Global Wealth Management Investment Advisory, Inc.
SEC Form 13F institutional filer · CIK 0001767855
13F-HR · 90 reported holdings · 2026-03-31
Reported long-US-equity value
$0.46B
Top-10 concentration
43.6%
Global Wealth Management Investment Advisory, Inc. — $462M AUM allocation strategy
Global Wealth Management Investment Advisory, Inc. files SEC Form 13F and reports $462M of long US equity value across 90 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.5%, followed by Information Technology 11.4% and Energy 5.4%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Global Wealth Management Investment Advisory, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$462M
total across 90 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +31.5K sh · +$2.56M+$IBM +18.6K sh · +$4.48M+$VICI +14.5K sh · +$231K
Biggest trims (shares)
−$WMT −11.8K sh · −$827K−$JNJ −7.19K sh · −$538K−$XOM −4.31K sh · +$2.15M
Exited to nil (held last quarter, gone now)
$ORCL ($5.04M last qtr)$T ($286K last qtr)$IYY ($275K last qtr)$GS ($248K last qtr)$LOW ($215K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks6.7%—
- Integrated Oil & Gas5.4%—
- Semiconductors4.2%—
- Technology Hardware, Storage & Peripherals4.0%—
- Asset Management & Custody Banks3.3%—
- Systems Software3.2%—
- Biotechnology2.2%—
- Interactive Media & Services2.0%—
- Other holdings69.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 112K | $19.5M | -2.38K | 4.2% |
| $AAPL | Apple Inc | 72.5K | $18.4M | -873 | 4.0% |
| $CVX | Chevron Corporation | 75.2K | $15.6M | -1.38K | 3.4% |
| $BLK | BlackRock Inc | 191K | $15.3M | +7.62K | 3.3% |
| $MSFT | Microsoft Corporation | 40.3K | $14.9M | +7.79K | 3.2% |
| $JPM | JP Morgan Chase & Co | 41.9K | $12.3M | +1.47K | 2.7% |
| $BAC | Bank of America Corporation | 248K | $12.1M | +12.6K | 2.6% |
| $ABBV | AbbVie Inc | 47K | $10.2M | +1.77K | 2.2% |
…and 82 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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