Global Wealth Strategies & Associates - Portfolio overview

Global Wealth Strategies & Associates has 614 reported holdings in this dataset, with the latest filing dated 2026-04-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 30.00%
2. IEFA - ISHARES CORE MSCI EAFE ETF, 10.81%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 7.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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