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 51–100 of 151
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 13K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 9K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 73K | $1M+ | SH |
| KO | COCA COLA CO | 62K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 52K | $1M+ | SH |
| PEP | PEPSICO INC | 29K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 50K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 57K | $1M+ | SH |
| NFLX | NETFLIX INC | 42K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 12K | $1M+ | SH |
| IWY | ISHARES TR | 13K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 19K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 42K | $1M+ | SH |
| TJX | TJX COS INC NEW | 23K | $1M+ | SH |
| MCK | MCKESSON CORP | 4K | $1M+ | SH |
| SHOP | SHOPIFY INC | 22K | $1M+ | SH |
| DMBS | DOUBLELINE ETF TRUST | 66K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 15K | $1M+ | SH |
| NET | CLOUDFLARE INC | 15K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 43K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 48K | $1M+ | SH |
| IWX | ISHARES TR | 22K | $1M+ | SH |
| DGRO | ISHARES TR | 26K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 58K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| DCMT | DOUBLELINE ETF TRUST | 55K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| CELH | CELSIUS HLDGS INC | 31K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| EFV | ISHARES TR | 18K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 57K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 18K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 77K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 84K | $1M+ | SH |
| IWS | ISHARES TR | 8K | $1M+ | SH |
| EFG | ISHARES TR | 10K | $1M+ | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 97K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 88K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| VTR | VENTAS INC | 13K | $1M+ | SH |