Global Wealth Strategies & Associates
Global Wealth Strategies & Associates is an Investment Adviser institutional filer with the SEC under CIK 1912297, reporting 114 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: CO
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-01
Top 10 portfolio positions
The largest reported holdings in Global Wealth Strategies & Associates's most recent 13F filing, ranked by reported market value.
- VANGUARD S&P 500 ETF (VOO)
- ISHARES CORE MSCI EAFE ETF (IEFA)
- INVESCO NASDAQ 100 ETF (QQQM)
- VANGUARD TOTAL BOND MARKET ETF (BND)
- ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)
- VANGUARD DIVIDEND APPRECIATION ETF (VIG)
- INVESCO QQQ TRUST SERIES I (QQQ)
- STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLK)
- ISHARES CORE S&P SMALL CAP ETF (IJR)
- ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC)
/