Wealth Management Associates, Inc. Top Holdings and 13F Report (2026) About Wealth Management Associates, Inc.Investment ActivityWealth Management Associates, Inc. has $362.38 million in total holdings as of June 30, 2026.Wealth Management Associates, Inc. owns shares of 254 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 18.34% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Wealth Management Associates, Inc. has purchased 234 new stocks and bought additional shares in 113 stocks.Wealth Management Associates, Inc. sold shares of 58 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $45,364,964iShares Core S&P 500 ETF $14,115,633iShares 20+ Year Treasury Bond ETF $12,789,281Microsoft $10,995,048Vanguard Total Stock Market ETF $10,457,737 Largest New Holdings this Quarter 68389X105 - Oracle $1,795,784 Holding231021106 - Cummins $998,494 Holding12135Y108 - Burke & Herbert Financial Services $960,696 Holding007903107 - Advanced Micro Devices $722,652 Holding79589L106 - Samsara $497,314 Holding Largest Purchases this Quarter Apple 96,459 shares (about $27.91M)Microsoft 8,034 shares (about $3.00M)Vanguard Information Technology ETF 22,996 shares (about $2.75M)Alphabet 7,553 shares (about $2.70M)iShares Core High Dividend ETF 95,775 shares (about $2.63M) Largest Sales this Quarter Invesco S&P 500 Momentum ETF 7,429 shares (about $1.20M)Phillips 66 5,537 shares (about $935.93K)Mastercard 830 shares (about $426.26K)Applied Materials 479 shares (about $346.32K)CrowdStrike 410 shares (about $312.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,364,964$27,911,359 ▲159.9%156,77712.5%TechnologyIVViShares Core S&P 500 ETF$14,115,633$2,996 ▲0.0%18,8493.9%ETFTLTiShares 20+ Year Treasury Bond ETF$12,789,281$157,457 ▲1.2%147,9903.5%ETFMSFTMicrosoft$10,995,048$2,996,818 ▲37.5%29,4763.0%TechnologyVTIVanguard Total Stock Market ETF$10,457,737$158,748 ▲1.5%28,2612.9%ETFNVDANVIDIA$10,191,907$271,520 ▲2.7%50,9372.8%TechnologyDVYiShares Select Dividend ETF$9,544,219$145,829 ▲1.6%61,0632.6%ETFGOOGLAlphabet$8,305,049$2,699,257 ▲48.2%23,2392.3%Communication ServicesVYMVanguard High Dividend Yield ETF$7,175,785$13,591 ▲0.2%45,4082.0%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$6,459,401$50,892 ▼-0.8%56,2271.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,369,008$23,655 ▲0.4%38,7721.8%ETFIDViShares International Select Dividend ETF$6,191,250$90,400 ▲1.5%149,4391.7%ETFGLDSPDR Gold Shares$5,899,508$53,783 ▲0.9%16,0151.6%ETFPALANTIR TECHNOLOGIES INC$5,662,695$162,521 ▲3.0%48,5361.6%CL AGOOGAlphabet$5,496,078$2,081,125 ▲60.9%15,5551.5%Communication ServicesAIQGlobal X Artificial Intelligence & Technology ETF$5,416,931$32,346 ▼-0.6%82,5631.5%ETFKMIKinder