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 101–150 of 151
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSA | PUBLIC STORAGE OPER CO | 4K | $500K+ | SH |
| KKR | KKR & CO INC | 8K | $500K+ | SH |
| MUB | ISHARES TR | 9K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 18K | $500K+ | SH |
| PLD | PROLOGIS INC. | 7K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 11K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| O | REALTY INCOME CORP | 16K | $500K+ | SH |
| WTMF | WISDOMTREE TR | 23K | $500K+ | SH |
| GCC | WISDOMTREE TR | 40K | $500K+ | SH |
| ICSH | ISHARES TR | 16K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| ENB | ENBRIDGE INC | 14K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 13K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 12K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 5K | $500K+ | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 783 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| CMI | CUMMINS INC | 586 | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |
| AON | AON PLC | 757 | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 4K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 282 | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 966 | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 7K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 777 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 579 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 764 | $100K–$500K | SH |
| LOW | LOWES COS INC | 890 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 570 | $100K–$500K | SH |