Global Wealth Management Investment Advisory, Inc.

13F filer · CIK 0001767855

Reported Jul 29, 2026

13F portfolio value$703MU.S. long equity reported on 13F

Positions105Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight23.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026105 positions
QQQInvesco QQQ Trust, Series 1	$22.6M	3.21%	Not reported	-5.3%	Q4 2018
NVDANvidia Corp	$22.4M	3.18%	0.00%	-0.1%	Q4 2018
AAPLApple Inc.	$21.4M	3.04%	0.00%	+2.0%	Q4 2018
MSFTMicrosoft Corp	$16.4M	2.33%	0.00%	+9.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$15.2M	2.16%	Not reported	+3.1%	Q4 2018
BACBank of America Corp	$15M	2.14%	0.00%	+6.6%	Q4 2018
JPMJPMorgan Chase & Co	$14.4M	2.05%	0.00%	+4.8%	Q4 2018
CVXChevron Corp	$13.1M	1.86%	0.00%	+5.0%	Q4 2018
ABBVAbbVie Inc.	$12.7M	1.80%	0.00%	+7.0%	Q4 2018
GOOGLAlphabet Inc.	$11.3M	1.60%	0.00%	+0.3%	Q4 2018
AMZNAmazon Com Inc	$10.5M	1.49%	0.00%	+2.7%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$9.78M	1.39%	0.01%	-2.5%	Q3 2019
PANWPalo Alto Networks Inc	$9.49M	1.35%	0.00%	-0.7%	Q4 2018
MSMorgan Stanley	$8.7M	1.24%	0.00%	-0.4%	Q4 2018
CATCaterpillar Inc	$7.67M	1.09%	0.00%	-12.5%	Q4 2018
TFCTruist Financial Corp	$7.45M	1.06%	0.01%	+6.9%	Q4 2019
VZVerizon Communications Inc	$6.99M	0.99%	0.00%	+5.1%	Q4 2018
DDominion Energy, Inc	$6.92M	0.98%	0.01%	+1.6%	Q4 2018
CSCOCisco Systems, Inc.	$6.82M	0.97%	0.00%	-21.1%	Q4 2018
JNJJohnson & Johnson	$6.78M	0.96%	0.00%	+5.3%	Q4 2018
PGPROCTER & GAMBLE Co	$6.74M	0.96%	0.00%	+8.8%	Q4 2018
DLRDigital Realty Trust, Inc.	$6.67M	0.95%	0.01%	+2.0%	Q4 2018
KMBKimberly Clark Corp	$6.62M	0.94%	0.02%	+4.0%	Q4 2018
AMGNAmgen Inc	$6.05M	0.86%	0.00%	+8.6%	Q4 2018
NETCloudflare, Inc.	$5.99M	0.85%	Not reported	+1.5%	Q3 2019
DALDelta Air Lines, Inc.	$5.9M	0.84%	0.01%	+5.0%	Q4 2018
IBMInternational Business Machines Corp	$5.8M	0.83%	0.00%	+6.3%	Q4 2018
DUKDuke Energy CORP	$5.78M	0.82%	0.01%	+6.6%	Q4 2018
MCDMcdonalds Corp	$5.51M	0.78%	0.00%	+35.3%	Q4 2018
AXPAmerican Express Co	$5.45M	0.78%	0.00%	+5.9%	Q4 2018
LLYELI LILLY & Co	$5.43M	0.77%	0.00%	-1.1%	Q4 2018
HDHome Depot, Inc.	$5.37M	0.76%	0.00%	+6.2%	Q4 2018
SOSouthern Co	$5.34M	0.76%	0.01%	-0.2%	Q4 2018
RTXRTX Corp	$5.33M	0.76%	0.00%	+7.3%	Q2 2020
KOCoca Cola Co	$5.29M	0.75%	0.00%	+3.7%	Q4 2018
DVNDevon Energy Corp	$5.29M	0.75%	0.02%	Not reported	Q4 2018
