Global Wealth Management Investment Advisory, Inc.

Est. AUM

$638.4M

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$23.1M	279071	3.62%	SOLE
2	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$21.9M	386821	3.43%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$21.8M	371676	3.41%	SOLE
4	NVIDIA CORPORATION	COM	$19.5M	111863	3.06%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$19.0M	209741	2.97%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$18.7M	32341	2.92%	SOLE
7	APPLE INC	COM	$18.4M	72456	2.88%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$17.6M	26885	2.75%	SOLE
9	CHEVRON CORPORATION	COM	$15.6M	75220	2.44%	SOLE
10	ISHARES TR	IBOXX HI YD ETF	$15.0M	188273	2.35%	SOLE
11	MICROSOFT CORP	COM	$14.9M	40263	2.33%	SOLE
12	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$13.8M	93008	2.16%	SOLE
13	ISHARES TR	0-5YR INVT GR CP	$13.4M	264985	2.10%	SOLE
14	JPMORGAN CHASE & CO	COM	$12.3M	41906	1.93%	SOLE
15	BANK AMERICA CORP	COM	$12.1M	247786	1.89%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$11.5M	169622	1.79%	SOLE
17	ABBVIE INC	COM	$10.2M	47021	1.60%	SOLE
18	EXXON MOBIL CORP	COM	$9.2M	54008	1.44%	SOLE
19	ALPHABET INC	CAP STK CL A	$9.0M	31461	1.42%	SOLE
20	AMAZON COM INC	COM	$8.9M	42796	1.40%	SOLE
21	ISHARES TR	CORE S&P SCP ETF	$8.0M	63955	1.25%	SOLE
22	VERIZON COMMUNICATIONS INC	COM	$7.9M	157102	1.24%	SOLE
23	MORGAN STANLEY	COM NEW	$6.9M	41775	1.08%	SOLE
24	DIGITAL RLTY TR INC	COM	$6.6M	36407	1.03%	SOLE
25	COTERRA ENERGY INC	COM	$6.5M	185585	1.02%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$6.5M	92545	1.01%	SOLE
27	TRUIST FINL CORP	COM	$6.4M	139989	1.01%	SOLE
28	JOHNSON & JOHNSON	COM	$6.2M	25336	0.97%	SOLE
29	DOMINION ENERGY INC	COM	$6.2M	99681	0.97%	SOLE
30	PROCTER & GAMBLE CO	COM	$6.1M	42287	0.96%	SOLE
31	CAPITOL SER TR	STERLING CAP ENH	$6.1M	241357	0.95%	SOLE
32	VICI PPTYS INC	COM	$6.0M	219343	0.94%	SOLE
33	DOUBLELINE ETF TRUST	COMMERCIAL REAL	$5.9M	113563	0.92%	SOLE
34	CATERPILLAR INC	COM	$5.8M	8230	0.91%	SOLE
35	CISCO SYS INC	COM	$5.7M	73569	0.89%	SOLE
36	CROWN CASTLE INC	COM	$5.6M	69107	0.88%	SOLE
37	DUKE ENERGY CORP NEW	COM NEW	$5.6M	42820	0.88%	SOLE
38	KIMBERLY-CLARK CORP	COM	$5.6M	58025	0.88%	SOLE
39	AMGEN INC	COM	$5.4M	15386	0.85%	SOLE
40	SOUTHERN CO	COM	$5.4M	55964	0.85%	SOLE
41	CROWDSTRIKE HLDGS INC	CL A	$5.1M	13147	0.80%	SOLE
42	RTX CORPORATION	COM	$5.1M	26202	0.79%	SOLE
43	CLOUDFLARE INC	CL A COM	$5.0M	24068	0.78%	SOLE
44	META PLATFORMS INC	CL A	$4.9M	8641	0.77%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$4.9M	4901	0.76%	SOLE
46	COCA COLA CO	COM	$4.8M	62828	0.75%	SOLE
47	HOME DEPOT INC	COM	$4.7M	14331	0.74%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$4.7M	19414	0.74%	SOLE
49	MCDONALDS CORP	COM	$4.7M	15071	0.73%	SOLE
50	CVS HEALTH CORP	COM	$4.7M	65115	0.73%	SOLE

1–50 of 158

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.