Institutional Manager · CIK 0002067339
Wealth Management Associates, Inc.
Cherry Hill, NJ · File #028-25622
Latest AUM
$287.5M
Positions
235
Top-10 Concentration
47.9%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025235 pos · $287.5M
- 13F HOLDINGS REPORTQ/E Sep 2025230 pos · $281.8M
- 13F HOLDINGS REPORTQ/E Jun 2025219 pos · $257.0M
- 13F HOLDINGS REPORTQ/E Mar 2025175 pos · $146.6M
- 13F HOLDINGS REPORTQ/E Mar 2025192 pos · $170.9M
- 13F HOLDINGS REPORTQ/E Mar 2025197 pos · $176.2M
- 13F HOLDINGS REPORTQ/E Mar 2025204 pos · $213.2M
- 13F HOLDINGS REPORTQ/E Mar 2025150 pos · $118.6M
- 13F HOLDINGS REPORTQ/E Mar 2025177 pos · $152.3M
- 13F HOLDINGS REPORTQ/E Mar 2025191 pos · $176.6M
- 13F HOLDINGS REPORTQ/E Mar 2025198 pos · $189.4M
- 13F HOLDINGS REPORTQ/E Mar 2025122 pos · $99.0M
- 13F HOLDINGS REPORTQ/E Mar 202586 pos · $74.3M
- 13F HOLDINGS REPORTQ/E Mar 2025157 pos · $129.4M
- 13F HOLDINGS REPORTQ/E Mar 2025186 pos · $150.2M
- 13F HOLDINGS REPORTQ/E Mar 2025187 pos · $176.3M
- 13F HOLDINGS REPORTQ/E Mar 2025193 pos · $161.9M
- 13F HOLDINGS REPORTQ/E Mar 202593 pos · $91.8M
- 13F HOLDINGS REPORTQ/E Mar 2025144 pos · $124.3M
- 13F HOLDINGS REPORTQ/E Mar 2025209 pos · $227.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 56,927 | $15.5M | 7.60% |
| 2 | ISHARES TR | 464287200 | 18,554 | $12.7M | 6.24% |
| 3 | ISHARES TR | 464287432 | 139,375 | $12.1M | 5.97% |
| 4 | MICROSOFT CORP | MSFT | 20,730 | $10.0M | 4.92% |
| 5 | VANGUARD INDEX FDS | 922908769 | 27,818 | $9.3M | 4.58% |
| 6 | NVIDIA CORPORATION | NVDA | 49,465 | $9.2M | 4.53% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 47,412 | $8.4M | 4.14% |
| 8 | ISHARES TR | 464287168 | 58,666 | $8.3M | 4.07% |
| 9 | VANGUARD WHITEHALL FDS | 921946406 | 43,142 | $6.2M | 3.04% |
| 10 | SPDR GOLD TR | GLD | 14,648 | $5.8M | 2.85% |
| 11 | ISHARES TR | 464288448 | 145,945 | $5.8M | 2.83% |
| 12 | ISHARES TR | 464287150 | 38,428 | $5.7M | 2.81% |
| 13 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 55,424 | $5.4M | 2.64% |
| 14 | ALPHABET INC | GOOG | 14,348 | $4.5M | 2.21% |
| 15 | KINDER MORGAN INC DEL | EP-PC | 150,143 | $4.1M | 2.03% |
| 16 | ELI LILLY & CO | LLY | 3,693 | $4.0M | 1.95% |
| 17 | GLOBAL X FDS | 37954Y632 | 75,674 | $3.8M | 1.89% |
| 18 | ISHARES TR | 464287226 | 36,745 | $3.7M | 1.80% |
| 19 | BROADCOM INC | AVGO | 10,378 | $3.6M | 1.76% |
| 20 | SSGA ACTIVE ETF TR | 78467V608 | 82,377 | $3.4M | 1.67% |