VICIVici Properties Inc.	$5.14M	0.73%	0.02%	-11.7%	Q2 2022
CVSCVS HEALTH Corp	$5.14M	0.73%	0.00%	-23.8%	Q4 2018
METAMeta Platforms, Inc.	$5.06M	0.72%	Not reported	+3.9%	Q4 2018
GDGeneral Dynamics Corp	$4.91M	0.70%	0.01%	+4.5%	Q4 2018
COSTCostco Wholesale Corp	$4.86M	0.69%	0.00%	+6.0%	Q4 2018
CCICrown Castle Inc.	$4.64M	0.66%	0.01%	-11.3%	Q4 2018
NEENextera Energy Inc	$4.58M	0.65%	0.00%	+5.9%	Q4 2018
WMTWalmart Inc.	$4.45M	0.63%	0.00%	+4.7%	Q4 2018
UPSUnited Parcel Service Inc	$4.34M	0.62%	0.01%	+3.0%	Q4 2018
MDTMedtronic plc	$4.3M	0.61%	0.00%	+11.8%	Q4 2018
PEPPepsico Inc	$4.24M	0.60%	0.00%	+5.9%	Q4 2018
MARMarriott International Inc	$4.22M	0.60%	0.00%	+4.7%	Q4 2018
UBERUber Technologies, Inc	$4.19M	0.60%	0.00%	+7.1%	Q2 2019
SHOPShopify Inc.	$4.18M	0.60%	0.01%	+8.5%	Q4 2018

Q1 2026Reported May 1, 2026103 positions
NVDANvidia Corp	$19.5M	3.06%	0.00%	-2.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$18.7M	2.92%	Not reported	-0.4%	Q4 2018
AAPLApple Inc.	$18.4M	2.88%	0.00%	-1.2%	Q4 2018
CVXChevron Corp	$15.6M	2.44%	0.00%	-1.8%	Q4 2018
MSFTMicrosoft Corp	$14.9M	2.33%	0.00%	+24.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.8M	2.16%	Not reported	-5.4%	Q4 2018
JPMJPMorgan Chase & Co	$12.3M	1.93%	0.00%	+3.7%	Q4 2018
BACBank of America Corp	$12.1M	1.89%	0.00%	+5.4%	Q4 2018
ABBVAbbVie Inc.	$10.2M	1.60%	0.00%	+3.9%	Q4 2018
XOMExxonMobil Holdings Corp	$9.16M	1.44%	0.00%	-7.4%	Q4 2018
GOOGLAlphabet Inc.	$9.05M	1.42%	0.00%	-8.2%	Q4 2018
AMZNAmazon Com Inc	$8.91M	1.40%	0.00%	+5.5%	Q4 2018
VZVerizon Communications Inc	$7.89M	1.24%	0.00%	-0.5%	Q4 2018
MSMorgan Stanley	$6.87M	1.08%	0.00%	+3.3%	Q4 2018
DLRDigital Realty Trust, Inc.	$6.56M	1.03%	0.01%	+3.2%	Q4 2018
CTRACentra Software Inc	$6.52M	1.02%	Not reported	+0.9%	Q4 2018
TFCTruist Financial Corp	$6.44M	1.01%	0.01%	+3.4%	Q4 2019
JNJJohnson & Johnson	$6.19M	0.97%	0.00%	-22.1%	Q4 2018
DDominion Energy, Inc	$6.16M	0.97%	0.01%	+3.1%	Q4 2018
PGPROCTER & GAMBLE Co	$6.11M	0.96%	0.00%	+2.3%	Q4 2018
VICIVici Properties Inc.	$5.99M	0.94%	0.02%	+7.1%	Q2 2022
CATCaterpillar Inc	$5.83M	0.91%	0.00%	-25.6%	Q4 2018
CSCOCisco Systems, Inc.	$5.71M	0.89%	0.00%	+1.8%	Q4 2018
CCICrown Castle Inc.	$5.62M	0.88%	0.02%	+10.1%	Q4 2018
DUKDuke Energy CORP	$5.61M	0.88%	0.01%	+2.9%	Q4 2018
KMBKimberly Clark Corp	$5.6M	0.88%	0.02%	+3.7%	Q4 2018
AMGNAmgen Inc	$5.41M	0.85%	0.00%	-0.8%	Q4 2018
