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Wealth Management Associates, Inc.

Q4 2025 13F Holdings

  • Location
    cherry hill, NJ
  • Num holdings

    235

  • Value ($000)

    $287,511

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0002067339
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.48M
5 %

56,927

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$12.71M
4 %

18,554

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$12.15M
4 %

139,375

M
MSFT

MICROSOFT CORP

COM
594918104
$10.03M
4 %

20,730

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.33M
3 %

27,818

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.23M
3 %

49,465

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$8.43M
3 %

47,412

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$8.28M
3 %

58,666

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.19M
2 %

43,142

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.81M
2 %

14,648

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