Morgan$4,753,109$71,549 ▼-1.5%148,6741.3%EnergyAMZNAmazon.com$4,700,303$1,679,820 ▲55.6%19,7211.3%Consumer DiscretionaryAVGOBroadcom$4,034,387$62,329 ▼-1.5%10,6801.1%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,956,819$229,534 ▲6.2%39,9761.1%ETFXOMExxonMobil$3,813,502$422,188 ▲12.4%27,8931.1%EnergyAPLDApplied Digital$3,635,818$1,306 ▼0.0%97,4751.0%TechnologySRLNSPDR Blackstone Senior Loan ETF$3,475,584$91,378 ▲2.7%86,2641.0%ETFJNJJohnson & Johnson$3,369,055$771,281 ▲29.7%13,2660.9%HealthcareLLYEli Lilly and Company$3,291,339$13,194 ▼-0.4%2,7440.9%HealthcareHDViShares Core High Dividend ETF$3,265,738$2,625,194 ▲409.8%119,1440.9%ETFCRWDCrowdStrike$3,199,083$312,887 ▼-8.9%4,1920.9%TechnologyVGTVanguard Information Technology ETF$3,147,496$2,748,531 ▲688.9%26,3340.9%ETFBIVVanguard Intermediate-Term Bond ETF$3,044,470$106,153 ▲3.6%39,6930.8%ETFJPMJPMorgan Chase & Co.$2,825,166$99,835 ▲3.7%8,6310.8%FinanceQQQInvesco QQQ$2,784,020$57,433 ▲2.1%3,7810.8%ETFAXONAxon Enterprise$2,609,640$191,729 ▼-6.8%4,6550.7%IndustrialsONEQFidelity NASDAQ Composite Index ETF$2,377,975$53,261 ▲2.3%23,0380.7%ETFSPROTT ASSET MANAGEMENT LP$2,266,491$37,019 ▼-1.6%75,1240.6%PHYSICAL GOLD TRMUMicron Technology$2,048,513$343,919 ▲20.2%1,7750.6%TechnologyTAT&T$2,032,430$56,842 ▼-2.7%98,1850.6%Communication ServicesMRKMerck & Co., Inc.$2,002,190$545,106 ▲37.4%15,5810.6%HealthcarePEGPublic Service Enterprise Group$1,982,860$8,522 ▼-0.4%24,4310.5%UtilitiesIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,959,994$41,888 ▲2.2%25,7350.5%ETFGEGE Aerospace$1,951,448$52,691 ▲2.8%5,2220.5%IndustrialsBACBank of America$1,922,731$124,444 ▲6.9%33,7440.5%FinanceCVXChevron$1,900,639$597,244 ▲45.8%11,4660.5%EnergyORCLOracle$1,795,784$1,795,784 ▲New Holding12,2540.5%TechnologyNVTSNavitas Semiconductor$1,743,078$61,824 ▲3.7%97,2700.5%TechnologyVZVerizon Communications$1,715,467$67,321 ▼-3.8%40,5160.5%Communication ServicesABBVAbbVie$1,700,743$63,661 ▲3.9%6,7590.5%HealthcareCOLUMBIA ETF TR I$1,595,536$59,960 ▲3.9%53,2200.4%CORE BOND ETFCSCOCisco Systems$1,536,729$289,656 ▲23.2%13,0830.4%TechnologyPFEPfizer$1,520,232$32,893 ▲2.2%63,1330.4%HealthcareGE VERNOVA INC$1,451,494$52,888 ▼-3.5%1,2350.4%COMVOOVanguard S&P 500 ETF$1,416,202$103,021 ▲7.8%2,0620.4%ETFIBMInternational Business Machines$1,403,907$295,012 ▲26.6%4,9920.4%TechnologyPGProcter & Gamble$1,348,0620.0%9,1930.4%Consumer StaplesIAUiShares Gold Trust$1,347,174$12,308 ▲0.9%17,8410.4%ETFDGROiShares Core Dividend Growth ETF$1,308,626$15,992 ▲1.2%17,2660.