Global Wealth Management Investment Advisory, Inc. - Portfolio overview

Global Wealth Management Investment Advisory, Inc. has 172 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 3.52%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 3.34%
3. VGSH - VANGUARD SCOTTSDALE FDS, 3.31%

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

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