Global Wealth Strategies & Associates
$528M 13F equity value
539 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Global Wealth Strategies & Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 210,745 | $145M | 27.4% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 503,820 | $49M | 9.2% |
| QQQM | INVESCO NASDAQ 100 ETF | 117,650 | $36M | 6.8% |
| BND | VANGUARD TOTAL BOND MARKET ETF | 446,933 | $33M | 6.2% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 377,330 | $26M | 4.9% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 106,556 | $25M | 4.8% |
| QQQ | INVESCO QQQ TRUST SERIES I | 29,671 | $22M | 4.1% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 105,340 | $16M | 3.0% |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 76,299 | $15M | 2.8% |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 267,361 | $14M | 2.7% |
Track Global Wealth Strategies & Associates's 13F portfolio: $528M in reported holdings, 539 positions. Top holdings and quarterly changes on SentiSense.
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