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,285,0400.0%13,3220.4%ETFVFHVanguard Financials ETF$1,277,968$3,290 ▼-0.3%9,7110.4%ETFILCBiShares Morningstar U.S. Equity ETF$1,265,863$2,177 ▼-0.2%12,2130.3%ETFIGEBiShares Investment Grade Systematic Bond ETF$1,220,657$677 ▲0.1%27,0600.3%ETFWALMART INC$1,168,904$55,042 ▼-4.5%10,3210.3%COMAMGNAmgen$1,122,333$905,399 ▲417.4%3,0990.3%HealthcareSLViShares Silver Trust$1,001,738$26,734 ▼-2.6%18,7350.3%ETFCMICummins$998,494$998,494 ▲New Holding1,4000.3%IndustrialsTXNTexas Instruments$997,5990.0%3,3470.3%TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$994,926$20,898 ▼-2.1%15,4250.3%ETFBHRBBurke & Herbert Financial Services$960,696$960,696 ▲New Holding13,3690.3%FinanceIYFiShares U.S. Financials ETF$960,533$18,361 ▲1.9%7,5330.3%ETFCCitigroup$939,907$140 ▲0.0%6,7160.3%FinanceIDUiShares U.S. Utilities ETF$933,728$17,879 ▲2.0%8,1470.3%ETFMETAMeta Platforms$928,638$248,350 ▲36.5%1,6490.3%Communication ServicesVVisa$901,746$68,626 ▼-7.1%2,6280.2%FinanceXLEEnergy Select Sector SPDR Fund$901,373$77,540 ▲9.4%16,9720.2%ETFCATCaterpillar$885,321$8,523 ▼-1.0%8310.2%IndustrialsARISTA NETWORKS INC$880,998$67,952 ▲8.4%5,1860.2%COM SHSINTCIntel$873,115$76,378 ▲9.6%6,2530.2%TechnologySPYSPDR S&P 500 ETF Trust$843,286$5,229 ▼-0.6%1,1290.2%ETFFTSMFirst Trust Enhanced Short Maturity ETF$839,728$28,730 ▼-3.3%14,0590.2%ETFSCCOSouthern Copper$832,789$467,888 ▲128.2%4,7790.2%MaterialsTJXTJX Companies$826,428$74,841 ▲10.0%5,4550.2%Consumer DiscretionaryBBIOBridgeBio Pharma$800,958$128,031 ▲19.0%10,7540.2%HealthcareMCDMcDonald's$791,265$270 ▲0.0%2,9270.2%Consumer DiscretionaryIXCiShares Global Energy ETF$766,919$3,930 ▼-0.5%15,6100.2%ETFHDHome Depot$761,734$6,348 ▼-0.8%2,1600.2%Consumer DiscretionaryDGRWWisdomTree U.S. Quality Dividend Growth Fund$756,152$28,207 ▲3.9%7,9080.2%ETFDUKDuke Energy$750,9980.0%5,9330.2%UtilitiesRRyder System$749,1070.0%2,8400.2%IndustrialsETNEaton$737,652$426 ▲0.1%1,7310.2%IndustrialsCOPConocoPhillips$737,536$26,303 ▲3.7%7,0940.2%EnergyAMDAdvanced Micro Devices$722,652$722,652 ▲New Holding1,2440.2%TechnologyCOSTCostco Wholesale$718,038$10,284 ▼-1.4%7680.2%Consumer StaplesAMATApplied Materials$714,324$346,317 ▼-32.7%9880.2%TechnologyABUSArbutus Biopharma$710,376$77,400 ▲12.2%147,9950.2%HealthcareHYLBXtrackers USD High Yield Corporate Bond ETF$708,123$76,692 ▲12.1%19,3900.2%ETFVLOValero Energy$705,183$290,875 ▼-29.2%2,7080.2%EnergyBABoeing$703,524$84,856 ▲13.7%3,2500.2%IndustrialsHYDWXtrackers Low Beta High Yield Bond ETF$699,385$208,457 ▲42.5%14,9300.2%ETFGLWCorning$695,599$25,545 ▲3.8%2,7230.2%TechnologyVHTVanguard Health Care ETF$693,789$23,027 ▲3.4%2,3200.2%ETFFDVVFidelity High Dividend ETF$691,647$11,817 ▼-1.7%11,4720.2%ETFSOUNSoundHound AI$670,066$214,287 ▲47.0%103,5650.2%TechnologyShowing largest 100 holdings. 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