Wealth Management Associates, Inc.

13F filer · CIK 0002067339

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$362MU.S. long equity reported on 13F

Positions17424 new · 12 closed

Net flow last quarter+$46MBuys minus sells

Top 10 positions weight30.2%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 21, 2026174 positions
AAPLApple Inc.	$45.4M	12.52%	0.00%	+159.9%	Q4 2018
MSFTMicrosoft Corp	$11M	3.03%	0.00%	+37.5%	Q4 2018
NVDANvidia Corp	$10.2M	2.81%	0.00%	+2.7%	Q3 2019
GOOGLAlphabet Inc.	$8.31M	2.29%	0.00%	+48.2%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.18M	1.98%	Not reported	+0.2%	Q4 2018
GLDSPDR Gold Trust	$5.9M	1.63%	0.00%	+0.9%	Q4 2018
PLTRPalantir Technologies Inc.	$5.66M	1.56%	0.00%	+3.0%	Q3 2023
GOOGAlphabet Inc.	$5.5M	1.52%	Not reported	+60.9%	Q4 2018
AIQAlliance HealthCare Services, Inc	$5.42M	1.49%	0.76%	-0.6%	Q2 2025
KMIKinder Morgan, Inc.	$4.75M	1.31%	0.01%	-1.5%	Q4 2018
AMZNAmazon Com Inc	$4.7M	1.30%	0.00%	+55.6%	Q4 2018
AVGOBroadcom Inc.	$4.03M	1.11%	0.00%	-1.5%	Q3 2019
XOMExxonMobil Holdings Corp	$3.81M	1.05%	0.00%	+12.5%	Q4 2018
APLDApplied Digital Corp.	$3.64M	1.00%	0.03%	0.0%	Q4 2024
JNJJohnson & Johnson	$3.37M	0.93%	0.00%	+29.7%	Q4 2018
LLYELI LILLY & Co	$3.29M	0.91%	0.00%	-0.4%	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$3.2M	0.88%	0.00%	-8.9%	Q2 2020
JPMJPMorgan Chase & Co	$2.83M	0.78%	0.00%	+3.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.78M	0.77%	Not reported	+2.1%	Q1 2019
AXONAxon Enterprise, Inc.	$2.61M	0.72%	0.01%	-6.8%	Q3 2020
PHYSSprott Physical Gold Trust	$2.27M	0.63%	0.02%	-1.6%	Q4 2018
