Wealth Management Associates, Inc.: 13F holdings
CIK 20673392026Q2
| Positions | 254 |
|---|
| Reported value | $362.4m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 254 (+20 vs prior quarter) |
|---|
| Reported value | $362.4m (+25.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 156,777 | $45.4m | 12.5% |
| IVV ISHARES TR | 18,849 | $14.1m | 3.9% |
| TLT ISHARES TR | 147,990 | $12.8m | 3.5% |
| MSFT MICROSOFT CORP | 29,476 | $11.0m | 3.0% |
| VTI VANGUARD INDEX FDS | 28,261 | $10.5m | 2.9% |
| NVDA NVIDIA CORPORATION | 50,937 | $10.2m | 2.8% |
| DVY ISHARES TR | 61,063 | $9.5m | 2.6% |
| GOOGL ALPHABET INC | 23,239 | $8.3m | 2.3% |
| VYM VANGUARD WHITEHALL FDS | 45,408 | $7.2m | 2.0% |
| TDIV FIRST TR EXCHANGE TRADED FD | 56,227 | $6.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067339")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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