Global Wealth Management Investment Advisory, Inc.
All 13F Filings
- Location
- Fort Lauderdale, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 624,000
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 151 | 624,000 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q3 2025 | 10/27/2025 | 152 | 596,456 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
| Q2 2025 | 8/7/2025 | 143 | 532,897 | 13F-HR | Global Wealth Management Investment Advisory, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 536.2 K | 85.9% | 24.3 K | 0 | 24.3 K |
| ETFs | 85.27 K | 13.7% | 3.233 K | 0 | 3.233 K |
| Debt | 2.529 K | 0.4% | 22 | 0 | 22 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
624,000
Holdings
151
QoQ value change ($000)
27,544
(4.6%)
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.