MUMicron Technology Inc	$2.05M	0.57%	0.00%	+20.2%	Q4 2025
TAt&T Inc.	$2.03M	0.56%	0.00%	-2.7%	Q4 2018
MRKMerck & Co., Inc.	$2M	0.55%	0.00%	+37.4%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.98M	0.55%	0.00%	-0.4%	Q4 2018
GEGeneral Electric Co	$1.95M	0.54%	0.00%	+2.8%	Q3 2021
BACBank of America Corp	$1.92M	0.53%	0.00%	+6.9%	Q4 2018
CVXChevron Corp	$1.9M	0.52%	0.00%	+45.8%	Q4 2018
ORCLOracle Corp	$1.8M	0.50%	0.00%	Not reported	Q4 2025
NVTSNavitas Semiconductor Corp	$1.74M	0.48%	0.05%	+3.7%	Q2 2023
VZVerizon Communications Inc	$1.72M	0.47%	0.00%	-3.8%	Q4 2018
ABBVAbbVie Inc.	$1.7M	0.47%	0.00%	+3.9%	Q4 2018
CSCOCisco Systems, Inc.	$1.54M	0.42%	0.00%	+23.2%	Q2 2019
PFEPfizer Inc	$1.52M	0.42%	0.00%	+2.2%	Q4 2018
GEVGE Vernova Inc.	$1.45M	0.40%	0.00%	-3.5%	Q1 2024
IBMInternational Business Machines Corp	$1.4M	0.39%	0.00%	+26.6%	Q4 2018
PGPROCTER & GAMBLE Co	$1.35M	0.37%	0.00%	Not reported	Q4 2018
IAUIshares Gold Trust	$1.35M	0.37%	0.00%	+0.9%	Q2 2020
WMTWalmart Inc.	$1.17M	0.32%	0.00%	-4.5%	Q4 2018
AMGNAmgen Inc	$1.12M	0.31%	0.00%	+417.4%	Q4 2019
SLViShares Silver Trust	$1M	0.28%	0.00%	-2.6%	Q4 2024
CMICummins Inc	$998K	0.28%	0.00%	New	Q2 2026
TXNTexas Instruments Inc	$998K	0.28%	0.00%	Not reported	Q3 2019
BHRBBurke & Herbert Financial Services Corp.	$961K	0.27%	0.07%	New	Q2 2026
CCitigroup Inc	$940K	0.26%	0.00%	0.0%	Q3 2024
METAMeta Platforms, Inc.	$929K	0.26%	Not reported	+36.5%	Q3 2019
VVisa Inc.	$902K	0.25%	0.00%	-7.1%	Q3 2019
CATCaterpillar Inc	$885K	0.24%	0.00%	-1.0%	Q4 2018
ANETArista Networks, Inc.	$881K	0.24%	0.00%	+8.4%	Q1 2025
INTCIntel Corp	$873K	0.24%	0.00%	+9.6%	Q4 2018

