🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 656.96 +0.2% NASDAQ 100: 587.19 +0.4% Dow Jones: 465.44 +0.1%

Global Wealth Strategies & Associates - Q1 2026 13F Filings

GL

Global Wealth Strategies & Associates

CIK: 0001912297
Address: Colorado Denver 3200 Cherry Creek South Drive Suite 280
$406.98 M
Portfolio Value
543
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/03/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DYNF Ishares Us Equity Factor Rotation Active Etf
+$20.69 M
2. FSEC Fidelity Investment Grade Securitized Etf
+$8.27 M
3. SCHA Schwab Us Small-Cap Etf
+$7.89 M
4. VIG Vanguard Dividend Appreciation Etf
+$7.42 M
5. VPL Vanguard Ftse Pacific Etf
+$5.85 M

Top Sells

Q1 2026
1. VOO Vanguard S&P 500 Etf
−$26.32 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$10.57 M
3. MTUM Ishares Msci Usa Momentum Factor Etf
−$7.97 M
4. TLT Ishares 20+ Year Treasury Bond Etf
−$5.25 M
5. BAI Ishares Ai Innovation And Tech Active Etf
−$1.58 M

Asset Allocation

Stocks/ETFs
+1.44%
$401.4 M 98.63%
Options
$0 0.00%
Debt
$0 0.00%
Other
+3.79%
$5.58 M 1.37%

Sector Allocation (Stocks)

Global Wealth Strategies & Associates Q1 2026 Filing Summary

Global Wealth Strategies & Associates filed its 13F report for Q1 2026 on April 03, 2026. The portfolio totaled 406.98 M reflecting a +1.47% change from the prior quarter, spanning 543 assets. The top 10 holdings comprised 77.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 64 new positions and 63 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Global Wealth Strategies & Associates’s Q1 2026 Filing

Global Wealth Strategies & Associates submitted their Form 13F-HR for the Q1 2026 period on 04/03/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Global Wealth Strategies & Associates reported a managed portfolio value of 406.98 M, consisting of 543 individual positions.

This page displays the raw filing documents. To see which stocks Global Wealth Strategies & Associates bought or sold during Q1 2026, please visit Global Wealth Strategies & Associates's Portfolio Analysis page.