SOSouthern Co	$5.4M	0.85%	0.01%	+3.7%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$5.13M	0.80%	0.01%	+41.0%	Q3 2019
RTXRTX Corp	$5.05M	0.79%	0.00%	-6.7%	Q2 2020
NETCloudflare, Inc.	$4.97M	0.78%	Not reported	+58.1%	Q3 2019
METAMeta Platforms, Inc.	$4.94M	0.77%	Not reported	+2.6%	Q4 2018
COSTCostco Wholesale Corp	$4.88M	0.76%	0.00%	+8.1%	Q4 2018
KOCoca Cola Co	$4.78M	0.75%	0.00%	+2.1%	Q4 2018
HDHome Depot, Inc.	$4.71M	0.74%	0.00%	+2.7%	Q4 2018
IBMInternational Business Machines Corp	$4.71M	0.74%	0.00%	+2441.1%	Q4 2018
MCDMcdonalds Corp	$4.68M	0.73%	0.00%	-3.2%	Q4 2018
CVSCVS HEALTH Corp	$4.68M	0.73%	0.01%	+1.6%	Q4 2018
WMTWalmart Inc.	$4.66M	0.73%	0.00%	-23.9%	Q4 2018
AXPAmerican Express Co	$4.61M	0.72%	0.00%	+4.7%	Q4 2018
PEPPepsico Inc	$4.59M	0.72%	0.00%	+2.5%	Q4 2018
NEENextera Energy Inc	$4.58M	0.72%	0.00%	-4.9%	Q4 2018
GDGeneral Dynamics Corp	$4.55M	0.71%	0.00%	+0.8%	Q4 2018
PANWPalo Alto Networks Inc	$4.49M	0.70%	0.00%	+44.3%	Q4 2018
MDTMedtronic plc	$4.26M	0.67%	0.00%	+5.8%	Q4 2018
NFLXNetflix Inc	$4.25M	0.67%	0.00%	+5.0%	Q4 2018
LLYELI LILLY & Co	$4.21M	0.66%	0.00%	-18.5%	Q4 2018
SHOPShopify Inc.	$4M	0.63%	0.01%	+55.4%	Q4 2018
DALDelta Air Lines, Inc.	$3.99M	0.62%	0.01%	+4.5%	Q4 2018
TJXTJX Companies Inc	$3.97M	0.62%	0.00%	+7.4%	Q4 2018

Q4 2025Reported Feb 4, 2026101 positions
NVDANvidia Corp	$21.3M	3.41%	0.00%	+1.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$19.9M	3.20%	Not reported	+1.7%	Q4 2018
AAPLApple Inc.	$19.9M	3.19%	0.00%	-0.3%	Q4 2018
MSFTMicrosoft Corp	$15.7M	2.52%	0.00%	+8.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$14.1M	2.26%	Not reported	+5.3%	Q4 2018
JPMJPMorgan Chase & Co	$13M	2.09%	0.00%	+2.8%	Q4 2018
BACBank of America Corp	$12.9M	2.07%	0.00%	+1.6%	Q4 2018
CVXChevron Corp	$11.7M	1.87%	0.00%	+5.5%	Q4 2018
GOOGLAlphabet Inc.	$10.7M	1.72%	0.00%	+1.3%	Q4 2018
ABBVAbbVie Inc.	$10.3M	1.66%	0.00%	-0.7%	Q4 2018
AMZNAmazon Com Inc	$9.36M	1.50%	0.00%	+1.5%	Q4 2018
MSMorgan Stanley	$7.18M	1.15%	0.00%	+0.4%	Q4 2018
XOMExxonMobil Holdings Corp	$7.02M	1.12%	0.00%	+4.2%	Q4 2018
JNJJohnson & Johnson	$6.73M	1.08%	0.00%	+4.1%	Q4 2018
TFCTruist Financial Corp	$6.66M	1.07%	0.01%	+4.9%	Q4 2019
VZVerizon Communications Inc	$6.43M	1.03%	0.00%	+16.3%	Q4 2018
CATCaterpillar Inc	$6.34M	1.02%	0.00%	-7.3%	Q4 2018
LLYELI LILLY & Co	$6.04M	0.97%	0.00%	-7.0%	Q4 2018
