Wealth Management Associates, Inc.
Q4 2025 13F Holdings
- Locationcherry hill, NJ
- Num holdings
235
- Value ($000)
$287,511
- Date Filed01/20/2026
- Form type13F-HR
- CIK0002067339
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $15.48M | 5 % | 56,927 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $12.71M | 4 % | 18,554 | ||
T ISHARES TR | 20 YR TR BD ETF | 464287432 | $12.15M | 4 % | 139,375 | ||
M MICROSOFT CORP | COM | 594918104 | $10.03M | 4 % | 20,730 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.33M | 3 % | 27,818 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $9.23M | 3 % | 49,465 | ||
P PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $8.43M | 3 % | 47,412 | ||
D ISHARES TR | SELECT DIVID ETF | 464287168 | $8.28M | 3 % | 58,666 | ||
V VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.19M | 2 % | 43,142 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $5.81M | 2 % | 14,648 |
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