Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $288 Billion
  • Q4 2025

Wealth Management Associates, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.5B, Ishares Core S&P 500 ETF with a value of $12.7B, Ishares Barclays 20+ Year Trea with a value of $12.1B, Microsoft Corp with a value of $10B, and Vanguard Total Stock Market Et with a value of $9.33B.

Examining the 13F form we can see an increase of $5.73B in the current position value, from $282B to 288B.

Wealth Management Associates, Inc. is based out at Cherry Hill, NJ

Below you can find more details about Wealth Management Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $126 Billion
Technology: $60 Billion
Financial Services: $21 Billion
Healthcare: $16.4 Billion
Communication Services: $14.2 Billion
Energy: $11.8 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $8.03 Billion
Other: $12.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15.5 Billion 5.38% of portfolio
56,927
Q4 2025 Reduced 9.2%
$0
$12.7 Billion 4.42% of portfolio
18,554
Q4 2025 Reduced 1.33%
$0
$12.1 Billion 4.23% of portfolio
139,375
Q4 2025 Added 8.07%
$3.78T
$10 Billion 3.49% of portfolio
20,730
Q4 2025 Reduced 0.5%
$0
$9.33 Billion 3.24% of portfolio
27,818
Q4 2025 Reduced 1.61%
$465B
$9.23 Billion 3.21% of portfolio
49,465
Q4 2025 Reduced 1.83%
$342B
$8.43 Billion 2.93% of portfolio
47,412
Q4 2025 Reduced 0.64%
$0
$8.28 Billion 2.88% of portfolio
58,666
Q4 2025 Added 0.03%
$0
$6.19 Billion 2.15% of portfolio
43,142
Q4 2025 Added 0.06%
$130B
$5.81 Billion 2.02% of portfolio
14,648
Q4 2025 Reduced 1.37%
$0
$5.76 Billion 2.0% of portfolio
145,945
Q4 2025 Reduced 0.89%
$0
$5.71 Billion 1.99% of portfolio
38,428
Q4 2025 Reduced 0.22%
$0
$5.37 Billion 1.87% of portfolio
55,424
Q4 2025 Reduced 1.55%
$1.65T
$4.49 Billion 1.56% of portfolio
14,348
Q4 2025 Added 4.94%
$61.6B
$4.13 Billion 1.44% of portfolio
150,143
Q4 2025 Reduced 1.73%
$971B
$3.97 Billion 1.38% of portfolio
3,693
Q4 2025 Added 0.14%
$0
$3.67 Billion 1.28% of portfolio
36,745
Q4 2025 Added 5.63%
$139B
$3.59 Billion 1.25% of portfolio
10,378
Q4 2025 Reduced 4.82%
$0
$3.4 Billion 1.18% of portfolio
82,377
Q4 2025 Added 2.0%
$1.74T
$3.2 Billion 1.11% of portfolio
10,204
Q4 2025 Reduced 1.31%
$490B
$3.08 Billion 1.07% of portfolio
25,588
Q4 2025 Reduced 0.35%
$2.39T
$2.99 Billion 1.04% of portfolio
12,942
Q4 2025 Added 0.85%
$0
$2.9 Billion 1.01% of portfolio
37,192
Q4 2025 Added 4.56%
$39.4B
$2.84 Billion 0.99% of portfolio
4,997
Q4 2025 Reduced 0.2%
$0
$2.84 Billion 0.99% of portfolio
23,321
Q4 2025 Added 2.17%
$881B
$2.68 Billion 0.93% of portfolio
8,326
Q4 2025 Reduced 4.27%
$0
$2.61 Billion 0.91% of portfolio
79,003
Q4 2025 Reduced 1.31%
$181B
$2.5 Billion 0.87% of portfolio
100,779
Q4 2025 Reduced 2.05%
$0
$2.39 Billion 0.83% of portfolio
3,167
Q4 2025 Reduced 1.83%
$2.23B
$2.34 Billion 0.81% of portfolio
95,310
Q4 2025 Added 0.69%
$115B
$2.22 Billion 0.77% of portfolio
4,734
Q4 2025 Reduced 0.27%
$0
$2.19 Billion 0.76% of portfolio
3,572
Q4 2025 Added 0.99%
$522B
$2.13 Billion 0.74% of portfolio
10,300
Q4 2025 Added 0.83%
$0
$2.05 Billion 0.71% of portfolio
22,452
Q4 2025 Reduced 2.62%
$41.3B
$1.97 Billion 0.68% of portfolio
24,525
Q4 2025 Reduced 4.56%
$413B
$1.82 Billion 0.63% of portfolio
33,117
Q4 2025 Reduced 3.1%
$266B
$1.77 Billion 0.62% of portfolio
5,975
Q4 2025 Added 7.68%
$172B
$1.74 Billion 0.6% of portfolio
42,677
Q4 2025 Reduced 1.71%
$2.27B
$1.54 Billion 0.54% of portfolio
79,695
Q4 2025 Reduced 5.12%
$328B
$1.57 Billion 0.54% of portfolio
5,081
Q4 2025 Reduced 3.42%
Ishares Bitcoin Trust ETF
-
$1.52 Billion 0.53% of portfolio
-
Q4 2025 Reduced 16.15%
$141B
$1.52 Billion 0.53% of portfolio
61,018
Q4 2025 Added 15.33%
$414B
$1.49 Billion 0.52% of portfolio
6,501
Q4 2025 Added 0.08%
$65.3B
$1.44 Billion 0.5% of portfolio
17,768
Q4 2025 Reduced 0.56%
$0
$1.43 Billion 0.5% of portfolio
38,815
Q4 2025 New
$0
$1.38 Billion 0.48% of portfolio
11,577
Q4 2025 Added 1.7%
$346B
$1.32 Billion 0.46% of portfolio
9,193
Q4 2025 Added 2.35%
$0
$1.31 Billion 0.45% of portfolio
9,781
Q4 2025 Added 0.67%
$279B
$1.28 Billion 0.45% of portfolio
11,504
Q4 2025 Reduced 5.35%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $288 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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