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Manager record

Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL · CIK 1767855 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$702.74MReported 13F valueQ2 2026 · as filed
160Holdings listed
+10.1%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $532.9M$532.9MQ2 2025143 holdingsQ3 2025: $596.5M$596.5MQ3 2025152 holdingsQ4 2025: $624.0M$624.0MQ4 2025151 holdingsQ1 2026: $638.4M$638.4MQ1 2026158 holdingsQ2 2026: $702.7M$702.7MQ2 2026160 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$702.74M · 160 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$638.45M · 158 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$624.00M · 151 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$596.46M · 152 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$532.90M · 143 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology