13F filer

Wealth Management Associates

As of Jun 30, 2026 Filed Jul 21, 2026 CIK 2067339 SEC filings ↗

13F Value

$362.4M

Positions

254

Top Position

AAPL12.5%

Top 5

25.9%

Latest filing changes

vs Mar 31, 2026

1 AAPL Apple +159.9%+$27.9M

2 MSFT Microsoft +37.5%+$3.0M

3 GOOGL Alphabet Class A +48.2%+$2.7M

4 GOOG Alphabet Class C +60.9%+$2.1M

5 AMZN Amazon +55.6%+$1.7M

Holdings254

#
1	AAPL Apple	12.5%	$45.4M	+159.9%	156.8K	5.3%	Common Stock
2	IVV iShares Core S&P 500 ETF	3.9%	$14.1M	+0.0%	18.8K	4.3%	ETF
3	TLT iShares 20+ Year Treasury Bond ETF	3.5%	$12.8M	+1.2%	148.0K	4.4%	ETF
4	MSFT Microsoft	3.0%	$11.0M	+37.5%	29.5K	2.7%	Common Stock
5	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.9%	$10.5M	+1.5%	28.3K	3.1%	ETF
6	NVDA NVIDIA	2.8%	$10.2M	+2.7%	50.9K	3.0%	Common Stock
7	DVY iShares Select Dividend ETF	2.6%	$9.5M	+1.6%	61.1K	3.1%	ETF
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 23,239 reported quantity $8,305,049 reported value	2.3%	$8.3M	+48.2%	23.2K	1.6%	Common Stock
9	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	2.0%	$7.2M	+0.2%	45.4K	2.3%	ETF
10	TDIV First Trust NASDAQ Technology Dividend Index Fund	1.8%	$6.5M	-0.8%	56.2K	1.8%	ETF
11	ITOT iShares Core S&P Total U.S. Stock Market ETF	1.8%	$6.4M	+0.4%	38.8K	1.9%	ETF
12	IDV iShares International Select Dividend ETF	1.7%	$6.2M	+1.5%	149.4K	2.2%	ETF
13	GLD SPDR Gold Tr	1.6%	$5.9M	+0.9%	16.0K	2.4%	Trust
14	PLTR Palantir Technologies	1.6%	$5.7M	+3.0%	48.5K	2.4%	Common Stock
15	GOOG Alphabet Class C	1.5%	$5.5M	+60.9%	15.6K	1.0%	Common Stock
16	AIQ Global X Artificial Intelligence & Technology ETF	1.5%	$5.4M	-0.6%	82.6K	1.3%	ETF
17	KMI Kinder Morgan	1.3%	$4.8M	-1.5%	148.7K	1.7%	Common Stock
18	AMZN Amazon	1.3%	$4.7M	+55.6%	19.7K	0.9%	Common Stock
19	AVGO Broadcom	1.1%	$4.0M	-1.5%	10.7K	1.2%	Common Stock
20	AGG iShares Core U.S. Aggregate Bond ETF	1.1%	$4.0M	+6.2%	40.0K	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.