account_balance
Investment manager · 13F filer · SEC CIK 2067339
Wealth Management Associates, Inc.
Reported value$362Mas of Jun 30, 2026
Positions254 34 new, 14 sold out
Top 10 weight37.4%AAPL alone is 13%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
12.5%Added +160%
IVViShares Tr
3.9%
TLTiShares Tr
3.5%
MSFTMicrosoft Corp
3.0%Added +37%
VTIVanguard Index FDS
2.9%
NVDANVIDIA Corp
2.8%Added +3%
DVYiShares Tr
2.6%
GOOGLAlphabet Inc.
2.3%Added +48%
VYMVanguard Whitehall FDS
2.0%
TDIVFirst Tr Exchange Traded Fd
1.8%
ITOTiShares Tr
1.8%
IDViShares Tr
1.7%
AAPLApple Inc.
12.5%Added +160%
IVV3.9%
TLTiShares Tr
3.5%
MSFTMicrosoft Corp
3.0%+37%
VTIVanguard Index FDS
2.9%
NVDANVIDIA Corp
2.8%
DVYiShares Tr
2.6%
GOOGLAlphabet Inc.
2.3%
VYM2.0%
TDIV1.8%
ITOT
IDV
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
AAPL Apple Inc. 12.5% Added +160%
IVV iShares Tr 3.9% Held
TLT iShares Tr 3.5% Held
MSFT Microsoft Corp 3.0% Added +37%VTI Vanguard Index FDS 2.9% Held
NVDA NVIDIA Corp 2.8% Added +3%DVY iShares Tr 2.6% Held
GOOGL Alphabet Inc. 2.3% Added +48%VYM Vanguard Whitehall FDS 2.0% Held
TDIV First Tr Exchange Traded Fd 1.8% Held
ITOT iShares Tr 1.8% Held
IDV iShares Tr 1.7% Held
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.