Global Wealth Management Investment Advisory, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Global Wealth Management Investment Advisory, Inc. reported 158 stock positions worth $638.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 3.6% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 3.4%) and Vanguard Short-Term Treasury (VGSH, 3.4%). Compared with Q4 2025, it opened 14 new positions, sold out of 7, added to 76 and reduced 59. The biggest buy was Intl Business Machines (IBM, shares +2441%) and the biggest sale an exit from Oracle (ORCL).
- Most Recent 13F
- Q2 2026
- Location
- FORT LAUDERDALE, FL
- CIK
- 0001767855
- Portfolio Value
- $638.4M (Q1 2026)
- SEC Filing
- 0001767855-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 158 stocks · $638.4M
| VCIT Vanguard Int-Term Corporate | 3.62% | 279,071 | $23.1M | Add +3.7% |
| JEPI JPMorgan Equity Premium Inco | 3.43% | 386,821 | $21.9M | Add +4.1% |
| VGSH Vanguard Short-Term Treasury | 3.41% | 371,676 | $21.8M | Reduce -4.5% |
| NVDA Nvidia Corp. | 3.06% | 111,863 | $19.5M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.97% | 209,741 | $19.0M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.92% | 32,341 | $18.7M | Reduce -0.4% |
| AAPL Apple Inc. | 2.88% | 72,456 | $18.4M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 2.75% | 26,885 | $17.6M | Reduce -0.6% |
| CVX Chevron Corp. | 2.44% | 75,220 | $15.6M | Reduce -1.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.35% | 188,273 | $15.0M | Add +4.2% |
| MSFT Microsoft Corp. | 2.33% | 40,263 | $14.9M | Add +24.0% |
| VYM Vanguard High DVD Yield ETF | 2.16% | 93,008 | $13.8M | Reduce -5.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.10% | 264,985 | $13.4M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.93% | 41,906 | $12.3M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.89% | 247,786 | $12.1M | Add +5.3% |
| IJH iShares Core S&P Midcap ETF | 1.79% | 169,622 | $11.5M | Add +7.3% |
| ABBV Abbvie Inc. | 1.60% | 47,021 | $10.2M | Add +3.9% |
| XOM Exxon Mobil Corp. | 1.44% | 54,008 | $9.2M | Reduce -7.4% |
| GOOGL Alphabet Inc. Class A | 1.42% | 31,461 | $9.0M | Reduce -8.2% |
| AMZN Amazon.com Inc. | 1.40% | 42,796 | $8.9M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 63,955 | $8.0M | Add +6.3% |
| VZ Verizon Communications Inc. | 1.24% | 157,102 | $7.9M | Reduce -0.5% |
| MS Morgan Stanley | 1.08% | 41,775 | $6.9M | Add +3.3% |
| DLR Digital Realty Trust Inc. | 1.03% | 36,407 | $6.6M | Add +3.2% |
| CTRA Coterra Energy Inc. | 1.02% | 185,585 | $6.5M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 1.01% | 92,545 | $6.5M | Add +3.0% |
| TFC Truist Financial Corp. | 1.01% | 139,989 | $6.4M | Add +3.4% |
| JNJ Johnson & Johnson | 0.97% | 25,336 | $6.2M | Reduce -22.1% |
| D Dominion Energy Inc. | 0.97% | 99,681 | $6.2M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.96% | 42,287 | $6.1M | Add +2.3% |
| CAPITOL SER TR | 0.95% | 241,357 | $6.1M | Reduce -6.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.94% | 219,343 | $6.0M | Add +7.1% |
| DCRE DBL Comm Real Est Debt | 0.92% | 113,563 | $5.9M | Add +3.2% |
| CAT Caterpillar Inc. | 0.91% | 8,230 | $5.8M | Reduce -25.6% |
| CSCO Cisco Systems Inc. | 0.89% | 73,569 | $5.7M | Add +1.8% |
| CCI Crown Castle Inc. | 0.88% | 69,107 | $5.6M | Add +10.1% |
| DUK Duke Energy Corp. | 0.88% | 42,820 | $5.6M | Add +2.9% |
| KMB Kimberly-Clark Corp. | 0.88% | 58,025 | $5.6M | Add +3.7% |
| AMGN Amgen Inc. | 0.85% | 15,386 | $5.4M | Reduce -0.8% |
