ETF Holders

Global Wealth Management Investment Advisory, Inc. ETF holdings

Fort Lauderdale, FL

Reported $285.8M in 63 ETFs in its Form 13F for June 30, 2026.

ETF value
$285.8M
ETFs held
63
Change from prior quarter
+10.0%
With price moves
ETFs as a share of its 13F
40.7%
of $702.7M

Top 10 of 63 ETF holdings

TickerFundValueSharesChange
VCITVanguard Intermediate-Term Corporate Bond ETF$25.2M304,388+25,317 shares
JEPIJPMorgan Equity Premium Income ETF$23.9M423,919+37,098 shares
VGSHVanguard Short-Term Treasury ETF$22.7M389,732+18,056 shares
QQQInvesco QQQ Trust$22.6M30,623−1,718 shares
IEFAiShares Core MSCI EAFE ETF$21.1M218,529+8,788 shares
IVViShares Core S&P 500 ETF$20.0M26,699−186 shares
HYGiShares iBoxx $ High Yield Corporate Bond ETF$16.1M201,473+13,200 shares
VYMVanguard High Dividend Yield ETF$15.2M95,900+2,892 shares
IJHiShares Core S&P Mid-Cap ETF$14.1M182,244+12,622 shares
SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$13.9M275,433+10,448 shares
53 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767855. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Global Wealth Management Investment Advisory, Inc. own?

Global Wealth Management Investment Advisory, Inc. reported 63 ETF positions worth $285.8M in its Form 13F for June 30, 2026. The largest was VCIT, at $25.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.