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Global Wealth Strategies & Associates - Q3 2026 13F Filings

GL

Global Wealth Strategies & Associates

CIK: 0001912297
Address: Colorado Denver 3200 Cherry Creek South Drive Suite 280
$545.61 M
Portfolio Value
114
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/01/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VOO Vanguard S&P 500 Etf
+$2.87 M
2. XLK Technology Select Sector Spdr Fund
+$2.69 M
3. RSPT Invesco S&P 500 Equal Weight Technology Etf
+$1.12 M
4. DYNF Ishares Us Equity Factor Rotation Active Etf
+$1.11 M
5. IEFA Ishares Core Msci Eafe Etf
+$997,960.89

Top Sells

Q3 2026
1. BINC Ishares Flexible Income Active Etf
−$908,734.14
2. QUAL Ishares Msci Usa Quality Factor Etf
−$410,038.05
3. MUB Ishares National Muni Bond Etf
−$406,725
4. JBS Jbs Nv
−$391,050
5. MTUM Ishares Msci Usa Momentum Factor Etf
−$296,702.87

Asset Allocation

Stocks/ETFs
+3.40%
$539.68 M 98.91%
Options
$0 0.00%
Debt
$0 0.00%
Other
+5.19%
$5.94 M 1.09%

Sector Allocation (Stocks)

Global Wealth Strategies & Associates Q3 2026 Filing Summary

Global Wealth Strategies & Associates filed its 13F report for Q3 2026 on October 01, 2026. The portfolio totaled 545.61 M reflecting a +3.42% change from the prior quarter, spanning 114 assets. The top 10 holdings comprised 71.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Global Wealth Strategies & Associates’s Q3 2026 Filing

Global Wealth Strategies & Associates submitted their Form 13F-HR for the Q3 2026 period on 10/01/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Global Wealth Strategies & Associates reported a managed portfolio value of 545.61 M, consisting of 114 individual positions.

This page displays the raw filing documents. To see which stocks Global Wealth Strategies & Associates bought or sold during Q3 2026, please visit Global Wealth Strategies & Associates's Portfolio Analysis page.