Global Wealth Strategies & Associates
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 545,614
- 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 | 10/1/2026 | 114 | 545,614 | 13F-HR | Global Wealth Strategies & Associates |
| Q2 2026 | 7/1/2026 | 97 | 527,577 | 13F-HR | Global Wealth Strategies & Associates |
| Q1 2026 | 4/3/2026 | 543 | 406,983 | 13F-HR | Global Wealth Strategies & Associates |
| Q4 2025 | 1/2/2026 | 549 | 401,091 | 13F-HR | Global Wealth Strategies & Associates |
| Q3 2025 | 10/2/2025 | 485 | 388,899 | 13F-HR | Global Wealth Strategies & Associates |
| Q2 2025 | 7/7/2025 | 378 | 349,352 | 13F-HR | Global Wealth Strategies & Associates |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.59 K | 8.9% | 9.217 K | 0 | 9.217 K |
| ETFs | 497 K | 91.1% | 8.825 K | 0 | 8.825 K |
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Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
545,614
Holdings
114
QoQ value change ($000)
18,037
(3.4%)
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.