Global Wealth Management Investment Advisory, Inc. reported 91 positions worth $436.39M for the quarter ended Sep 30, 2026, up 5.5% on the prior quarter. It opened 2 new positions, added to 59, trimmed 27 and exited 9. Its largest holding is Nvidia Corp at 5.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +58.3K | – | $9.48M | 2.17% |
| MU Micron Technology Inc | +5,839 | +2,463.7% | $6.22M | 1.48% |
| LLY ELI LILLY & Co | +4,968 | +109.7% | $5.75M | 2.52% |
| CMI Cummins Inc | +8,563 | +1,473.8% | $4.42M | 1.08% |
| WMT Walmart Inc. | +25.5K | +64.9% | $2.65M | 1.54% |
| HD Home Depot, Inc. | +7,986 | +52.5% | $2.27M | 1.51% |
| SO Southern Co | +27.4K | +49.0% | $2.27M | 1.58% |
| IBM International Business Machines Corp | +9,701 | +47.0% | $2.13M | 1.53% |
| UPS United Parcel Service Inc | +22.0K | +54.6% | $2.06M | 1.34% |
| MCK Mckesson Corp | +2,145 | +43.6% | $1.83M | 1.38% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| D Dominion Energy, Inc | -101.3K | -100.0% | $6.92M | Exited |
| VICI Vici Properties Inc. | -193.7K | -100.0% | $5.14M | Exited |
| CCI Crown Castle Inc. | -61.3K | -100.0% | $4.64M | Exited |
| UBER Uber Technologies, Inc | -58.0K | -100.0% | $4.19M | Exited |
| SHOP Shopify Inc. | -36.6K | -100.0% | $4.18M | Exited |
| TMUS T-Mobile US, Inc. | -17.7K | -100.0% | $2.96M | Exited |
| CRWD CrowdStrike Holdings, Inc. | -10.5K | -20.5% | $2.78M | 2.47% |
| PANW Palo Alto Networks Inc | -5,800 | -20.8% | $2.30M | 2.01% |
| GOOGL Alphabet Inc. | -4,513 | -14.3% | $1.55M | 2.13% |
| NET Cloudflare, Inc. | -4,123 | -16.9% | $1.43M | 1.62% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| D Dominion Energy, Inc | -101.3K | $6.92M | 1.67% |
| VICI Vici Properties Inc. | -193.7K | $5.14M | 1.24% |
| CCI Crown Castle Inc. | -61.3K | $4.64M | 1.12% |
| UBER Uber Technologies, Inc | -58.0K | $4.19M | 1.01% |
| SHOP Shopify Inc. | -36.6K | $4.18M | 1.01% |
| TMUS T-Mobile US, Inc. | -17.7K | $2.96M | 0.717% |
| CW Curtiss Wright Corp | -354 | $268.25K | 0.065% |
| AEP American Electric Power Co Inc | -1,746 | $238.87K | 0.058% |
| GS Goldman Sachs Group Inc | -203 | $205.40K | 0.05% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 111.7K | $25.50M | 5.84% | -143 | -0.1% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 73.5K | $24.47M | 5.61% | -413 | -0.6% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 41.9K | $21.48M | 4.92% | -2,111 | -4.8% | Reduced | 0% |
| 4 | CVX Chevron Corp | Energy | 75.6K | $15.43M | 3.54% | -3,389 | -4.3% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 45.2K | $14.95M | 3.43% | +1,288 | +2.9% | Added | 0% |
| 6 | BAC Bank Of America Corp | Financial Services | 267.6K | $14.57M | 3.34% | +3,541 | +1.3% | Added | 0% |
| 7 | ABBV AbbVie Inc. | Healthcare | 51.4K | $13.43M | 3.08% | +1,060 | +2.1% | Added | 0% |
| 8 | LLY ELI LILLY & Co | Healthcare | 9,496 | $10.99M | 2.52% | +4,968 | +109.7% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 43.9K | $10.94M | 2.51% | -32 | -0.1% | Reduced | 0% |
| 10 | CRWD CrowdStrike Holdings, Inc. | Technology | 40.8K | $10.79M | 2.47% | -10.5K | -20.5% | Reduced | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 58.3K | $9.48M | 2.17% | +58.3K | – | New | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 27.0K | $9.30M | 2.13% | -4,513 | -14.3% | Reduced | 0% |
| 13 | PANW Palo Alto Networks Inc | Technology | 22.0K | $8.75M | 2.01% | -5,800 | -20.8% | Reduced | 0% |
| 14 | MS Morgan Stanley | Financial Services | 41.9K | $7.88M | 1.81% | +264 | +0.6% | Added | 0% |
| 15 | VZ Verizon Communications Inc | Communication Services | 170.2K | $7.81M | 1.79% | +5,189 | +3.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Global Wealth Management Investment Advisory.
As of its Q3 2026 13F filing, Global Wealth Management Investment Advisory, Inc.’s five largest positions were Nvidia Corp (NVDA) at 5.8%, Apple Inc. (AAPL) at 5.6%, Microsoft Corp (MSFT) at 4.9%, Chevron Corp (CVX) at 3.5%, Jpmorgan Chase & Co (JPM) at 3.4% of the reported portfolio.
Global Wealth Management Investment Advisory, Inc. reported a 13F portfolio worth $436.39M across 91 positions for Q3 2026. That is up 5.5% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($9.48M), Micron Technology Inc ($6.22M), ELI LILLY & Co ($5.75M). It opened 2 new positions.
Its largest sales by value were Dominion Energy, Inc ($6.92M), Vici Properties Inc. ($5.14M), Crown Castle Inc. ($4.64M). It exited 9 positions entirely.
From the Form 13F-HR reports Global Wealth Management Investment Advisory, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.