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Kendra Means

Global Wealth Management Investment Advisory, Inc.

Assets Managed
$638.447M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
2.32%(2Q avg: 3.47%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Wealth Management Investment Advisory, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Global Wealth Management Investment Advisory, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 638.447M in assets, with a quarterly growth rate of 2.32% and a 2-quarter average growth rate of 3.47%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.69%
3.62%
$23.093M
279,071 shares@ $82.75 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 4.09%
3.44%
$21.925M
386,821 shares@ $56.69 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -4.48%
3.41%
$21.758M
371,676 shares@ $58.55 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.07%
3.06%
$19.509M
111,863 shares@ $174.4 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.44%
2.98%
$18.988M
209,741 shares@ $90.53 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.38%
2.93%
$18.667M
32,341 shares@ $577.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.19%
2.89%
$18.389M
72,456 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.6%
2.76%
$17.561M
26,885 shares@ $653.21 avg price
CVX
Chevron Corp
Recent Activity
Decreased -1.79%
2.44%
$15.563M
75,220 shares@ $206.9 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 4.23%
2.35%
$14.979M
188,273 shares@ $79.57 avg price

1-10 of 158