Q1 2026Reported May 13, 2026160 positions
AAPLApple Inc.	$15.3M	5.29%	0.00%	+6.0%	Q4 2018
NVDANvidia Corp	$8.65M	2.99%	0.00%	+0.2%	Q3 2019
MSFTMicrosoft Corp	$7.94M	2.74%	0.00%	+3.4%	Q4 2018
PLTRPalantir Technologies Inc.	$6.9M	2.38%	0.00%	-0.6%	Q3 2023
GLDSPDR Gold Trust	$6.83M	2.36%	0.00%	+8.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.71M	2.32%	Not reported	+5.1%	Q4 2018
KMIKinder Morgan, Inc.	$5.06M	1.75%	0.01%	+0.5%	Q4 2018
GOOGLAlphabet Inc.	$4.51M	1.56%	0.00%	+9.3%	Q4 2018
XOMExxonMobil Holdings Corp	$4.21M	1.45%	0.00%	-3.1%	Q4 2018
AIQAlliance HealthCare Services, Inc	$3.88M	1.34%	0.77%	+9.8%	Q2 2025
AVGOBroadcom Inc.	$3.36M	1.16%	0.00%	+4.5%	Q3 2019
TAt&T Inc.	$2.93M	1.01%	0.00%	+0.2%	Q4 2018
GOOGAlphabet Inc.	$2.77M	0.96%	Not reported	-5.3%	Q4 2018
PHYSSprott Physical Gold Trust	$2.71M	0.93%	0.02%	-3.4%	Q4 2018
AMZNAmazon Com Inc	$2.64M	0.91%	0.00%	-2.1%	Q4 2018
LLYELI LILLY & Co	$2.53M	0.87%	0.00%	-25.4%	Q1 2019
JNJJohnson & Johnson	$2.5M	0.86%	0.00%	-0.7%	Q4 2018
JPMJPMorgan Chase & Co	$2.45M	0.85%	0.00%	Not reported	Q4 2018
APLDApplied Digital Corp.	$2.31M	0.80%	0.03%	+2.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$2.14M	0.74%	Not reported	+3.7%	Q1 2019
AXONAxon Enterprise, Inc.	$2.12M	0.73%	0.01%	Not reported	Q3 2020
VZVerizon Communications Inc	$2.11M	0.73%	0.00%	-1.3%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.99M	0.69%	0.00%	0.0%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$1.8M	0.62%	0.00%	-2.8%	Q2 2020
PFEPfizer Inc	$1.73M	0.60%	0.00%	+1.2%	Q4 2018
APAAPA Corp	$1.72M	0.59%	0.01%	New	Q1 2026
CVXChevron Corp	$1.63M	0.56%	0.00%	-0.2%	Q4 2018
PRPermian Resources Corp	$1.61M	0.56%	0.01%	New	Q1 2026
IAUIshares Gold Trust	$1.56M	0.54%	0.00%	-0.5%	Q2 2020
BACBank of America Corp	$1.54M	0.53%	0.00%	-4.7%	Q4 2018
GEGeneral Electric Co	$1.44M	0.50%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$1.41M	0.49%	0.00%	+0.1%	Q4 2018
MRKMerck & Co., Inc.	$1.36M	0.47%	0.00%	-1.0%	Q4 2018
WMTWalmart Inc.	$1.34M	0.46%	0.00%	-6.1%	Q4 2018
PSXPhillips 66	$1.34M	0.46%	0.00%	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$1.33M	0.46%	0.00%	Not reported	Q4 2018
SLViShares Silver Trust	$1.31M	0.45%	0.00%	+7.5%	Q4 2024
GEVGE Vernova Inc.	$1.12M	0.39%	0.00%	-0.4%	Q1 2024
MAMastercard Inc	$1.02M	0.35%	0.00%	-0.1%	Q2 2019
IBMInternational Business Machines Corp	$956K	0.33%	0.00%	-34.0%	Q4 2018
VLOValero Energy Corp	$945K	0.33%	0.00%	Not reported	Q1 2022
MCDMcdonalds Corp	$909K	0.31%	0.00%	0.0%	Q4 2018
COPConocophillips	$903K	0.31%	0.00%	+19.8%	Q1 2021
VVisa Inc.	$855K	0.30%	0.00%	-11.4%	Q3 2019
LNKBLINKBANCORP, Inc.	$826K	0.29%	0.26%	Not reported	Q3 2022
CSCOCisco Systems, Inc.	$824K	0.28%	0.00%	Not reported	Q2 2019
NVTSNavitas Semiconductor Corp	$823K	0.28%	0.05%	+14.3%	Q2 2023
TJXTJX Companies Inc	$792K	0.27%	0.00%	-2.0%	Q3 2019
DUKDuke Energy CORP	$777K	0.27%	0.00%	-1.3%	Q3 2019
COSTCostco Wholesale Corp	$777K	0.27%	0.00%	Not reported	Q2 2020

