Wealth Management Associates, Inc.

Q2 2026 13F-HR Holdings

Location
Cherry Hill, NJ
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
254
Total value ($000)
$362,384
Net value change ($000)
+72,752 (25.1%)
New positions
35
Sold out positions
15
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 30,057 196.3%
GOOGL 3,794 84.1%
MSFT 3,058 38.5%
GOOGL 2,724 98.3%
AMZN 2,061 78.1%
IVV 1,806 14.7%
ORCL 1,796 NEW
MU 1,550 310.6%
NVDA 1,545 17.9%
AIQ 1,541 39.8%
Top Reduces (Value $000, Stocks/ETFs)
APA -1,715 -100.0%
XOP -1,640 -100.0%
PR -1,614 -100.0%
PLTR -1,233 -17.9%
PSX -1,032 -77.1%
GLD -928 -13.6%
T -894 -30.6%
LNKB -826 -100.0%
SPMO -702 -62.1%
PHYS -440 -16.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type