Global Wealth Management Investment Advisory, Inc.
All 13F Filings
- Location
- Fort Lauderdale, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 728,001
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 155 | 728,001 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q2 2026 | 7/29/2026 | 160 | 702,736 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q1 2026 | 5/1/2026 | 158 | 638,447 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q4 2025 | 2/4/2026 | 151 | 624,000 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q3 2025 | 10/27/2025 | 152 | 596,456 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q2 2025 | 8/7/2025 | 143 | 532,897 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 435.1 K | 59.8% | 22.95 K | 0 | 22.95 K |
| ETFs | 290.6 K | 39.9% | 2.429 K | 0 | 2.429 K |
| Debt | 2.275 K | 0.3% | 0 | 118 | -118 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
728,001
Holdings
155
QoQ value change ($000)
25,265
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.