Wealth Management Associates, Inc.

Est. AUM

$289.6M

13F long equity, this entity only

Positions

234

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.3M	60318	5.29%	SOLE
2	ISHARES TR	20 YR TR BD ETF	$12.7M	146168	4.37%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$12.3M	18845	4.25%	SOLE
4	ISHARES TR	SELECT DIVID ETF	$9.1M	60130	3.14%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$8.9M	27832	3.08%	SOLE
6	NVIDIA CORPORATION	COM	$8.6M	49580	2.99%	SOLE
7	MICROSOFT CORP	COM	$7.9M	21442	2.74%	SOLE
8	PALANTIR TECHNOLOGIES INC	CL A	$6.9M	47143	2.38%	SOLE
9	SPDR GOLD TR	GOLD SHS	$6.8M	15869	2.36%	SOLE
10	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.7M	45322	2.32%	SOLE
11	ISHARES TR	INTL SEL DIV ETF	$6.3M	147257	2.16%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$5.5M	38628	1.90%	SOLE
13	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$5.3M	56670	1.83%	SOLE
14	KINDER MORGAN INC DEL	COM	$5.1M	150912	1.75%	SOLE
15	ALPHABET INC	CAP STK CL A	$4.5M	15686	1.56%	SOLE
16	EXXON MOBIL CORP	COM	$4.2M	24805	1.45%	SOLE
17	GLOBAL X FDS	ARTIFICIAL ETF	$3.9M	83056	1.34%	SOLE
18	ISHARES TR	CORE US AGGBD ET	$3.7M	37657	1.29%	SOLE
19	SSGA ACTIVE ETF TR	STATE STREET BLA	$3.4M	83996	1.16%	SOLE
20	BROADCOM INC	COM	$3.4M	10845	1.16%	SOLE
21	ISHARES TR	CORE HIGH DV ETF	$3.2M	23369	1.10%	SOLE
22	VANGUARD BD INDEX FDS	INTERMED TERM	$3.0M	38309	1.02%	SOLE
23	AT&T INC	COM	$2.9M	100931	1.01%	SOLE
24	ALPHABET INC	CAP STK CL C	$2.8M	9665	0.96%	SOLE
25	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$2.7M	76351	0.93%	SOLE
26	AMAZON COM INC	COM	$2.6M	12673	0.91%	SOLE
27	ELI LILLY & CO	COM	$2.5M	2755	0.87%	SOLE
28	JOHNSON & JOHNSON	COM	$2.5M	10229	0.86%	SOLE
29	JPMORGAN CHASE & CO	COM	$2.4M	8326	0.85%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$2.3M	3338	0.80%	SOLE
31	APPLIED DIGITAL CORP	COM NEW	$2.3M	97510	0.80%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$2.1M	3703	0.74%	SOLE
33	AXON ENTERPRISE INC	COM	$2.1M	4997	0.73%	SOLE
34	VERIZON COMMUNICATIONS INC	COM	$2.1M	42106	0.73%	SOLE
35	PUBLIC SVC ENTERPRISE GROUP	COM	$2.0M	24536	0.69%	SOLE
36	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.9M	22522	0.66%	SOLE
37	CROWDSTRIKE HLDGS INC	CL A	$1.8M	4602	0.62%	SOLE
38	PFIZER INC	COM	$1.7M	61767	0.60%	SOLE
39	APA CORPORATION	COM	$1.7M	40410	0.59%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	9020	0.57%	SOLE
41	CHEVRON CORPORATION	COM	$1.6M	7863	0.56%	SOLE
42	PERMIAN RESOURCES CORP	CLASS A COM	$1.6M	75725	0.56%	SOLE
43	ISHARES GOLD TR	ISHARES NEW	$1.6M	17678	0.54%	SOLE
44	COLUMBIA ETF TR I	CORE BOND ETF	$1.5M	51220	0.53%	SOLE
45	BANK AMERICA CORP	COM	$1.5M	31560	0.53%	SOLE
46	GE AEROSPACE	COM NEW	$1.4M	5081	0.50%	SOLE
47	ABBVIE INC	COM	$1.4M	6506	0.49%	SOLE
48	MERCK & CO INC	COM	$1.4M	11339	0.47%	SOLE
49	WALMART INC	COM	$1.3M	10807	0.46%	SOLE
50	PHILLIPS 66	COM	$1.3M	7346	0.46%	SOLE

1–50 of 234

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