Global Wealth Strategies & Associates has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $401 Billion distributed in 549 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $156B, Ishares Tr with a value of $43.8B, Vanguard Bd Index Fd Inc Total with a value of $29.9B, Invesco Exchange Traded Fd Tr with a value of $26.9B, and Ishares Msci Usa Quality Facto with a value of $15B.
Examining the 13F form we can see an increase of $12.2B in the current position value, from $389B to 401B.
Also it can be appreciated an additional of 121 stocks purchases and 7 closed positions.
Global Wealth Strategies & Associates is based out at Denver, CO
Below you can find more details about Global Wealth Strategies & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$401 Billion
ETFs: $354 Billion
Technology: $7.92 Billion
Financial Services: $6.73 Billion
Consumer Cyclical: $3.23 Billion
Basic Materials: $2.73 Billion
Communication Services: $2.14 Billion
Industrials: $1.69 Billion
Healthcare: $1.65 Billion
Other: $2.32 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