| SO The Southern Co. | 0.85% | 55,964 | $5.4M | Add +3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.80% | 13,147 | $5.1M | Add +41.0% |
| RTX RTX Corp. | 0.79% | 26,202 | $5.1M | Reduce -6.7% |
| NET Cloudflare Inc. Class A | 0.78% | 24,068 | $5.0M | Add +58.1% |
| META Meta Platforms Inc. Class A | 0.77% | 8,641 | $4.9M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.76% | 4,901 | $4.9M | Add +8.1% |
| KO The Coca-Cola Co. | 0.75% | 62,828 | $4.8M | Add +2.1% |
| HD Home Depot Inc. | 0.74% | 14,331 | $4.7M | Add +2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 19,414 | $4.7M | Add +2441.1% |
| MCD McDonald's Corp. | 0.73% | 15,071 | $4.7M | Reduce -3.2% |
| CVS CVS Health Corp. | 0.73% | 65,115 | $4.7M | Add +1.6% |
| WMT Walmart Inc. | 0.73% | 37,512 | $4.7M | Reduce -23.9% |
| AXP American Express Co. | 0.72% | 15,232 | $4.6M | Add +4.7% |
| PEP Pepsico Inc. | 0.72% | 29,556 | $4.6M | Add +2.5% |
| NEE Nextera Energy Inc. | 0.72% | 49,287 | $4.6M | Reduce -4.9% |
| GD General Dynamics Corp. | 0.71% | 13,271 | $4.6M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.70% | 28,022 | $4.5M | Add +44.3% |
| VGIT Vanguard Intermediate-Term T | 0.70% | 74,630 | $4.4M | Add +2.8% |
| MDT Medtronic PLC | 0.67% | 49,113 | $4.3M | Add +5.8% |
| NFLX Netflix Inc. | 0.67% | 44,188 | $4.2M | Add +5.0% |
| LLY Eli Lilly & Co. | 0.66% | 4,577 | $4.2M | Reduce -18.5% |
| DMBS Doubleline Mortgage ETF | 0.66% | 84,863 | $4.2M | Add +29.3% |
| DABS Doubleline Asset-Backed ETF | 0.64% | 80,777 | $4.1M | New |
| SHOP Shopify Inc. Class A | 0.63% | 33,762 | $4.0M | Add +55.4% |
| DAL Delta Air Lines Inc. | 0.62% | 59,983 | $4.0M | Add +4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 24,831 | $4.0M | Add +7.4% |
| MCK McKesson Corp. | 0.61% | 4,536 | $3.9M | Add +5.2% |
| UBER Uber Technologies Inc. | 0.61% | 54,207 | $3.9M | Add +9.4% |
| UPS United Parcel Service Class B | 0.60% | 39,187 | $3.9M | New |
| GLDM SPDR Gold Minishares Trust | 0.59% | 40,735 | $3.8M | Reduce -2.8% |
| MAR Marriott International Class A | 0.56% | 10,870 | $3.6M | Reduce -8.9% |
| TMUS T-Mobile US Inc. | 0.53% | 16,180 | $3.4M | Add +8.2% |
| IWY iShares Russell Top 200 Grow | 0.50% | 12,912 | $3.2M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 14,673 | $2.9M | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 6,097 | $2.7M | Reduce -4.3% |
| MLPA Global X MLP ETF | 0.41% | 48,571 | $2.6M | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 40,347 | $2.6M | Reduce -5.2% |
| DGRO iShares Core Dividend Growth | 0.34% | 30,498 | $2.1M | Add +18.2% |
| IWX iShares Russell Top 200 Valu | 0.32% | 21,706 | $2.0M | Reduce -3.4% |
| KMI Kinder Morgan Inc. | 0.31% | 58,104 | $1.9M | Add +0.2% |
| DCMT Doubleline Commodity ETF | 0.29% | 55,489 | $1.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 5,977 | $1.6M | Reduce -4.6% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 19,551 | $1.5M | Reduce -4.3% |
| BIV Vanguard Intermediate-Term B | 0.23% | 19,208 | $1.5M | Reduce -4.5% |
| VOO Vanguard S&P 500 ETF | 0.23% | 2,423 | $1.4M | Reduce -8.8% |
| XLK SS Technology Select Sector | 0.22% | 10,404 | $1.4M | Reduce -2.8% |
| MFIC Midcap Financial Investment | 0.20% | 112,373 | $1.3M | Add +15.6% |
| GBDC Golub Capital BDC Inc. | 0.19% | 98,148 | $1.2M | Add +17.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 26,231 | $1.2M | Reduce -9.2% |
| GOOG Alphabet Inc. Class C | 0.19% | 4,240 | $1.2M | Reduce -7.7% |
