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Wealth Management Associates, Inc.

Q1 2026 13F Holdings

  • Location
    cherry hill, NJ
  • Num holdings

    234

  • Value ($000)

    $289,632

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0002067339
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.31M
5 %

60,318

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$12.67M
4 %

146,168

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$12.31M
4 %

18,845

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$9.1M
3 %

60,130

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.93M
3 %

27,832

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.65M
3 %

49,580

M
MSFT

MICROSOFT CORP

COM
594918104
$7.94M
3 %

21,442

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$6.9M
2 %

47,143

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$6.83M
2 %

15,869

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.71M
2 %

45,322

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