Wealth Management Associates, Inc.
All 13F Filings
- Location
- Cherry Hill, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 289,632
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 160.9 K | 55.6% | 0 | 64.7 K | -64.7 K |
| ETFs | 127.2 K | 43.9% | 66.96 K | 0 | 66.96 K |
| Debt | 1.539 K | 0.5% | 1.308 K | 0 | 1.308 K |
| Other | 0 | 0.0% | 0 | 1.43 K | -1.43 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
289,632
Holdings
234
QoQ value change ($000)
2,121
(0.7%)
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.