| EFV iShares MSCI Eafe Value ETF | 0.19% | 16,037 | $1.2M | Reduce -8.7% |
| TSLA Tesla Inc. | 0.18% | 3,171 | $1.2M | Add +0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 20,527 | $1.1M | Add +9.3% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.18% | 19,181 | $1.1M | Add +4.8% |
| O Realty Income Corp. | 0.18% | 18,451 | $1.1M | Add +17.3% |
| ARCC Ares Capital Corp. | 0.18% | 62,577 | $1.1M | Add +9.2% |
| OBDC Blue Owl Capital Corp. | 0.18% | 101,498 | $1.1M | Add +15.5% |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 7,582 | $1.1M | Reduce -5.4% |
| PSA Public Storage | 0.17% | 3,965 | $1.1M | Add +3.3% |
| VTR Ventas Inc. | 0.17% | 12,929 | $1.1M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 2,205 | $1.1M | Reduce -7.7% |
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Sold out | 0.00% | −0.81 |
| NVDA Nvidia Corp. | Reduce -2.1% | 3.06% | −0.36 |
| AAPL Apple Inc. | Reduce -1.2% | 2.88% | −0.31 |
| LLY Eli Lilly & Co. | Reduce -18.5% | 0.66% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -8.2% | 1.42% | −0.30 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 2.92% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.5% | 3.41% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 2.75% | −0.22 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.18 |
| WMT Walmart Inc. | Reduce -23.9% | 0.73% | −0.15 |
| JNJ Johnson & Johnson | Reduce -22.1% | 0.97% | −0.11 |
| CAPITOL SER TR | Reduce -6.8% | 0.95% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.3% | 2.16% | −0.10 |
| CAT Caterpillar Inc. | Reduce -25.6% | 0.91% | −0.10 |
| IWY iShares Russell Top 200 Grow | Reduce -3.0% | 0.50% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.3% | 0.42% | −0.08 |
| CELH Celsius Holdings Inc. | Reduce -7.0% | 0.16% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -31.3% | 0.11% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -46.4% | 0.05% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 0.19% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -8.8% | 0.23% | −0.04 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.04 |
| MAR Marriott International Class A | Reduce -8.9% | 0.56% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -6.7% | 0.79% | −0.03 |
| XLK SS Technology Select Sector | Reduce -2.8% | 0.22% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.73% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.7% | 0.17% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -9.2% | 0.19% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.2% | 0.45% | −0.02 |
| CRM Salesforce Inc. | Reduce -6.2% | 0.04% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.2% | 0.41% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -7.2% | 0.16% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -4.5% | 0.23% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.8% | 0.11% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.3% | 0.24% | −0.02 |
| AMD Advanced Micro Devices | Reduce -23.8% | 0.04% | −0.02 |
| IWX iShares Russell Top 200 Valu | Reduce -3.4% | 0.32% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.7% | 0.19% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.6% | 0.25% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.8% | 0.08% | −0.01 |
| SUB iShares Short-Term National | Reduce -22.0% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -0.9% | 0.06% | −0.01 |
