Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.41B
$155 Million 0.04% of portfolio
5,870
Q4 2025 New
$5.82B
$102 Million 0.03% of portfolio
5,660
Q3 2025 New
$4.41B
$60.6 Million 0.02% of portfolio
703
Q1 2025 New
$4.89B
$41.9 Million 0.01% of portfolio
416
Q4 2022 New
$3.64B
$6.12 Million 0.0% of portfolio
92
Q2 2023 New
$3.96B
$6.62 Million 0.0% of portfolio
360
Q4 2025 Reduced 14.08%
$3.09B
$370,000 0.0% of portfolio
5
Q4 2025 New
$3B
$157,000 0.0% of portfolio
38
Q4 2025 New
$5.44B
$6.14 Million 0.0% of portfolio
159
Q1 2023 New
$4.67B
$995,000 0.0% of portfolio
12
Q4 2025 New
$7.89B
$12.9 Million 0.0% of portfolio
45
Q4 2025 Added 200.0%
$8.26B
$5.93 Million 0.0% of portfolio
31
Q4 2025 New
$4.78B
$1.63 Million 0.0% of portfolio
22
Q4 2025 New
$3.98B
$1.1 Million 0.0% of portfolio
18
Q3 2025 New
$2.39B
$1.09 Million 0.0% of portfolio
10
Q4 2025 New
$3.06B
$91,000 0.0% of portfolio
5
Q2 2025 New
$6.29B
$40,000 0.0% of portfolio
2
Q1 2025 New
$2.27B
$952,000 0.0% of portfolio
137
Q1 2025 New
$3.27B
$8.3 Million 0.0% of portfolio
240
Q4 2022 New
$3.61B
$1.43 Million 0.0% of portfolio
70
Q4 2022 New
$7.96B
$1.74 Million 0.0% of portfolio
90
Q4 2022 New
$8.36B
$1.87 Million 0.0% of portfolio
108
Q4 2022 New
$7.63B
$5.29 Million 0.0% of portfolio
33
Q4 2025 New
$4.52B
$4.28 Million 0.0% of portfolio
50
Q2 2024 New
$5.51B
$10.8 Million 0.0% of portfolio
600
Q3 2025 New
$3.93B
$9.82 Million 0.0% of portfolio
700
Q3 2025 Reduced 12.5%
$8.2B
$5.53 Million 0.0% of portfolio
132
Q4 2025 Added 312.5%
$4.72B
$324,000 0.0% of portfolio
5
Q2 2023 New
$4.19B
$10.6 Million 0.0% of portfolio
300
Q4 2022 New
$5.83B
$266,000 0.0% of portfolio
10
Q4 2022 New
$3.45B
$4.45 Million 0.0% of portfolio
55
Q3 2023 New
$2.97B
$791,000 0.0% of portfolio
54
Q2 2024 Reduced 3.57%
$2.32B
$14.9 Million 0.0% of portfolio
795
Q4 2025 Added 1.02%
$8.49B
$8.45 Million 0.0% of portfolio
21
Q4 2022 New
$2.51B
$384,000 0.0% of portfolio
13
Q3 2025 New
$2.12B
$61,000 0.0% of portfolio
1
Q2 2025 New
$3.73B
$42,000 0.0% of portfolio
1
Q4 2025 Reduced 90.0%
$7.39B
$1.03 Million 0.0% of portfolio
46
Q4 2025 New
$4.86B
$569,000 0.0% of portfolio
8
Q1 2025 New
$2.27B
$1.41 Million 0.0% of portfolio
73
Q3 2025 New
$5.15B
$3.33 Million 0.0% of portfolio
59
Q3 2023 New
$4.19B
$13.5 Million 0.0% of portfolio
690
Q4 2025 Reduced 50.0%
$8.31B
$10 Million 0.0% of portfolio
200
Q1 2025 New
$6.17B
$2.78 Million 0.0% of portfolio
59
Q4 2025 New
$8.01B
$1.7 Million 0.0% of portfolio
23
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 549
  • Current Value $401 Billion
  • Prior Value $389 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 02, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 121 stocks
  • Additional Purchases 98 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 125 stocks
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