PGPROCTER & GAMBLE Co	$5.92M	0.95%	0.00%	+28.7%	Q4 2018
VICIVici Properties Inc.	$5.76M	0.92%	0.02%	+45.9%	Q2 2022
DDominion Energy, Inc	$5.66M	0.91%	0.01%	+23.6%	Q4 2018
KMBKimberly Clark Corp	$5.65M	0.90%	0.02%	+81.0%	Q4 2018
CCICrown Castle Inc.	$5.58M	0.89%	0.01%	+16.5%	Q4 2018
CSCOCisco Systems, Inc.	$5.56M	0.89%	0.00%	-1.5%	Q4 2018
METAMeta Platforms, Inc.	$5.56M	0.89%	Not reported	+18.9%	Q4 2018
WMTWalmart Inc.	$5.49M	0.88%	0.00%	+1.8%	Q4 2018
DLRDigital Realty Trust, Inc.	$5.46M	0.87%	0.01%	+18.3%	Q4 2018
AXPAmerican Express Co	$5.38M	0.86%	0.00%	+2.1%	Q4 2018
RTXRTX Corp	$5.15M	0.83%	0.00%	+3.2%	Q2 2020
CVSCVS HEALTH Corp	$5.09M	0.82%	0.01%	+5.2%	Q4 2018
AMGNAmgen Inc	$5.07M	0.81%	0.00%	+18.8%	Q4 2018
ORCLOracle Corp	$5.04M	0.81%	0.00%	+0.6%	Q4 2018
DUKDuke Energy CORP	$4.88M	0.78%	0.01%	+6.4%	Q4 2018
CTRACentra Software Inc	$4.84M	0.78%	Not reported	+4.5%	Q4 2018
HDHome Depot, Inc.	$4.8M	0.77%	0.00%	+9.9%	Q4 2018
MCDMcdonalds Corp	$4.76M	0.76%	0.00%	+11.1%	Q4 2018
SOSouthern Co	$4.71M	0.75%	0.00%	+7.0%	Q4 2018
MDTMedtronic plc	$4.46M	0.71%	0.00%	+5.8%	Q4 2018
GDGeneral Dynamics Corp	$4.43M	0.71%	0.00%	+1.0%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$4.37M	0.70%	0.00%	+2.7%	Q3 2019
KOCoca Cola Co	$4.3M	0.69%	0.00%	+28.7%	Q4 2018
NEENextera Energy Inc	$4.16M	0.67%	0.00%	+3.3%	Q4 2018
PEPPepsico Inc	$4.14M	0.66%	0.00%	+30.5%	Q4 2018
UBERUber Technologies, Inc	$4.05M	0.65%	0.00%	+3.7%	Q2 2019
DALDelta Air Lines, Inc.	$3.98M	0.64%	0.01%	+2.7%	Q4 2018
NFLXNetflix Inc	$3.94M	0.63%	0.00%	+5.8%	Q4 2018
COSTCostco Wholesale Corp	$3.91M	0.63%	0.00%	+4.6%	Q4 2018
MARMarriott International Inc	$3.7M	0.59%	0.00%	+4.1%	Q4 2018
PANWPalo Alto Networks Inc	$3.58M	0.57%	0.00%	+2.9%	Q4 2018
GLDMWorld Gold Trust	$3.58M	0.57%	0.01%	-9.7%	Q4 2019

Q3 2025Reported Oct 27, 2025104 positions
NVDANvidia Corp	$20.9M	3.51%	0.00%	+17.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$19.2M	3.21%	Not reported	+2.3%	Q4 2018
AAPLApple Inc.	$18.7M	3.14%	0.00%	+3.1%	Q4 2018
MSFTMicrosoft Corp	$15.6M	2.61%	0.00%	+6.5%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.2M	2.20%	Not reported	+2.3%	Q4 2018
JPMJPMorgan Chase & Co	$12.4M	2.08%	0.00%	-6.3%	Q4 2018
BACBank of America Corp	$11.9M	2.00%	0.00%	-1.8%	Q4 2018
CVXChevron Corp	$11.3M	1.89%	0.00%	+7.0%	Q4 2018
ABBVAbbVie Inc.	$10.5M	1.77%	0.00%	+7.9%	Q4 2018