| BLV Vanguard Long-Term Bond ETF | Reduce -4.3% | 0.14% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.3% | 0.15% | −0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -1.9% | 0.08% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IBM Intl Business Machines Corp. | Add +2441.1% | 0.74% | +0.70 |
| DABS Doubleline Asset-Backed ETF | New | 0.64% | +0.64 |
| UPS United Parcel Service Class B | New | 0.60% | +0.60 |
| NET Cloudflare Inc. Class A | Add +58.1% | 0.78% | +0.30 |
| CTRA Coterra Energy Inc. | Add +0.9% | 1.02% | +0.25 |
| DLR Digital Realty Trust Inc. | Add +3.2% | 1.03% | +0.15 |
| COST Costco Wholesale Corp. | Add +8.1% | 0.76% | +0.14 |
| DMBS Doubleline Mortgage ETF | Add +29.3% | 0.66% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +44.3% | 0.70% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +7.3% | 1.79% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +41.0% | 0.80% | +0.10 |
| DUK Duke Energy Corp. | Add +2.9% | 0.88% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.4% | 2.97% | +0.09 |
| SO The Southern Co. | Add +3.7% | 0.85% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +6.3% | 1.25% | +0.09 |
| SHOP Shopify Inc. Class A | Add +55.4% | 0.63% | +0.07 |
| JMUB JPMorgan Municipal ETF | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +2.1% | 0.75% | +0.06 |
| D Dominion Energy Inc. | Add +3.1% | 0.97% | +0.06 |
| PEP Pepsico Inc. | Add +2.5% | 0.72% | +0.06 |
| SCHP Schwab U.S. Tips ETF | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | Add +7.4% | 0.62% | +0.05 |
| KMI Kinder Morgan Inc. | Add +0.2% | 0.31% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +18.2% | 0.34% | +0.05 |
| MCK McKesson Corp. | Add +5.2% | 0.61% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| TMUS T-Mobile US Inc. | Add +8.2% | 0.53% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +3.0% | 1.01% | +0.04 |
| CW Curtiss-Wright Corp. | New | 0.04% | +0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.04% | +0.04 |
| JMHI JPMorgan High Yield Municpl | New | 0.04% | +0.04 |
| MLPA Global X MLP ETF | Add +0.9% | 0.41% | +0.04 |
| O Realty Income Corp. | Add +17.3% | 0.18% | +0.03 |
| LMT Lockheed Martin Corp. | New | 0.03% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| TPL Texas Pacific Land Corp. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +5.0% | 0.67% | +0.03 |
| PNC PNC Financial Services Group | New | 0.03% | +0.03 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +4.1% | 3.43% | +0.03 |
| MFIC Midcap Financial Investment | Add +15.6% | 0.20% | +0.02 |
| GCC Wisdomtree Enhanced Commodit | Add +1.5% | 0.15% | +0.02 |
| VICI Vici Properties Inc. | Add +7.1% | 0.94% | +0.02 |
| GBDC Golub Capital BDC Inc. | Add +17.3% | 0.19% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.2% | 2.35% | +0.01 |
| DCRE DBL Comm Real Est Debt | Add +3.2% | 0.92% | +0.01 |
| PSA Public Storage | Add +3.3% | 0.17% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.3% | 0.96% | +0.01 |
| WTMF Wisdomtree MGD Futures Strat | Add +2.3% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $702.7M | VCIT, JEPI, VGSH, QQQ, NVDA |
| Q1 2026 | 158 | $638.4M | VCIT, JEPI, VGSH, NVDA, IEFA |
| Q4 2025 | 151 | $624.0M | VGSH, VCIT, NVDA, JEPI, QQQ |
| Q3 2025 | 152 | $596.5M | VCIT, NVDA, VGSH, JEPI, QQQ |
| Q2 2025 | 143 | $532.9M | VCIT, VGSH, JEPI, QQQ, IVV |
| Q1 2025 | 139 | $500.0M | VGSH, JEPI, VCIT, AAPL, QQQ |
| Q4 2024 | 140 | $485.0M | VGSH, VCIT, JEPI, AAPL, QQQ |
| Q3 2024 | 135 | $463.4M | VGSH, VCIT, JEPI, AAPL, QQQ |
| Q2 2024 | 131 | $429.8M | VGSH, VCIT, JEPI, QQQ, AAPL |
| Q1 2024 | 133 | $408.2M | VGSH, QQQ, VCIT, JEPI, IVV |