Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025

Global Wealth Strategies & Associates has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $389 Billion distributed in 485 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 $150B, Ishares Tr with a value of $41.1B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, Invesco Exchange Traded Fd Tr with a value of $27.2B, and Ishares Msci Usa Quality Facto with a value of $14.3B.

Examining the 13F form we can see an increase of $39.5B in the current position value, from $349B to 389B.

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 $389 Billion
ETFs: $342 Billion
Technology: $7.53 Billion
Financial Services: $6.84 Billion
Consumer Cyclical: $3.12 Billion
Basic Materials: $2.87 Billion
Communication Services: $1.88 Billion
Industrials: $1.46 Billion
Healthcare: $1.15 Billion
Other: $1.93 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$150 Billion 38.46% of portfolio
244,257
Q3 2025 Added 2.04%
$0
$41.1 Billion 10.57% of portfolio
470,985
Q3 2025 Added 3.17%
$0
$28.8 Billion 7.4% of portfolio
386,713
Q3 2025 Added 3.23%
$0
$27.2 Billion 7.0% of portfolio
110,167
Q3 2025 Reduced 6.42%
$0
$14.3 Billion 3.68% of portfolio
73,486
Q3 2025 Added 5.27%
$0
$12.8 Billion 3.29% of portfolio
59,287
Q3 2025 Added 5.3%
$0
$11.2 Billion 2.87% of portfolio
43,550
Q3 2025 Reduced 2.23%
$0
$11 Billion 2.84% of portfolio
103,739
Q3 2025 Added 9.65%
$63.9B
$8.44 Billion 2.17% of portfolio
116,013
Q3 2025 Added 0.15%
$0
$6.32 Billion 1.63% of portfolio
70,748
Q3 2025 Added 4.47%
$0
$3.3 Billion 0.85% of portfolio
5,499
Q3 2025 Added 15.77%
$0
$3.03 Billion 0.78% of portfolio
147,692
Q3 2025 Added 7.38%
$0
$2.75 Billion 0.71% of portfolio
8,269
Q3 2025 Reduced 8.4%
$0
$2.72 Billion 0.7% of portfolio
10,024
Q3 2025 Added 66.43%
$0
$1.14 Billion 0.29% of portfolio
16,235
Q3 2025 Reduced 1.92%
$0
$1.07 Billion 0.27% of portfolio
38,143
Q3 2025 Reduced 3.72%
$0
$810 Million 0.21% of portfolio
5,688
Q3 2025 Reduced 4.44%
$0
$758 Million 0.2% of portfolio
2,691
Q3 2025 Added 45.46%
$0
$774 Million 0.2% of portfolio
41,163
Q3 2025 New
$0
$726 Million 0.19% of portfolio
3,894
Q3 2025 Added 186.96%
$0
$729 Million 0.19% of portfolio
12,671
Q3 2025 Reduced 5.77%
$0
$605 Million 0.16% of portfolio
8,778
Q3 2025 New
$0
$611 Million 0.16% of portfolio
10,197
Q3 2025 Added 203.66%
$0
$599 Million 0.15% of portfolio
1,250
Q3 2025 Added 774.13%
$0
$588 Million 0.15% of portfolio
879
Q3 2025 Reduced 0.34%
$0
$544 Million 0.14% of portfolio
2,000
Q1 2025 Added 400.0%
$0
$530 Million 0.14% of portfolio
8,121
Q3 2025 Reduced 13.11%
$0
$512 Million 0.13% of portfolio
1,400
Q2 2023 Added 7.69%
$0
$515 Million 0.13% of portfolio
17,689
Q3 2025 New
$0
$426 Million 0.11% of portfolio
1,298
Q3 2025 Added 4.59%
$0
$412 Million 0.11% of portfolio
618
Q3 2025 Reduced 10.56%
$0
$430 Million 0.11% of portfolio
15,407
Q3 2025 Added 521.25%
$0
$390 Million 0.1% of portfolio
16,745
Q3 2025 Added 471.89%
$0
$406 Million 0.1% of portfolio
15,419
Q3 2025 Added 47.56%
$0
$343 Million 0.09% of portfolio
11,567
Q3 2025 Added 437.0%
$0
$349 Million 0.09% of portfolio
3,570
Q3 2025 Reduced 91.62%
$0
$306 Million 0.08% of portfolio
6,007
Q3 2025 Reduced 3.27%
$0
$276 Million 0.07% of portfolio
2,422
Q3 2025 Reduced 6.81%
$0
$258 Million 0.07% of portfolio
12,531
Q3 2025 New
$0
$256 Million 0.07% of portfolio
799
Q3 2025 Reduced 6.22%
$0
$223 Million 0.06% of portfolio
476
Q2 2025 Reduced 4.03%
$0
$249 Million 0.06% of portfolio
979
Q3 2025 Added 4,156.52%
$0
$251 Million 0.06% of portfolio
855
Q3 2025 Added 2,750.0%
$0
$177 Million 0.05% of portfolio
2,445
Q3 2025 New
$0
$160 Million 0.04% of portfolio
2,090
Q3 2025 New
$0
$147 Million 0.04% of portfolio
7,525
Q3 2025 New
$0
$163 Million 0.04% of portfolio
3,555
Q3 2025 New
$0
$143 Million 0.04% of portfolio
3,722
Q3 2025 New
$0
$139 Million 0.04% of portfolio
2,576
Q3 2025 Reduced 9.52%

Summary

  • Portfolio
  • No. of Stocks 485
  • Current Value $389 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 125 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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