Q4 2025Reported Jan 20, 2026169 positions
AAPLApple Inc.	$15.5M	5.38%	0.00%	-9.2%	Q4 2018
MSFTMicrosoft Corp	$10M	3.49%	0.00%	-0.5%	Q4 2018
NVDANvidia Corp	$9.23M	3.21%	0.00%	-1.8%	Q3 2019
PLTRPalantir Technologies Inc.	$8.43M	2.93%	0.00%	-0.6%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.19M	2.15%	Not reported	+0.1%	Q4 2018
GLDSPDR Gold Trust	$5.81M	2.02%	0.00%	-1.4%	Q4 2018
GOOGLAlphabet Inc.	$4.49M	1.56%	0.00%	+4.9%	Q4 2018
KMIKinder Morgan, Inc.	$4.13M	1.44%	0.01%	-1.7%	Q4 2018
LLYELI LILLY & Co	$3.97M	1.38%	0.00%	+0.1%	Q1 2019
AIQAlliance HealthCare Services, Inc	$3.85M	1.34%	0.70%	+0.8%	Q2 2025
AVGOBroadcom Inc.	$3.59M	1.25%	0.00%	-4.8%	Q3 2019
GOOGAlphabet Inc.	$3.2M	1.11%	Not reported	-1.3%	Q4 2018
XOMExxonMobil Holdings Corp	$3.08M	1.07%	0.00%	-0.4%	Q4 2018
AMZNAmazon Com Inc	$2.99M	1.04%	0.00%	+0.9%	Q4 2018
AXONAxon Enterprise, Inc.	$2.84M	0.99%	0.01%	-0.2%	Q3 2020
JPMJPMorgan Chase & Co	$2.68M	0.93%	0.00%	-4.3%	Q4 2018
PHYSSprott Physical Gold Trust	$2.61M	0.91%	0.02%	-1.3%	Q4 2018
TAt&T Inc.	$2.5M	0.87%	0.00%	-2.1%	Q4 2018
APLDApplied Digital Corp.	$2.34M	0.81%	0.03%	+0.7%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.22M	0.77%	0.00%	-0.3%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.19M	0.76%	Not reported	+1.0%	Q1 2019
JNJJohnson & Johnson	$2.13M	0.74%	0.00%	+0.8%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.97M	0.68%	0.00%	-4.6%	Q4 2018
BACBank of America Corp	$1.82M	0.63%	0.00%	-3.1%	Q4 2018
IBMInternational Business Machines Corp	$1.77M	0.62%	0.00%	+7.7%	Q4 2018
VZVerizon Communications Inc	$1.74M	0.60%	0.00%	-1.7%	Q4 2018
GEGeneral Electric Co	$1.57M	0.54%	0.00%	-3.4%	Q3 2021
RKTRocket Companies, Inc.	$1.54M	0.54%	Not reported	-5.1%	Q4 2023
PFEPfizer Inc	$1.52M	0.53%	0.00%	+15.3%	Q4 2018
IBITiShares Bitcoin Trust ETF	$1.52M	0.53%	0.00%	-16.2%	Q3 2024
ABBVAbbVie Inc.	$1.49M	0.52%	0.00%	+0.1%	Q4 2018
IAUIshares Gold Trust	$1.44M	0.50%	0.00%	-0.6%	Q2 2020
PGPROCTER & GAMBLE Co	$1.32M	0.46%	0.00%	+2.4%	Q4 2018
WMTWalmart Inc.	$1.28M	0.45%	0.00%	-5.4%	Q4 2018
MRKMerck & Co., Inc.	$1.21M	0.42%	0.00%	-3.6%	Q4 2018
CVXChevron Corp	$1.2M	0.42%	0.00%	0.0%	Q4 2018
MAMastercard Inc	$1.17M	0.41%	0.00%	Not reported	Q2 2019
SLViShares Silver Trust	$1.15M	0.40%	0.00%	Not reported	Q4 2024
VVisa Inc.	$1.12M	0.39%	0.00%	-2.2%	Q3 2019
SOUNSoundhound Ai, Inc.	$1.07M	0.37%	0.05%	-2.2%	Q1 2024
MCDMcdonalds Corp	$894K	0.31%	0.00%	-0.9%	Q4 2018
GEVGE Vernova Inc.	$840K	0.29%	0.00%	-0.8%	Q1 2024
LNKBLINKBANCORP, Inc.	$818K	0.28%	0.26%	Not reported	Q3 2022
CSCOCisco Systems, Inc.	$818K	0.28%	0.00%	-0.9%	Q2 2019
TJXTJX Companies Inc	$778K	0.27%	0.00%	0.0%	Q3 2019
CATCaterpillar Inc	$759K	0.26%	0.00%	Not reported	Q4 2018
CMCSAComcast Corp	$755K	0.26%	0.00%	-4.6%	Q3 2019
HDHome Depot, Inc.	$751K	0.26%	0.00%	-2.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$705K	0.25%	Not reported	-1.1%	Q1 2019
DUKDuke Energy CORP	$705K	0.25%	0.00%	Not reported	Q3 2019

