account_balance

Investment manager · 13F filer · SEC CIK 1912297

Global Wealth Strategies & Associates

Reported value$546Mas of Sep 30, 2026
Positions114 18 new, 1 sold out
Top 10 weight71.1%VOO alone is 28%
FiledOct 22 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 27.6% Held
IEFA iShares Core MSCI EAFE ETF 9.1% Added +2%
QQQM Invesco Nasdaq 100 ETF 6.7% Held
BND Vanguard Total Bond Market ETF 5.9% Added +2%
DYNF iShares U.S. Equity Factor Rotation Active ETF 5.0% Added +4%
VIG Vanguard Dividend Appreciation ETF 4.7% Added +3%
QQQ Invesco QQQ Trust Series I 4.0% Held
XLK State Street Technology Select Sector SPDR ETF 3.2% Added +18%
IJR iShares Core S&P Small Cap ETF 2.6% Held
BINC iShares Flexible Income Active ETF 2.3% Trimmed −7%
MUB iShares National Muni Bond ETF 2.1% Trimmed −3%
SCHA Schwab U.S. Small-Cap ETF 2.0% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 2, 2026, compared with the Jul 1, 2026 filing
add_circleNew
  • VTEB $601K
  • VV $425K
  • DFUS $394K
  • HON $363K
arrow_upwardAdded
arrow_downwardTrimmed
  • MTUM −15%
  • MCI −13%
  • QUAL −10%
  • BINC −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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