Global Wealth Management Investment Advisory, Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$638.4M
Holdings
159
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.6%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.4%
03
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.4%
04
$BAC
BANK AMERICA CORP
Q4 2025: New position (22.0k shares)
3.1%
05
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (4.3k shares)
3.1%
06
$IEFA
ISHARES TR
Q4 2025: New position (6.9k shares)
3.0%
07
$NDQ
INVESCO QQQ TR
Q4 2025: New position (1.4k shares)
2.9%
08
$AAPL
APPLE INC
Q4 2025: New position (13.7k shares)
2.9%
09
$IVV
ISHARES TR
Q4 2025: New position (6.4k shares)
2.8%
10
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:34 UTC.