Wealth Management Associates, Inc.
All 13F Filings
- Location
- Cherry Hill, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 362,384
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 254 | 362,384 | 13F-HR | Wealth Management Associates, Inc. |
| Q1 2026 | 5/13/2026 | 234 | 289,632 | 13F-HR | Wealth Management Associates, Inc. |
| Q4 2025 | 1/20/2026 | 235 | 287,511 | 13F-HR | Wealth Management Associates, Inc. |
| Q3 2025 | 10/21/2025 | 230 | 281,785 | 13F-HR | Wealth Management Associates, Inc. |
| Q2 2025 | 8/4/2025 | 219 | 256,950 | 13F-HR | Wealth Management Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 222.4 K | 61.4% | 61.46 K | 0 | 61.46 K |
| ETFs | 138.4 K | 38.2% | 11.23 K | 0 | 11.23 K |
| Debt | 1.596 K | 0.4% | 57 | 0 | 57 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
362,384
Holdings
254
QoQ value change ($000)
72,752
(25.1%)
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.