CIK 1767855
Global Wealth Management Investment Advisory, Inc.
Institutional 13F holdings & portfolio
Holdings
151
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 151
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 389K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 269K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 114K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 372K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 32K | $1M+ | SH |
| AAPL | APPLE INC | 73K | $1M+ | SH |
| IVV | ISHARES TR | 27K | $1M+ | SH |
| IEFA | ISHARES TR | 201K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 32K | $1M+ | SH |
| HYG | ISHARES TR | 181K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 98K | $1M+ | SH |
| SLQD | ISHARES TR | 259K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 40K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 235K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 77K | $1M+ | SH |
| GOOGL | ALPHABET INC | 34K | $1M+ | SH |
| IJH | ISHARES TR | 158K | $1M+ | SH |
| ABBV | ABBVIE INC | 45K | $1M+ | SH |
| AMZN | AMAZON COM INC | 41K | $1M+ | SH |
| IJR | ISHARES TR | 60K | $1M+ | SH |
| MS | MORGAN STANLEY | 40K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 33K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 135K | $1M+ | SH |
| SCEC | CAPITOL SER TR | 259K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 158K | $1M+ | SH |
| CAT | CATERPILLAR INC | 11K | $1M+ | SH |
| IEMG | ISHARES INC | 90K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 41K | $1M+ | SH |
| VICI | VICI PPTYS INC | 205K | $1M+ | SH |
| DCRE | DOUBLELINE ETF TRUST | 110K | $1M+ | SH |
| D | DOMINION ENERGY INC | 97K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 56K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 63K | $1M+ | SH |
| CSCO | CISCO SYS INC | 72K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| WMT | WALMART INC | 49K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 35K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 15K | $1M+ | SH |
| RTX | RTX CORPORATION | 28K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 64K | $1M+ | SH |
| AMGN | AMGEN INC | 16K | $1M+ | SH |
| ORCL | ORACLE CORP | 26K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 42K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 184K | $1M+ | SH |
| HD | HOME DEPOT INC | 14K | $1M+ | SH |
| MCD | MCDONALDS CORP | 16K | $1M+ | SH |
| SO | SOUTHERN CO | 54K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 46K | $1M+ | SH |