Q3 2025Reported Oct 21, 2025168 positions
AAPLApple Inc.	$16M	5.67%	0.00%	-2.9%	Q4 2018
MSFTMicrosoft Corp	$10.8M	3.83%	0.00%	-0.5%	Q4 2018
NVDANvidia Corp	$9.4M	3.34%	0.00%	-8.7%	Q3 2019
PLTRPalantir Technologies Inc.	$8.7M	3.09%	0.00%	-3.7%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.08M	2.16%	Not reported	+0.2%	Q4 2018
GLDSPDR Gold Trust	$5.28M	1.87%	0.00%	+2.5%	Q4 2018
KMIKinder Morgan, Inc.	$4.33M	1.54%	0.01%	-3.0%	Q4 2018
AIQAlliance HealthCare Services, Inc	$3.71M	1.32%	0.69%	+14.9%	Q2 2025
AVGOBroadcom Inc.	$3.6M	1.28%	0.00%	+5.2%	Q3 2019
AXONAxon Enterprise, Inc.	$3.59M	1.28%	0.01%	-0.1%	Q3 2020
GOOGLAlphabet Inc.	$3.32M	1.18%	0.00%	-13.0%	Q4 2018
TAt&T Inc.	$2.91M	1.03%	0.00%	+0.6%	Q4 2018
XOMExxonMobil Holdings Corp	$2.9M	1.03%	0.00%	-1.9%	Q4 2018
AMZNAmazon Com Inc	$2.82M	1.00%	0.00%	+1.2%	Q4 2018
LLYELI LILLY & Co	$2.81M	1.00%	0.00%	-0.8%	Q1 2019
JPMJPMorgan Chase & Co	$2.74M	0.97%	0.00%	-0.5%	Q4 2018
GOOGAlphabet Inc.	$2.52M	0.89%	Not reported	+0.1%	Q4 2018
PHYSSprott Physical Gold Trust	$2.37M	0.84%	0.02%	-0.7%	Q4 2018
IBITiShares Bitcoin Trust ETF	$2.37M	0.84%	0.00%	+13.2%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$2.33M	0.83%	0.00%	-0.4%	Q2 2020
APLDApplied Digital Corp.	$2.17M	0.77%	0.04%	+0.1%	Q4 2024
PEGPublic Service Enterprise Group Inc	$2.14M	0.76%	0.01%	0.0%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.12M	0.75%	Not reported	+2.5%	Q1 2019
VZVerizon Communications Inc	$1.91M	0.68%	0.00%	+1.6%	Q4 2018
JNJJohnson & Johnson	$1.89M	0.67%	0.00%	+2.4%	Q4 2018
SOUNSoundhound Ai, Inc.	$1.77M	0.63%	0.06%	-1.6%	Q1 2024
BACBank of America Corp	$1.76M	0.63%	0.00%	-1.1%	Q4 2018
RKTRocket Companies, Inc.	$1.63M	0.58%	Not reported	+74.0%	Q4 2023
GEGeneral Electric Co	$1.58M	0.56%	0.00%	-9.2%	Q3 2021
IBMInternational Business Machines Corp	$1.57M	0.56%	0.00%	+8.8%	Q4 2018
ABBVAbbVie Inc.	$1.5M	0.53%	0.00%	+0.1%	Q4 2018
PGPROCTER & GAMBLE Co	$1.38M	0.49%	0.00%	-2.2%	Q4 2018
PFEPfizer Inc	$1.35M	0.48%	0.00%	-5.2%	Q4 2018
IAUIshares Gold Trust	$1.3M	0.46%	0.00%	+0.1%	Q2 2020
WMTWalmart Inc.	$1.25M	0.44%	0.00%	-12.4%	Q4 2018
CVXChevron Corp	$1.22M	0.43%	0.00%	+7.5%	Q4 2018
MAMastercard Inc	$1.17M	0.41%	0.00%	+0.1%	Q2 2019
VVisa Inc.	$1.11M	0.40%	0.00%	-0.1%	Q3 2019
MRKMerck & Co., Inc.	$998K	0.35%	0.00%	+5.5%	Q4 2018
HDHome Depot, Inc.	$910K	0.32%	0.00%	-5.1%	Q4 2018
MCDMcdonalds Corp	$896K	0.32%	0.00%	-18.7%	Q4 2018
CMCSAComcast Corp	$831K	0.30%	0.00%	-1.1%	Q3 2019
GEVGE Vernova Inc.	$797K	0.28%	0.00%	+3.6%	Q1 2024
SLViShares Silver Trust	$758K	0.27%	0.00%	+76.7%	Q4 2024
DUKDuke Energy CORP	$744K	0.26%	0.00%	-7.7%	Q3 2019
CSCOCisco Systems, Inc.	$733K	0.26%	0.00%	-5.9%	Q2 2019
TJXTJX Companies Inc	$732K	0.26%	0.00%	Not reported	Q3 2019
COSTCostco Wholesale Corp	$724K	0.26%	0.00%	-1.5%	Q2 2020
LNKBLINKBANCORP, Inc.	$706K	0.25%	0.26%	Not reported	Q3 2022
CCitigroup Inc	$705K	0.25%	0.00%	+0.7%	Q3 2024

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