Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $288 Billion
  • Q4 2025

Wealth Management Associates, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.5B, Ishares Core S&P 500 ETF with a value of $12.7B, Ishares Barclays 20+ Year Trea with a value of $12.1B, Microsoft Corp with a value of $10B, and Vanguard Total Stock Market Et with a value of $9.33B.

Examining the 13F form we can see an increase of $5.73B in the current position value, from $282B to 288B.

Wealth Management Associates, Inc. is based out at Cherry Hill, NJ

Below you can find more details about Wealth Management Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $126 Billion
Technology: $60 Billion
Financial Services: $21 Billion
Healthcare: $16.4 Billion
Communication Services: $14.2 Billion
Energy: $11.8 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $8.03 Billion
Other: $12.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 4.42% of portfolio
18,554
Q4 2025 Reduced 1.33%
$0
$12.1 Billion 4.23% of portfolio
139,375
Q4 2025 Added 8.07%
$0
$9.33 Billion 3.24% of portfolio
27,818
Q4 2025 Reduced 1.61%
$0
$8.28 Billion 2.88% of portfolio
58,666
Q4 2025 Added 0.03%
$0
$6.19 Billion 2.15% of portfolio
43,142
Q4 2025 Added 0.06%
$130B
$5.81 Billion 2.02% of portfolio
14,648
Q4 2025 Reduced 1.37%
$0
$5.76 Billion 2.0% of portfolio
145,945
Q4 2025 Reduced 0.89%
$0
$5.71 Billion 1.99% of portfolio
38,428
Q4 2025 Reduced 0.22%
$0
$5.37 Billion 1.87% of portfolio
55,424
Q4 2025 Reduced 1.55%
$0
$3.85 Billion 1.34% of portfolio
75,674
Q4 2025 Added 0.82%
$0
$3.67 Billion 1.28% of portfolio
36,745
Q4 2025 Added 5.63%
$0
$3.4 Billion 1.18% of portfolio
82,377
Q4 2025 Added 2.0%
$0
$2.9 Billion 1.01% of portfolio
37,192
Q4 2025 Added 4.56%
$0
$2.84 Billion 0.99% of portfolio
23,321
Q4 2025 Added 2.17%
$0
$2.39 Billion 0.83% of portfolio
3,167
Q4 2025 Reduced 1.83%
$0
$2.19 Billion 0.76% of portfolio
3,572
Q4 2025 Added 0.99%
$65.3B
$1.44 Billion 0.5% of portfolio
17,768
Q4 2025 Reduced 0.56%
$0
$1.43 Billion 0.5% of portfolio
38,815
Q4 2025 New
$0
$1.38 Billion 0.48% of portfolio
11,577
Q4 2025 Added 1.7%
$0
$1.31 Billion 0.45% of portfolio
9,781
Q4 2025 Added 0.67%
$0
$1.26 Billion 0.44% of portfolio
13,397
Q4 2025 Added 1.9%
$0
$1.2 Billion 0.42% of portfolio
26,390
Q4 2025 Added 4.66%
$0
$1.18 Billion 0.41% of portfolio
12,555
Q4 2025 Added 0.06%
$0
$1.17 Billion 0.41% of portfolio
1,860
Q4 2025 Added 35.08%
$24.1B
$1.15 Billion 0.4% of portfolio
17,886
Q3 2025 Added 76.65%
$0
$1.11 Billion 0.39% of portfolio
23,109
Q4 2025 Added 15.21%
$0
$1.01 Billion 0.35% of portfolio
14,490
Q4 2025 Added 23.74%
$0
$951 Million 0.33% of portfolio
7,374
Q4 2025 Added 1.79%
$0
$914 Million 0.32% of portfolio
15,251
Q4 2025 Reduced 7.23%
$0
$858 Million 0.3% of portfolio
7,914
Q4 2025 Added 2.16%
$0
$720 Million 0.25% of portfolio
15,828
Q4 2025 Reduced 10.15%
$0
$705 Million 0.25% of portfolio
1,034
Q4 2025 Reduced 1.05%
$0
$698 Million 0.24% of portfolio
7,807
Q4 2025 Added 0.09%
$0
$640 Million 0.22% of portfolio
2,224
Q4 2025 Added 0.23%
$0
$634 Million 0.22% of portfolio
11,191
Q4 2025 Added 16.69%
$0
$612 Million 0.21% of portfolio
14,595
Q4 2025 Added 0.24%
$0
$507 Million 0.18% of portfolio
10,079
Q4 2025 Reduced 6.36%
$0
$502 Million 0.17% of portfolio
7,611
Q4 2025 Reduced 0.33%
$0
$493 Million 0.17% of portfolio
6,644
Q4 2025 Added 13.2%
$0
$461 Million 0.16% of portfolio
5,445
Q4 2025 Reduced 0.27%
$0
$437 Million 0.15% of portfolio
2,283
Q4 2025 Added 2.24%
$0
$431 Million 0.15% of portfolio
2,171
Q4 2025 Added 1.54%
$0
$395 Million 0.14% of portfolio
8,380
Q4 2025 New
$0
$399 Million 0.14% of portfolio
5,592
Q4 2025 Reduced 3.02%
$0
$361 Million 0.13% of portfolio
5,058
Q4 2025 Added 4.12%
$0
$387 Million 0.13% of portfolio
1,000
Q3 2022 New
$0
$365 Million 0.13% of portfolio
7,083
Q4 2025 Added 0.11%
$0
$377 Million 0.13% of portfolio
1,489
Q4 2025 Added 56.57%
$0
$335 Million 0.12% of portfolio
6,695
Q4 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $288 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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