AMZNAmazon Com Inc	$8.77M	1.47%	0.00%	+11.9%	Q4 2018
GOOGLAlphabet Inc.	$8.22M	1.38%	0.00%	+9.1%	Q4 2018
ORCLOracle Corp	$7.23M	1.21%	0.00%	-12.7%	Q4 2018
MSMorgan Stanley	$6.41M	1.07%	0.00%	-2.4%	Q4 2018
XOMExxonMobil Holdings Corp	$6.31M	1.06%	0.00%	+2.4%	Q4 2018
VZVerizon Communications Inc	$5.97M	1.00%	0.00%	+3.2%	Q4 2018
TFCTruist Financial Corp	$5.9M	0.99%	0.01%	+0.1%	Q4 2019
JNJJohnson & Johnson	$5.8M	0.97%	0.00%	-10.4%	Q4 2018
CATCaterpillar Inc	$5.69M	0.95%	0.00%	-4.3%	Q4 2018
CCICrown Castle Inc.	$5.2M	0.87%	0.01%	+0.1%	Q4 2018
METAMeta Platforms, Inc.	$5.2M	0.87%	Not reported	+11.1%	Q4 2018
DLRDigital Realty Trust, Inc.	$5.15M	0.86%	0.01%	+0.6%	Q4 2018
HDHome Depot, Inc.	$5.14M	0.86%	0.00%	+2.2%	Q4 2018
CSCOCisco Systems, Inc.	$5.02M	0.84%	0.00%	+0.9%	Q4 2018
WMTWalmart Inc.	$4.99M	0.84%	0.00%	+2.0%	Q4 2018
PGPROCTER & GAMBLE Co	$4.94M	0.83%	0.00%	+1.1%	Q4 2018
DUKDuke Energy CORP	$4.84M	0.81%	0.01%	+1.5%	Q4 2018
DDominion Energy, Inc	$4.78M	0.80%	0.01%	+0.9%	Q4 2018
SOSouthern Co	$4.78M	0.80%	0.00%	+0.2%	Q4 2018
NFLXNetflix Inc	$4.77M	0.80%	0.00%	+19.9%	Q4 2018
AXPAmerican Express Co	$4.73M	0.79%	0.00%	+14.0%	Q4 2018
UBERUber Technologies, Inc	$4.68M	0.78%	0.00%	+14.8%	Q2 2019
LLYELI LILLY & Co	$4.61M	0.77%	0.00%	+0.7%	Q4 2018
CVSCVS HEALTH Corp	$4.59M	0.77%	0.00%	Not reported	Q4 2018
VICIVici Properties Inc.	$4.58M	0.77%	0.01%	+482.5%	Q2 2022
RTXRTX Corp	$4.55M	0.76%	0.00%	+16.9%	Q2 2020
ETNEaton Corp plc	$4.48M	0.75%	0.00%	Not reported	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$4.45M	0.75%	0.00%	+14.6%	Q3 2019
GDGeneral Dynamics Corp	$4.44M	0.75%	0.00%	-17.4%	Q4 2018
MCDMcdonalds Corp	$4.26M	0.71%	0.00%	+6.9%	Q4 2018
MDTMedtronic plc	$4.18M	0.70%	0.00%	+26.5%	Q4 2018
CTRACentra Software Inc	$4.17M	0.70%	Not reported	+11.9%	Q4 2018
COSTCostco Wholesale Corp	$4.01M	0.67%	0.00%	+20.2%	Q4 2018
HONHoneywell International Inc	$3.99M	0.67%	0.00%	-6.4%	Q4 2018
KMBKimberly Clark Corp	$3.84M	0.64%	0.01%	-2.6%	Q4 2018
PANWPalo Alto Networks Inc	$3.84M	0.64%	0.00%	+18.0%	Q4 2018
NEENextera Energy Inc	$3.79M	0.64%	0.00%	+15.7%	Q4 2018
AMGNAmgen Inc	$3.68M	0.62%	0.00%	+56.2%	Q4 2018
GLDMWorld Gold Trust	$3.55M	0.59%	0.02%	+4.7%	Q4 2019
CICigna Group	$3.45M	0.58%	0.00%	+40.2%	Q4 2018
TJXTJX Companies Inc	$3.2M	0.54%	0.00%	+25.1%	Q4 2018

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