Global Wealth Strategies & Associates
Global Wealth Strategies & Associates reported 114 holdings worth US$546M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 2, 2026
Global Wealth Strategies & Associates reported 114 holdings worth US$546M as of Sep 30, 2026. Largest: Amazon.com, Inc., Apple Inc and Visa Inc. Filed Oct 2, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$546M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 34,435 | US$8.58M | 1.6% |
| Apple Inc | 13,166 | US$4.38M | 0.80% |
| Visa Inc. | 12,151 | US$4.37M | 0.80% |
| Jp Morgan Chase & Co. | 8,549 | US$2.83M | 0.52% |
| Nvidia Corporation | 11,143 | US$2.54M | 0.47% |
| Sherwin-williams Company (the) | 7,708 | US$2.49M | 0.46% |
| Microsoft Corp. | 4,483 | US$2.3M | 0.42% |
| Alphabet Inc (google) Class C | 4,811 | US$1.65M | 0.30% |
| Tesla, Inc. | 3,092 | US$1.1M | 0.20% |
| Broadcom Inc. | 2,872 | US$1.01M | 0.18% |
| Advanced Micro Devices Inc | 1,118 | US$684K | 0.13% |
| Qualcomm Incorporated | 3,469 | US$639K | 0.12% |
| Meta Platforms, Inc. | 862 | US$625K | 0.11% |
| Johnson & Johnson | 2,361 | US$625K | 0.11% |
| Berkshire Hathaway Inc. | 1,176 | US$586K | 0.11% |
| Eli Lilly And Company | 430 | US$498K | 0.09% |
| Costco Wholesale Corporation | 508 | US$462K | 0.08% |
| International Business Machines Corporation | 2,036 | US$448K | 0.08% |
| Caterpillar, Inc. | 516 | US$419K | 0.08% |
| Abbvie Inc. | 1,486 | US$389K | 0.07% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 835 | US$381K | 0.07% |
| Fortinet, Inc. | 1,749 | US$313K | 0.06% |
| Asml Holding Nv | 163 | US$295K | 0.05% |
| Lockheed Martin Corporation | 579 | US$295K | 0.05% |
| Coca-cola Company (the) | 3,364 | US$290K | 0.05% |
| Rtx Corporation | 1,527 | US$283K | 0.05% |
| 3m Company | 1,699 | US$279K | 0.05% |
| Immunitybio, Inc. | 29,034 | US$274K | 0.05% |
| Thermo Fisher Scientific Inc | 401 | US$271K | 0.05% |
| Chevron Corporation | 1,296 | US$265K | 0.05% |
| Freeport-mcmoran, Inc. | 3,620 | US$253K | 0.05% |
| Space Exploration Technologies Corp | 1,554 | US$234K | 0.04% |
| Blackrock, Inc. | 219 | US$232K | 0.04% |
| Palantir Technologies Inc. | 1,222 | US$229K | 0.04% |
| Applied Materials, Inc. | 446 | US$228K | 0.04% |
| Entergy Corporation | 2,193 | US$218K | 0.04% |
| Royal Bank Of Canada | 1,095 | US$215K | 0.04% |
| Micron Technology, Inc. | 200 | US$213K | 0.04% |
| Walmart Inc. | 2,047 | US$213K | 0.04% |
| Cisco Systems, Inc. | 1,940 | US$209K | 0.04% |
| Mastercard Incorporated | 375 | US$207K | 0.04% |
| U.s. Bancorp | 3,486 | US$201K | 0.04% |
| Mizuho Financial Group, Inc. | 10,120 | US$112K | 0.02% |
| Banco Bradesco Sa | 13,701 | US$48,228 | <0.01% |
| Ambev Sa | 13,915 | US$40,632 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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