17ABBVIE INC$10M47,021
18EXXON MOBIL CORP$9M54,008
19ALPHABET INC$9M31,461
20AMAZON COM INC$9M42,796
21ISHARES TR$8M63,955
22VERIZON COMMUNICATIONS INC$8M157,102
23MORGAN STANLEY$7M41,775
24DIGITAL RLTY TR INC$7M36,407
25COTERRA ENERGY INC$7M185,585
26ISHARES INC$6M92,545
27TRUIST FINL CORP$6M139,989
28JOHNSON & JOHNSON$6M25,336
29DOMINION ENERGY INC$6M99,681
30PROCTER & GAMBLE CO$6M42,287
31CAPITOL SER TR$6M241,357
32VICI PPTYS INC$6M219,343
33DOUBLELINE ETF TRUST$6M113,563
34CATERPILLAR INC$6M8,230
35CISCO SYS INC$6M73,569
36CROWN CASTLE INC$6M69,107
37DUKE ENERGY CORP NEW$6M42,820
38KIMBERLY-CLARK CORP$6M58,025
39AMGEN INC$5M15,386
40SOUTHERN CO$5M55,964
41CROWDSTRIKE HLDGS INC$5M13,147
42RTX CORPORATION$5M26,202
43CLOUDFLARE INC$5M24,068
44META PLATFORMS INC$5M8,641
45COSTCO WHOLESALE CORPORATION$5M4,901
46COCA COLA CO$5M62,828
47HOME DEPOT INC$5M14,331
48INTERNATIONAL BUSINESS MACHS$5M19,414
49MCDONALDS CORP$5M15,071
50CVS HEALTH CORP$5M65,115
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.