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Portfolio (Quarterly) Guide ↗

Global Wealth Management Investment Advisory, Inc.

· CIK 0001767855
13F Portfolio $703M AUM 160 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 78 Added 49 Reduced 10 Exited
Page 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 20,395.0 $5.5M 0.79% +5K +35.3% $270.31 +0.1%
42 AXP AMERICAN EXPRESS CO Financial Services 16,125.0 $5.5M 0.78% +893.0 +5.9% $338.24 -0.7%
43 LLY ELI LILLY & CO Healthcare 4,528.0 $5.4M 0.77% -49.0 -1.1% $1199.41 +5.5%
44 HD HOME DEPOT INC Consumer Cyclical 15,217.0 $5.4M 0.76% +886.0 +6.2% $352.69 -4.5%
45 SO SOUTHERN CO Utilities 55,831.0 $5.3M 0.76% $95.71 -5.8%
46 RTX RTX CORPORATION Industrials 28,101.0 $5.3M 0.76% +2K +7.2% $189.73 +11.5%
47 KO COCA COLA CO Consumer Defensive 65,130.0 $5.3M 0.75% +2K +3.7% $81.27 +11.5%
48 DVN DEVON ENERGY CORP NEW Energy 127,971.0 $5.3M 0.75% NEW $41.32 +19.2%
49 VICI VICI PPTYS INC Real Estate 193,666.0 $5.1M 0.73% -26K -11.7% $26.55 +0.1%
50 CVS CVS HEALTH CORP Healthcare 49,638.0 $5.1M 0.73% -15K -23.8% $103.45 -9.9%
51 META META PLATFORMS INC Communication Services 8,979.0 $5.1M 0.72% +338.0 +3.9% $563.27 -2.3%
52 GD GENERAL DYNAMICS CORP Industrials 13,862.0 $4.9M 0.70% +591.0 +4.5% $354.24 +8.3%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,195.0 $4.9M 0.69% +294.0 +6.0% $935.48 +1.4%
54 CCI CROWN CASTLE INC Real Estate 61,298.0 $4.6M 0.66% -8K -11.3% $75.73 -0.6%
55 NEE NEXTERA ENERGY INC Utilities 52,178.0 $4.6M 0.65% +3K +5.9% $87.77 -3.7%
56 VGIT VANGUARD SCOTTSDALE FDS 75,445.0 $4.4M 0.63% +815.0 +1.1% $58.98 -1.2%
57 WMT WALMART INC Consumer Defensive 39,284.0 $4.4M 0.63% +2K +4.7% $113.26 -8.9%
58 UPS UNITED PARCEL SVCS INC Industrials 40,349.0 $4.3M 0.62% +1K +3.0% $107.50 -4.9%
59 MDT MEDTRONIC PLC Healthcare 54,915.0 $4.3M 0.61% +6K +11.8% $78.23 +19.1%
60 PEP PEPSICO INC Consumer Defensive 31,294.0 $4.2M 0.60% +2K +5.9% $135.40 +5.4%
Page 3 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 19.6%
Healthcare 10.2%
Consumer Defensive 8.6%
Consumer Cyclical 7.2%
Industrials 6.9%
Communication Services 6.8%
Real Estate 5.5%
Utilities 5.3%
Energy 4.8%